Downloads for 2022 Editions of Tax Preparer

Release 2022.01r now available.

Initial installation for the year must be from the first COMPLETE program we provide you for the current tax season. Once you have completed the installation, you can use these on-line updates for subsequent changes throughout the tax season.

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.

Tax Preparer Downloads

e-file information. (Standard and Premium Levels only) If you purchased e-file transmission software for the current filing season, you should receive a disk from PDP Tax Service customized for compatibility with Tax Preparer. You can install that software any time after you install the current edition of Tax Preparer.

Current Tax Preparer downloads. In order to use these downloads, you must have already installed the complete program for the 2022 edition of the Form 1040 software, such as release 2022.01 or 2022.01a. Just go to the level you installed and click the link. Your prior installation will then be updated to 2022.01r.

Economy Level. To update the Economy Level to release e2022.01r, click the following link: Update Tax Preparer 2022 Edition Economy (e2022.01r).

(7,818 KB) (revised 8/17/2022)

Standard Level. To update the Standard Level to release s2022.01r, click the following link: Update Tax Preparer 2022 Edition Standard (s2022.01r).

(39,388 KB) (revised 8/17/2022)

Premium Level. To update the Premium Level to release p2022.01r, click the following link: Update Tax Preparer 2022 Edition Premium (p2022.01r).

(39,504 KB) (revised 8/17/2022)

Changes in recent releases

(updated 8/17/2022)

Release 2022.01r differs from Release 2022.01q as follows:

•   On-line updates revised to prevent updating your Tax Preparer 1040 software from adversely affecting your Partnership 1065 software. Prior to this release, updating your 1040 software would cause your previously installed 1065 software to use an obsolete draft version of Schedule K-1 (1065) when generating an official graphic printout of the schedule.

Release 2022.01q differs from Release 2022.01p as follows:

•   Schedule 1 revised for e-file and official printouts:
  •   e-file revised to include required support for line 8a in the e-file output generated by Tax Preparer (in order to avert.rejection of the return by the IRS due to Rule IND-368-01, which specifies that an explanatory statement is required in the e-file output when there is an amount on Schedule 1, line 8a (Net operating loss). TIP: The IRS recognizes only the text column of the support you enter, concatenating the separate lines in the support, but Tax Preparer requires that you enter the dollar amount for line 8a in the amount column of the support.
  •   Official printout for Schedule 1, line 8a revised so that your support for the line is printed with the official return and is cross-referenced on the printout of Schedule 1.
  •   Official printout for Schedule 1 lines 2b, 8c, and 19c revised so that your support for these lines is printed with the official return.
•   Two IRS publications revised for use in preparing 2021 returns:
  •   Pub. 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans).
  •   Pub. 590-B: Distributions from Individual Retirement Arrangements (IRAs).

Release 2022.01p differs from Release 2022.01o as follows:

•   Form 8379 added (Premium Level only) for specifying Injured Spouse Allocation in order for the injured spouse to claim a portion of a refund that the IRS would otherwise apply to a debt of the other spouse. .
•   Form 8594 added (Premium Level only) for filing an Asset Acquisition Statement under Section 1060.
•   Form 8611 added (Premium Level only) for figuring Recapture of Low-Income Housing Credit.
•   Forms 8822 and 8822-B added (Premium Level only) for reporting a Change of Address for individuals in the case of Form 8822, and a Change of Address or Responsible Party -- Business in the case of Form 8822-B. .
•   Form 8828 added (Premium Level only) for figuring Recapture of Federal Mortgage Subsidy.
•   IRS document added: revised IRS Pub. 519, released on April 21 by the IRS.

Release 2022.01o differs from Release 2022.01n as follows:

•   W-2 Worksheets revised to avert a problem with release 2022.01n that can cause the program to freeze on some computers when you itemize to a W-2 Worksheet.

Release 2022.01n differs from Release 2022.01m as follows:

