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   Updates Posted
    04/04/2012:   6-in-1 update posted on website (2012-095-v10 Standalone, 2012-095-v10-server Network).

   03/30/2012:   6-in-1 update posted on website (2012-090-v10 Standalone, 2012-090-v10-server Network).
   02/23/2012:   6-in-1 update posted on website (2012-054-v10 Standalone, 2012-054-v10-server Network).
   02/13/2012:   6-in-1 update posted on website (2012-044-v10 Standalone, 2012-044-v10-server Network).
   02/10/2012:   6-in-1 update posted on website (2012-041-v10 Standalone, 2012-041-v10-server Network).
   01/07/2012:   6-in-1 update posted on website (2012-007-v10 Standalone, 2012-007-v10-server Network).
   12/29/2011:   6-in-1 update posted on website (2011-363-v10 Standalone, 2011-363-v10-server Network).
   12/26/2011:   6-in-1 update posted on website (minor change to 12/22/2011 Transact file - no change in download  file names).
   12/22/2011:   6-in-1 update posted on website (2011-356-v10 Standalone, 2011-356-v10-server Network).
   12/02/2011:   6-in-1 update posted on website (2011-336-v10 Standalone, 2011-336-v10-server Network).
   11/30/2011:   6-in-1 update posted on website (2011-334-v10 Standalone, 2011-334-v10-server Network).
   11/26/2011:   6-in-1 update posted on website (2011-330-v10 Standalone, 2011-330-v10-server Network).
   11/08/2011:   6-in-1 update posted on website (2011-312-v10 Standalone, 2011-312-v10-server Network).
   09/23/2011:   6-in-1 update posted on website (2011-260-v10 Standalone, 2011-260-v10-server Network).

   09/05/2011:   6-in-1 update posted on website (2011-248-v10 Standalone, 2011-248-v10-server Network).
   07/15/2011:   6-in-1 update posted on website (2011-196-v10 Standalone, 2011-196-v10-server Network).
   07/12/2011:   6-in-1 update posted on website (2011-193-v10 Standalone, 2011-193-v10-server Network).
   06/30/2011:   6-in-1 update posted on website (2011-181-v10 Standalone, 2011-181-v10-server Network).
   04/20/2011:   6-in-1 update posted on website (2011-120-v10 Standalone, 2011-120-v10-server Network).
   04/17/2011:   6-in-1 update posted on website (2011-107-v10 Standalone, 2011-107-v10-server Network).
   04/14/2011:   6-in-1 update posted on website (2011-104-v10 Standalone, 2011-104-v10-server Network).
   04/13/2011:   6-in-1 update posted on website (2011-103-v10 Standalone, 2011-103-v10-server Network).
   04/12/2011:   6-in-1 update posted on website (2011-102-v10 Standalone, 2011-102-v10-server Network).
   04/08/2011:   6-in-1 update posted on website (2011-098-v10-709-1041 Standalone, 2011-098-v10-709-1041-server Network).
   03/30/2011:   6-in-1 update posted on website (2011-089-v10-709 Standalone, 2011-089-v10-709-server Network).
   03/26/2011:   6-in-1 update posted on website (2011-084-v10-709 Standalone, 2011-084-v10-709-server Network).
   03/05/2011:   6-in-1 update posted on website (2011-063-v10 Standalone, 2011-063-v10-server Network).

   02/10/2011:   6-in-1 update posted on website (2011-039-v10 Standalone, 2011-039-v10-server Network).

   02/04/2011:   6-in-1 update posted on website (2011-034-v10 Standalone, 2011-034-v10-server Network).

 

   Forms
    04/04/2012:   6-in-1 Update                              NY IT-205 e-file updated (with approval from the NY Department of Taxation)

    03/30/2012:   6-in-1 Update                              NY IT-205 e-file included
   02/23/2012:   6-in-1 Update                              Miscellaneous.  Details to follow
   02/13/2012:   6-in-1 Update                              US 1041 (page 1 for PA-41 purposes now displays 2011 date)
   02/13/2012:   6-in-1 Update                              Transact:  eliminated message that was appearing first time after upgrade
   02/10/2012:   6-in-1 Update                              US 1041 (including e-file); 709; state fiduciary income tax returns (all FINAL)

    01/07/2012:   6-in-1 Update                              US 8939 (2010) - further refinements
   01/07/2012:   6-in-1 Update                              US 709   (2011) - further refinements

