Release 2009.01r now available.
Initial installation for the year must be from the disk we send you at the beginning of the tax seaon.
You can therefore update to 2009.01r on-line only if you have already installed a disk for 2009
(2009.pre, 2009.01, or later).
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TIP: Before executing these downloads, exit Tax Preparer by closing the Tax Preparer Control Panel.
If you do not, you will encounter an error message indicating that HSPrnTax.EXE is being used by another process,
and the update will not be completed.
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The downloads on this page are only for Tax Preparer for Form 1040 returns.
Downloads for the Partnership Edition for Form 1065 returns are found on the
Partnership Downloads page.
Downloads for the California Supplement for Form 540 returns are found on the
California Downloads page.
e-file information.
The transmission software for sending Tax Preparer e-file output to the IRS is included on the
2009.01 CD-ROMs for Standard and Premium Levels. If you have not yet received your disk and want to
get started setting up your account, go to the e-file Alerts page for link
to download the e-file transmission software.
Current downloads. In order to use these downloads, you must have already installed
release 2009.pre, 2009.01, or later. Just go to the level you installed, and click the link. Your prior installation
will be updated to 2009.01r, including newly revised on-screen manuals.
Economy Level. To update the Economy Level to release e2009.01r, click the following link:
Update Tax Preparer 2009 Edition Economy (e2009.01r).
(For details on the changes, see Changes in Recent Releases below.)
(6,983 KB) (revised 5/25/2009 1:30 PM PDT)
Standard Level. To update the Standard Level to release s2009.01r, click the following link:
Update Tax Preparer 2009 Edition Standard (s2009.01r)
(For details on the changes, see Changes in Recent Releases below.)
(7,855 KB) (revised 5/25/2009 1:30 PM PDT)
Premium Level. To update the Premium Level to release p2009.01r, click the following link:
Update Tax Preparer 2009 Edition Premium (p2009.01r).
(For details on the changes, see Changes in Recent Releases below.)
(8,257 KB) (revised 5/25/2009 1:30 PM PDT)
Documents released by IRS after we released 2009.pre. IRS documentation contained on our CD-ROMs for release
2009.pre reflects IRS releases up to January 10, 2009. To check for subsequent releases (and revisions to prior releases),
go to the IRS web page IRS Forms and Publications,
where the releases are dated with the newest at the top of the list.
How to download into Tax Preparer. In order to make your downloads accessible from Tax Preparer,
right-click each link to an IRS form, instruction, or publication
and choose Save Target As..., then save the file to C:\TAX\DOC2009. You will then be able to access
the forms for on-screen viewing while using Tax Preparer by clicking Documents
on the floating menu bar of the Tax Preparer Control Panel, then Forms and Publications.
(If you installed Tax Preparer in a folder other than C:\TAX, the default folder,
you will have to replace C:\TAX with your own folder when Saving Target As.)
(updated 5/25/2009)
Release 2009.01r differs from release 2009.01q as follows:
- Form 1116 revised (Standard and Premium Levels only). Prior to this revision,
it was possible for the total credit from multiple Forms 1116 to be excessive if you changed your
categories mid-stream. See
Technical Change Notice TCTP0907
for details.
- Auto-creation of Form 6251 revised (all levels). The automatic creation of Form 6251
has been refined to apply to more taxpayers subject to the AMT. Prior to this revision,
Form 6251 may not have been automatically created for certain taxpayers with taxable income well above $200,000
who have minimal capital gains. However, in spite of this more robust automatic creation of Form 6251, we still
recommend that preparers create Form 6251 themselves when it appears possible that the AMT applies, since
some taxpayers will be subject to the AMT only after additional entries are made on Form 6251,
as explained on page 2-476 of our Tax Forms Guide 2009 Edition.
- Tax Forms Guide revised for all levels to correct minor wording ambiguities.
Release 2009.01q differs from release 2009.01p as follows:
- Form 3468 added to all levels. (The IRS finally released Form 3468
on March 28 and we added it to the software on March 29. It has grown from a 1-page form to a 3-page form
and includes changes due to the recent stimulus bill.
You can download the IRS form and instructions here:
Form 3468 /
Instructions for Form 3468.
You should save them to the DOC2009 folder within the folder where you installed Tax Preparer,
usually C:\TAX, so that you can access them from the floating Tax Preparer Control Panel.)
- Form 8914 added to the Standard and Premium Level. (This new form will exist for 2009 as well,
and supports a claim for an extra exemption at line 42 of Form 1040 for housing victims of the 2008 Midwestern
storms.)
