2018 UltraTax CS alerts and notices

This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

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Reported Date Entity Product Reported Version Status Modified Date Fixed Version Synopsis








Important! End of support for Windows 7

In January 2020, Microsoft will end support for Windows 7. Because Thomson Reuters cannot support customers using our applications on unsupported operating systems, UltraTax CS will no longer be supported on Windows 7 as of January 14, 2020. We strongly recommend that you upgrade your workstations to a supported operating system soon. For more information, see End of support for Windows 7 in our Help & How-To Center.

11/03/20 All Federal/State E-Filing N/A Notice 11/18/20 N/A IRS E-File Shutdown/Opening Dates

1040 Individual E-File Shutdown:

Please make sure to have any 1040 Individual E-Files (State & Federal) transmitted prior to 10:00 p.m. Eastern time on Saturday, Nov. 21, 2020. The IRS will officially shutdown Saturday, Nov. 21, 2020 at 11:59 p.m. Eastern time, but E-Files need to be transmitted before 10:00 p.m. Eastern time.

Important Note: We recommend that states try to retrieve all submissions and submit the acknowledgements before the scheduled shutdown. If for some reason states are not able to retrieve the submissions or submit the acknowledgements they can do so after the shutdown.

Opening Date: The IRS has not announced an opening date for 1040 Individual E-Filing. Please monitor the MeF Operational Status page for any updates. We apologize for any inconveniences and thank you for your cooperation.


Business E-File Shutdown:

Business (BMF) returns are not impacted by this Individual (IMF) E-File Production Shutdown/Cutover schedule.

Important Note: The Business (BMF) Production Shutdown/Cutover schedule will be known in early December and the times will be posted on the MeF Operational Status page.

09/30/20 Platform All N/A Notice 09/30/20 Notice Removal of reCAPTCHA

Thomson Reuters utilizes current security best practices as part of our commitment to our customers. Along with many in the industry, including current IRS Safeguards, we rely on the National Institute of Standards & Technology (“NIST”) for security policies and practices. Due to recent changes to the IRS Trusted Customer Requirements for 2021, Thomson Reuters has removed the use of reCAPTCHA in the login process for Onvio, NetFirm CS, NetClient CS and CS Professional Suite desktop products effective 10/01/2020. In addition Thomson Reuters has already instituted support for multi-factor authentication, an IRS requirement that all tax software providers must be in compliance with by 2021. To learn more about the importance of MFA, please visit our website.

08/19/20 1040 US 18.3.17 Fixed 08/19/20 18.3.18 UltraTax CS 1040-US Government, Client and Preparer print collations previously modified were overwritten with CS Default Collation

With 1040-US software update version 18.3.17, available August 17, 2020, UltraTax/1040 Government, Client, and Preparer print collations that were previously modified were inadvertently overwritten with the CS Default Collation that included the addition of Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments.

Modified print collations will not be overwritten if the 18.3.17 software update was downloaded but not applied. Unfortunately, any modifications that have been made to the collations will be overwritten if the 18.3.17 was downloaded and applied. Any previous customizations will need to made again.

NOTE: If you previously backed up your collation files via File > Backup > Product Settings, you can restore your original collations from File > Restore > Product Settings. Select 1040-US Tax Return Print Collation to restore.

12/30/19 1040 Federal 18.3.12 Notice 04/08/20 18.3.15 Retroactive changes to 2018 from the 2019 Consolidated Appropriations Acts and the CARES Act

President Trump on December 20, 2019 signed into law The Further Consolidated Appropriations Act (H.R. 1865, PL 116-94) and The Consolidated Appropriations Act, 2020 (H.R. 1158, PL 116-93). The legislation includes extenders, retirement provisions, disaster relief, repeal of TCJA kiddie tax provisions, and the repeal of ACA taxes.

In addition, some provisions of the recently signed Coronavirus Aid, Relief, and Economic Security (CARES Act) will impact some 2018 returns.

CARES act updates including the Form 1139 update which reinstated the 5-year carryback were released on 4/8/2020 with version 18.3.15.