•   Form 1040X revised to include in line 2C any charitable deduction on line 12b of Form 1040 of the amended return, as instructed in the latest IRS Instructions for Form 1040X (in spite of the IRS label for line 2 of the official Form 1040-X, which implies that only the Standard Deduction or Itemized Deductions are shown on this line), This change is also reflected in new IRS e-file rules concerning this line, which could formerly lead to rejection of the e-file return.
  CAUTION: For an amended return prepared with a release prior to release 2022.01n, you will have to take the following steps to correct line 2 of Form 1040X if either the original return or the amended return had an amount on Form 1040, line 12b (Charitable contribution if you take the standard deduction):
  •   Step 1: Change any entry on Form 1040X to force its recalculation under the new release,
  •   Step 2: If the original return as filed had an amount on Form 1040, line 12b, increase the entry for Form 1040X, line 2A by the amount on that line.
  •   Step 3: Press the Recalc Key (ctrl-B or shift-F8) to see any new results for lines 2B and 2C (or just exit normally and the calculations will be performed when you leave).
  If these steps are properly performed, line 2C of Form 1040-X will now match line 12c of Form 1040 on the amended return.
•   Form 2848 added (Premium Level only) for reporting a Power of Attorney and Declaration of Representative.
•   Form 4137 added (Premium Level only) to figure Social Security and Medicare Tax on Unreported Tip Income (for tips that you did not report to your employer).
•   Form 4972 added (Premium Level only) for figure the Tax on Lump-Sum Distributions from qualified plans of participants born before January 2, 1936.
•   Form 6478 added (Premium Level only) for claiming the Biofuel Producer Credit which had expired but was extended to the end of 2021 by the Taxpayer Certainty and Disaster Relief Act of 2020.

Release 2022.01m differs from Release 2022.011 as follows:

•   Form 8962 revised (Standard and Premium Level only) to further automate the form in order to minimize errors in data entry that can lead to improper results or cause rejection of an e-file return. In addition, the form now properly handles the use of the form by those who are not qualified for the Premium Tax Credit (PTC) and are using the form solely to report the required repayment of advances, which are repaid by means of a tax for Schedule 2. CAUTION: For a return prepared with a release prior to release 2022.01m, you must change an entry on Form 8962 in order for all of the new automation to take effect and prevent e-file errors.
  •   (a) For clarity, the question on screen 1 concerning eligibility is broadened from Was insurance a qlfd. health plan purchased via the marketplace? to Meet all other requirements to claim a Premium Tax Credit? in recognition of the many other ways you can be disqualified, as detailed in the IRS instructions for the form. In addition, it is labeled as an item C to differentiate from the questions on the official form (A and B). If you answer NO to the new question C, you are given no PTC credit and Form 8962 is instead used solely to figure the repayment you owe the IRS for any advance payments received.
  •   (b) Also for clarity, the question on screen 3 following line 10 is changed from If MFS w/o exception, complete ONLY line f of 11 to 23 to If not qlfd. for PTC, complete ONLY line f in 11 or 12 to 23, to reflect the fact that the MFS situation is only one of many ways you can be disqualified.
  •   (c) Data entry is refined to prevent you from entering amounts on the improper lines of Part II based on your answer for line 10. Entering data on ALL lines in Part II following line 10 is the most common error by preparers. However, the IRS has designed the form for you to use 11 if all amounts are uniform throughout the year and skip lines 12 through 23, and, conversely to skip line 11 and use 12 through 23 instead if the amounts are NOT uniform throughout the year. So, the software will now force all parts of lines 12 through 23 to be zero when line 10 is answered YES, and will force all parts of line 11 to be zero when line 10 is answered NO.
  •   (d) The software now fully supports the case where the taxpayer is NOT qualified for the PTC credit (as shown on screen 1). When Eligible for credit (PTC)? is NO, Part I will now be blank and all amounts on lines a, b, c, d, and e of lines 11 through 23 are forced to zero, with entries allowed ONLY on line 11f if line 10 is answered YES or lines 12f through 23f if line 10 is answered NO, irrespective of what Form 1095-A shows for columns A and B of its form. The advance payments on 11f (or 12f through 23f) will then be totaled on line 25 and carried to lines 27 and 29, then posted to line 2 of Schedule 2 as a tax. (Lines 24, 26, and 28 will all show zero.)
•   Form 1310 added (Premium Level only) for the Statement of Person Claiming Refund Due a Deceased Taxpayer which is required to get the refund unless the purson is a surviving spouse or court-appointed personal representative.
•   Form 2350 added (Premium Level only) for filing an Application for Extension of Time to File U.S. Income Tax Return when the taxpayer expects to qualify for special tax treatment via Form 2555 but needs time to do so.
•   Form 25554 added (Premium Level only) for reporting Foreign Earned Income in order to exclude from taxation a portion of foreign income and claim a deduction for foreign housing expenses.
•   IRS doecuments added (Premium Level only) including IRS Pub. 541 and Form 1095-A and its instructions.

