Status of 1041, 709, and State Fids for 2009

 

  03/08/2010:   This page last revised (9:00 am)


   03/08/2010:   6-in-1 update posted on website (2010-067-v10 Standalone, 2010-067-v10-Server Network).

 

   03/04/2010:   Resolves bank balance issue (Server version) on Balance on Hand schedules of Accounting

                         6-in-1 update posted on website (2010-063-v10 Standalone, 2010-063-v10-Server Network).
                         Revised Installation Guides posted on website (Same-Server and Two-Server Installations).


   03/02/2010:   If you are using the CT, MA, or NJ versions, you should download 2010-061.

                         If you are using other state versions and previously downloaded v10, you do not need to download 2010-061 at this time.
                         6-in-1 update posted on website (2010-061-v10 Standalone, 2010-061-v10-Server Network).

   03/01/2010:   Revised Installation Guides posted on website (Same-Server and Two-Server Installations).

   02/26/2010:   Revised Installation Guides posted on website (Same-Server and Two-Server Installations).

   02/25/2010:   FileMaker 10 CD Transmittal letters posted on website.  Simplified overview of installation and conversion process.

                         Note:  to minimize 6-in-1. press Windows-D.  That is, hold down the Windows key (between Ctrl and Alt), and press "D".
                         6-in-1 v10 (Network version) and draft Installation Guide posted on website.

   02/23/2010:   Final  batch of FileMaker CD's shipped.  Expect delivery on 2/24 or 2/25.

   02/22/2010:   6-in-1 v10 (Standalone version) posted on website. 

                         Approval Status updated (SS-4)

   02/21/2010:   6-in-1 v10 (Network version) and Installation Guide to be posted on  2/24.   E-mail to follow.
                         6-in-1 v10 (Standalone version) and Installation Guide to be posted on 2/22.   E-mail to follow.

   02/19/2010:   Initial  batch of  FileMaker 10 CD's shipped on 2/18.
   02/18/2010:   FileMaker 10 CD's being shipped to 6-in-1 customers.  6-in-1 V10 being prepared for posting on the web.
   02/17/2010:   6-in-1 V10 successfully installed with three (3) additional pre-release users.  Average install/V6 conversion time:  40 minutes.
   02/12/2010:   6-in-1 V10 entering final days of testing with six (6) pre-release users.  Look for download instructions on or about 02/15/2010.
   02/04/2010:   Approval Status updated (WI)
   02/03/2010:   Approval Status updated (IL) 
   02/02/2010:   Approval Status updated (CT-706/709, Ext, CT-706 NT) 
   02/01/2010:   Approval Status updated (IN) 
   01/30/2010:   Approval Status updated (709, 1041, Misc, SS-4, CT, PA) 
   01/23/2010:   Approval Status updated (NJ, NY, OH) 
   01/19/2010:   Approval Status updated (CT, DE, MA, NC, VA)

   11/05/2009:   Minor Update (NJ Inher. Tax, Schedule B(1), Bank Accounts/Brokerage Accounts further refined)
                        
Minor Update (706, Line 3b, State Death Tax Deduction Override) 

   11/02/2009:   Release of US 706 for 2009

 

    2009 Federal Forms

US   706: 706, 4768  Approved
US   709: 709  Approved
US   1041: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 7004  Approved
US   Misc: 2848, 5495, 8821, 8822, 8892  Unchanged
US   Misc: 1041-ES  Approved
US   Misc: 5227, 8582  Approved
US   56: IRS Official Release Date:  12/15/2010
US   1041-A: IRS Official Release Date:  12/15/2010
US   SS-4: January 2010  Approved

 

    2009 State Fiduciary Income Tax Forms

CT-1041: Page 1, A, B, FA, I, Estimated, Extension  Approved
DE 400: Pages 1-2, K-1  Approved
IL-1041: Pages 1-2, K-1-T  Approved
IN IT-41: Pages 1-2  Approved
MA Form 2: Pages 1-3, B/R, B, D, E-F, H, IDD, 2K-1  Approved
NC 407: Pages 1-2, TC, 410P (Extension), K-1  Approved
NJ-1041: Pages 1-3, 1041-V, 1040-ES, 630 (Extension), K-1  Approved
NY-205: Pages 1-2  Approved
OH-1041: Pages 1-3  Approved
PA-41: Pg 1-2, 276/Ext, RK-1, NRK-1, A/B, DD/D, CF, E, GS, GL, Estimated, Voucher  Approved
PA-41: Macintosh  Version
VA 770: Pages 1-2, K-1  Approved
WI Form 2: Page 1-3, WD, CC, CR, 2K-1  Approved

 

   Other

    PA Inheritance Tax Return, Scannable Form (Pages 1-2)  Now available

    PA Register of Wills Forms (as issued by the PA Supreme Court on 10/16/2006)

    PA Estate and Trust Accountings (as issued by the PA Supreme Court on 03/29/2007)

    CT-706/709, Ext (2009)  Approved

    CT-706 NT (2009)  Approved

    MD MET-1 (2009)  Approved