K1x Release: 990 Tracker - 05/07/2026

What Changed

Fixes (Bugs / Stability)

• Package Printing — Transmittal Letter — Resolved an issue where generating a Transmittal Letter during package printing resulted in a "Form generation failed" error. Transmittal Letters now generate successfully.

Federal Forms

• Form 990-T, Part III, Line 1c — Corrected the General Business Credit calculation to include Form 3800, Part IV, Column (g) in addition to Form 3800, Part III, Column (i).
  • Additionally resolved a prior-year issue where Line 1c was pulling from Form 3800, Part II, Line 30 instead of the correct Line 38.
• Form 990-T, Schedule D (Trust), Part V, Line 42 — Updated the tax rate schedule used in the Line 42 calculation to correctly apply the 2025 Tax Rate Schedule for Estates and Trusts.
• Form 990-EZ — Resolved an issue preventing diagnostics and e-file validation tools from running on 990-EZ returns.

State Forms

• California — CA Form 199, Part II — Fixed the "Suppress Part II and attach Form 990 as a statement" checkbox, which was not correctly suppressing Part II data from flowing to Line 9 in the UI.
• Iowa — E-file Attachments — Corrected the document type dropdown for Iowa e-file attachments, which was only showing "Annualized Schedule" instead of the full list of options including "Federal Return" and "Other."