02/19/20 1040, 1120, 1065, 1041 MN 2018, 2017 Notice 03/16/20 Notice The state of Minnesota will be updating the 2018 and 2017 years

The state of Minnesota will be updating the 2018 and 2017 years for 1120, 1065, 1040, and 1041. In those years MN decoupled from many of the Federal tax provisions. In a coordinated effort between tax vendors and the state the 2018 forms and calculations will be updated on 3/12/2020.  UPDATE: The 2018 updates are released.

The 2017 forms and calculations will be updated on 3/26/2020.

Refer this link for more information: MN Tax Law Changes FAQ

02/13/20 1120 FL 18.3.1 Fixed 02/13/20 18.3.2 UT18 Florida Efile Error: Tax Year must be equal the Year portion of Tax Period End Date CCYY. (rule 000032)
This rejection has been addressed on 18.3.2. After applying the update, previously rejected returns can be recreated and retransmitted.
01/31/20 1040 US 18.3.12 Notice 01/31/20 Notice Kiddie Tax / Form 8615
Final forms, complete calculations and further changes for the Kiddie Tax / Form 8615 will be included on a future release. The IRS is still determining the nature and scope of reporting requirements. The 2018 UltraTax program will also be updated at a future time once the IRS determines amendment procedures. Data mining contains searches for 8615 clients to aid you in identifying affected clients.
01/28/20 1040 NJ 18.3.4 Notice 01/28/20 Notice NJ E-file error - WWCaregiverCredit

For 2018, when doing an amended return, if you get the following in the e-file error check, you will need to do the workaround below: "Missing data in tag FormNJ1040X > Body > WWCaregiverCredit > Original."

2018 was the first year for this credit and the 2018 software will not be updated but will be fixed for 2019.

To clear schema issue override form with a zero. To do this you must first override the fields with a "1" then change the "1" to "0". E-file will then allow you to create.

01/16/20 1120 NJ 18.3.7 Notice 03/10/20 18.3.9 New Jersey CBT-100, CBT-100S, & CBT-100U

The New Jersey Division of Taxation is presently constructing 2019 forms for corporate business tax returns.  A timeline of when CBT-100, CBT-100S, and CBT-100U will be released is included in the following communication:


Finalized Forms for CBT-100 and CBT-100S have been released by NJ and UltraTax.  Efiling for C and S Corps was released on 3/10/20. 

The Annual reports will not be included in that update, neither will the combined return CBT-100U as those are still a work in progress.  

01/07/20 1120 FL 2017, 2018 Notice 02/07/20 Notice Electronic Filing for Florida 2017 and 2018 Returns
Due to formatting changes to the Electronic filing system by the state of Florida, 2017 returns are no longer supported. Returns for 2017 will need to be paper-filed. 2018 1120-FL was reworked to allow this and released February 7, 2020.
10/18/19 1120 NJ N/A Notice 01/07/20 Notice New Jersey Fiscal Update - Automatic Extension - 2019 Forms
New Jersey Division of Taxation is presently constructing 2019 forms for corporate business tax returns. Once the state of New Jersey releases its 2019 forms and electronic filing specifications and approves them for use, Thomson Reuters will release an update to include them. New Jersey has granted an automatic extension until April 15, 2020 to filers with periods ending between July 31, 2019 and November 30, 2019. The extension applies only to the filing of the return and does not extend the time to make all required payments.

Refer to https://www.state.nj.us/treasury/taxation/cbt/automaticextension2019.shtml for more information.

