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Federal Software Updates
1

As 2023 TaxAct Federal editions are updated, details will be added below to highlight what's new in each release.

Download Information | State Update Information

1040 Edition | 1120 Edition | 1120S Edition | 1065 Edition | 1041 Edition | 990 Edition



1040 Edition

01/09/2024 - Version 1.01 of TaxAct 2023 Federal 1040 Edition

Version 1.01 includes the following minor changes:

  • Engineering Changes.
  • The following forms are now available for print:
    • Form 1040 - U.S. Individual Income Tax Return

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 1040 Edition

Version 1.02 includes the following minor changes:

  • Corrected Print for Form W7_COA.
  • Added Bank Alerts for TPG.
  • The following forms are now available for print:
    • Form 8867 - Paid Preparer's Due Diligence Checklist

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 1040 Edition

Version 1.03 includes the following minor changes:

  • The following forms are now available for print:
    • Schedule K-1 (1065) Received
    • Schedule K-3 (1065) Received
    • Form 1040X - Amended U.S. Individual Income Tax Return
    • Form 1116 - Foreign Tax Creditt
    • Form 2106 - Employee Business Expenses
    • Form 4136 - Credit for Federal Tax Paid on Fuels
    • Form 4137 - Tax on Unreported Tip Income
    • Form 4562 - Depreciation and Amortization
    • Form 461 - Limitation on Business Losses
    • Form 4684 - Casualties and Thefts
    • Form 4797 - Sales of Business Property
    • Form 6252 - Installment Sale Income
    • Form 6765 - Credit for Increasing Research Activities
    • Form 8396 - Mortgage Interest Credit
    • Form 8606 - Nondeductible IRAs
    • Form 8606 - Inherited Nondeductible IRAs
    • Form 8609-A - Annual Statement for Low-Income Housing Credit
    • Form 8615 - Tax For Certain Children Who Have Unearned Income
    • Form 8814 - Parents' Election to Report Child's Interest and Dividends
    • Form 8843 - Statement for Exempt Individuals and Individuals With a Medical Condition
    • Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
    • Form 8862 - Information to Claim EIC After Disallowance
    • Form 8878 - IRS e-file Signature Authorization for Form 4868
    • Form 8908 - Energy Efficient Home Credit
    • Form 8941 - Credit for Small Employer Health Insurance Premiums
    • Form 8944 - Preparer e-file Hardship Waiver Request
    • Form 8949 - Sales and Other Dispositions of Capital Assets
    • Form 970 - Application To Use LIFO Inventory Method
    • Schedule A (Form 1040-NR) - Itemized Deductions
    • Schedule LEP - Request for Change in Language Preference
    • Schedule NEC (Form 1040-NR) - Tax on Income Not Effectively Connected With a U.S. Trade or Business
    • Schedule OI (Form 1040-NR) - Other Information

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 1040 Edition

Version 1.04 includes the following minor changes:

  • The following forms are now available for print:
    • Form 1040-V - Payment Voucher
    • Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, & Trusts
    • Form 4255 - Recapture of Investment Credit
    • Form 4868 - Application for Automatic Extension of Time to File
    • Form 5329 - Additional Taxes on Qualified Retirement Plans
    • Form 8824 - Like-Kind Exchanges
    • Form 8863 - Education Credits
    • Form 8911 - Alternative Fuel Vehicle Refueling Property Credit
    • Form 8933 - Carbon Dioxide Sequestration Credit
    • Form 8995 - Qualified Business Income Deduction Simplified Computation
    • Form 5695 - Residential Energy Credits
    • Schedule D - Capital Gains and Losses

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 1040 Edition

Version 1.05 includes the following minor changes:

  • The following forms are now available for print:
    • Form 1040-SS - U.S. Self-Employment Tax Return
    • Form 8283 - Noncash Charitable Contributions
    • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit
    • Form 8881 - Credit for Small Employer Pension Plan Startup Costs
    • Form 8936 - Qualified Plug-in Electric Drive Motor Vehicle Credit
    • Schedule P (Form 1040-NR) - Foreign Partner's Interests in Certain Partnerships Transferred During Tax Year

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 1040 Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for cloud storage issue.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 1040 Edition

Version 1.07 includes the following minor changes:

  • Corrected print on Schedule D capital loss carryforward.
  • Form 8936 and 8936 Sch A - added alerts, maxranges on credit and pdf attachment for invalid VIN.
  • The following forms are now available for print:
    • Form 3468 - Investment Credit
    • Form 8990 - Limitation on Business Interest Expense Under Section 163(j)
    • Form 1040-ES - Estimated Tax Vouchers - For Nonresident Alien Individuals

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 1040 Edition

Version 1.08 includes the following minor changes:

  • Line 6 limit fix on the prior year state refund worksheet.
  • Turned on 3800 for certain situations (No transfer or EPE elections allowed).
  • Corrected print for Form 8862.
  • Corrected 1040, line 1h (other income) literal print.

