Release Bulletin - Support - Cch.com

CCH Axcess Tax
2012-4.0 & 2011-5.9
Release Notes
June 2013
Contact and Support Information 2
Technology Updates 3
Print 3
Electronic Filing Status System 3
2012 Electronic Filing 3
2011 Tax Updates 4
Product Updates 5
Individual (1040) Product Updates 5
Partnership (1065) Product Updates 14
Corporation (1120) Product Updates 16
S Corporation (1120S) Product Updates 20
Fiduciary (1041) Product Updates 24
Estate & Gift (706/709) Product Updates 26
Exempt Organization (990) Product Updates 27
Issues Addressed 29
Import/Export 29
Print 29
Tax 29
Contents • 1

Contact and Support Information
Return to Table of Contents.
You can find product and account information by visiting Customer Support online at
http://Support.CCH.com/Suite. In addition to product and account information, the Customer Support site
offers answers to our most frequently asked questions, forms release status, training videos, and Windows
compatibility with each CCH Axcess product area.
The following Web site provides important information about the features and updates included in all CCH
Axcess releases:
http://Support.CCH.com/Suite/ReleaseNotes/Tax
Visit the http://Support.CCH.com/Notes/appStatus.aspxtype=SaaS&prodid=934 Web page to view the
current status of our CCH Axcess applications. The Application Status Web page is updated every 15
minutes. You may visit at any time, even when Support is closed.
Go to Support.CCH.com/Contact to find a list of options for contacting Customer Support. This site also
includes a link to the CCH Axcess Support Calendar.
Contact and Support Information • 2

Technology Updates
Return to Table of Contents.
Print
Tax Return - Print Preview
You will now be able to continue working on the return and in other areas of the suite while the print
preview window is open.
Windows 8
We addressed issues when printing with Windows 8.
Electronic Filing Status System
New email notifications for Signature Forms not Returned
You can now choose to send batch email reminders to taxpayers and businesses who have not returned their
Signature Forms. The email reminds the taxpayer that you cannot electronically file their return if they
don't return the Signature Authorization Form. To send these emails, go to the new "Reminders" tab and
filter or search for the return(s) ready to release. If the return was sent to the Electronic Filing Status
System with a valid Taxpayer or Business email address, you can select the addresses and CCH will send a
standard reminder email to them on behalf of your firm and preparer.
Try today! No license is required until November 2013.
2012 Electronic Filing
Corporation
Connecticut and New Jersey are now available for electronic filing.
Fiduciary
Wisconsin - If Wisconsin Schedule U is in the return and the exception code that shows on Page 1, Line 33 of
Form 2 is a 2, 3, 4, or 8, then the exception code may not be included in the electronic transmission to the
State of Wisconsin. If a letter is received from the state that shows an underpayment penalty and one of the
exceptions listed should have waived this penalty, then the preparer or the filer can call or fax the State at
the numbers listed on the letter. The request could also be made through the mail. The information would
need to include the EIN, the Name of the Filer, and the reason the penalty should be waived. The State of
Wisconsin is aware of the issue and will resolve it on a return-by-return basis. This issue was corrected for
Release 2012-4.0.
Individual
Kentucky - Kentucky is updating their 2012 schema version to v. 1.4. This release is necessary to prevent
electronic filing rejections beginning on Thursday, July 4, 2013. Any Kentucky returns submitted on or after
July 4, 2013 must be recalculated on Release 2012-4.0.
Technology Updates • 3

Mississippi - Mississippi updated their 2012 schema version to v. 3.0. This release is necessary to prevent
electronic filing rejections that began on Friday, June 14, 2013. CCH began stopping all Mississippi
electronically-filed returns effective Monday, June 17, 2013. You must recalculate all Mississippi returns
using Release 2012-4.0 prior to submitting them.
2011 Tax Updates
Partnership, Corporation, S Corporation
Pennsylvania - The threshold for Pennsylvania Form RCT-101 mandatory electronic payments (EFT transfer)
is reduced from $20,000 to $10,000 for 2011. The filing instructions and diagnostic reports are updated to
reflect this new requirement.
Technology Updates • 4

Product Updates
Individual (1040) Product Updates
Return to Table of Contents.
2011-5.9 Updates
Federal
Form 1040X. Foreign province/county and foreign postal code will print in the proper locations.
2012-4.0 Updates
Federal
Form 1040X. Foreign province/county and foreign postal code will print in the proper locations.
Form 1116 AMT. The income summary includes the correct amount of charitable contributions for the
specifically allocated itemized deductions when the option for Allocate charitable contributions is set to
'Foreign' on Foreign Tax Credit > Part I - Adjustments (Interview Form P-2, Box 81).
Form 1116. Current year foreign Section 1231 gain from an installment sale is included on the income
summary.
Form 1116. Recapture of prior year overall domestic loss is calculated when there is current year U.S.
taxable income and current year overall foreign loss.
Form 1116. The capital gains tax adjustment is calculated when the net foreign source capital gains and
qualified dividends is $20,000 or more.
Form 4562 State - Requesting the FSC does not change the final state depreciation calculations.
Form 4562. Diagnostic 40389 issues when an invalid date has been entered.
Form 4562. When Section 179 from a passthrough is limited because of the trade or business income and
then an additional asset on which Section 179 is being taken is added to a Depreciation section (Interview
Form DP-1), Summary Form 4562, line 11 will not change on additional calculations of the return unless
additional input that would impact that calculation is entered.
Form 5405. Part III will calculate when box 3a is checked without needed additional input on the Sale of
Home > General Information > First-time home buyer credit was claimed on Form 5405 (Interview Form D-7,
Box 42).
Form 6251. When a passthrough is coded as materially participating real estate professional and there is a
prior year passive activity loss carryover, the post 1986 depreciation AMT adjustment is reported on Form
6251, line 18.
Form 8082: Form 8082 worksheet > General Information section > Passthrough entity name field will display
the entity name instead of the activity name when selecting an entity from the drop down.
Form 8582-CR. The modified adjusted income is calculated on Form 8582-CR, lines 10 and 22 when Form
8582 is not included in the return because there is no current year passive income or loss or passive activity
loss carryovers in the return.
Product Updates • 5

