Downloads for 2023 Editions of Tax Preparer

Release 2023.01g 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 on-line updates shown on this page 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 2023 edition of the Form 1040 software, such as release 2023.01 or release 2023.01a. Just go to the level you installed and click the link. Your prior installation will then be updated to the latest release.

Economy Level. To update the Economy Level to release e2023.01g, click the following link: Update Tax Preparer 2023 Edition Economy (e2023.01g).

(7,769 KB) (revised 3/27/2023)

Standard Level. To update the Standard Level to release s2023.01g, click the following link: Update Tax Preparer 2023 Edition Standard (s2023.01g).

(39,907 KB) (revised 3/27/2023)

Premium Level. To update the Premium Level to release p2023.01g, click the following link: Update Tax Preparer 2023 Edition Premium (p2023.01g).

(39,974 KB) (revised 3/27/2023)

Changes in recent releases

(updated 3/27/2023)

Release 2023.01g differs from Release 2023.01f as follows:

•   Form 3468 added for claiming Investment credit for a wide variety of projects, including a new one to spur domestic manufacturing of semiconductors. Notably, several credits that were starting to be phased out on the 2021 form are now restored to their full 30% credits.
•   Form 1116 revised to change the page break between screens 1 and 2 of the Foreign Source Worksheet that supports Parts I and II of Form 1116 so that the instructional text for line 1b appears above line 1b on screen 2 rather than at the bottom of screen 1.
•   Various on-screen labels revised on select forms to clarify their entries.
•   Tax Forms Guide revised to reflect the above addition and changes and to correct or clarify instructions throughout the manual.
•   Updated IRS publications added (Standard and Premium Levels only) for access from the Documents tab of the Tax Preparer Control Panel, including IRS publications 547, 560, 590-B, and 974, all of which were released by the IRS in the week since our last release.

Release 2023.01f differs from Release 2023.01e as follows:

•   Schedule A revised to reflect the expiration of a Covid-related benefit that allowed you to deduct gifts to charities up to 100% of AGI. The total for gifts to charities on line 14 of Schedule A is now limited to 60% of AGI. (Note that some gifts are further limited, but none is allowed to exceed 60% of AGI.)
•   Forms 2210 and 2210-F revised to avert the potential e-file pre-transmission error The element IRS2210 (or 2210-F) ... has invalid child element 'OthPaymentsAndRefundableCrAmt', which could formerly arise when you had an amount on Form 2210, line 3 (or Form 2210-F, line 4).
•   Schedule 1 revised for tax planning to reflect an increase in allowed IRA deductions at line 20 of Schedule A. For tax year 2023, the maximum contribution that can be deducted will be $6,500 (plus $1,000 if age 50 or older), up from $6,000 (plus $1,000 if age 50 or older), which is now reflected at line 20 when the tax year on the Control Form is changed from 2022 to 2023.
•   Form 1040-ES added for figuring the Estimated Tax quarterly payments required to avoid a penalty on your tax year 2023 reurn, and for printing the corresponding estimated tax vouchers.
•   Form 1040-X added for filing an Amended U.S. Individual Income Tax Return. NEW for the 2023 filing season The IRS now allows the direct deposit of a refund resulting on Form 1040-X, but only for an e-filed return. New entries are added to our on-screen Form 1040-X for entering bank information (analogous to lines 35b, 35c, and 35d of Form 1040). However, because the IRS still does not allow direct deposit for a paper-filed amended return, these new lines do not appear on the printed Form 1040-X.
•   Form 1116 added (Standard and Premium Levels only) for claiming the Foreign Tax Credit for paying income taxes to a foreign country. Reminder: If all your foreign gross income stems from interest and dividends, you may be exempt from filing Form 1116 if the taxes paid were no more than $300 for the year ($600 if married filing jointly). See our Tax Forms Guide of IRS 2022 Instructions for Form 1116 for details.
•   Form 2350 added (Premium Level only) to file an Application for Extension of Time to File for taxpayers abroad who expect to qualify for special tax treatment.
•   Form 2555 added (Premium Level only) for figuring deductions and exclusions allowed for Foreign Earned Income.
•   Form 4868 added to file an Application for Automatic Extension of Time to File.
•   Tax Forms Guide revised to reflect the above additions and changes.
•   IRS documents added (Standard and Premium Levels only) for access from the Documents tab of the Tax Preparer Control Panel, including IRS forms, instructions, and publications that the IRS released or revised after our release 2023.01e. They include the new Form 8936-A or claiming the new Commercial Clean Vehicle Credit, which will apply to tax year 2023 returns, and updated IRS Publications 510 and 550.