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1120 Edition

01/11/2024 - Version 1.01 of TaxAct 2023 Federal 1120 Edition

Version 1.01 includes the following minor changes:

  • Engineering Changes.
  • The following forms are now available for print:
    • Form 1120X - Amended U.S. Corporation Income Tax Return
    • Form 6252 - Installment Sale Income
    • Form 970 - Application To Use LIFO Inventory Method

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 1120 Edition

Version 1.02 includes the following minor changes:

  • No Development changes.

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 1120 Edition

Version 1.03 includes the following minor changes:

  • The following forms are now available for print:
    • Form 4562 - Depreciation and Amortization (Including Information on Listed Property)
    • Form 5472 - Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
    • Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 1120 Edition

Version 1.04 includes the following minor changes:

  • Corrected NAICS codes for 3115 and 5472.
  • The following forms are now available for print:
    • Form 4136 - Credit for Federal Tax Paid on Fuels
    • Form 4255 - Recapture of Investment Credit
    • Form 4684 - Casualties and Thefts
    • Form 6765 - Credit for Increasing Research Activities
    • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit
    • Form 8949 - Sales and Other Dispositions of Capital Assets

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 1120 Edition

Version 1.05 includes the following minor changes:

  • The following forms are now available for print:
    • Form 8283 - Noncash Charitable Contributions
    • Form 8936 - Clean Vehicle Credits

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 1120 Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for Cloud Storage.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 1120 Edition

Version 1.07 includes the following minor changes:

  • No Development changes.

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 1120 Edition

Version 1.08 includes the following minor changes:

  • The following forms are now available for print:
    • Form 2220 - Underpayment of Estimated Tax by Corporations
    • Form 8827 - Credit for Prior Year Minimum Tax - Corporations
    • Form 8990 - Limitation on Business Interest Expense Under Section 163(j)

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1120S Edition

01/11/2024 - Version 1.01 of TaxAct 2023 Federal 1120S Edition

Version 1.01 includes the following minor changes:

  • Engineering changes.

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 1120S Edition

Version 1.02 includes the following minor changes:

  • Engineering changes.

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 1120S Edition

Version 1.03 includes the following minor changes:

  • The following forms are now available for print:
    • Form 4684 - Casualties and Thefts
    • Form 6765 - Credit for Increasing Research Activities
    • Form 8949 - Sales and other Dispositions of Capital Assets
    • Form 8997 - Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 1120S Edition

Version 1.04 includes the following minor changes:

  • Corrected Business Codes.
  • Corrected Sch K-1 Received.
  • Corrected Form 1120-S Preparer printing.
  • Corrected Tax Year at top of Form 8879.
  • Engineering Changes.
  • The following forms are now available for print:
    • Form 4255 - Recapture of Investment Credit
    • Form 8824 - Like-Kind Exchanges

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 1120S Edition

Version 1.05 includes the following minor changes:

  • Corrected Business Codes.
  • Updated K2/K3 Exemption text for 2023.
  • The following forms are now available for print:
    • Form 8283 - Noncash Charitable Contributions
    • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit
    • Form 8936 - Qualified Plug-in Electric Drive Motor Vehicle Credit

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 1120S Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for Cloud Storage.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 1120S Edition

Version 1.07 includes the following minor changes:

  • No Development changes.

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 1120S Edition

Version 1.08 includes the following minor changes:

  • The following forms are now available for print:
    • Form 3468 - Investment Credit
    • Form 8990 - Limitation on Business Interest Expense Under Section 163(j)

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1065 Edition

01/11/2024 - Version 1.01 of TaxAct 2023 Federal 1065 Edition

Version 1.01 includes the following minor changes:

  • Engineering changes.

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 1065 Edition

Version 1.02 includes the following minor changes:

  • Engineering changes.

