2016 ProSeries/Arizona Readme
Release 2016.220
Contents
Items addressed in this release
Items addressed in previous releases
What's new for ProSeries/Arizona
Forms
Electronic filing
Additional Information
Items addressed in this release
The following has been updated and finalized since the previous
release:
- Arizona Schedule A, line 1. Line 1 is limited to no less than zero when there are HSA/MSA distributions on the federal medical expense worksheet, line 13b.
Items addressed in previous releases
The following forms and worksheets have been addressed in previous releases:
- Arizona Schedule A, line 1. Line 1 will now correctly exclude medical expenses for HSA/MSA distributions that were not reported on federal Schedule A, line 1.
- Error checking, general enhancements. Various improvements to data validations, error checks updated.
- Form 140PY, line 47 will now allow negative values per electronic filing requirements
- Forms 310/321/322/323/348, credit carryover section will now require an entry in column c for any corresponding entry in column b per electronic filing requirements
- Form 131, Claim for Refund on Behalf of Deceased Taxpayer
- Form 140, Resident Personal Income Tax Return
- Form 140A, Resident Personal Income Tax Return (Short form)
- Form 140ES, Estimated Tax Payment Vouchers
- Form 140NR, Nonresident Personal Income Tax Return
- Form 140PTC, Property Tax Credit
- Form 140PY, Part-Year Resident Personal Income Tax Return
- Form 140V, Payment Voucher for Electronic Filing
- Form 140X, Amended Return
- Form 202, Personal Exemption Allocation Election
- Form 204, Application for Filing Extension
- Form 221, Underpayment of Estimated Tax
- Form 301, Nonrefundable Individual Tax Credits and Recapture
- Form 309, Credit for Taxes Paid
- Form 310, Credit for Solar Energy Devices
- Form 321, Credit for Contributions to Charities
- Form 322, Credit for Fees Paid to Public Schools
- Form 323, Credit for Contributions to Private School Tuition Organizations
- Form 340, Credit for Donations to the Military Family Relief Fund
- Form 348, Credit for Contributions to Certified School Tuition Organizations
- Form 352, Credit for Contributions to Foster Care Charities
- Form AZ-8879, E-File Signature Authorization
- Schedule A(NR), Itemized Deductions for Nonresidents
- Schedule A(PY), Itemized Deductions for Part-Year Residents
- Schedule A(PYN), Itemized Deductions for Part-Year Nonresidents
- Schedule A, Itemized Deduction Adjustments
What's new for ProSeries/Arizona
The following items are new for tax year 2016:
- Arizona Standard Deduction Increase. Arizona
standard deduction is now $5,099 if filing status is Single or Married
filing separately and $10,189 if filing status is Married filing jointly or
Head of Household.
- Form 352, Credit for Contributions to Qualifying Foster Care Charitable Organizations
- Credit for Contributions Made to Qualifying Charitable Organization. Arizona
now allows contributions made by April 18, 2017 to be claimed as credit for the 2016 tax year on Form 321.
Forms
The Arizona Department of Revenue has approved for filing all forms and
schedules included in ProSeries/Arizona.
Electronic filing
General information for electronic filing:
You can file returns electronically with this version of ProSeries/Arizona.
For a list of forms that can be e-filed, go to What's New This Year in Help Center.
Additional Information
Check all returns after printing
The Arizona Department of Revenue scans computer-generated forms to
quickly process the income tax returns it receives. To meet the requirements for
producing computer-generated forms, ProSeries is required to limit the width of
the tax information printed on forms that are scanned. In certain cases, data
you entered may be truncated. After completing a tax return, review the
information that prints (for example, mailing address information), make any
necessary changes, and reprint the return before mailing it.
Bar codes on printed state returns
Arizona uses bar codes on computer-printed tax forms. This special
formatting allows the state taxing authorities to process returns more quickly
and efficiently. On-screen, you'll see only a small representation of the bar
code on the lower-left side of the form. This image is static and does not
change based on the information in the return. However, when you print the
return, the bar code appears as a large rectangular box on the first page of the
form. The width of the bar code is constant; the height varies according to the
data in the return. In general, the more complex the return, the larger the
printed bar code.
Returns that contain special formatting may be processed at a different
location than manually prepared returns. Therefore, the filing instructions that
print with the state return may contain a mailing address that's different from
the mailing address in the package that is sent to taxpayers. Be sure to have
your clients mail their returns to the address in the filing instructions that
print with the return.
Important: Because the bar code image is a function of the data in the
tax return, it's important that you reprint the page with the bar code if
changes are made to any part of the return. Also, do not print blank copies of
the main form and prepare them manually. The Arizona taxing authority may
attempt to scan the form and reject it.
End of ReadMe file for ProSeries/Arizona