Downloads for 2025 Editions of Tax Preparer

Release 2025.01g 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 2025 edition of the Form 1040 software, such as release 2025.01. 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 e2025.01g, click the following link: Update Tax Preparer 2025 Edition Economy (e2025.01g). Be sure to read the instructions below that follow MANDATORY UPDATE in the below changes for release 2025.01f,

(7,694 KB) (revised 3/23/2025)

Standard Level. To update the Standard Level to release s2025.01g, click the following link: Update Tax Preparer 2025 Edition Standard (s2025.01g). Be sure to read the instructions below that follow MANDATORY UPDATE in the below changes for release 2025.01f,

(39,809 KB) (revised 3/23/2025)

Premium Level. To update the Premium Level to release p2025.01g, click the following link: Update Tax Preparer 2025 Edition Premium (p2025.01g). Be sure to read the instructions below that follow MANDATORY UPDATE in the below changes for release 2025.01f,

(39,881 KB) (revised 3/23/2025)

Changes in recent releases

(updated 3/23/2025)

Release 2025.01g differs from Release 2025.01f as follows:

•   Form 2350 added (Premium Level only) for filing an Application for Extension of Time To File U.S. Income Tax Return if you expect to file Form 2555 (Foreign Earned Income) but need additional time to meet the bona fide residence test or the physical presence test in order to qualify for and exclusion or deduction through Form 2555.
•   Form 4136 added (Premium Level only) for claiming Credit for Federal Tax Paid on Fuels. CAUTION: The IRS has added a great deal more instructional text to the official form in an attempt to reduce the high number of fraudulent claims resulting from a proliferation of misinformation from non-IRS sources on the internet. We highly recommend that you read in detail the new Form 4136, which you can print with the software by selecting to print the graphic form. In addition, the IRS now requires that you complete a new worksheet found on the last page of the 2024 Instructions for Form 4136 and attach it to your return in order to further assess your claim of eligibility for the credit. (For an e-file return, you should send your completed worksheet attached to Form 8453 and mailed to the IRS within 3 days of acceptance of your e-filed return. Be sure to indicate Form 4136 on Form 8453 by answering Yes to the Form 4136 line of screen 6 of our e-file form, form # 83.)
•   Form 8824 added (Premium Level only) for figuring gain or loss, recognized gain, and basis of like-kind property received for Like-Kind Exchanges.
•   Newly released IRS publications added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. The newly added IRS documents are those updated by the IRS since our last release, and include 6 updated IRS publications (IRS Pubs. 505, 519, 560, 575, 907, and 946).

Release 2025.01f differs from Release 2025.01e as follows:

•   Form 1040-X revised to correct a printing error that could arise if the taxpayer or taxpayer's spouse was deceased before the filing of the return. If you enter a date for If deceased, date (mm-dd-yyyy) at the bottom of screen 1 or 2 of Form 1040, Form 1040-X will now print DIED followed by the date above the last name of the appropriate spouse in the address block near the top of Form 1040-X. Formerly, a spurious phrase would be printed there instead!
•   Schedules 2 and 3 revised to make them automatically created for all returns, in the same way that Schedule 1 was already automatically created. For a return started by translating a prior-year return, Schedules 1, 2, and 3 already exist because they always existed last year. But if you started a return from scratch this year, Schedules 2 and 3 would NOT be automatically created. Without Schedule 2 and 3 created, amounts that flow to those schedules would not get reflected on Form 1040. This includes withholding from Forms 1099-G, 1099-INT, and 1099-DIV, which may not be reflected in line 25b of Form 1040. Therefore, we regard this update as a MANDATORY UPDATE. CAUTION: If you prepared a non-translated return with a prior release without first manually creating Schedules 2 and 3 yourself, you must do the following AFTER updating to Release 2025.01f for all such returns to ensure that the returns are accurate:
  •   Step 1. From the PREPARE 1040 Tax Returns menu, choose 3 ENTER Forms/Schedules.
  •   Step 2. From the next menu (SELECT Date Entry Method), choose 1 NORMAL (Full-Window).
  •   Step 3. From the next menu (SELECT Form to Prepare), choose 4 Sch 1.
  •   Step 4. Once the menu for Schedule 1 appears, press the Recalc Key (ctrl-B or shift-F8).
  •   Step 5. Finally, exit the return back to the main menu.
  After you perform these steps, you should inspect Schedules 2 and 3 to make sure there are no spurious number (and remove them if there are any) and to check that the required amounts are posted from other forms.
•   Newly released IRS documents are added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. The newly added IRS documents are those updated by the IRS since our last release, and include revised instructions for Schedule D as well as forms and instructions for Schedules B and C of Form 1116, plus 2 updated IRS publications (IRS Pubs. 908 and 974).