Form 8582. When the ownership percent, for a rental property, is other than 100% and the rental income has
been entered on the IRS 1099-MISC, the rental income/loss is included on Form 8582 if the property has been
coded as passive.
Form 8801. The refundable portion of the prior year minimum tax is calculated only when entries are
present for Credits > Credit for Prior Year Minimum Tax > 1) 2009 Net minimum tax on deferral items 2)
2010 Net minimum tax on deferral items 3) 2009 Unallowed qualified electric vehicle credit or 4) 2010
Unallowed qualified electric vehicle credit and the sum of those entries are less than the Minimum tax
credit carryover (Interview Form P-5, Boxes 80 through 84). A scan is available to detect returns impacted
by this change.
Form 8824. Boot assets will default to the last day of the current tax year if a date is not entered on the
Like-Kind Exchanges worksheet (Interview Form D-9) for the date when the property was actually received.
Form 8839. The adoption credit limit worksheet includes the proper amount of child tax credit when the
Child Tax Credit for Line 11 worksheet line 4 amount is 0, and therefore appropriately limits the current
year adoption credit amount.
Form 8858: The option to mask the filer's SSN/EIN number has been corrected.
Form 8912. The length of Form 8912, page 3, column c has been increased to accommodate longer decimal
credit rates.
Form TD F 90-22.1. The following text is provided in diagnostic 33894: TD F 90-22.1. Form TD F 90-22.1,
Report of Foreign Bank and Financial Accounts (FBAR) must be received by the Department of the Treasury
on or before June 30th of the year following the calendar year being reported. For 2012 returns due June
30, 2013, electronic filing of Form 90-22.1 is not currently supported. On June 29, 2011, Treasury's
Financial Crimes Enforcement Network (FinCEN) announced that all FinCEN forms must be filed
electronically, and on July 18, 2011 launched its own electronic filing system for this purpose. The FBAR
form was granted a general exemption from mandatory electronic filing through June 30, 2013. Effective
for returns filed on or after July 1, 2013, FBAR forms must be filed electronically using Treasury
Department's website www.FinCEN.gov.
Keogh Worksheets. In situations where there are multiple self-employed retirement plans, the sum of
contributions to the plans is limited to the sum of self-employed income.
Letters and Filing Instructions. After June 30th, 2013 letters and filing instructions for Form 90-22.1 will
instruct the taxpayer to visit the Department of Labor web file website in order to comply with the
electronic filing mandate. Mailing instructions may still be elected on federal Other, 90-22.1 and 8938 -
Foreign Assets > Report of Foreign Bank and Financial Accounts and Foreign Assets > Form TDF 90-22.1
mailing instructions field (Interview Form BNK-2, Box 47). This election must be made for each Form 90-
22.1 being mailed. Web filing instructions may be obtained before the June 30th due date by entering an
adjustment to the letter date on federal General, Letter and Filing Instructions > General Letter > Date
adjustment field (Interview Form 16, Box 33).
Letters and Filing Instructions. Overrides entered for the state or city filing date and the electronic filing
form due date will be reflected in all correspondence.
Schedule A. The reduction in miscellaneous itemized deductions for the foreign earned income exclusion is
applied before the 2% of adjusted gross income limitation.
Schedule E, Page 1. When there is state if different depreciation for the nonresident state of New York and
the business use of the rental property is not 100%, the federal excluded depreciation is used in the
calculation of New York IT-203, Line 11.
Schedule E, Page 2. Diagnostic 20207 is not issued when the NOL carryover, Form 6251 NOL carryover or
the amount for the Fiduciary exclusion items is imported for multiple activities when in Worksheet View.
Product Updates • 6

Tax Equalization. Hypothetical Medicare wages no longer include allowances and reimbursements when the
Medicare Tax Wages (if different) amount is entered.
Tax Return Carryovers. When information for a nonresident state is entered as the "Primary State" in the
Activity section of one of the Passthrough worksheets (Interview K-1, K-12 or page 1 of the IRS K-1s) and the
passive activity loss carryover to the next year is the same as the federal amount, the state carryover is
included on the Tax Return Carryover Report.
Electronic Filing
Electronic filing. Disqualifying diagnostic 40289 is not issued for returns with foreign wages where the
foreign employer ID number is entered as 'None' and no entry is made for U.S. employer ID number.
Form 2441. Disqualifying diagnostic 40243 does not issue when care provider uses an ITIN.
Form 2441. Disqualifying diagnostic 40243 issues when partial address information is entered for the care
provider.
Form 2441. Disqualifying diagnostic 40243 issues when the amount paid is missing but a social security
number or employer ID number has been entered for the care provider.
Form 5405. Disqualifying diagnostic 45466 does not issue requiring the form to be present when an amount is
on Form 1040, Line 59b.
Form 8862. Disqualifying diagnostic 47797 will issue for invalid address information related to the
dependent.
Form 8863. Disqualifying diagnostic 41380 issues if the same student is trying to claim both the American
Opportunity credit and the Lifetime Learning credit.
Form 8863. Disqualifying diagnostic 47830 issues when all zeros are entered for the educational institution
federal identification number.
Form 8863. Disqualifying diagnostic 48319 does not issue for input used solely for the preparer's records on
IRS 1098-T.
Form 8863. Educational institution information is not included in the electronic file when the form is not
printing.
Form 8889. Disqualifying diagnostic 43382 issues if more than one Form 8889 is being prepared for the
taxpayer or spouse.
Form 8889. Disqualifying diagnostic 43382 issues if the same SSN is used on more than one Form 8889.
Form 8889. Disqualifying diagnostic 49008 issues when the form is not present in the return, but Form 1040,
Line 25, has an amount for the Health Savings Account deduction.
Form 8911. Disqualifying diagnostic 40325 issues if Form 1040, Line 53, has an amount for Form 8911, but
Form 8911 is not present in the return.
Returns pro formaed with a status of single and then changed to married filing joint properly generate the
spouse's PIN even if the filing status is not changed until after the return is calculated.
Schedule EIC. Disqualifying diagnostic 40242 issues when the dependent's relationship is missing from line 5
of the main Sch EIC form for qualifying child information.
Schedule F. The form will not print when lines 9, 33, and 34 are all zero or blank.
Product Updates • 7