    12/29/2011:   6-in-1 Update                              US 8939 (2010) - import during upgrade; rounding
   12/26/2011:   6-in-1 Update                              US 8939 (2010) - # of units allocated to beneficiaries now rounded to four (4) decimals

    12/22/2011:   6-in-1 Update                              US 709   (2011) - based on IRS final version (released on 12/19/2011)
   12/22/2011:   6-in-1 Update                              US 8939 (2010) - further refinements

   11/30/2011:   6-in-1 Update                              US 8939 (2010) - further refinements, based on three GoToTraining sessions held on 11/28 and 11/29/2011
   11/26/2011:   6-in-1 Update                              US 8939 (2010) - added multiple options for allocating basis on asset and beneficiary levels
   11/26/2011:   6-in-1 Update                              PA Petition for Grant of Letters (RW-02) - minor changes (including Dauphin County decree section)
   11/08/2011:   6-in-1 Update                              US 8939 (2010)
   11/08/2011:   6-in-1 Update                              PA Petition for Grant of Letters (RW-02) released by PA Supreme Court on 10/11/2011

    09/23/2011:   6-in-1 Update                              US 706 (2011)
   09/05/2011:   6-in-1 Update                              US 706 (2010)

   07/15/2011:   6-in-1 Update                              US 1041 e-file (2010) (refinement)
   07/12/2011:   6-in-1 Update                              CT-706/709 (2011):  DecoupleCruncher calculations adjusted for 2011 CT tax table.
   07/12/2011:   6-in-1 Update                              PA-1500:                  Tax Allocation screen, Sched F (top), now defaults to 4.5% rate if no spouse. 

   06/30/2011:   6-in-1 Update                              US 706 draft (2010) 
   06/30/2011:   6-in-1 Update                              CT-706 NT  (2011) 
   06/30/2011:   6-in-1 Update                              CT-706/709 (2011) 

   06/30/2011:   6-in-1 Update                              IN IH-14 (2011)

   06/30/2011:   6-in-1 Update                              NJ IT-R & IT-Estate (2011)

     2011 Federal Forms

US   706: Final released by IRS (09/20/2011).  Applicable primarily  to estates of > $5m; for decedents dying in 2011 or 2012, could be applicable to estates of any size in order to preserve the unused portion of decedent's $5m exclusion for a surviving spouse.  Applicable exclusion for 2012 set at $5,120,000.  Approved
US   709: Approved
US   1041: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 8582  Approved
US   1041 e-file: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 8582  Approved
US   1041: 1041-ES, 5227   Approved
US   1041 Instr: Schedule I (final).  Released ( 02/14/2012)
US   8453-F:

U.S. Estate or Trust Income Tax Declaration and Signature for Electronic Filing  Approved
US   8879-F: IRS e-file Signature Authorization for Form 1041  Approved
US   Misc: 2848 Approved
US   56: 10/12/2011 (Draft)


   2011 State Fiduciary Income Tax Forms

CT-1041: Approved
DE 400: Approved
IL-1041: Approved
IN IT-41: Approved
MA Form 2: Approved
NC 407: D407, D407-TC, D410P, and NC K1 Approved
NJ-1041: NJ-1041, A-F, G, NJK-1, NJ-1041-V, NJ-630, NJ 1040-ES Approved
NY-205: Approved
OH-1041: Approved
PA-41: Pg 1-2, A, B, C, D, DD,  E, F, G-L, G-S, J, OC, Estimated, Voucher, 276/Ext, RK-1, NRK-1  Approved
VA 770: Approved
WI Form 2: Approved


 Status of 1041, 709, and State Fids for 2010

   06/30/2011:   6-in-1 Update                              US 1041 e-file (2010) (refinements)

    06/30/2011:   6-in-1 Update                              DecoupleCruncher:  US, CT, DE, HI, IL, NC, RI, VT

   06/30/2011:   6-in-1 Update                              DE Accounting form (2011)
    06/30/2011:   6-in-1 Update                              NC Probate Forms (various)
   06/30/2011:   6-in-1 Update                              WI Inventory and Accounting forms (2010)