11/20/19 All E-Filing N/A Notice 11/20/19 Notice E-File Recall function is being removed 11/26/19
The Electronic Filing option to recall a previously transmitted return is being removed on 11/26/19. This will affect all entity types and all electronic filing years (2017, 2018 and the upcoming 2019 season). The processing speed of the IRS MeF system and the CS Connect server have progressed to the point that very few recalls have been successful in recent years. Therefore, the option is being removed. Amend or Supersede returns as appropriate for the entity type.
11/15/19 1120, 1065, 990 Federal N/A Notice 11/15/19 Notice IRS Acknowledgements Delayed
We are aware that many returns transmitted over the last 24 hours have not been acknowledged yet by the IRS. The published turn around time for acks is 24-48. The IRS is still well within that window. The business returns are not included in the E-File shutdown that begins Saturday 11/16 at 11:59pm. That shutdown is for the 1040 returns only.
11/15/19 1120, 1065 Federal N/A Notice 11/15/19 Notice K-1 Analyzer
At Synergy 2019 an announcement on a new product was made called 'K-1 Analyzer'. We appreciate the enthusiastic response and intrigue regarding this new offering. We are still working out details on when and how this will be available.
The ‘K-1 Analyzer’ was developed by one of our customers, Crowe Horwath. In partnership with them will be expanding the capabilities and usage of this new tool. Currently, the tool scans Federal and State K-1’s into an organized spreadsheet. In the future, this tool should integrate with GoSystem Tax and UltraTax CS business products. Additional details will be forthcoming.
11/14/19 Platform MFA N/A Notice 11/14/19 Notice An Error has Occurred in the Script on this Page

After signing into a CS Professional Suite program, an error may show stating:

An error has occurred in the script on this page.

Line: 4

Char: 40662

Error: Unable to get property 'data' of undefined or null reference

Code: 0

Do you want to continue running scripts on this page?

This script error is showing instead of the prompt "Your password is expiring. You have "X" days left before your password expires. Please update your password."

To correct this message, log into the relevant website, either tax.thomsonreuters.com or secure.netlinksolution.com and log in. You will then be prompted with the password expiring message and can change your password.

Please see Expiring Password Information for more information.

10/07/19 Multi-Factor Authentication All Notice In Progress 10/14/19 In Progress Multi-Factor Authentication Issue

Currently there is a mutli-factor authentication issue where some customers are receiving a 500 error when accessing multi-factor authentication on the tax.thomsonreuters.com website. Also, when clicking on the "My Profile" section, you may get an "Unable to verify profile" error message. We are investigating the issue and are working diligently to resolve the errors.

10/15/19 UPDATE Platform Analysts are planning an update on 10/17/19 to resolve this issue. Please refer back to this Alert and TFS 1761334
10/14/19 1040 KY, MI, NY N/A Notice 10/14/19 Notice Delayed Acknowledgements
Around tax deadlines, it is common for taxing agencies to be delayed in sending e-file acknowledgments. Currently, there is a large number of e-files from KY, MI, and NY dating back to 10/8/19 that are transmitted but pending acknowledgments. Other states and entities may have delays as well, but these are the highest numbers pending. See the Electronic Filing Live to see the current status that we have from taxing agencies.
10/07/19 All All 18.3.7 Verified 10/07/19 N/A Printing error after installing Win10 update1903 - Unable to end page, return will not print

This issue appears to be related to Windows 10, version 1903 released on 10/3/19  That version contained this: "Addresses an intermittent issue with the print spooler service that may cause print jobs to fail. Some apps may close or generate errors, such as the remote procedure call (RPC) error."  It appears this might have fixed printing in other apps and broken UltraTax's print job process for others.

The specific program error is "Unable to end page, return will not print." For some deleting the Windows update KB4524147 worked. For others clearing the Temp directory, resetting windows's print spooler, or minimizing the print driver interaction in Help > Repair > Misc in the UltraTax CS program have resulted in print functions returning to normal.