Alabama Electronic Filing
Casualty losses are reported in the cost column of the Alabama Schedule D to prevent schema validation
error.
Disqualifying diagnostic 47686 issues when more than one entry has been made for payments made on behalf
of the taxpayer by an Alabama S Corporation or Partnership.
Arkansas
Direct Debit information entered on General > Basic Data > Direct Deposit / Electronic Funds Withdrawal
(Interview Form BNK-1) and coded '1' to all states on General > Basic Data > Direct Deposit / Electronic
Funds Withdrawal > State bank information applies (Interview Form BNK-1, Box 43) is included in Arkansas
nonresident returns.
Form AR1000D, Line 5, reflects state short-term capital loss carryovers entered on Income/Deductions >
Gains and Losses > Capital Loss Carryovers > Short-term capital loss carryover field in the State column
(Interview Form D-1, Box 182).
Form AR1000F/AR1000NR, Line 13, Business or professional income, includes depreciation as listed on the
federal return when bonus depreciation is not taken.
Form AR1000F/AR1000NR, Line 16, Non-Qualified IRA distributions and taxable annuities, includes
distributions entered on Income / Deductions > IRAs, Pensions and Annuities > IRA information section
(Interview Forms M-22 and M-23).
Form AR1000F/AR1000NR, line 17A calculates a $6,000 retirement income exclusion for filing status
Married Filing Jointly when retirement income is attributed to the spouse.
Form AR1000F/AR1000NR, Line 25, Itemized deductions, reflects the amount calculated on Schedule AR3,
Line 27, Total Itemized Deductions, when itemized deductions exceed the standard deduction and AGI is not
0.00.
Lock extension report pulls correct information when lock extension occurs.
The foreign earned income exclusion calculated on federal Form 2555 goes to Arkansas form
AR1000F/AR1000NR, Line 20, Other Income, when input on Foreign > Foreign Earned Income Exclusion >
General (Interview Form M-7) is coded 'F' in Foreign > Foreign Earned Income Exclusion > General > FS field
(Interview Form M-7, Box 31).
Arkansas Electronic Filing
Disqualifying diagnostic 43671 issues when Form AR 2210/2210A is suppressed when required.
Disqualifying diagnostic 44784 issues if either the name or identification number of an alimony recipient is
omitted.
Disqualifying diagnostic 46996 issues only when a record of interest, dividend, or tax-exempt income is
missing the description or an amount.
Form AR1000F/AR1000NR, Line 25, Itemized Deductions, is limited to 0.00 when AGI is 0.00 per the
Arkansas Department of Finance and Administration.
California
A date of birth of 1911 flows correctly to Form 540 (paper and electronic filing).
CA passthrough income correctly calculates when unreimbursed business expenses are present.
Product Updates • 8

California basis limitations are taken into account for other nonportfolio nonpassive income or loss from a K-
1 passthrough.
Form 3805V, Section B, Column B is not populated for part-year resident California returns. Form 3805V,
Section B, Column C, Line 9, includes the special interest from the Interest worksheet (Interview Form IRS
1099-INT).
The 2013 CA return will automatically pro forma the webpay paragraph if the webpay requirement was
triggered in the 2012 return.
California Electronic Filing
Disqualifying diagnostic 45575 issues to prevent a schema validation error when a missing or invalid federal
employer ID number is present on a W-2.
Georgia
Form 500X, Line 12c, equals Line 12a minus Line 12b.
Illinois
Form IL 1040 includes the spouse's name when the filing status is married filing separately.
Schedule NR, Line 11, Column B, will limit the capital loss to $1,500 on a married filing separately return.
Illinois Electronic Filing
Disqualifying diagnostic 41860 will not issue when IL 1040, Line 1, reflects a federal net operating loss
carryback.
Indiana
Combat zone filers mail tax returns to P.O. Box 40 if not enclosing a payment or P.O. 7224 if including a
payment.
Indiana Electronic Filing
Disqualifying diagnostic 40668 will not issue when the printing of Schedule IN-2210 is forced on the Indiana
Estimates / Underpayments > Underpayment Penalty Preparation > Preparation option field (Interview Form
IN6, Box 45) and Schedule IN-2210, Line 6 is less than $1,000.
Disqualifying diagnostic 43302 issues when Form IT-40, Line 9 is greater than zero or Schedule 2, Line 8 is
greater than zero and Schedule CT-40 is not present in the return. Disqualifying diagnostic 43303 issues
when Form IT-40PNR, Line 9 is greater than zero or Schedule C, Line 8 is greater than zero and Schedule CT-
40PNR is not present in the return.
Iowa
Form IA 1040ES estimate vouchers print last name first followed by first name and middle initial.
Iowa Electronic Filing
A disqualifying diagnostic issues when a zero is entered in the refund amount field (IA 1040, Line 70).
Disqualifying diagnostic issues when Form IA NOL, Line 16, is a negative amount.
Form IA 8801 prints only when a credit calculates to prevent a schema validation error.
Product Updates • 9