   04/20/2011:   6-in-1 Update                              US 1041 e-file updated
   04/17/2011:   6-in-1 Update                              US 1041 e-file updated
   04/14/2011:   6-in-1 Update                              US 1041 e-file updated
   04/13/2011:   6-in-1 Update                              US 1041 e-file updated
   04/12/2011:   6-in-1 Update                              US 1041 e-file included (1041, C, D, E, F, I, K-1, 1116, 4562, 4797, 6252, 8582)
   04/08/2011:   6-in-1 Update                              US 1041 (Forms 1041-V, 7004, 8948, 8879-F:  can now click one button to print for all estates/trusts)
   04/08/2011:   6-in-1 Update                              US 709 (now allows pre-2010 gifts to be entered on Schedule B at the higher credit amounts)
   03/30/2011:   IRS release status                      US 709 (Instructions).  Final version with new Worksheet developed during the  past 2 weeks.
    03/28/2011:   IRS projected release date        US 709 (Instructions).  Original instructions posted on 3/15/2011, then withdrawn by the IRS
                                                                                                                     for further development of the Worksheet for Schedule B, Column C.
   03/15/2011:   IRS release status                      US 709 (Form)

   03/07/2011:   IRS release status                      US 709:  filing deadline (4/18/2011) will *not* be extended. Can file Form 8892 for extension.
   03/06/2011:   IRS release status                      US 709 pre-release draft dated 3/2/2011 circulated to developers.  Final to follow quickly.
    03/04/2011:   Release date for Form 706        The IRS just announced a 706 release date of no later than 03/14/2011.
    03/04/2011:   Release date for Form 709        The IRS just announced a 709 release date of no later than 03/14/2011.
    03/04/2011:   Approval status updated           NJ
    03/01/2011:   Approval status updated           NJ
    02/18/2011:   IRS release status                      US 5227
    02/17/2011:   Approval status updated           CT, IN
    02/17/2011:   IRS release status                      US 8939 (see "2010 Federal Forms" below for important message)
   02/15/2011:   Approval status updated           US 1041-ES; MA
   02/10/2011:   Approval status updated           CT, NY
   02/09/2011:   Approval status updated           NC
   02/01/2011:   Approval status updated           IL, VA
   01/31/2011:   Approval status updated           NJ, NY
    01/31/2011:   Approval status updated           OH
   01/27/2011:   Approval status updated           CT, IN, VA
   01/26/2011:   Approval status updated           CT, IL, MA, OH, PA, WI
   01/21/2011:   IRS release status                      US 1041 Schedule I and instructions released
   01/20/2011:   IRS release status                      US 5227 due for IRS release in early February 
   01/19/2011:   IRS release status                      US 1041 Schedule D instructions released
   01/18/2011:   IRS due date update                  US 8939 due date will be extended at least until 10/17/2011 (by special Treasury Guidance).
   01/18/2011:   IRS release status                      US 709 not due for release until February or even  March.  Due date to be extended by the IRS.
   01/18/2011:   IRS release status                      US 1041, Schedule I due for release by the end of January
   01/18/2011:   IRS release status                      US 1041 and Schedules D, D-1, J, K-1 all released in final within the past 11 days
   01/07/2011:   Approval status updated           US 8453-F

   01/07/2011:   Approval status updated           US 1041 and related forms

   01/04/2011:   Testing status updated              US e-file

   01/04/2011:   Form status updated                 NC

   12/29/2010:   Form status updated                 WI

   12/29/2010:   Form status updated                 US 8453-F, 8879-F

   12/28/2010:   Form status updated                 CT, NY, VA

   12/21/2010:   Form status updated                 DE
   12/20/2010:   Approval status updated          PA Schedule C


   12/14/2010:   Update available with revised PA Petition for Probate (6-in-1 and PA InheriTax).  Required starting on 12/26/2010.

 

   12/14/2010:   Final release status updated    NC

   12/06/2010:   PA Petition for Probate updated to reflect new language regarding pending divorce proceedings (Section 3323(g))


   12/06/2010:   Final release status updated    IL, WI

   12/06/2010:   Draft release status updated    US 5227

   12/06/2010:   Approval status updated          US 709

   11/24/2010:   Draft release status updated    US 709

   11/24/2010:   Final release status updated    OH

   11/24/2010:   Draft release status updated    NC

   11/24/2010:   Approval status updated          PA
   11/19/2010:   Draft release status updated    NJ

   11/04/2010:   Final  release status updated   MA

   10/24/2010:   Final  release status updated   IN

 