- Form 2210 revised to give you the option of printing page 2 or 3 with page 1 even when only
page 1 is required. This option is taken by answer Yes to a new question on the last screen of Form 2210,
and is required for e-file because the IRS will not accept a return with only page 1 of Form 2210 for e-file.
- Changes for 2009 added in response to the recent Stimulus Bill. The changes
affect the software only when you change the tax year on the Control Form to 2009 (for tax planning), and do
not affect tax year 2008 returns. The changes include:
- Taxable unemployment compensation at Form 1040, line 19, is reduced by $2,400 for 2009.
- Earned income threshold for the refundable child tax credit on Form 8812 is reduced from $8,500 to $3,000 for 2009 and 2010.
- The Sec. 179 maximum deduction of $250,000 and maximum total costs of $800,000 are both extended to 2009 (affecting
Forms 4562 and 2106).
- The new 50% bonus depreciation for most property is extended to 2009, and increased vehicle limitations are extended as well
(affecting
Forms 4562 and 2106).
- Caps on certain credits on Form 5695 do not apply after 2008 (affecting lines 8, 17, and 21 of Form 5695).
- Private activity bonds are not an AMT preference on Form 6251 for 2009, so line 12 of Form 6251 is zero for 2009.
- AMT exemptions at line 30 of Form 6251 are raised slightly for 2009, obviating the need for an AMT patch later this year.
- Tax Forms Guide updated for all levels.
Release 2009.01p differs from release 2009.01o as follows:
- Form 8910 added to the Standard and Premium Level. (The IRS finally released Form 8910
on March 10 and we added it to the software on March 11.)
- An autocreation problem in Bulletin TCTP0906 averted so that Form 8812 is now automatically generated
in all cases where it will provide an additional child tax credit.
- A typographical error on our graphic Form 8889 is corrected for the Premium Level.
(The phrase each each is corrected to each have at line 6.)
- Tax Forms Guide updated for all levels.
Release 2009.01o differs from release 2009.01n as follows:
- Form 8801 added to the Premium Level. CAUTION: The IRS revised Form 8801 and its instructions in late February,
so be sure to download the latest version from the IRS if you have questions about any entries.
- A typographical error on our graphic Schedule D Tax Worksheet is corrected for the Standard and Premium Levels.
(This form is not filed with the IRS,
but is provided to help you understand tax computations when the return contains qualified dividends or capital gains.)
- Tax Forms Guide updated for all levels
Release 2009.01n differs from release 2009.01m as follows:
- Form 8332 added to the Premium Level
- Form 8379 on-screen display and manual revised for better clarity on lines 6 through 9
- e-file errors for Form 8379 averted (See our e-file Alerts page for details.)
- Tax Forms Guide updated for all levels
Release 2009.01m differs from release 2009.01l in the addition of
Forms 4136, 8397, 8611, 8839, and 8853 to the Premium Level. The Tax Forms Guide is also updated
(for all levels).
Release 2009.01l differs from release 2009.01k as follows:
- Tax Forms Guide revised for all levels.
- Schedule J calculation of regular tax below line 4 corrected so that a negative 28% rate net
cannot lower the tax, which could make Schedule J tax not used on Form 1040 even when it is lower than the regular tax.
Line labels for 28% rate net and unrecaptured 1250 gain revised for better understanding.
- Form 4970 on-screen line reference changed.
- Form 8379 added to the Premium Level.
Release 2009.01k differs from release 2009.01j as follows:
- Tax Forms Guide revised for all levels.
- Schedule J added to ALL levels.
- Form 4970 added to the Premium Level.
Release 2009.01j differs from release 2009.01i as follows:
- Tax Forms Guide revised for all levels.
- Form 1040X added to ALL levels (released by the IRS on 2/21/2009).
- Form 5405 added to Standard and Premium Levels (revised and released by the IRS on 2/21/2009). This form reflects
changes stemming from the American Recovery and Reinvestment Act of 2009, which greatly sweetens this credit for property
purchased in 2009. (Note that this form appears near the end of the Forms Menu instead of its natural place between Forms
5329 and 5695 because it was not planned to be included in the software. However, several customer requests made it clear
that this credit is popular, especially with the sweetening of the credit by the new legislation.)
Release 2009.01i differs from release 2009.01h as follows:
- Tax Forms Guide revised for all levels.
- Forms 8586, 8834, and 8846 added to the Premium Level.