Kentucky Electronic Filing
Kentucky has updated their 2012 schema version to v1.4. This release is necessary to prevent electronic
filing rejections beginning on July 4, 2013.
Maine
An informational diagnostic issues when State Bonus Depreciation Adjustment - override is entered for Maine
Non-Resident returns to notify the user this entry could possibly be entered as a Schedule NR Other Income
Modification, Non-Maine Source Amount.
Schedule 1, Line 2a, overflow statement message, prints directly below the text on the government form.
Maryland
Pension exclusion calculation for Form 502, Line 10 includes disability income from an IRS 1099-R when
being reported on the wages line of Form 1040, and the taxpayer or spouse has been indicated as totally
disabled on Maryland General > Basic Data > Totally disabled fields (Interview Form MD1, Box 40 or 41).
The poverty level credit on Form 502, Line 24 and Form 505, Line 34 calculates based on the exemptions
claimed on the federal return filed, including Form 1040NR, U.S. Nonresident Alien Income Tax Return.
Maryland Electronic Filing
Disqualifying diagnostic 43501 issues when a state code of 'XX' is entered on a IRS 1099-R.
Disqualifying diagnostic 45680 issues if the state in the PTE address is missing from Form 510 Schedule K-1.
Michigan
Form 4 will not generate on a Michigan resident return if a city code is present on the Extensions worksheet
> Automatic Extension > City code field (Interview Form EXT-1, Box 59).
Form MI-1040CR, Line 18, includes distributions from pensions, annuities, and IRA's with a distribution code
other than "J" or "T" that immediately proceed distributions that include a distribution code of "J" or "T".
Form MI-1040CR, Line 5a, is marked rather than Form MI-1040CR, Line 5b, when the taxpayer is disabled
and over the age of 65.
Michigan Electronic Filing
Disqualifying diagnostic 43563 issues when Form MI-4884, Line 8, is incorrect based on year of birth and the
Maximum Allowable Pension Deduction from Table A.
Disqualifying diagnostic 43643 issues when MI-4884, Line 12, is greater than zero but the taxpayer, spouse
(if applicable), and deceased spouse (if applicable) do not meet the age requirements for a retirement
deduction.
Disqualifying diagnostic 49921 issues for a qualifying retirement deduction that does not include a valid
payer FEIN.
Minnesota M1PR Electronic Filing
Foreign addresses appear correctly in the property taxes statement section of the electronic file.
Product Updates • 10

Mississippi Electronic Filing
Disqualifying diagnostic 43205 issues when negative amounts are present for taxable income to any state.
Kentucky Electronic Filing
Kentucky has updated their 2012 schema version to v1.4. This release is necessary to prevent electronic
filing rejections beginning on July 4, 2013.
Montana Electronic Filing
Informational diagnostic 33943 issues when direct debit is not being used as a payment method for balance
due returns.
The minimum of the withdrawal amount entered on bank information page or the balance due on MT Form
2, Line 71, is used for Montana direct debit information.
New Hampshire
Form DP-10, Line 4, includes the federal ID number when the state ID number is not entered.
SMLLC estimate payments are excluded from Federal Schedule A.
New York
A fiduciary adjustment entered on the state record flows to the federal column on Form IT-203 if the
federal column is zero.
Current year New York depreciation overrides entered on federal input carries to Form IT-398.
Form 8815 no longer splits when only the taxpayer or spouse has US government interest.
If multiple Empire zones are entered, Form IT-604, Schedule F, is limited to the Tax Factor calculated on
Schedule E.
Input for the prior year's net self-employment income has been added to allow proper calculation of Form
MTA-9 in MTA > Underpayment Information > Prior year net earnings from self-employment (Interview Form
MTA-3, Box 65).
New York Electronic Filing
Dependents who were born and died in 2012 print '444444444' instead of 'Died' on Form IT-213.
Disqualifying diagnostic 41414 issues when the credit on Forms 112-R and 112-C does not match the credit
flowing to the main form.
Disqualifying diagnostic 42605 issues when invalid withholding amounts are present.
Disqualifying diagnostic 43045 issues when the Form IT-256 credit amount has been overridden and Form IT-
256 is not included in the electronic file.
Disqualifying diagnostic 43927 issues for Form IT-216 if the dependent turned 14 years old during the year.
Disqualifying diagnostic 43970 issues if any of the amounts on Form IT-201-D/IT-203-D are negative.
Disqualifying diagnostic 43971 issues if the spouse's name is not blank and Form IT-203-C is being filed.
Disqualifying diagnostic 49661 issues when negative amounts are entered for New York additions or
subtractions.
Product Updates • 11

Disqualifying diagnostic 53107 issues when basic taxpayer data is missing.
Disqualifying diagnostic 53973 issues when the County is "CA" and the Province is blank or invalid.
Disqualifying diagnostic 53992 issues when electronically filed extensions are requested after the original
return due date.
North Carolina
Form D-400X, Line 32, the amount to be refunded, is equal to Line 29 minus Line 22.
The Form D-400X Other box is checked when the reason for amending your return is Other .
The licensing jurisdiction and/or enrollment number, entered on Other > Form 2848 - Power of Attorney >
Representative(s)/Appointee(s) (Interview Form S-2), is included on North Carolina Form GEN-85, Part II.
North Dakota
Effective for taxable years beginning after December 31, 2012 the North Dakota filing threshold for
estimated tax payments is increased from $500 to $1,000. The personal income tax rates have been lowered
and the size of the personal income tax brackets are adjusted in future years for inflation. CCH Axcess Tax
is not making a program change for the calculation of Form ND-1ES in the 2012 individual tax program.
Estimate payments are being calculated at the lower $500 threshold and at rates based on 2013 from Form
ND-1ES-2013. Informational diagnostics 33994 and 33995 will issue as an alert to review the need to file
estimate payments or if lower payments are necessary.
Pennsylvania Electronic Filing
Disqualifying diagnostic 40438 issues when PA-40, Line 17 and Schedule NRK-1, Line 6 do not equal.
Disqualifying diagnostic 43885 issues to prevent errors when an invalid date filed is entered on REV-1630A.
Revised disqualifying diagnostic 42116 for missing and/or invalid taxpayer address information.
Revised disqualifying diagnostic 47333 to disqualify returns with invalid spouse awardee ID numbers on
Schedule OC.
Texas Electronic Filing
Disqualifying diagnostic 43937 issues when the electronic file fails to include a zip code for the principal
office and/or principal place on Form 05-102. The electronic file excludes the zip code for the principal
office and/or principal place of business when Texas > Franchise Tax > Public Information Report >
Corporation’s principal office and/or Principal place of business (Interview Form TX4, Boxes 31 and/or 32)
does not have 2 commas and a two digit state. Disqualifying diagnostic 43966 issues when the electronic file
fails to include a valid state for the principal office and/or principal place on Form 05-102. The electronic
file includes an invalid state code for the principal office and/or principal place of business when Texas >
Franchise Tax > Public Information Report > Corporation’s principal office and/or Principal place of business
(Interview Form TX4, Boxes 31 and/or 32) does not have 2 commas and a valid two digit state.
Utah
Health benefit plan credit amount carries to Form TC-40A, Part 3, Code 23.
Product Updates • 12