     2010 Federal Forms

US   706: Final released by IRS (09/03/2011).  Due date:  not before 09/19/2011 (first business day following the date that is nine months after the new tax bill was signed on December 17, 2010).  Per Notice 2011-76, automatic extension to file and pay can be requested on/before 09/19/2011, with ultimate filing/payment due on 03/19/2012.  Interest on late-paid tax will still apply.
US   8939: Final released by IRS (10/06/2011).  Carryover Basis for 2010:  applicable only to estates of > $5m.  
Due date:  01/17/2012.  See Notices 2011-66 & 2011-76 & Rev. Proc 2011-41.  
US   709: Approved (final Form released on 3/15/2011; final Instructions released on  March 30).  We learned on 03/07/2011 that the IRS will *not* be extending the 4/18/2011 deadline for filing the 709, despite the late release of a final 709.  Preparers do have the option (as usual) to file Form 8892 for an automatic extension of time to file.
US   1041: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 8582  Approved
US   1041 e-file: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 8582  Approved
US   8453-F:

U.S. Estate or Trust Income Tax Declaration and Signature for Electronic Filing  Approved
US   8879-F: IRS e-file Signature Authorization for Form 1041:  Final released by IRS on 12/22/2010
US   Misc: 2848, 5495, 8821, 8822, 8892  Unchanged
US   1041-ES: Final released by IRS (02/10/2011)  Approved
US   5227: Final released by IRS (02/17/2011)  Approved
US   56: IRS Draft 10/12/2011; final not yet released
US   SS-4: January 2010  Unchanged

 

     2010 State Fiduciary Income Tax Forms

CT-1041: Approved
DE 400: Unchanged from prior year
IL-1041: Approved
IN IT-41: Approved
MA Form 2: Approved
NC 407: D407, D407-TC, D410P, and NC K1 Approved
NJ-1041: NJ-1041, A-F, G, NJK-1, NJ-1041-V, NJ-630, NJ 1040-ES  Approved
NY-205: Approved
OH-1041: Approved
PA-41: Pg 1-2, 276/Ext, RK-1, NRK-1, A/B, C, DD/D, E, Estimated, Voucher  Approved
PA-41: E, F, GS, GL, OC  Approved
VA 770: Approved
WI Form 2: Approved


 Status of 1041, 709, and State Fids for 2009

 

   10/20/2010:   Leimberg Newsletter publishes article on "State Estate Taxes in 2010" (Don Kelley and Vince Lackner).

                         Please send feedback to DecoupleCruncher@lacknergroup.com.

  
   10/20/2010:   New website to be released.  Please check back!

 

   06/26/2010:  PA I-Tax update posted on website (pa2010-177).

                         Includes January 2010 version of the PA-1500 (released by the PA Department on 4/16/2010, with I-Tax
                         approval received on 6/22/2010).  This version required for all returns filed on or after 07/01/2010.

 

   06/26/2010:   6-in-1 update posted on website (2010-177-v10 Standalone, 2010-177-v10-Server Network).

                         Contains corrections for (1) checkboxes on PA-1500 Discount Calc screen and (2) PA Tax Allocation recalcs.

 

   06/25/2010:   6-in-1 update posted on website (2010-176-v10 Standalone, 2010-176-v10-Server Network).

                         Includes January 2010 version of the PA-1500 (released by the PA Department on 4/16/2010, with 6-in-1
                         approval received on 6/22/2010).  This version required for all returns filed on or after 07/01/2010.

 

   04/05/2010:   6-in-1 update posted on website (2010-095-v10 Standalone, 2010-095-v10-Server Network).

                         Resolves minor navigation issue in 709 Gift Tax Details (to toggle between Donor and Spouse).
                         Provides additional level of control over sort order on 1041 Statements (on 1041 screen  in Transact file).


   04/02/2010:   6-in-1 update posted on website (2010-092-v10 Standalone, 2010-092-v10-Server Network).

                         Includes various refinements to a number of tax returns, inventories, and accountings.
                         Includes draft 1041 for 2010.

   03/08/2010:   6-in-1 update posted on website (2010-067-v10 Standalone, 2010-067-v10-Server Network).

 

   03/04/2010:   Resolves bank balance issue (Server version) on Balance on Hand schedules of Accounting.

                         6-in-1 update posted on website (2010-063-v10 Standalone, 2010-063-v10-Server Network).
                         Revised Installation Guides posted on website (Same-Server and Two-Server Installations).


   03/02/2010:   If you are using the CT, MA, or NJ versions, you should download 2010-061.

                         If you are using other state versions and previously downloaded v10, you do not need to download 2010-061 at this time.
                         6-in-1 update posted on website (2010-061-v10 Standalone, 2010-061-v10-Server Network).

