Status of 1041, 709, and State Fids for 2009
06/26/2010: This page last revised (11:40 am)
06/26/2010: PA I-Tax update posted on website (pa2010-177).
Includes January 2010 version of the PA-1500 (released by
the PA Department on 4/16/2010, with I-Tax
approval received on 6/22/2010). This version required for all returns
filed on or after 07/01/2010.
06/26/2010: 6-in-1 update posted on website (2010-177-v10 Standalone, 2010-177-v10-Server Network).
Contains corrections for (1) checkboxes on PA-1500 Discount Calc screen and (2) PA Tax Allocation recalcs.
06/25/2010: 6-in-1 update posted on website (2010-176-v10 Standalone, 2010-176-v10-Server Network).
Includes January 2010 version of the PA-1500 (released by
the PA Department on 4/16/2010, with 6-in-1
approval received on 6/22/2010). This version required for all returns
filed on or after 07/01/2010.
04/05/2010: 6-in-1 update posted on website (2010-095-v10 Standalone, 2010-095-v10-Server Network).
Resolves minor navigation issue in 709 Gift Tax Details (to toggle between Donor
and Spouse).
Provides additional level of control over sort order on 1041 Statements (on 1041
screen in Transact file).
04/02/2010: 6-in-1 update posted on website (2010-092-v10
Standalone, 2010-092-v10-Server Network).
Includes various refinements to a number of tax returns, inventories, and
accountings.
Includes draft 1041 for 2010.
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