West Virginia
Form IT-140 exemptions match federal Form 1040NR exemptions when the U.S. nonresident return is
prepared and the spouse is claimed as a dependent.
West Virginia Electronic Filing
Disqualifying diagnostic 47148 issues when records of other income are present, but either the description or
the amount has been omitted.
Wisconsin Electronic Filing
When the taxpayer is a full year nonresident of WI and a resident of a foreign country, the foreign country
fills the applicable residency section of Form I827 (Legal Residence Questionnaire).
Product Updates • 13

Partnership (1065) Product Updates
Return to Table of Contents.
2012-4.0 Updates
Federal
Consolidated and combined schedules for foreign tax information has been updated to match that of
Schedule K on the return.
Form AK 6900, Schedule B now includes the partner name from the Schedule K-1.
Gross income from all sources on Schedule K, Line 16(b), is now filled to match the computed amount as
shown on the supporting statement for that line, when the option to suppress consolidated calculations is
selected. This line can be overridden by making corresponding entries at the consolidated level.
New diagnostic message 33682 installed - to be issued when calculation date is 07/01/2013 or later. Alerts
preparer that 90-22.1 forms must be filed electronically using Treasury's website on or after 07/01/2013.
Partners are now designated as 'Foreign' when the conditions are appropriate in the return.
Schedule K-1, Lines 11c and 11f, now use amounts entered on Worksheet Federal > Partner > Federal/State
K-1 Overrides > Columns 11c and 11f and adjust the current year increases/decreases accordingly.
Schedule K-1, Line 14a, Self Employment now allocates when the option to net Section 179 is used and one
or more partner/members is a trust or estate.
The Current Year Increase/Decrease statement for Schedule K-1 no longer doubles when making entries on
Worksheet Federal > Partners > Federal/State K-1 Overrides> L18A, L18B, L18C.
The letters and instructions for Form 90-22.1 have been updated to reflect the requirement for the form to
be filed electronically after 6/30/2013.
The supporting statement for Adjusted Gain or Loss no longer limits Section 1250 gain to Zero.
California
The California Other Portfolio Deductions statement now prints immediately after the California income
reconciliation form.
When an amended California Form 568 is processed, the filing instructions now include both the $800 and
the filing fee paid with the return as originally filed.
California Electronic Filing
Form 592-F, Page 2, will now print in the government copy when return is selected for electronic filing.
District of Columbia
Form D-30, Line 9, Other Income and Combined Report Schedule 1 for Other Income no longer duplicate
amounts for Other Income in the designated agent's column.
Kentucky
Form 740NP-WH, Line 11, no longer calculates a negative amount.
Product Updates • 14

The filing instructions and transmittal letters now include the overpayment that is being refunded for
composite returns.
Massachusetts
Schedule 3K-1 statement for Nonresident Partner Withholding payments now only prints the amounts for the
specified partner only.
Nebraska
Schedule K-1N, Identification Number now accepts 12 characters of input data.
New York City
Form NYC-204, Line 29a, interest is now calculated at 7.5% of the unpaid tax due rather than 8%.
New York City Electronic Filing
Diagnostic 43899 now issues when the debit payment date entered is after the due date.
Ohio
Negative amounts in Other Adjustments to Federal Taxable Income are now reflected on the supporting
statements for all Ohio City products.
Rhode Island
Form RI 1099PT no longer displays pound signs when forcing withholding and partnership amounts are below
$1000.
Texas
Cross references are updated.
Product Updates • 15

Corporation (1120) Product Updates
Return to Table of Contents.
2011-5.9 Updates
Iowa
Form IA 137, Ethanol Promotion Tax Credit, Part I, Line 7, Column D, now correctly shows the sum of Lines
1, 2, 3, 4, and 6.
Michigan
Michigan Form 4. The fiscal year 2011-2012 CIT/MBT Extension produces when continuing to file under
MBT. Michigan Form 4567 Annual Tax Return. The amount from the Form 4946, Line 39, will now carry to
Form 4567 Line 58.
2012-4.0 Updates
Federal
Form 1120W - Annualized and seasonal worksheets are now updated to apply large corporation rules.
Form 5471, Schedule M , worksheet view will now allow access to input for Dividends Received.
New diagnostic message 33682 installed - to be issued when calculation date is 07/01/2013 or later. Alerts
preparer that 90-22.1 forms must be filed electronically using Treasury's website on or after 07/01/2013.
The letters and instructions for Form 90-22.1 have been updated to reflect the requirement for the form to
be filed electronically after 6/30/2013.
Electronic Filing
Electronic filing of Form 982 will not longer create a validation issue for consolidated returns.
Power Pack
1120-L - The expand for Schedule B, Line 9, now displays the discount (or amortization) not included when
selecting the options at Worksheet >> Insurance >> Trial Balance & Other Information >> 5-Options & Other
Information >> Lines 8 and 9 (Interview STAT-O, Boxes 44 and 45).
Schedule M-3 (1120-L) - Part III, Line 22, Column (a), now defaults to the total shown on Line 8 of 1120-L
Schedule F. You can, however use Worksheet >> Insurance >> 1120-L >> 13-Schedule M-3 Insurance Company
Items >> Line 10 (Interview Form PLM3-1, Boxes 77 through 80) to override it.
Tax-exempt interest income - coded {MUNI} on the worksheet for Annual Statement - Parts & Exhibits >> Net
Investment Income (Interview STAT-9) - is now shown on Schedule B line 9 of Form 1120-L as entered.
Alabama
Form 20C, Schedule A, Line 15 - expenses not deductible on federal income tax return due to election to
claim a federal tax credit will now calculate based on federal expenses and credits elected when an
adjustment has not been made on the AL Income/Deductions worksheet, Other Adjustments and Overrides
section or on Interview Form AL2, Box 73.
Product Updates • 16

