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2021.02020 ContactandSupportInformation 2

CCH ProSystemfx ,2022 Contents (1040)ProductUpdates6 Partnership(1065)ProductUpdates7 Fiduciary(1041)ProductUpdates8 Estate&Gift(706/709) ,theCustomerSupportsiteoffersanswerstoou rmostfrequentlyaskedquestions,formsrelea sestatus,KnowledgeBasearticles,trainingv ideos, , ProSystemfx :ContactandSupportinformationUpdatestoth eTaxtechnology(electronicfilingupdates,P roForma/Recall,Organizer,technologyenhan cements)UpdatesmadetoTaxproducts(formadd itionsandupdates,diagnosticupdates,chang escausedbyregulatoryupdates)Toaccessalis tofCCHProSystemfxTaxReleaseNotesforthecu rrentyearandforprioryears, :InresponsetoIRSelectronicfilingopeningf orIndividualreturnsonMonday,January24,20 22, , :ArkansasMississippiCaliforniaMontanaCon necticutNewYorkDistrictofColumbiaPennsyl vaniaGeorgiaSouthCarolinaIndianaTexasKan sasVermontMichiganVirginiaMinnesotaElect ronicF

CCH®ProSystemfx®Tax 2021.02020 ReleaseNotes January23,2022 Contents•1 ContactandSupportInformation 2 InformationinTaxReleaseNotes 3 HighlightsforRelease2021.02020 4

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Transcription of 2021.02020 ContactandSupportInformation 2

1 CCH ProSystemfx ,2022 Contents (1040)ProductUpdates6 Partnership(1065)ProductUpdates7 Fiduciary(1041)ProductUpdates8 Estate&Gift(706/709) ,theCustomerSupportsiteoffersanswerstoou rmostfrequentlyaskedquestions,formsrelea sestatus,KnowledgeBasearticles,trainingv ideos, , ProSystemfx :ContactandSupportinformationUpdatestoth eTaxtechnology(electronicfilingupdates,P roForma/Recall,Organizer,technologyenhan cements)UpdatesmadetoTaxproducts(formadd itionsandupdates,diagnosticupdates,chang escausedbyregulatoryupdates)Toaccessalis tofCCHProSystemfxTaxReleaseNotesforthecu rrentyearandforprioryears, :InresponsetoIRSelectronicfilingopeningf orIndividualreturnsonMonday,January24,20 22.

2 ArkansasMississippiCaliforniaMontanaConn ecticutNewYorkDistrictofColumbiaPennsylv aniaGeorgiaSouthCarolinaIndianaTexasKans asVermontMichiganVirginiaMinnesotaElectr onicFilingUpdatesIndividualTheIRShasanno uncedthatelectronicfilingforIndividualre turnsopensonMonday,January24, ,January24, ,January23, 4 ApprovedProductsAvailableonthisReleaseTh efollowingfederalandstateproductsareappr ovedandavailableonthisrelease:Individual FederalIdahoFederal2350 OhioFederal4868 PennsylvaniaFederalForm114(FBAR)Pennsylv aniaExtensionGeorgiaUtahCorporationFeder alMontanaTennesseeExtensionArkansasPenns ylvaniaTennessee188 ArizonaPennsylvaniaExtensionUtahMississi ppiTennesseeVirginiaSCorporationMainePen nsylvaniaRCT101 MississippiVirginiaMississippiExtensionP artnershipFederalMississippiExtensionMis sissippiVirginiaFiduciaryFederalMainePen nsylvaniaExtensionFederal7004 MissouriSouthCarolinaFederalForm114(FBAR ) 5 Individual(1040) ,Part1, , , 6 Partnership(1065)

3 ,Thefederaladdbackforbusinessmealsislimi tedto50%.Forafulllistofaffectedproducts, , 7 Fiduciary(1041) , :PartnershipPassthrough(IRSK-11065)>Acti vity>StatepassthroughentitycreditSCorpor ationPassthrough(IRSK-11120S)>Activity>S tatepassthroughentitycreditFiduciaryPass through(IRSK-11041)>Activity>Statepassth roughentitycreditCalifornia>Credits>Othe randSchedulePCredits>PassthroughEntityEl ectiveTax-OverrideInterviewInterviewForm entriescanbemadein:InterviewFormO-3,Box3 9 InterviewFormO-9,Box226 InterviewFormIRSK-1(1065),Boxes281and596 InterviewFormIRSK-1(1120S),Boxes226and58 6 InterviewFormIRSK-1(1041),Boxes139and452 InterviewFormCA2,Boxes57through80 Forafulllistofaffectedproducts, , 8 Estate&Gift(706/709) :FormOR-706 Form4768 Forafulllistofaffectedproducts, , 9


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