Release 2023.01e differs from Release 2023.01d as follows:

•   Forms 2210 and 2210-F added (for all levels) for computing the penalty for Underpayment of Estimated Tax. Reminder: Form 2210-F is integrated with our Form 2210 (form 19 on the Forms Menu) and is automatically printed with the return in place of Form 2210 when applicable. Schedule AI of Form 2210 is a separate form in the software (form 20 on the Forms Menu) and is automatically printed with Form 2210 when applicable.
•   e-file Form 8879 revised (Standard and Premium Levels only) to correct the tax year designation in the heading for Part I of the graphic form. Previously, this heading was preprinted on the form and had to be changed every year. But the space for the year is now blank on the preprinted graphic form and is now filled in automatically to reflect the tax year of the return being prepared.
•   Dependents Worksheet revised to make it easier to handle special situations and to correct an obscure translation omission.
  •   The time test for a foster child revised. Years ago, a foster child has to live with you the entire year in order to be a qualified child for dependency, the child tax credit, and the earned income credit. But that requirement no longer exists, and the foster child is now treated like any other child younger than you who is related to you. As a result, the software has been revised so that the foster child only has to live with you more than half of the year to be a qualifying child.
  •   Handling of a child whose gross income is $4,400 or more. If the child is a relative younger than you, then the child qualifies as your dependent merely by living with you more than 6 months (or more than half the time alive). This case is now handled appropriately.
  •   Handling of an adopted child who is NOT a U.S. citizen, U.S. resident alien, This case requires the adopted child to live with you the entire year (or the entire time alive or your adopted child). Formerly, the software only required the child to live with you more than half the year.
  •   Label changed to handle more exceptions. The label for the line above line 2 (Dependent's soc sec no.) is changed from 'Months NOT alive in tax yr' to '# months excludable in yr.' and is now used to handle more exceptions than the case where a dependent was born or died during the year. Formerly, this line was used only to modify the time test for a person who was born or died during the year. Accordingly, a test that required that the dependent lived with you all year was modified so that the dependent only had to live with you the entire time alive. And a test that required the dependent lived with you more than half of the year (more than 6 months) was modified so that the dependent only had to live with you more than half of the time the dependent was alive. But now similar exceptions for a foster child, an adopted child, and a dependent who is not related to you are supported, as listed next.
  •   Handling of an exception for a foster child placed with you during the year is now supported. In this case the child does not have to live with you more than half the year to be q qualifying child, but only half of the time he or she is your foster child. This case is now handled by entering the number of months the child is NOT your foster child in the new line labeled '# months excludable in yr.'
  •   Handling of an exception for an adopted child when the adoption became final during the year is now supported. Normally, an adopted child is required to live with you all year if not a U.S. citizen, U.S. resident alien, or U.S. national to be your qualifying child. However, if the adoption became final during the year, the child only has to live with you the rest of the year to qualify, This case is now handled by entering the number of months the child is NOT your adopted child in the new line labeled '# months excludable in yr.'
  •   Handling of an exception for a non-relative who lives with you as a member of your family. Normally such a person must live with you the entire year to qualify as a dependent. (Relatives who are not qualifying children do not have to live with you as the relative's gross income is under $4,400 for 2022 and you provide more than half their support.) However, the time the person is not alive during the year reduces the time requirement accordingly. This case is now handled by entering the number of months the person is NOT alive in the new line labeled '# months excludable in yr.'
  •   Allowed relationship entries expanded. Allowed entries for relationship on line 2 now include PARENT, AUNT, and UNCLE. They are handled like the entries FATHER and MOTHER. However, living with you more than half the year does not apply (in fact, they don't have to live with you at all), but their gross income must be less than $4,400 and you must provide more than half of their support. These requirements are handled for these new relationships, which are allowed for e-file as well. (TIP: Instead of GRANDPARENT or STEPPARENT, you should enter PARENT because only GRANDCHILLD and STEPSISTER and STEPBROTHER are allowed as an entry.)
  •   Entering OTHER for relationship now has a special meaning. OTHER now indicates any other relationship allowed by the IRS as a dependent as described in IRS Pub. 501. Like PARENT, AUNT, UNCLE, FATHER, and MOTHER, they are handled as dependents who are not qualifying child, must have less than $4,400 of gross income, and you must provide more than half their support. They do not have to live with you.
  •   Entering NONE for relationship also has a special meaning. NONE or no entry indicates a person who is NOT your relative, and therefore must live with you as a member of your family the entire year (or the entire time alive). (This is a clarification, not a change in the software.)
  •   Translation from prior year revised to avert a problem with returns for tax year 2022 that are translated from a tax year 2021 return that claimed the Earned Inceom Credit (EIC) based on a child wiThout a valid SSN. If that situation, the translated return would formerly not reflect the prior-year claim on screen 4 of Form 1040 nor on the Dependents Worksheet. However, once you accessed the Dependents Worksheet and corrected the omission, the count carried back to Form 1040 would be incorrect. This problem is fixed for returns translated with this release or later. CAUTION: For previously-translated returns affected by this problem, you must remove all Dependent Worksheets for the return (by pressing Ctrl-R while the cursor lies on line line on screen 4 of Form 1040 labeled 'Children who lived with you), then, once the 'i' beside the line changes to 'w", itemize that line anew and reenter all data on the Dependent Worksheets, (If you several Dependent Worksheets and have not made many changes to the translated return, you may find it easier to translate the return anew using this release and make your changes to the return anew.)
•   Tax Forms Guide revised to reflect the above additions and changes in addition to further updating other portions of the manual. Pay particular attention to our new details for the Dependents Worksheet, which reflects the above changes and clarifications.
•   IRS documents added (Standard and Premium Levels only) for access from the Documents tab of the Tax Preparer Control Panel, including several IRS forms, instructions, and publications that the IRS released or revised after our release 2023.01c. They include Forms 941, 1040X, 7205, and 8974; Instructions for Forms 941, 1040X, 1045, 5329, 7205, 8839, 8911, 8936, 8974, and 8995; and IRS Publications 17, 510, 524, 530, 561, 587, 908, 946, 5724, 5724-A, 5724-B, 5724-D, 5724-E, and 5724-F,