Arkansas
Arkansas Contribution Carryover Statement will now correctly match the year of the contribution with the
contribution amount.
California
Supporting statements have been added to Form 100W, Page 4, Schedule V, Cost of Goods Sold, Line 4a,
Additional IRC Section 263A costs, and Line 4b, Other Costs.
California Combined
The combined return now processes state totals only COGS depreciation (Income/Deductions > Business >
COGS Depreciation and Amortization; Interview Form DP-7).
Florida Electronic Filing
Diagnostic 47412 for missing Contact Person name will issue correctly when the name is missing from
multistate returns.
Georgia Consolidated
Consolidated Form 600, Page 1, Schedule 1, Line 5, Taxable Income from Consolidated Members, will no
longer include income from members excluded on common state input Worksheet Common State> State/City
Common data> Consolidated/Combined Return Information or Interview Form GEN-2.
Illinois
Form IL-1120, apportionment factor will now use the override of "0" when sales everywhere and sales inside
Illinois are both "0."
Form IL-2220, Computation of Penalties for Businesses, Penalty Worksheet 1, Late-payment penalty for
underpayment of estimated tax, will now include payments entered as four equal timely payments.
Illinois Combined
Consolidated Schedule M, other additions and subtractions, Lines 9 and 33 (other additions and subtractions)
will now be correct on the first calculation of the return.
Schedule UB/NLD, Unitary Illinois Net Loss Deduction, will now be available for processing.
Indiana
Form IT-20, Line 20, has been revised to omit a net operating loss amount if it is past the expiration date.
Iowa Electronic Filing
Diagnostic added to not allow an invalid date for the tax period that was audit by the IRS.
Kentucky
Schedules TCS and RR-I will now generate when the Railroad Maintenance and Improvement Tax Credit is
the only credit present in the return.
Product Updates • 17

Maine
1120ME and 1120B-ME Late payment penalty now calculates independently from late interest penalty and
late filing penalty, and will now appear on the Late Penalties & Interest statement if indicated on Federal >
Payments/Penalties > State/City Late Interest & Penalties > Late payment field (Interview Form PEN-1, Box
41).
Massachusetts
The Tax program no longer locks when the Form AA-1, statement of reasons is present. The statement will
not print, but the information will be included in the electronic file if electronic filing is selected.
Massachusetts Combined
No tax will proforma to the Penalties worksheet, State/City Underpayment Penalty section, Prior year tax
field (Interview Form UP-1, Box 38) for Massachusetts if the return is a nontaxable member as indicated on
the Massachusetts Separate Company Unitary Information worksheet, Schedule U-M section, Member's
taxability status field (Interview Form MA25, Box 35 ).
Massachusetts Electronic Filing
Massachusetts unitary returns using the Massachusetts input to set up the unitary return will now export
when the client id's are longer than 12 characters.
The transmittal letter will now show the extension payment will be withdrawn when electronic funds
transfer is also selected as indicated in the diagnostics.
Michigan Electronic Filing
Corrected diagnostic 40856 from issuing when not required in UBG returns (for requesting PDFs of the
worksheets to be attached).
Corrected Form CIT-V so to reflect the correct tax period in the scan line when a tax year ending in 2013 is
present.
The printing of Form 4763 MI signature document has been corrected to print as required in all applicable
circumstances on export for electronic filing.
Montana
CLT-4, page 3, Line 1, no longer includes an NOL.
Schedule K will print when there are multiple states and zero apportioned income to Montana.
Montana Electronic Filing
Diagnostic 45203 will no longer issue when the state of incorporation is South Dakota.
Nebraska
The NE combined apportionment information worksheet is presenting NE "other income" on the Sales shipped
from within NE line. These amounts are also carrying to Schedule I. The total Sales or Gross Receipts
amount is not affected. This presentation is corrected on release 2012-4.0.
Product Updates • 18

New Mexico
New Mexico late interest penalty has been updated to use 3% instead of 4%.
New York City
Modified MTA amended return filing instructions to post net refund or balance due as applicable.
New York Electronic Filing
Transmittal letter will indicate electronic filing when applicable when the New York CT 5.1 is being
electronically filed.
North Dakota Electronic Filing
Disqualifying diagnostic 44395 now issues when "Yes" is the answer to the Form 40, Page 2, Line 6 Question
(does this corporation file its federal income tax return as a member of a consolidated group) and the
Federal Employer I.D. Number is missing.
Utah Electronic Filing
Disqualifying diagnostic 45448 will not issue when the South Dakota abbreviation SD is the state or country
of commercial domicile on Form TC-20, Page 2, Line 7.
Vermont
Late payment interest calculated and added to Line 15 of the CO-411 was calculating using 366 days instead
of 365 days. This has been corrected on release 2012-4.0.
Wisconsin
In Wisconsin combined return groups, apportionment entries of 0 on the federal state apportionment
worksheets or federal allocation and apportionment MST series of Interview forms will be recognized in the
computation of Form 4A as zero and not be treated like blank input.
The statement for federal basis of assets disposed in excess of Wisconsin basis from Schedule V, Line 9 and
Wisconsin basis of assets disposed in excess of federal basis from Schedule W, Line 10 will show the amounts
for all classes of assets.
Wisconsin Electronic Filing
Form 4A-2 will not issue a schema validation error due to incomplete information.
Product Updates • 19

S Corporation (1120S) Product Updates
Return to Table of Contents.
2012-4.0 Updates
Federal
Form 8883 can now be removed when the input for that entity is deleted.
Form 8903. The cross-reference for Line 3 has been updated.
Pass-through entity will now default to type of partnership if not entered.
Electronic Filing
Diagnostic 49520 will no longer issue when only the 2nd occurrence of Form 4562 totals prints with the
return.
Alabama
Form 20S name or address change check box now will fill for a name change.
Form 20S, Schedule D-1, Line 11, will now calculate the average between the beginning and ending amounts
when the beginning amount is not entered.
The extension letter will now generate for the composite return when the extension is active in the return.
Alabama Electronic Filing
Disqualifying diagnostic 43899 will now issue when the amount on Schedule K, Line 9 does not match the
amounts on the shareholders' Schedule K-1s.
Form PPT, the PDF for apportionment will now be automatically generated when apportionment is zero.
Forms PTEC and PTEC K-1 will now print in the government and client copy when electronic filing is turned
off for these forms.
When Electronic filing is on for Alabama but Form PPT is selected not to electronic file Form PPT will now
print with the paper government and client copy.
California
Form 592 - The totals reported at the bottom of the form now include amounts only for the three
shareholders that are listed on that page.
The calculation of Section 1231 income included in the calculation of income subject to nonresident
withholding on Form 592-B, Line 1, will now include only California-source amount.
California Electronic Filing
California reject F100S-255 resolved on Release 2012-4.0.
Connecticut
Form CT-1120SI Page 3, Schedule C, Line 10, Column A, now only reflects amounts shown on Federal
Schedule K.
Product Updates • 20