Release 2025.01e differs from Release 2025.01d as follows:

•   Form 2210 added (including Form 2210-F) to all levels for figuring the penalty for Underpayment of Estimated Tax.
•   Form 1040-ES added to all levels for figuring the required Estimated Tax for Individuals for 2025, including Form 1040-ES vouchers for quarterly payments to the IRS.
•   e-file fully activity (Standard and Premium Levels only) for transmitting returns to the IRS using PDP's transmission software.
•   Newly released IRS documents are added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. The newly added IRS documents are those updated by the IRS since our last release, and include Forms 941 and 3800, instructions for Forms 941, 3468, and 4684, and 10 publications (IRS Pubs. 463. 526, 544, 550, 551, 557, 559, 570, 925, and 939):

Release 2025.01d differs from Release 2025.01c as follows:

•   Form 8606 revised:
  •   A line is added on screen 2 to explicitly claim an exclusion for a Qualfied Charitable Distribution (QCD), which is not taxable. An entry on this new line excludes the distribution from Form 8606 when computing the taxable amount (for Form 1040, line 4b) of IRA distributions that you reported on Form 1040, line 4a.
  •   The line on screen 2 for an exclusion for a Recharacterization is expanded to allow its use for any other exclusion not claimed elsewhere by changing the label for the line to Recharacterization or other.
  •   In official printouts, the labels for exclusions on screen 2 are now printed with the cross-reference statement numbers that are printed below the Part I heading. Furthermore, these cross-references no longer overwrite some of the bullet instructions on the graphic Form 8606.
  •   In draft printouts, the jumbled label for Part I is corrected to faithfully approximate the IRS wording.
•   Form 1040 official printouts revised:
  •   The code QCD is now printed beside line 4b when you have a Form 8606 that has an entry on screen 2 for Qlfd. charitable distrib'n, as required by the IRS.
  •   The instructive label for line 7 on the graphic Form 1040 is shortened so that the code 8814 no longer overwrites the text of the label when it must be printed on line 7 in accordance with IRS instructions.
•   Schedule EIC revised so that an on-screen preview of the form no longer results in an error message after the form is printed on the screen.
•   Date entry formatting is corrected so that a year entry of 25 is not interpreted as 1925 rather than 2025. The software is revised so that date entries with 2-digit years 27 through 99 are interpreted as 1927 through 1999, and date entries with 2-digit years 00 through 26 are now interpreted as 2000 through 2026. This change corrects how payment dates on our e-file form are interpreted as well as dates for a tax planning return for tax years after 2024.
•   Form 8379 added (Premium Level only) for claiming an Injured Spouse Allocation of a refund on a joint return for which the other spouse has past due tax obligations.
•   A recently released IRS document is added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. This document, IRS Pub. 555, is the only document updated by the IRS since our last update.

Release 2025.01c differs from Release 2025.01b as follows:

•   Forms added to all levels:
  •   Form 8606 added for figuring taxable income for Nondeductible IRAs, including contributions to and distributions from traditional IRAs, conversions from traditional IRAs to Roth IRAs, and distributions from Roth IRAs. NEW FOR 2024: The is a new class of retirement plan distributions whose distribution repayments are treated as rollovers. The four created for 2024 are
    •   Qualified birth or adoption distributions,
    •   Emergency personal expense distributions.
    •   Domestic abuse distributions, and
    •   Terminal illness distributions.
    The computation of taxable income and basis in handled in a special way on Form 8606 through two new IRS worksheets in the IRS 2024 Instructions for Form 8606: the 2024 Line 15c Worksheet and the 2024 Line 25c Worksheet. When these worksheets are used, the amounts on Form 8606 belie the labels on the form, which ignore the special calculations required for these new plan types. In the software, we group the four new retirement plans under the label SPECIFIED plans, and the software handles all of the required special calculations (as detailed in the new IRS worksheets) based on your entries for SPECIFIED distributions and SPECIFIED distribution repayments.
  •   Form 1040X added for filing an Amended U.S. Individual Income Tax Return for tax year 2024.
•   Forms added to Premium Level only:
  •   Form 4137 added for figuring Social Security and Medicare Tax on Unreported Tip Income
  •   Form 6781 added for reporting Gains and Losses From Sec. 1256 Contracts and Staddles.
  •   Form 8396 added for claiming a Mortgage Interest Credit.
  •   Form 8815 added for claiming an Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989.
•   Recently released IRS documents are added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. These are documents updated by the IRS since our last update, which include Publications 509, 523, 525, 526, 549, 561, 584, and 584-B, and forms and instructions for Forms 6765 and 8915-F.