Release 2022.01l differs from Release 2022.01k as follows:

•   Form 8962, line 7 revised (Standard and Premium Level only) to exactly match the format of the applicable figures in the table. This change means that line 7 will now show 0.0000 as the applicable figure rather than blank (as zero is represented almost everywhere else in a return) when line 5 is no more than 150, and the e-file output will conform as well and be represented to 4 places rather than 5 after the decimal point, These changes ensure that the e-file output will not be rejected based on the result for line 7 as long as the answer to 'Eligible for credit (PTC)?' on screen 1 is YES. TIP: For a Form 8962 prepared with a release prior to 2022.01l, if 'Income as % of poverty line' on line 5 is 150 or less then you MUST change an entry on Form 8962 in order for 0.0000 to appear on line 7 instead of blank (provided the answer to 'Eligible for credit (PTC)?' on screen 1 is YES).
•   Form 2120 added (Premium Level only) for a Multiple Support Declaration.
•   Form 4255 added (Premium Level only) for figuring the Recapture of Investment Credit.
•   Form 5884 added (Premium Level only) for claiming the Work Opportunity Credit.
•   Form 6765 added (Premium Level only) for claiming the Credit for Increasing Research Activities.
•   Form 8332 added (Premium Level only) for reporting the Release (or Revocation of Release) of Claim to Exemption for Child by Custodial Parent.
•   Form 8815 added (Premium Level only) for figuring the Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989.

Release 2022.01k differs from Release 2022.01j as follows:

•   Form 8995 revised (Standard and Premium Level only):
  •   (a) Calculations corrected. The form is revised to avert calculation problems introduced in the previous release. Calculations following line 2 of the form failed in Release 2022.01j because of a technical problem in the recompiling of Form 8995, resulting in a zero or incorrect deduction. CAUTION: If you prepared or revised any return using Release 2022.01j, you should go to that return and change an entry on Form 8995 to force its recalculation using the corrected update.
  •   (b) Misleading flag revised. The flag at the top of screen 3 of Form 8995 (Itemizing QBI at line 1 req'd) is changed to always answer No when there is no amount on screen 1 for NET QLFD. BUSINESS INCOME/LOSS. Previously, the answer would always be the opposite of the answer to 'Is all QBI from one Schedule C?' on screen 1, irrespective of the amount of net QBI..

Release 2022.01j differs from Release 2022.01i as follows:

•   Form 1040X added for completing an Amended U.S. Individual Income Tax Return.
•   Form 8995 e-file revised (Standard and Premium Level only) to avert a pre-transmission e-file error when there is a carryback entry on line 3, 7, 16, or 17 of the form.
•   Cover and Billing Letters printouts revised to avert a potential printout problem in which optional text added by the preparer (through worksheets accessed from screen 4 of the return's Control Form) is replaced by horizontal lines near the bottom of the letters.
•   Schedule A printouts revised to avert a potential printout problem in which our Sales Tax Worksheet prints as a blank supporting statement instead of a completed Sales Tax Worksheet.
•   Control Form revised for clarity on screen 4 by changing the wording of the date-related lines at the top of the screen.
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pub. 519 and three IRS publicatons that were inadvertently omitted from the last release (Pubs. 563, 595, and 517), which are accessible from the Tax Preparer Control Panel.

Release 2022.01i differs from Release 2022.01h as follows:

•   Form 1116 added (Standard and Premium Level only) for computing and claiming the Foreign Tax Credit.
•   ER 9/LN 30061 averted (Standard and Premium Level only), which could formerly arise when itemizing to the Sales Tax Worksheet for Schedule A and two of the four worksheets for Form 8862 (the ODC 8862 Worksheet in Part III and the sole worksheet in Part V). (The Economy Level was not affected.)
•   Schedule 1 revised to allow access to line 24k for data entry. The line was previously inadvertently blocked like a calculated line, requiring you to invoke the Override Key to make an entry there.
•   Form 8879 printout revised (Standard and Premium Level only), so that the Part I heading refers to 2021 rather than 2020 on the graphic printout. Calculations and draft printouts were not affected. (Note that this form is retained by the ERO only and is NOT filed with the IRS.)
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pubs. 463, 595, and 517, which are accessible from the Tax Preparer Control Panel.

Release 2022.01h differs from Release 2022.01g as follows:

•   Schedule 3 revised for Economy Level only to correct a calculation error in Part I of Schedule 3. Formerly, lines 1 through 6e of Schedule 3 were not reflected in the total on line 8 that is used for Form 1040, line 20. In addition, lines 6a through 6e were not reflected in line 7 of Schedule 3. CAUTION:If you have any return last prepared with a release that precedes release e2022.01h for which there is an entry on any line from line 1 through line 6e of Schedule 3, Part I, you must, after installing release e2022.01h (or later) CHANGE AN ENTRY on Schedule 3 to force its recalculation with the revised software in order to correct the totals on linee 7 and 8 of Schedule 3 (and consequently line 20 of Form 1040).
•   Form 8879 revised (Standard and Premium Level only) so that the letter O is not dropped from ERO when the Jurat Disclusure 'Self Select PIN by ERO' which appears when the Practitioner PIN method is not selected for the return. (The e-file output was not affected.)
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pubs. 946 and 974.