District of Columbia
Form D-20, Page 3, Schedule D, will no longer duplicate the taxes when the federal is consolidated but DC is
not combined.
The calculation of the allowable franchise tax credit on Form D-20CR, QHTC Corporate Business Tax
Credits, has been updated to reflect new law changes. New input can be found on the DC Credits worksheet,
Qualified High Technology Company Information section (Interview Form DC1, Boxes 67 and 68).
Georgia
Forms 600 and 600S will limit the penalty to the maximum rate when only late payment penalty or late
filing penalty is selected.
When overridden, the check box on Form 600S, Page 1, for the Net Worth Tax now suppresses income tax
calculation and all shareholders' Schedule K-1 Equivalent.
Illinois
Form 1023-CES, Composite Estimated Tax Payment, will only be active in the return when required, on the
first calculation of the return. Form IL-1023-CES, Composite Estimated Tax Payment, will now include
change of taxable income included on Interview Form STEST-1 or Worksheet Payments/Penalties>
Payments> State Quarterly Payments on the first calculation. Form 1023-C, Composite Income and
Replacement Tax Return, Step 1, Line C, final date, will now complete on the first calculation of the
return.
Form IL-1120-ST, Line 48, discharge of indebtedness, will be limited to the amount required to bring Line
47, base income, to 0.
Form IL-1120-ST, Step 7, Line 48, discharge of indebtedness statement will now show 100% apportionment
when no apportionment is entered. Line 49, adjusted base income or net loss will equal line 47 less line 48
when a current year loss and discharge of indebtedness is present.
Schedule NLD, Net Operating Loss Deduction, when a discharge of indebtedness is present and the entity has
positive income, will not be included on the first calculation of the return.
Schedule UB, Step 2, Line 28, will now foot when 1231 gains and losses or investment interest are present
and when the override on the IL-1120-ST for other income and expenses is used (lines 6 and 11).
Illinois Electronic Filing
Form IL-1120-ST, Schedule 1299A, Tax Subtractions and Credits. The issue causing a return to be rejected
for business rules IL 1299A-5490-1 and IL1299A-6500-1 has been addressed.
Iowa
Calculations on Form IA K-1 are now overridable.
Form IA1040C now limits the refundable and \ credits on line 10 and 14 respectively, to the amount of
credits available to members of composite return. Form IA K-1: Credits on statement for separately stated
items are now summarized and sorted by credit code. Slight rounding differences may occur. Form IA148
now prints also when current credits are not used and carryforwards are present.
Product Updates • 21

Kentucky
The composite and nonresident estimate letters will now indicate the amount of current year overpayment
that is applied to next year's estimates.
Maine
1120ME Late payment penalty now calculates independently from late interest penalty and late filing
penalty, and will now appear on the Late Penalties and Interest statement correctly if indicated on Federal
> Payments/Penalties > State/City Late Interest and Penalties > Late payment field (Interview Form PEN-1,
Box 41).
Michigan
Composite Form 807. The composite return will no longer double withholding payments on 807, page 3 when
special allocations have been used.
Michigan Electronic Filing
Correct the issuance of electronic filing diagnostics when electronic filing has not been selected.
Electronic filing diagnostic 43566 for the Michigan signers name will no longer issue in a paper return.
Prevented ERO records from being included in electronic returns when not required for MI MBT Fiscal returns
causing multistate returns to stop in status point 471.
Montana
Schedule K-1, Part 6, Line 3a, will populate with the allocated amounts.
Nebraska
Line 6 of Form 1120SN did not match Schedule 2 ownership percentage when there were Residential Grantor
Trusts as shareholders. This is fixed on release 2012-4.0.
New York
Form CT-2 has been updated to print Line 5 when an amended return.
Form POA-1, Line 6, has been updated to print the representative name and title from Other> 2848 Power of
Attorney>Representative Appointee Individuals>Name or Interview Form O-12, Box 51.
New York Electronic Filing
New York Form CT - 3S, Line N, will be present in the electronic file.
Ohio
Form IT-1140, Pass-Through Withholding Return. Form IT-1140B, Page 2, Line 9, interest rate and late
payment interest calculation has been updated.
Pennsylvania Electronic Filing
Pennsylvania Form PA-40ES now prints with an return that is being e-filed by Pennsylvania.
Product Updates • 22

South Carolina
The transmittal letter for will now show amended details when amended is selected in the return.
Tennessee
The Tennessee 2220 worksheet and corresponding statement now calculate late quarterly payments and
overpayments as outlined by the state of Tennessee.
Vermont
Fields 14a through 19b on Page 1 of Form BA-402 did not correspond correctly to Section C of Page 2. This
has been corrected on release 2012-4.0.
The interest rate for late payments was not adjusted for 2013. This has been corrected on release 2012-4.0.
Wisconsin
Amended returns that have no change of amounts will reflect the correct balance due of zero if the paid
amount is equal to the amount due.
Product Updates • 23

