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Sharper QBI, Smarter Routing, and Safer Imports Period: 2026-03-30 - 2026-04-05
  1. 1040-NR support: Added support for 1040‑NR individual returns. You can now process nonresident returns end‑to‑end with the same automations and checks.
  2. Drake QBI accuracy (K‑199 auto‑generation): K‑199 (QBI) is now generated deterministically from Section 199A data captured on K‑1 screens. This removes cross‑screen inconsistencies and prevents QBI miscalculations.
  3. Drake PIN & Roth IRA plus Form 5498 routing: We now auto‑create the Drake PIN screen (with current signature date) and added a Roth IRA screen to capture contributions, conversions, and distributions. Form 5498/5498‑SA documents now route to the correct Drake inputs (Form 8889, Form 8606, and Roth), reducing manual fixes.
  4. Drake Schedule E property alignment: Depreciation (Form 4562) and mortgage interest (Form 1098) are now reliably matched to the correct Schedule E property, even across multiple rentals. This improves MFC alignment to keep assets and interest tied to the right property.
  5. ProConnect Estimated Payments safeguarded: Corrected the form mapping for Estimated Payments and temporarily disabled auto‑population to prevent fabricated amounts. Please enter quarterly payments manually for now to ensure accuracy.
  6. Drake duplicate SSN reupload safeguard: If the same SSN is re‑uploaded under a new client, the workflow now pauses and shows a clear warning. You can jump to the original client or acknowledge and continue, preventing accidental duplicate returns.
Thank you for your continued feedback and support!