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K1x Release: 990 Tracker - 04/30/2026

Check out the following changes that have been introduced as part of this K1x release.

 

990 Tracker - Release Notes

What Changed

Fixes (Bugs / Stability)

Federal Forms

  • Form 990, Part III, Lines 4a–4d — PDF now sorts program service accomplishments in descending order based on program expenses only, rather than both expenses and revenue.
  • Form 990, Schedule A, Part II — Resolved multiple calculation and data-flow issues affecting public support test amounts and line 10.
  • Form 990, Schedule F, Part I, Line 3(e) — "Specific Type of Services" column now appears correctly in the printed statement.
  • Form 990, Schedule F, Part V — Fixed e-file validation errors triggered when Part V is completed.
  • Form 990-EZ PDF — Schedule A, Schedule C, and Schedule O bookmarks are now present in the generated draft PDF.
  • Form 990-T, Schedule A, Part X — Corrected percentage formatting issue in the PDF.
  • Form 990-T, Part III — Fixed overpayment calculation on Lines 8, 10, 11a, and 11b.
  • Form 990-T Diagnostics — Resolved error that prevented diagnostics from being exported to PDF.
  • Form 990W (TY 2025) — Installment due dates now correctly display 2026 dates instead of prior-year dates.
  • Form 4136, Line 1a — Credit for off-highway gallons is now calculated correctly for tax year 2025.
  • Form 4720 — Resolved issue preventing the form from being marked complete and the percent-complete indicator from updating.
  • Form 8453-TE / Form 2220 (TY 2025) — Corrected issues with these forms for tax year 2025 filings.
  • Form 8827, Line 12 — Fixed calculation error; line now correctly computes as Line 11 minus the applicable credit limitation.
  • Schedule A, Part III — Part III is no longer active for Type 7 organizations; only Part II is now shown, per IRS instructions.
  • Filing Instructions — Fixed issue where filing instructions were not picking up the correct amount due or overpayment from the return.

States

Data Grid — State Tax Rate Updates

  • Updated tax rates on the data grid for Colorado (4.25% → 4.4%), Georgia (5.39% → 5.19%), Idaho (5.695% → 5.3%), and Utah (4.55% → 4.5%).
  • New Mexico — Updated from bracket-based taxation to a flat rate of 5.9% on the form and data grid.
  • Nebraska — Updated tax calculation logic to use a flat rate of 5.2%.
States Forms
  • Arkansas Form AR1100ESCT - Schedule A Part C — Data now flows to AR1100NOL as an input-overridable field.
  • California Form CA199 (TY 2024) — Resolved error preventing the form from generating correctly.
  • Colorado:
    • Form 112 — Colorado income now flows to page 2 in the UI without requiring a browser refresh.
    • Form 0990 — Fixed issue where the 501(c)(3) checkbox was always checked on the PDF regardless of organization type.
  • Florida:
    • F-1120, Page 4, Schedule IV — Corrected PDF layout for Schedule IV.
    • F-1120, Other Additions — Amount now routes to the correct row (Row 25) in both the UI and PDF.
    • F-1120, Page 5, Schedule R, Line 2 — Whitepaper statement is now generated correctly for 2024.
  • Illinois Form IL-990-T — UBI detail statement now prints in the correct format, including the total line and UBI narrative.
  • Louisiana:
    • Form CIFT-620 PDF — Resolved issue where the Louisiana state return PDF was not generating.
    • Schedule N, Line 2 — Fixed issue where user input was being changed unexpectedly.
  • Michigan Form 4891 (TY 2024) — Restored UI functionality; form is now usable for data entry, saving, and PDF generation.
  • Mississippi Form 83-155 — PDF dates now display correctly.
  • New York:
    • CT-200-V — Return Type now populates "CT13"; Payment Enclosed now totals NYS and MTA amounts and remains overridable.
    • CT-5 — Prepayments from page 2 now flow correctly to Lines 4 and 9 in both the UI and PDF, and are properly subtracted from each balance due.
  • North Carolina:
    • CD-425 — Lines 11 and 26 now calculate the lesser of the two referenced lines correctly; Line 28 updated accordingly.
    • CD-429 / CD-V — Removed invalid punctuation from name and address fields.
  • Oklahoma UBI Statements — UBI detail statements now print in the correct format.