Fiduciary (1041) Product Updates
Return to Table of Contents.
2012-4.0 Updates
Federal
Print tables have been updated so that "S" coded New Jersey Schedule K-1s will print in government view.
Schedule K-1 will match K-1 workpapers when a simple trust's distribution is limited and capital gains are
included in ordinary income.
State passive activity loss carryovers from a PTP will now be reflected on the carryover report.
Arkansas
Form 1002. Updated late payment penalty rate from 5% per month to 1% per month.
Illinois
Form 1041 will now include tax-exempt interest and dividends entered on a consolidated 1099.
Massachusetts
When the option to print the extended due date on the transmittal letter/filing instructions is selected the
letters/filing instructions will now reflect this extended due date.
Massachusetts Electronic Filing
Disqualifying diagnostic 44346 will no longer issue when Schedule 2K-1 Beneficiary’s Information, mailing
address of beneficiary is a foreign address and the ZIP code is missing.
Disqualifying diagnostic 44359 will not issue when the Schedule B, Interest, Dividends and Certain Capital
Gains and Losses, Line 29, long-term gains deduction calculation is rounded up to the nearest dollar.
Disqualifying diagnostic 44459 will now issue when Schedule 2K-1 Beneficiary’s Information, Legal domicile
of beneficiary is foreign country and the mailing address of beneficiary’s state is a U.S. state.
Disqualifying diagnostic 47974 will now issue when Massachusetts differences exceed 1000 characters on
Schedule E, Rental, Royalty and REMIC Income or Loss, Line 2.
Disqualifying diagnostics 44344 and 44458 will no longer issue, when Canadian beneficiary address is
entered correctly, for Schedule 2K-1.
Form M-8736 Application for Extension of Time to File Fiduciary or Partnership Return filing instructions for
balance due extensions with direct debit information, will show the amount automatically withdrawn and
the date withdrawn when selecting electronically file extension. It is no longer necessary to also select
electronically file return.
Wisconsin
The estimate letters for the PW-1 will show the due dates for each voucher in the 3rd, 6th, 9th, and 12th
month following the end of the tax year.
Product Updates • 24

Wisconsin Electronic Filing
If WI Schedule U is in the return and the exception code that shows on Page 1, Line 33 of Form 2 is a 2, 3, 4,
or 8, then the exception code may not be included in the electronic transmission to the State of Wisconsin.
If a letter is received from the state that shows an underpayment penalty and one of the exceptions listed
should have waived this penalty then the preparer or the filer can call or fax the State at the numbers listed
on the letter. The request could be made also through the mail. The information would need to include the
EIN, the Name of the Filer, and the reason penalty should be waived. The State of Wisconsin is aware of the
issue and will resolve it on a return by return basis. This issue was corrected for release 2012-4.0.
Product Updates • 25

Estate & Gift (706/709) Product Updates
Return to Table of Contents.
2012-4.0 Updates
Federal
The following preliminary federal forms are available for dates of death in 2013:
Form 706
Schedule A
Schedule A-1
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G/H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule P/Q
Schedule R
Schedule R-1
Schedule U
Schedule PC
The Return Summary for Form 706-NA is now correct when gross estate subject to state death tax is
entered.
Cover Letter
The capitalization in the "We prepared the return from information . . ." cover letter special paragraph is
corrected.
Product Updates • 26

Exempt Organization (990) Product Updates
Return to Table of Contents.
2011-5.9 Updates
California
The California electronic file for Form 199, Line 3, no longer contains a duplicate tag for the date received
which was causing a schema validation error.
The California electronic file now contains the information for Form 199 Part I, Line 3 statement.
The California electronic filing diagnostic 43509 now fills the postal code tag when the affiliate contains a
foreign address.
The California Form 199 now contains disqualifying diagnostic when Form 199 Question G is checked "Yes"
and no information is present on General worksheet, Affiliate Group Return Information section or Interview
Form 990-20.
2012-4.0 Updates
Federal
Added diagnostic message 33682 which alerts preparer that Forms 90-22.1 prepared on or after 06/30/2013
must be filed electronically using Treasury Department's filing system available only through its website.
Form 90-22.1 has been updated so that option to suppress print of Form 90-22.1 suppresses ALL pages of the
form.
The Form 2848 Part five check boxes for "sign a return" and "substitute or add representative" now check
correctly when Other - Form 2848 worksheet, Form 2848 - Power of Attorney section line 8 or Interview
Form S-1 box 35 contain code 2 or 3.
The question on Schedule N, Part I, Line 6b, will now be left blank if the question on line 6a is answered as
"No."
The questions on Schedule H, Part V, Line 18, can now be answered independent of the question on Line 17.
Electronic Filing
An electronic filing diagnostic will be issued when a real property is present on Form 4562 with no date
acquired.
Electronic filing diagnostics regarding missing information on Schedule R, Parts II through IV, will be
suppressed if the organization is a Section 501(9) VEBA.
Minnesota is no longer misspelled on the Efile Report.
Electronic Filing - 8868
An electronic filing diagnostic has been implemented to identify invalid PDF attachments for Form 8868.
The only acceptable PDF attachment for Form 8868 is Form 8453-EO, when applicable.
Product Updates • 27

Arizona
The Arizona Form 99, Page 1, questions D through G now only print when the nmmd id number has been
entered.
California
A electronic filing diagnostic has been implemented to identify incomplete addresses on California Form
199, Part II, Line 9, statement of contributors paid.
The California Form 199 now contains a disqualifying diagnostic when various has been entered for dates
gains and losses on Form 990 worksheet, Gains and Losses from Sale of Assets section or Interview Form 990-
11 or Form 990-EZ worksheet, Gains and Losses from Sale of Assets section or Interview Form EZ-1.
The California Form 199 now contains disqualifying diagnostic when Form 199 Question G is checked "Yes"
and no information is present on General worksheet, Affiliate Group Return Information section or Interview
Form 990-20.
Illinois
Illinois Form AG990-IL, Part I, Line G, will now be reported as net revenue. Previously this was reported as
gross revenue and the corresponding expenses were reported on Part II.
New Jersey
The New Jersey Form CRI-200, Line 16, statement now includes all officers, directors and trustees when
entered on Form 990 worksheet, List of Officers, Directors, Trustees, Key Employee section or Interview
Form 990-9.
Product Updates • 28

Issues Addressed
Return to Table of Contents.
Issues identified for the following CCH Axcess Tax products and modules were resolved and included in
release 2012-4.0 & 2011-5.9.
Import/Export
Fixed Assets information imported to CCH Axcess Tax correctly produces a client list and no longer causes
an error. (69174)
Print
All tax return fonts print correctly when printing from Windows 8. (59647)
Tax
Requesting tax equalization (TEQ) for a deleted state no longer activates that state as a taxing
authority in the return. (63826)
An error caused when splitting some joint returns no longer occurs. (65869)
Deleting a state tax authority will now delete all records from the return for that state. (66248)
Note: Organizer forms could experience font related problems when some print drivers are used.
When printing Organizers to an HP Laserjet 9000 or 9050, we recommend using a PCL6 printer driver
to prevent font-related issues. This print issue will be addressed in a future release. (14642)
Issues Addressed • 29