- Form 8862 (Premium Level only) updated to the IRS February 10 release, which involves only minor aesthetic changes.
- Form 8885 (Premium Level only) on-screen label for line 1 shortened to prevent the word December from overwriting part of the 2-line
help at the bottom of the Main Windows.
- Form 8889 (Premium Level only) translation added to lines 10, 18, 19, 20, for translation from a tax planning (2008) return.
Release 2009.01h differs from release 2009.01g as follows:
- Forms 2210, 2210-F, and 2210 Schedule AI added to all levels.
- Forms 1116, 8885, and 8889 added to Premium Level.
- Schedule H problem in Bulletin TCTP0903 averted so that line 17 now properly calculates as 0.8% of line 16.
- Order of printing prompts changed to the traditional order prior to release 2009.01f.
- Surviving spouse and personal representative questions changed at the end of Form 1040, page 2,
by making the answers mutually exclusive and repositioning their printing in the signature block for
better readability.
- Aesthetic changes made to Form 6765 including the rewording of on-screen labels for Section B and Section C
elections and the highlighting of the tip for itemized reductions.
Release 2009.01g differs from release 2009.01f in the addition of Forms 8615 and 8814 to all levels
and Forms 4972, 6765, and 8859 to the Premium Level.
Release 2009.01f differs from release 2009.01e in the addition of Form 1040-ES to all levels
and Form 2555 (and 2555-EZ) to the Premium Level. It also corrects the pre-printed amounts on lines 1 and 3
for draft printouts of Form 4562, and updates the limit at line 3 for tax planning for next year.
Release 2009.01e differs from release 2009.01d in the addition of Forms 5329 and 8606 to all levels.
Release 2009.01d differs from release 2009.01c as follows:
- Form 4684 added to all levels.
- Forms 8815 and 8824 added to Premium Level.
- Printing problem in TCTP0902 averted so that subsequently translated returns cannot have
a spurious supporting statement for real estate taxes on Schedule A.
- Tax Forms Guide revised with new information for Forms 4684, 8815, and 8824.
Release 2009.01c differs from release 2009.01b as follows:
- Forms 2848, 6478, 6781, 8271, and 8822 added to the Premium Level.
- e-file errors averted for Forms 4797, 5695, and 8283. See our
e-file Alerts page for details.
- W-2 Worksheet revised for e-file to support information from a Form W-2c in place of a Form W-2.
- Form 8453 graphic file replaced with proper current file (for Windows-graphic printing only).
- Tax Forms Guide revised in details for our W-2 Worksheet, our e-file form, and the five
newly forms.
Although we have added Form 6478, recently released by the IRS, you should note that
the IRS has announced that it will not accept any e-file return with a Form 6478 until
late February, and
paper returns will be held and will not be processed until that time.
Release 2009.01b differs from release 2009.01a in the addition of
all e-file forms (such as Forms 8453 and 8879), so you can generate e-file output with
Tax Preparer, ready to transmit to the IRS with your EFI 2008 transmission software.
Release 2009.01a differs from release 2009.01 in the addition of
three more forms: Form 2106 (Employee Business Expenses), Form 4562 (Depreciation and
Amortization), and Form 8829 (Expenses for Businee Use of Your Home).
Release 2009.01 differs from the Pre-Release (2009.pre) as follows:
- Ten more forms added. Newly completed forms for all software levels are Forms 2441, 3800, 6251,
6252, 8582, 8812, 8880, and 8917. In addition, Forms 5884 and 6198 are added to the Premium Level.
- Printing problem corrected.
For returns started using the Pre-Release (2009.pre), the list at line 6c of
the official printout of Form 1040 may not include all dependents claimed.
While this is only a printing problem and affects no calculations, you
should see Technical Change Notice TCTP0901
for information on repairing all returns started using release 2009.pre,
whether exhibiting the problem or not, and whether started by translation or anew.
(You can make the repair only after updating to release 2009.01.)
- Refinements for Midwestern disaster area benefits.
An election is available
to use 2007 earned income rather than 2008 earned income when computing the Earned Income Credit.
You can now enter your 2007 earned income on our Schedule EIC to make the election, and the proper
flag will be printed on Form 1040 if the election is used.
Another election is available to consider certain cash contributions to be qualified
contributions not subject to the usual 50% of AGI limit at line 19 of Schedule A.
The calculations on Schedule A are modified to support this benefit. (The calculations
already properly supported the relief from the limits that are applied at line 29 of Schedule A.)
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