Release 2023.01d differs from Release 2023.01c as follows:

•   Schedule C changed to avert a potential problem with printouts and e-file for returns that use the Vehicle Info Worksheet in Part IV of Schedule C (which is required only if you are providing information on more than one vehicle). The problem manifested itself in two ways:
  •   For official printouts, the information from these worksheets would not appear among the supporting statements printed for Schedule C, even though they are referenced as 'Stm070193' at line 43 of Schedule C.
  •   For e-file, the generation of e-file output for a return with these worksheets would abort before the output is complete, without any error message, and the output would not appear in the E-FILE folder.

Release 2023.01c differs from Release 2023.01b as follows:

•   Form 4684 added for claiming a deduction for Casualties and Thefts.
•   Form 4136 added (Premium Level only) for claiming Credit for Federal Tax Paid on Fuels.
•   Form 6781 added (Premium Level only) for reporting Gains and Losses From Section 1256 Contracts and Straddles.
•   Form 8824 added (Premium Level only) for reporting Like-Kind Exchanges of real property and Section 1043 Conflict-of-Interest Sales.
•   Form 8839 added (Premium Level only) for claiming a credit for Qualified Adoption Expenses.
•   Form 3800 added for claiming the General Business Credit, which consolidates business credits from several other forms into a total credit for line 6a of Schedule 3. The business part of credits from the following added forms are posted on this form.
•   Form 8910 added (Standard and Premium Levels only) for claiming the Alternative Motor Vehicle Credit, which provides a credit for cars fueled by hydrogen fuel cells. (This form will be retired after this year because the credit for purchasing a fuel cell vehicle will be claimed on Form 8936 hereafter.)
•   Form 8936 added (Standard and Premium Levels only) for claiming the Qualified Plug-in Electric Drive Motor Vehicle Credit as well as the Qaulified Two-Wheelsd Plug-In Electric Vehicle Credit and the New Clean Vehicle Credit. By including the New Clean Vehicle Credit, which did not take effect until the start of 2023, the form is designed to be used not only for 2022 but for future years as well (until a new revision is released),
•   Form 5884 added (Premium Level only) for claiming the Work Opportunity Credit for hiring employees in certain targeted groups.
•   Form 6478 added (Premium Level only) for claiming the Biofuel Producer Credit, which has been extended through 2024.
•   Form 6765 added (Premium Level only) for claiming the Credit for Increaing Research Activities.
•   Form 8586 added (Premium Level only) for claiming the Low-Income Housing Credit.
•   Form 8846 added (Premium Level only) for claiming a Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips.
•   Form 8941 added (Premium Level only) for claiming the Credit for Small Employer Health Insurance Premiums.
•   Tax Forms Guide revised to correct a formatting problem with many of the figures. Formerly, the characters in titles at the bottom of figures where often truncated and a few figures suffered from word wrap.
•   Tax Forms Guide updated to reflect the current law for forms already included in the software.
•   IRS documents added (Standard and Premium Levels only) for access from the Tax Preparer Control Panel, including IRS forms, instructions, and publications that the IRS released after our release 2023.01b. They include Forms 5884, 6765, 7207, 8586, and 8910 and their instructions, and IRS Pubs. 469, 502, 519, 525, 526, 535, 544, 561, 570, 915, 5724, and 5724a. (The latter two publications summarize the New Clean Vehicles Credit that tooke effect at the beginning of 2023.)