For further reference, review the Printing Troubleshooting Guidelines

See the TFS Work Item for additional information TFS 1761320
09/16/19 1065 NY Various Notice 09/16/19 Notice Erroneous 1065 NYC Rejection
The following rejection is triggering in error. Form NYC1147: At least one of 'Form NYC1148, Form NYC11410, Form NYC11412, Form NYC399, Form NYC399Z, Form NYCNOLDUBTP, Sch NYCWPE, Wks Wire Payment' is required. (/ReturnState/ReturnDataState/FormNYC1147[2]). Development is monitoring this rejection. They are correcting and retransmitting these returns. No further action by the firm should be required
09/12/19 1065, 1120 Federal Various Notice 09/12/19 Notice K-1's coming in with box 13K - Excess Business Interest Expense
If a Partnership or Corporation receives Excess Business Interest Expense from K-1 box 13k, (in the absense of Form 8990 being calculated in the current Partnership or Corporation) that amount will flow to Form 8990 page 3, Schedule A, column i. Form 8990 page 3, Sch A, column i is "Current year excess interest expense carryover". This will carry over to next year. It will not populate on this entity's Schedule K-1.
09/11/19 1040, 1120, 1065, 1041 Federal Various Notice 09/11/19 Notice 1065 K-1's with boxes 13K, 20AE, and 20AF
According to Form 8990 page 2, a return should either have line 32 - Excess business interest expense (K-1 box 13K) OR line 36 - Excess Taxable Income (K-1 box 20AE) and line 37 - Excess business interest income (K-1 box 20AF). Take look at the note btween Form 8990 lines 32 and 33. "If you entered an amount on line 32, skip lines 33 through 37". In short, K-1's that report both 13k and 20AE/AF are incorrect/overstated. If 13K is present, use that amount and ignore the 20AE/AF amounts on the K-1 data entry screens.
08/26/19 1120, 1065 IN Various Notice 08/26/19 Notice Indiana Business Electronic Filing System Down for Maintenance
Indiana is updating their E-Filing system to include C Corporation returns. They are scheduled to come back online September 3rd. Until they do, we are holding E-files per their request and have been since August 12th.
08/21/19 1040, 1120, 1065 Philadelphia Various Notice 08/21/19 Notice Philadelphia E-File System Down for Maintenance
Philadelphia is enhancing their E-Filing security infrastructure and is currently unable to process electronically filed returns and issue acknowledgements. Preparers can continue to transmit electronic returns and once implementation is complete, Philadelphia will begin processing the transmitted e-files.
08/15/19 1120, 1065, 1040, 1041 MN Various Notice 08/15/19 Notice Minnesota 2019 Omnibus Tax Bill - State Letters and Amended Returns

MDOR will automatically adjust returns that are subject to the special limited adjustment.  If there is a need for more information, the department will send a letter requesting this or an amended return may need to be filed.  Returns may require amending if adjustments are needed that are outside of the scope of what MDOR is automatically adjusting (changes other than conformity adjustments).  Also, tax professionals may disagree with the state’s adjustment and want to file an amended return on behalf of the client.  For 2017 and 2018 returns that have not been filed yet, for whatever reason, these returns will need to use the updated forms being released on August 29.

For further reference, review the Minnesota FAQ page.

08/14/19 1120, 1065, 1040, 1041 MN Various Notice 08/29/19 Notice Minnesota 2019 Omnibus Tax Bill - 2018 return rejections beginning 8/15/2019

Beginning Thursday, August 15, 2019, Minnesota returns for 1040, 1041, 1065 and 1120 entities will be rejected. Updates to Minnesota and other related updates will be available Thursday, August 29, 2019.

After those updates are available, download them and recreate the return(s) with the most recent Minnesota version for the applicable entity, and the most recent 2018 version of Federal (US) product, and Platform (or Fixed Assets if applicable).

All entities are updated to comply with the new rules.  An option is added in each called "Calculate the return according to newly enacted legislative changes".  This should be marked on returns not yet filed.  Additionally assets are being recalculated to comply with the new rules.  Original amounts will be saved to MNorig, MNAMTo and MNACEo treatments within the asset module.  The treatments for MN, MNAMT, and MNACE will be rebuilt to follow Federal.

08/08/19 All All 2018 Notice 08/08/19 Notice IRS Fall Filing Deadline Toolkit

For answers to your questions on due dates, grace periods, electronic payments, and e-filing, refer to the IRS Fall Filing Deadline Toolkit for more information.