Release 2025.01b differs from Release 2025.01a as follows:

•   Form 5329 added to all levels for figuring Additional Taxes on Qualified Plans (Including IRAs) and Other Tax Favored Accounts). The form has grown to 3 pages this year thanks to the IRS's redesign of Part IX for figuring the tax for failing to withdraw the required minimum distribution (RMD). The new design guides you through figuring how much is subject to a 10% penalty and how much is subject to a 25% penalty.
•   Form 8283 added to all levels for documenting Noncash Charitable Contributions that you deducted on Schedule A, as required when when you claim more that $500 for any items you donate.
•   Form 8839 added (Premium Level only) for claiming a credit for Qualified Adoption Expenses.
•   Form 8862 added (Premium Level only) for providing Information To Claim Certain Credits After Disallowance by the IRS. The applicable credits are Earned Income Credit, Child Tax Credit, Credit for Other Dependents, and American Opportunity Credit.
•   Form 1040 graphic form revised to correct the amounts shown in the lower left corner of page for standard deductions. Calcularions are unaffected; only the fine print on the graphic form was incorrect.
•   Schedule 1 revised to support the IRS instructions for line 1 of Form 3903 (Moving Expenses for certain active members of the military) regarding storage fees. Those instructions indicate that you should NOT file Form 3903 if you moved in an earlier year, are claiming only storage fees during your absence from The U.S., and any amount the government paid you for those fees is reflected in box 1 of your Form W-2 from the government. Instead, you must manually enter the amount for storage fees on line 14 of Schedule 1 (the line where the result of Form 3903 is normerly reported) and print the word STORAGE on the dotted line for line 14. The software now automatically prints STORAGE on the dotted line of the official prinout if there is an amount on line 14 of Schedule 1 but there is no Form 3903 in the return to support it. This feature is also supported by IRS e-file specifications for Schedule 1.
•   Schedule 3 and our e-file form revised to more strictly follow the IRS instructions for line 13z of Schedule 3 (on page 103 of the IRS 2024 1040 Instructions) and support IRS e-file specifications for that line. "FORM 8689," "960(c)," or "Other (ITEMIZE)" will now be printed at line 13z, depending on your entries above line 13z. Furthermore, if you have an entry for "Other (ITEMIZE)," that fact will be reflected on screen 3 of our e-file form as an UNALLOWED ENTRY for e-file, and you will not be able to e-file the return. That's because only "FORM 8689" and "960(c)" are the only phrases allowed for e-file.
•   Recently released IRS documents are added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. These are documents updated by the IRS since our last update, which include Publications 54, 530, 541, and 590-A, form and instructions for Form 1040-ES, Instructions for Form 4255, and a reissue of last year's Form 8283 (since the IRS withdrew a planned revised Form 8283).

Release 2025.01a differs from Release 2025.01 as follows:

•   Form 1116 added (Standard and Premium Levels only) for claiming the Foreign Tax Credit.
•   Form 1310 added (Premium Level only) for Claiming Refund Due a Deceased Taxpayer.
•   Form 2106 added to all levels for figuring a deduction for Employee Business Expenses for certain favored taxpayers, including Armed Forces reservists and qualified performing artists.
•   Form 2555 added (Premium Level only) for reporting Foreign Earned Income and claiming the foreign earned income exclusion and the housing exclusion or deduction.
•   Form 4562 added to all levels for figuring Depreciation and Amortization.
•   Form 4684 added to all levels for claiming a deduction for losses from Casualties and Thefts.
•   Form 5405 added (Standard and Premium Levels only) for figuring a Repayment of the First-Time Homebuyer Credit.
•   Form 5695 added (Standard and Premium Levels only) for claiming Residential Energy Credits.
•   Form 6198 added (Standard and Premium Levels only) for figuring At Risk Limitations.
•   Form 6252 added to all levels for reporting Installment Sale Income.
•   Newly released IRS publications are added (Standard and Premium Levels only) for easy access from the floating Tax Preparer Control Panel. Only two IRS publications were updated by the IRS since our last release: IRS Publications 514 and 583.