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