08/06/19 1040 Federal N/A Notice 08/06/19 Notice IRS launches new Tax Withholding Estimator

The IRS today launched their new Tax Withholding Estimator, an expanded, mobile-friendly online tool designed to make it easier for everyone to have the right amount of tax withheld during the year. The new Tax Withholding Estimator replaces the Withholding Calculator, which offered workers a convenient online method for checking their withholding. The comprehensive Tax Cuts and Jobs Act (TCJA) changed the way tax is calculated so the IRS encourages everyone to use the Tax Withholding Estimator to perform a quick "paycheck checkup." This is especially true for taxpayers who adjusted their withholdings sometime in 2019, which may have a different full-year impact in 2020.

08/01/19 1040 Federal N/A Notice 08/01/19 Notice Report Foreign Bank and Financial Accounts (FBAR) Submission Status Lookup Tool

Individual FBAR filers are able to check the submission status of their Report Foreign Bank and Financial Accounts (FBAR) filing with a new look-up tool that is available on the BSA E-Filing System homepage. The tool provides information that helps individuals verify the status of their FBAR filing directly from the BSA E-Filing application.

How it works - Navigate to the BSA E-Filing System homepage, click the Report Foreign Bank and Financial Accounts (FBAR) button, then click the link at the bottom of the page to access the Submission Status Lookup page. From the "Individual FBAR: Submission Status Lookup" page, enter the email address for the submission you would like to verify the status of, as well as the date range (up to 60 days) for the submission and click Submit. An email confirmation is sent with details regarding the status of any submission associated with the email address and date range provided (if any).

07/16/19 1040 Federal N/A Notice 07/16/19 Notice IRS announces new 2019 Form 1040 tax return

The IRS announced on Thursday, July 11, 2019 the draft of the new Form 1040 for 2019 tax return filings (processing year 2020). They have also released drafts of Schedules 1, 2, and 3, consolidated from six schedules. For those born before January 2, 1955, there is the new Form 1040-SR available.

Schedule 1, Additional Income and Adjustments to Income

Schedule 2, Additional Taxes

Schedule 3, Additional Credits and Payments

06/21/19 All MN N/A Notice 06/21/19 Notice Minnesota 2019 Omnibus Tax Bill

On Friday, May 31st, the governor of Minnesota signed into law the 2019 omnibus tax bill. The Department of Revenue will begin reviewing and analyzing the bill and its impacts on taxpayers.

You do not need to take any action at this time and should not file any amended returns relating to retroactive provisions contained in the tax bill. Once the Minnesota Department of Revenue determines the impacts of the bill, they will provide us with guidance to update the UltraTax CS software accordingly. Please continue to check for informational alerts and software updates related to Minnesota.

06/20/19 1040 Federal Various Notice 06/20/19 Notice IRS issues final regulation blocking SALT deduction limit workarounds
The Internal Revenue Service (IRS) has finalized federal regulations concerning the availability of charitable contribution deductions when the taxpayer receives or expects to receive a corresponding state or local tax credit. The IRS regulations were promulgated in response to attempts by various states to work around the $10,000 limit imposed by the Tax Cuts and Jobs Act (TCJA) of 2017 on the state and local tax (SALT) deduction. The final regulations are designed to block states and localities from setting up charitable funds to preserve the deductibility of state and local taxes. Under the IRS regulations, taxpayers are required to reduce their federal charitable contribution deductions by the amount of any state or local tax credits they receive or expect to receive in return.
06/14/19 All Conversion N/A Verified 06/14/19 N/A Converting from CCH Axcess
Due to changes in CCH Axcess, the backup instructions contained in the Conversion Information Kit are outdated. In Axcess go to the Utilities menu and choose Backup. Next choose 'Transfer to ProSystem fx'. This will create the type of files needed for conversion. Choose CCH Axcess at the competitor program when submitting your data for conversion.
06/12/19 1041, 1040 Federal Notice Notice 06/12/19 Notice 1040-US Schedule A line 16 from a 1041 Schedule K-1

Per 1040-US ELF Critical diagnostic, "Schedule A, line 16 includes Schedule K-1 excess deductions on termination which is not supported by the IRS for electronic filing purposes, therefore the return must be filed on paper."

