​

Smarter prep, broader forms, steadier integrations

1. Drake form coverage expanded: Added Drake schemas for 2210, 8962, Schedule D, Sale of Home, K‑1 variants (1065/1120S/1041), 5695, 8853, QSE, LTC, 4952, plus 1099‑SA routing. Also marked required fields for 1099‑INT to reduce import validation errors.
2. Penalty and interest worksheets: Introduced federal and state penalty/interest models (underpayment, late payment, annualized income, disaster-date and interest overrides) wired into the calculation graph. This enables more accurate penalty projections and reduces manual worksheet workarounds.
3. 1099‑B extraction accuracy: Improved handling for summary‑only statements, enforced category splitting, robust RSU detection with proper negative adjustments, and sensible default dates (12/31 of the current year). You’ll get cleaner capital gains entries with far fewer manual corrections for equity compensation.
4. CCH Axcess adds 1099‑Q: Added 1099‑Q to CCH screens so education distribution data flows directly into Axcess. This cuts down on manual entry when importing 1099‑Q documents.
5. Practice management and tax software integrations: Karbon now auto‑posts notes to the linked work item, keeping your team in sync without leaving your workflow. CCH Axcess client integration supports secure sign‑in, and RPA job status polling for Drake and ProConnect provides real‑time progress with reliable terminal state handling.
6. Security hardening: Removed public access to the AI service and deprecated legacy REST endpoints. This reduces surface area and strengthens protection for your clients’ data.