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 1065 Edition

Version 1.03 includes the following minor changes:

  • The following forms are now available for print:
    • Form 4684 - Casualties and Thefts
    • Form 6765 - Credit for Increasing Research Activities
    • Form 8949 - Sales and other Dispositions of Capital Assets
    • Form 8997 - Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 1065 Edition

Version 1.04 includes the following minor changes:

  • Corrected Business Codes.
  • Corrected Sch K-1 Received.
  • Engineering Changes.
  • The following forms are now available for print:
    • Form 4255 - Recapture of Investment Credit
    • Form 8824 - Like-Kind Exchanges

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 1065 Edition

Version 1.05 includes the following minor changes:

  • Corrected Business Codes.
  • Corrected Form 1065 Print.
  • Updated K2/K3 Exemption text for 2023.
  • The following forms are now available for print:
    • Form 8283 - Noncash Charitable Contributions
    • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit
    • Form 8936 - Qualified Plug-in Electric Drive Motor Vehicle Credit

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 1065 Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for Cloud Storage.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 1065 Edition

Version 1.07 includes the following minor changes:

  • No Development changes.

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 1065 Edition

Version 1.08 includes the following minor changes:

  • Added import of personal representative information
  • The following forms are now available for print:
    • Form 3468 - Investment Credit
    • Form 8990 - Limitation on Business Interest Expense Under Section 163(j)

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1041 Edition

01/11/2024 - Version 1.01 of TaxAct 2023 Federal 1041 Edition

Version 1.01 includes the following minor changes:

  • Engineering Changes.

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 1041 Edition

Version 1.02 includes the following minor changes:

  • No Development changes.

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 1041 Edition

Version 1.03 includes the following minor changes:

  • No Development changes.

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 1041 Edition

Version 1.04 includes the following minor changes:

  • The following forms are now available for print:
    • Form 4255 - Recapture of Investment Credit

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 1041 Edition

Version 1.05 includes the following minor changes:

  • The following forms are now available for print:
    • Form 8835 - Renewable Electricity, Refined Coal, and Indian Coal Production Credit
    • Form 8936 - Clean Vehicle Credits

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 1041 Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for Cloud Storage.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 1041 Edition

Version 1.07 includes the following minor changes:

  • No Development changes.

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 1041 Edition

Version 1.08 includes the following minor changes:

  • No Development changes.

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990 Edition

01/11/2024 - Version 1.01 of TaxAct 2023 Federal 990 Edition

Version 1.01 includes the following minor changes:

  • Engineering Changes.
  • The following forms are now available for print:
    • Form 990-W - Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations
    • Form 990-W - Estimated Tax for Form 990-T

01/16/2024 - Version 1.02 of TaxAct 2023 Federal 990 Edition

Version 1.02 includes the following minor changes:

  • No Development changes.

01/23/2024 - Version 1.03 of TaxAct 2023 Federal 990 Edition

Version 1.03 includes the following minor changes:

  • The following forms are now available for print:
    • Form 4562 - Depreciation and Amortizations
    • Form 8868 (Form 990, 990-EZ, 990-PF) - Application for Extension of Time to File - Automatic 3-Month Extension of Time
    • Form 8868 (Form 990-T) - Application for Extension of Time to File - Automatic 3-Month Extension of Time
    • Schedule B - Schedule of Contributors
    • Schedule C - Political Campaign and Lobbying Activities
    • Schedule F - Statement of Activities Outside the United States
    • Schedule J - Compensation Information
    • Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets

02/06/2024 - Version 1.04 of TaxAct 2023 Federal 990 Edition

Version 1.04 includes the following minor changes:

  • The following forms are now available for print:
    • Form 990 - U.S. Return of Organization Exempt From Income Tax
    • Form 990-EZ - Short Form Return of Organization Exempt From Income Tax
    • Form 990-N - Electronic Notice (e-Postcard) for Tax-Exempt Organizations Not Required To File Form 990 or 990-EZ
    • Form 990-PF - Return of Private Foundation
    • Schedule H - Hospitals

02/08/2024 - Version 1.05 of TaxAct 2023 Federal 990 Edition

Version 1.05 includes the following minor changes:

  • No Development changes.

02/09/2024 - Version 1.06 of TaxAct 2023 Federal 990 Edition

Version 1.06 includes the following minor changes:

  • Engineer Hotfix for Cloud Storage.

02/13/2024 - Version 1.07 of TaxAct 2023 Federal 990 Edition

Version 1.07 includes the following minor changes:

  • No Development changes.

02/20/2024 - Version 1.08 of TaxAct 2023 Federal 990 Edition

Version 1.08 includes the following minor changes:

  • The following forms are now available for print:
    • Form 2220 - Underpayment of Estimated Tax by Corporations
    • Schedule A - 990-T - Unrelated Business Taxable Income From an Unrelated Trade or Business

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