This amount would data share from a 1041 client or manually entered in Screen K1T-2 Excess deductions on termination.

This is being handled based on 1041 instructions. The IRS did not update the 1040 Schedule A instructions or e-filing schema for this. The IRS has indicated they will review this for tax year 2019 (processing year 2020). The Treasury and IRS have not not issued further regulations on this and is open for public comment. If a client receives a notice, it will have to be addressed directly with the IRS.

05/10/19 1040, 1041 US 18.3.7, 18.3.6 Notice 05/14/19 Notice IRS announces change to 2018 Schedule D Tax Worksheet

Due to a recent communication from the IRS to the professional tax software community, it has been reported that previous versions of the Schedule D Tax Worksheet for Forms 1040 and 1041 were not properly taxing certain capital gains at the new lower 2018 tax rates, but instead the worksheet was taxing them at their maximum rate of 25% or 28%. The worksheets are used to figure regular tax in certain instances for filers of Forms 1040, 1040-NR, 1041, and 990-T. The IRS has corrected these worksheets and released newer versions for the professional tax software community which have been included in UltraTax/1040 version 18.3.7 and UltraTax/1041 version 18.3.6 software updates.

Important! The updated worksheet will also be posted to IRS.gov on May 16th, 2019 but is already included in UltraTax/1040 version 18.3.7 and UltraTax/1041 version 18.3.6 software updates. The IRS will review returns filed prior to May 16th, 2019 to determine any needed corrections. These taxpayers do not need to file an amended return, call the IRS, or take any other action at this time. Affected taxpayers will be receiving IRS CP 21 notices along with any refunds, if there is no balance due or other tax liability on other accounts. In addition, some affected taxpayers will be notified if they owe more tax due to this error. IRS Letter 474-C will be sent explaining the math error in detail and will also provide the 60-day math error appeal rights, if needed.

Per the IRS, only a fraction of returns meeting certain specifications will have a different result in tax on the last line of the Schedule D Tax Worksheet to carry to the tax return as the amount of regular tax.

UltraTax CS Data Mining has been updated with three new searches under the title “D Tax Wrk May, 2019 Change” to assist in finding clients that may be affected by this change.

Refer to the User Bulletins for these updates and for more information on what the IRS has changed and the tax returns affected.

04/12/19 All All N/A Notice 04/12/19 Notice E-filing Status - Previously Filed Return Rejection 
Due to a delay in the taxing agencies picking up e-files, you may see a rejection error for federal and states. "A return for XXXX (client ID) was previously sent and is awaiting agency ACK." You may also see "Rejected By Taxing Agency." Please make sure to check the Client Status for "ELF file transmitted to CS." Once we get actual acknowledgments from the federal and state agencies, these will be cleared. No further action is needed.

This is different than an IRS rejection of error code R0000-902-01, R0000-507-01, and IND-517.

04/09/19 All E-Filing N/A Notice 04/09/19 Notice E-File Recalls on or near Deadline
Thomson Reuters does not advise attempting to recall Electronically Filed Returns or Extensions on or near the day of a deadline. Due to the millions of returns received on those days it is highly unlikely that a recall will be successful. Furthermore, recall requests may take hours to register as successful. This will leave your Return or Extension in limbo.
04/08/19 1041 LA 18.3.0 Verified 04/08/19 N/A 1041 Louisiana Form 541

1041 Louisiana Form 541, Schedules D & E on page 9 of the form does not print as expected. This is being investigated by Development.

Workaround: Go to page 9 of Form 541 and Edit > Overrides and Force Form to Print or Print Current Page from the toolbar.

03/27/19 MFA MFA All Open 04/02/19 N/A MFA Push Notifications/IPhone

There have been multiple reports with push notifications not occurring with the Thomson Reuters Authenticator App for various devices. This is currently being investigated by our Development team. An update will be provided once more information is available.

Please see the workarounds and steps noted below based on device type.

