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Faster form coverage, cleaner integrations, and clearer ProConnect reviews

1. ProConnect 1099‑DIV foreign tax credit support: Added foreign source ordinary, qualified, and capital gain fields when Box 7 is present, with safeguards that auto-set Passive income category and required on-form indicators for Form 1116. This completes foreign tax credit calculations in ProConnect and reduces back-and-forth on missing data.
2. UltraTax digital asset reporting (Form 1099‑DA): Added full support for 1099‑DA so proceeds from digital assets flow into UltraTax correctly. This helps you stay compliant with current reporting requirements without manual workarounds.
3. Drake accuracy and e‑file error reductions: We fixed multiple Drake mappings and rules to prevent issues like double-counting Medicare premiums on Schedule A, missing driver license issue dates, mis-mapped W‑2 control numbers and deposit checkboxes, and incorrect HSA routing (now via 1099‑SA). These changes cut down on diagnostics and rework so returns move through e‑file cleanly.
4. CCH foreign earned income and noncash donation routing: Added robust CCH Form 2555 extraction (residence/physical presence tests, housing, overrides) and routed all noncash charitable contributions to Form 8283 with clear Section A/B thresholds. You get correct treatment out of the box and fewer manual adjustments on complex international or donation scenarios.
5. CCH backup restore and XML merge reliability: Backups now preserve original DAT headers and encodings, and XML merging better matches entities/grids (e.g., keeps K‑1 QBI grid IDs, prevents duplicate 1099‑R payers). New “restore tax software backup” workflows and strict workspace backup enforcement make recovery and pre‑entry setup faster and safer.
6. ProConnect workflow visibility and access: After ProConnect data entry, rrweb session replays are exported and viewable in‑app with a lazy‑loaded player so reviewers can see exactly what was entered. A new ProConnect button on the tax prep page gives preparers one‑click access to speed handoffs.