   03/01/2010:   Revised Installation Guides posted on website (Same-Server and Two-Server Installations).

   02/26/2010:   Revised Installation Guides posted on website (Same-Server and Two-Server Installations).

   02/25/2010:   FileMaker 10 CD Transmittal letters posted on website.  Simplified overview of installation and conversion process.

                         Note:  to minimize 6-in-1. press Windows-D.  That is, hold down the Windows key (between Ctrl and Alt), and press "D".
                         6-in-1 v10 (Network version) and draft Installation Guide posted on website.

 

   02/23/2010:   Final  batch of FileMaker CD's shipped.  Expect delivery on 2/24 or 2/25.

   02/22/2010:   6-in-1 v10 (Standalone version) posted on website. 

                         Approval Status updated (SS-4)

 

   02/21/2010:   6-in-1 v10 (Network version) and Installation Guide to be posted on  2/24.   E-mail to follow.
                         6-in-1 v10 (Standalone version) and Installation Guide to be posted on 2/22.   E-mail to follow.

   02/19/2010:   Initial  batch of  FileMaker 10 CD's shipped on 2/18.
   02/18/2010:   FileMaker 10 CD's being shipped to 6-in-1 customers.  6-in-1 V10 being prepared for posting on the web.
   02/17/2010:   6-in-1 V10 successfully installed with three (3) additional pre-release users.  Average install/V6 conversion time:  40 minutes.
   02/12/2010:   6-in-1 V10 entering final days of testing with six (6) pre-release users.  Look for download instructions on or about 02/15/2010.
   02/04/2010:   Approval Status updated (WI)
   02/03/2010:   Approval Status updated (IL) 
   02/02/2010:   Approval Status updated (CT-706/709, Ext, CT-706 NT) 
   02/01/2010:   Approval Status updated (IN) 
   01/30/2010:   Approval Status updated (709, 1041, Misc, SS-4, CT, PA) 
   01/23/2010:   Approval Status updated (NJ, NY, OH) 
   01/19/2010:   Approval Status updated (CT, DE, MA, NC, VA)

   11/05/2009:   Minor Update (NJ Inher. Tax, Schedule B(1), Bank Accounts/Brokerage Accounts further refined).
                         Minor Update (706, Line 3b, State Death Tax Deduction Override).

   11/02/2009:   Release of US 706 for 2009

 

     2009 Federal Forms

US   706: 706, 4768  Approved
US   709: 709  Approved
US   1041: 1-2, I, D, K-1, C, E, F, J, 1116, 4562, 4797, 6252, 7004  Approved
US   Misc: 2848, 5495, 8821, 8822, 8892  Unchanged
US   Misc: 1041-ES  Approved
US   Misc: 5227, 8582  Approved
US   56: IRS Official Release Date:  12/15/2010
US   1041-A: IRS Official Release Date:  12/15/2010
US   SS-4: January 2010  Approved

 

     2009 State Fiduciary Income Tax Forms

CT-1041: Page 1, A, B, FA, I, Estimated, Extension  Approved
DE 400: Pages 1-2, K-1  Approved
IL-1041: Pages 1-2, K-1-T  Approved
IN IT-41: Pages 1-2  Approved
MA Form 2: Pages 1-3, B/R, B, D, E-F, H, IDD, 2K-1  Approved
NC 407: Pages 1-2, TC, 410P (Extension), K-1  Approved
NJ-1041: Pages 1-3, 1041-V, 1040-ES, 630 (Extension), K-1  Approved
NY-205: Pages 1-2  Approved
OH-1041: Pages 1-3  Approved
PA-41: Pg 1-2, 276/Ext, RK-1, NRK-1, A/B, DD/D, CF, E, GS, GL, Estimated, Voucher  Approved
PA-41: Macintosh  Version
VA 770: Pages 1-2, K-1  Approved
WI Form 2: Page 1-3, WD, CC, CR, 2K-1  Approved

 

   Other

    PA Inheritance Tax Return, Scannable Form (Pages 1-2)  Now available

    PA Register of Wills Forms (as issued by the PA Supreme Court on 10/16/2006)

    PA Estate and Trust Accountings (as issued by the PA Supreme Court on 03/29/2007)

    CT-706/709, Ext (2009)  Approved

    CT-706 NT (2009)  Approved

    MD MET-1 (2009)  Approved