Apple Devices Only: Re-install the app. You will not need to unpair and re-pair your account. Follow the steps below:

  1. Uninstall the app.
  2. Re-install the app from the app store.
  3. Open the app and this triggers a refresh of the push notification.
  4. Minimize the app and login to a CS Professional Suite application.The push notification should return.

Non-Apple Devices: Open the Thomson Reuters Authenticator app on your device and accept the MFA prompt, then close out of all CS Professional Suite applications and log back in to authenticate again.

Note: If you still continue to not get push notifications, then you will need to continue to open the Thomson Reuters Authenticator app and accept the MFA prompt.

Reps items to include in Flash notes:

Login Type: (TRID or NetStaff)

Login Device: (What are they doing MFA on?)

Login Device's version: (especially important for the iPhones)

Device Carrier: (Sprint? Verizon? Something else (name it)?)

Does their password end in a special character?:

Did you reset their password?:

Did you reinstall the app?:

IF YOU WERE ABLE TO GET IT WORKING: ........ What worked?!

For more information, please reference the following article:

 http:// cs.thomsonreuters.com/ua/login_security/cs_us_en/kb_internal/iphone-push-notifications-missing.htm

03/25/19 1040 MN 18.3.3 Notice 03/25/19 Notice Minnesota Acceptance Validation (rule 0797)

Minnesota may reject with Acceptance Validation Error: To claim a new born infant:birth year of child must be same as the filing tax year filing status must be married filing joint (rule 0797).

This is a limitation of the state e-file schema and will happen if there are more than 3 dependents and at least one of them are a newborn.

Workaround: On the MNCr input screen, "Child and Dependent Care Credit" section, "Qualifying dependent information" statement > "Click" on the "Date of Birth" column, this should order the dependents from youngest to oldest. The key is to order the dependents youngest to oldest for this reject. Once that is done, recreate the electronic file and retransmit the return.

03/25/19 1041 MI 18.3.1 Notice 03/25/19 Notice Michigan Electronic Filing

If attempting to create an electronic file for a Michigan return with more than 4 beneficiaries, you will receive the electronic filing schema error:

Missing data in tag Form1041 > Beneficiary > BeneficiaryIdentification > ResidentIndicator

Note: Michigan does not allow electronic filing of returns with more than 4 beneficiaries. Returns with more than 4 beneficiaries will need to be paper filed.

03/25/19 All Entities E-Filing 18.3.0 Verified 03/25/19 N/A Electronic file error: "File SECTION199AINFORMATIONWORKSHEET.PDF is required by the electronic file but is not present in the transmitted package"
This error may also trigger File SHAREHOLDERSECTION199AINFORMATIONWORKSHEET.PDF is required by the electronic file but is not present in the transmitted package. This error is being investigated. For most clients that receive this error, you can resolve this by re-creating and re-transmitting the electronic file. For other clients see UltraTax CS all entities: ELF rejection - PDF/TXT/XLSX is required by the electronic file but is not present in the transmitted package.
03/12/19 All E-Filing 2018 Notice 03/12/19 Notice "Ten-day rule" for state e-filing

Per a new mandate from state tax agencies, 2018 UltraTax CS state products cannot transmit e-files that were created in an outdated version if more than ten business days have passed since the current version was released.

For details on the new e-filing requirement and information about keeping your UltraTax CS software up to date, see "Ten-day rule" for state electronic filing.

For details on identifying 'stale' electronic files affected by the "ten-day rule" for state returns, see "Ten-day rule" reports.

03/04/19 All Federal 2018 Notice 03/04/19 Notice Using TFS queries for QBID calls
Shared queries have been set up for each entity for QBI. Access the shared queries in TFS by clicking on Queries > Shared Queries > Product Specific on the left-hand side of the display. This will help you quickly identify QBI TFS items that are open or have been reported.
03/01/19 1041 MI 18.3.1 Verified 03/01/19 Open Form 8453-FE, 1041V, and Michigan Filing Instructions

The Form 8453-FE is intended for unlinked state returns and will only print when the Federal electronic return is suppressed.