Release 2022.01g differs from Release 2022.01f as follows:

•   Form 2210 and 2210-F added to all levels for figuring Underpayment of Estimated Tax by Individuals and Underpayment of Estimated Tax by Farmers and Fishermen, respectively. CAUTION: For a return started with a prior release, you must change an entry on our Control Form and Schedule 1-2-3 to ensure the proper calculation of Form 2210 in all its subtleties.
•   Control Form revised to ensure the proper calculation of taxes on line 12b of the Form 1040-ES worksheet and line 2 of Form 2210, which are shown in detail on screen 3 of the Control Form. CAUTION: For a return started with a prior release, you must change an entry on the Control Form and Schedule 1-2-3 in order to force their recalculation under the revised version.
•   Form 8812 printout revised so that neither the Yes box nor the No box on line 20 if no box on line 13 is checked, since the section that includes line 20 should not be completed under this circumstance. This change also averts a potential e-file error that states that 'IRS1040Schedule8812' ... has an invalid child element 'FilersWhoDoNotCheckBoxSpcfdGrp'. CAUTION: For a Form 8812 prepared using a prior release, you must change an entry on Form 8812 to force a recalculation under the new calculations.
•   e-file revised to avert a potential error or program abort when attempting to generate e-file output for a return that inadvertently includes Form 8948 (Preparer Explanation for Not Filing Electronically).
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pubs. 515, 526, and 575.

Release 2022.01f differs from Release 2022.01e as follows:

•   Form 1040-ES added to all levels for computing Estimated Tax for Individuals and printing quarterly 1040-ES vouchers. NOTE: The IRS instructions for the Form 1040-ES Wroksheet do not recognize the major change in the Child Tax Credit for 2022, which will drop drastically for most taxpayers. That's because the greatly enhanced Child Tax Credit for 2021 expired at the end of 2021 and has little chance of resinstatement. Our software, however, recognizes this fact and automatically computes the Child Tax Credit for 2022 using the traditional method used before 2021.
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pubs. 536 and 590-B, and Forms 941 and 8554 and their instructions.

Release 2022.01e differs from Release 2022.01d as follows:

•   Form 3468 added to all levels for claiming the Investment Credit for certain rehabilitation and energy installations.
•   Form 4684 added to all levels for reporting gains and losses from Casualties and Thefts.
•   Form 8941 added (Standard and Premium Levels only) for claiming Credit for Small Employer Health Insurance Premiums.
•   Form 4136 added (Premium Level only) for claiming Credit for Federal Taxes Paid on Fuels.
•   Form 8824 added (Premium Level only) for reporting gains, losses, and other information on Like-Kind Exchanges.
•   Form 8846 added (Premium Level only) for employers to claim Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips.
•   Forms Menu revised (Standard and Premium Levels only) to remove the X before 2106 on the menu because access to Form 2106 is NOT blocked and never was blocked since the initial release of the year. (The X did not appear on the Forms Menu for the Economy Level.)
•   Form W-2G e-file revised (Standard and Premium Levels only) to prevent a potential omission from e-file output of the calendar year to which the form applies, which would lead to an error caught by pre-transmission error-checking.
•   Newly-released IRS documents added (Standard and Premium Levels only), including IRS Pub. 535 and Form 1045 instructions. In addition, a note about Pub. 972 added to indicate that the publication is obsolete for 2021 because all relevant information is included in the 2021 Instructions for Schedule 8812.

Release 2022.01d differs from Release 2022.01c as follows:

•   Form 8606 added to all levels (Nondeductible IRAs) for handling nondeductible contributions, traditional IRA distributions, conversions to Roth IRAs, and distributions from Roth IRAs.
•   Form 8615 added to all levels for figuring Tax for Certain Children Who Have Unearned Income.
•   Form 8814 added to all levels for handling Parents' Election to Report Child's Interest and Dividends on the parents' tax return.
•   Form 5405 added (Standard and Premium Levels only) for Repayment of the First-Time Homebuyer Credit (for those who claimed the credit for 2008, which must be repaid over 15 years starting 2010 or when the property is no longer your main home).
•   Form 8910 added (Standard and Premium Levels only) for claiming the Alternative Motor Vehicle Credit for purchasing a vehicle powered by fuel cells.
•   Form 8936 added (Standard and Premium Levels only) for claiming the Qualified Plug-In Electric Drive Motor Vehicle Credit for purchasing an electric vehicle.
•   Form 6781 added (Premium Level only) for reporting Gains and Losses From Section 1256 Contracts and Straddles.
•   Form 8839 added (Premium Level only) for claiming credit for Qualified Adoption Expenses.
•   Form 8812 revised (Economy Level only) to avert ER 8/LN 352 when Form 8812 is recalculated. (This error was a potential error only for the Economy Level. Standard and Premium Levels were unaffected.)
•   IRS Pub. 526 and IRS Pub. 590A added (Standard and Premium Levels only), both of which were recently revised by the IRS.

