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Smarter form routing, cleaner exports, and clearer uploads

1. Drake: Auto-route clean covered 1099-B to Schedule D-2. Covered, no-adjustment 1099-B categories are now consolidated into Schedule D-2 by taxpayer/spouse automatically, reducing manual consolidation and redundant Form 8949 screens.
2. Drake: 1099-Q distributions now flow to Form 5329. 1099-Q documents reliably create the correct Form 5329 Part II entries so these distributions are no longer classified-and-forgotten during prep.
3. CCH Axcess: W-2 state code restored and farm Form 1098 routed to Schedule F. This fixes dropped/misplaced W-2 state data and ensures farm mortgage interest lands on Schedule F instead of Schedule A; plus all checkbox “X” fields are normalized and undefined values are blocked before XML to prevent CCH 400 errors.
4. UltraTax: Auto-truncate 35‑character fields to prevent failures. Over‑length entries (e.g., SSA‑1099 descriptions, 1099‑DIV payer names) are trimmed to UltraTax’s UI limits to stop validation loops and retries.
5. ProConnect: Removed Direct Deposit screen creation and grouped 1099‑B by broker. We no longer overwrite full bank details with last‑4s, and capital gains entries export in broker order for faster review.
6. Document uploads: Clear, actionable error messages. Password‑protected, corrupted, invalid‑format, and incomplete files now show specific guidance and a direct path to re‑run tax prep, replacing generic errors across dialogs, banners, lists, and file selection.