The Form 1041V should print when electronic filing for any balance due returns however at this time will only print when the Form 8453-FE is generated. This will be corrected on the next update.

The Michigan Filing Instructions may not properly reflect to sign the Form 8453-FE when applicable. The current workaround is to go to Setup > 1041 > Michigan > Filing Instructions > and restore the default.

02/28/19 1040 States 2018 Notice 02/28/19 Notice Form 2106 - Home Office Expenses

Home Office Expense Wrk, Line 34 is used on Form 2106, Page 1, Line 4 under certain circumstances. However, when the "State Processing Only" field is marked on federal Screen 2106,1040-US suppresses calculation of the related Home Office Expense Worksheet. As a result, the Line 34 amount of the worksheet becomes zero and thus no corresponding amount is included on 2106, Page 1, Line 4.

For any state that recalculates Form 2106 without recalculating the federal Home Office Expense Worksheet, in this scenario you will have to force (or overrule) the amount of Other Business Expenses to report on state 2106 page 1 line 4 via State Screen XX2106 when the calculation of the Home Office Expense Worksheet is suppressed at the federal level.

You may want to consider leaving the "State Processing Only" field blank on federal Screen 2106. See Note below.

Note: Since traditional (Code "Blank") 2106 expenses are not reported on federal Schedule A (as miscellaneous deduction subject to 2% AGI limitation are no longer allowed at federal level), the 1040-US program omits such calculations from federal Schedule A (as there is no place to report such deduction). You may be able to leave the "State Processing Only" field blank on federal Screen 2106. This allows the Home Office Deduction Wrk to calculate for 2106 purposes. You can double-check to make sure the calculation of the Home Office Worksheet for 2106 purposes has no unintended consequences at the federal level. If no unintended consequences on the federal return itself, you may want to consider leaving that markbox blank on federal Screen 2106.

02/26/19 1120 1065 CT All Notice 02/26/19 Notice Connecticut Pass-Through Entity Estimated Payment Recharacterization
Forms CT-1065/CT-1120SI RRS and Form CT-1065/CT-1120SI RR will not be developed or supported for the 2018 tax year.
02/11/19 All All 18.3.0 Notice 02/11/19 Notice Capital Gains calculating on sales of assets that were previously included in Like Kind Exchanges
When an asset is sold that previously was traded via a Like Kind Exchange, the gain on the sale of the asset is being treated as a capital gain. In order for this transaction to include the original depreciation and potentially be treated as an ordinary gain on form 4797 go to Setup > Options > mark the option "Include depr. from original exchanged asset when calculating disposition".
02/07/19 1040 AZ 18.2.0 Notice 02/07/19 Notice Qualified Charitable Contributions
New this year, the Forms 321, 322, and 352 require a code to identify the charity or school that is receiving the donation.  The rejection code varies by form such as Form 321 (rule 812), Form 322 (rule 817) and Form 323 (Rule 822). These lists are lengthy and we are not providing a drop down list because of that. The required codes can be found Here
01/05/19 Business NC 2018 Notice 01/05/19 Notice North Carolina Annual Report
The North Carolina Secretary of State now requires all annual reports be filed using the Secretary of State website. NC Annual Reports Software providers are no longer permitted to provide any annual report forms.
12/17/18 All All 18.1.0 Fixed 12/19/18 18.1.0 Uploading organizers to Onvio

This issue has been resolved.

Organizers sent from UltraTax CS may not appear in Onvio in the following situations:

  • You have customized your organizer collation in the Setup menu of UltraTax CS, or
  • for 1040 organizers, you mark the blank organizer option and choose organizer type 2, 3, 4, or 5 on the Contact screen.
06/21/18 706 FL Notice Notice 06/21/18 Notice 706 Florida Discontinued for 2018
Starting in UltraTax CS 2018, the 706 Florida module will not be available. A federal change eliminated Florida's estate tax for decedents who died on or after January 1, 2005.

A personal representative may still need to complete certain forms to remove any automatic estate tax lien that Florida may impose. For more information, visit the Florida Revenue.

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