2025-11-23

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Form Coverage Boosts, Smarter Integrations, and Quality Checks

1. Form 8959 (Additional Medicare Tax) support: Automated extraction and validation now handle Form 8959 in 1040 returns, reducing manual entry. This improves completeness of your individual return workflows.
2. Drake form coverage and validations: Added schema support for Schedule B of Form 1116 and Form 8941, plus maintenance updates to the Drake connector. We also tightened Drake validations (country list and phone number length) to prevent rejections.
3. ProConnect and CCH reliability: Fixed ProConnect mappings for K‑1 inputs, HSA Form 8889 routing, and Schedule E/A fields to eliminate schema errors. Migrated key CCH forms (Schedule C, K‑1 for 1041/1065/1120S, and 1099‑MISC) to a more accurate extraction strategy for cleaner imports.
4. Smarter 1099 and rental interest routing: New validators ensure 1099‑MISC links to the correct Schedule E property and 1099‑NEC requires a business or farm name to route income properly. Mortgage interest from Form 1098 is now correctly allocated to rental properties on Schedule E without creating unnecessary 1098 screens.
5. Credit Assessment in your workspace: Credit Assessment is now exposed in preparer and diagnostics views with prior‑year context, helping you quickly triage return readiness. Results are saved to the return for consistent tracking.
6. New integrations and partner workflows: Added Qount as a provider and introduced a Karbon import workflow to bring returns and files directly into your workspace. Partners can deep‑link into specific returns and use new APIs to register returns and upload documents programmatically.