Release 2023.01b differs from Release 2023.01a as follows:

•   Form 2441 added for working taxpayers to claim a credit for Child and Dependent Care Expenses.
•   Form 3903 added for certain members of the Armed Forces to claim a deduction for Moving Expenses.
•   Forrm 5405 added (Standard and Premium Levels only) for the Repayment of First-time Homebuyer Credit claimed in 2008.
•   Form 8606 added for figuring the taxable amount of contributions to Nondeductible IRAs, conversions to Roth IRAs, and distributions from Roth IRAs.
•   Form 8615 added for figuring income Tax for Certain Children Who Have Unearned Income, using information from the tax returns of a parent and other children claimed by the parent.
•   Schedule D Tax Worksheet revised to correct the amount for line 15 of the worksheet for the Single filing status. The former $41,650 amount is correct to $41,675. This change could result in a slightly lower tax (less than $10) for some filers with high capital gains income.
•   Schedule D graphic form revised to remove "arrowhead" keying symbols at lines 18 and 19. (The IRS no longer uses keying symbols as an aid to entering data from paper returns into their database.)
•   Schedule SE graphic form revised to drop ".00" from the amounts for lines 7 and 14, in conformance with the current IRS format.
•   Form 8862 graphic form revised (Premium Level only) to correct a slight misalignment of the boxes for line 7.
•   IRS documents added (Standard and Premium Levels only) for access from the Tax Preparer Control Panel, including IRS forms, instructions, and publications that the IRS released after our release 2023.01a. They include Form 3468, instructions for Forms 3468, 4136, 8835, and 8908, and IRS Pubs. 3, 504, 505, 514, 554, 969, 4681, 5724, 5724a, and 5724b.

Release 2023.01a differs from Release 2023.01 as follows:

•   Schedule 8812 added for figuring credits for dependents, including the Child Tax Credit (CTC), Credit for Other Dependents (ODC), and Additional Child Tax Credit (ACTC). The addition of this schedule makes this update a MANDATORY update for returns with dependents. CAUTION If you prepared with release 2023.01 any returns that include dependents, you must change an entry on Form 1040 in order to force the recalculation of the return under 2023.01a when you exit, which will automatically create and complete Schedule 8812, if applicable.
•   Forrm 5695 added (Standard and Premium Levels only) for claiming Residential Energy Credits.
•   Forrm 8853 added (Premium Level only) for reporting contributions to and distributions from Archer MSAs and figuring corresponding deductions and additional taxes. The form is also used for figuring taxable payments under Long-Term Care Insurance Contracts.
•   Forrm 8889 added (Standard and Premium Levels only) for reporting contributions to and distributions from Health Savings Accounts (HSAs) and figuring corresponding deductions and additional taxes. The form is also used to figure an additional tax for failure to maintain the required converage.
•   IRS documents added (Standard and Premium Levels only) for access from the Tax Preparer Control Panel, including IRS forms, instructions, and publications that the IRS released after our release 2023.01 was first available. They include forms and instructions for Forms 3800, 8864, and 8990, and IRS Pubs. 527 and 970.