Release 2022.01c differs from Release 2022.01b as follows:

•   Form 5695 added (Standard and Premium Levels only) for claiming Residential Energy Credits.
•   Form 8885 added (Standard and Premium Levels only) for claiming a certain Health Coverage Tax Credit.
•   Form 8889 added (Standard and Premium Levels only) for figuring credits and taxes for contributions and distributions of Health Savings Accounts (HSAs)
•   Form 8853 added (Premium Level only) for figuring credits and taxes for contributions and distributions of Archer MSAs and Long-Term Care Insurance Contracts.
•   Form 8396 added (Premium Level only) for claiming the Mortgage Interest Credit
•   Form 8812 revised with certain technical changes to more easily handle credit limitations in Forms 5695 and 8396.
•   IRS documents added. (Standard and Premium Levels only) including several recently released publications and form instructions.

Release 2022.01b differs from Release 2022.01a as follows:

•   Schedule H added to all levels for figuring Household Employment Taxes and certain special credits.
•   Form 6198 added to Standard and Premium Levels for figuring At-Risk Limitations.
•   Form 8960 added to Standard and Premium Levels for figuring the additional Net Investment Income Tax for high-income taxpayers .
•   Form 8962 added to Standard and Premium Levels for figuring the Premium Tax Credit or repayment of excess advances for it, for those who purchase health insurance through the "Marketplace." Net Investment Income Tax for high-income taxpayers .
•   Form 8995 added to Standard and Premium Levels for figuring the Qualified Business Income Deduction for certain businesses and other favored activities.
•   Schedule EIC revised to prevent an IRS rejection of an e-file return because of an SSN missing from Schedule EIC.
•   Form 2441 revised to ensure that it is printed with the complete return (or included in e-file output) when the only result to report is refundable credit on line 10 of the form.
•   Form 8812 revised as follows:
  •   Line 2b revised to display the proper dollar amount when line 45 or 50 of Form 2555 has an amount. Formerly, the number 1 or 2 would be seen for this line on the screen or on printouts. (In spite of this display error, calculations always reflected the proper dollar amount in subsequent lines of Form 8812.)
  •   Line 36 revised to limit the result for the ratio to no more than 1.0. Formerly, ratios greater than 1 could result, leading to a potentially incorrect calculation of additional tax for line 40.
  •   Line 36 printouts (and e-file output) revised to show the ratio for line 36 to 3 decimal places rather than the 2 decimal places displayed on the screen. (In spite of the display limitation, the ratio was always carried to at least 3 decimal places in all calculations.)
•   Form 8862 revised to ensure that you can always enter information for a second and third child in Part II, Section A of the form when that many children are qualified.
•   IRS documents added. (Standard and Premium Levels only) 24 important publications were finally released by the IRS since release 2022.01a was available, and all of them are added to the Documents available through the Tax Preparer Control Panel. In addition, instructions for a couple of forms were revised by the IRS, and are also added to the Documents available.

Release 2022.01a differs from Release 2022.01 as follows:

•   Schedule 8812 added. This schedule is now required to claim the to :
  •   Compute the Child Tax Credit.
  •   Compute the Credit for Other Dependents.
  •   Compute the Tax Due when Advance Payments received exceeded the allowed credit
  This schedule is required for ALL claims for the credits for tax year 2021. Formerly, the schedule was only required to claim a refundable additional credit when the credits were limited by tax liability. Nonrefundable credits with which most people are familiar were claimed based solely on Form 1040 Instructions and IRS Pub. 972. However, for the 2021 tax year the computations are much more complex, so the IRS requires the use of a greatly expanded Schedule 8812 to guide you.
•   Form 8959 added. (Standard and Premium Levels only) This form is required to figure the Additional Medicare Tax for which high-income taxpayers are liable and reconcile it with withholding by the employer.
•   IRS documents added. (Standard and Premium Levels only) IRS forms and publications that were released after the last release of Tax Preparer are included.