Downloads for 2020 Editions of Partnership Edition

Partnership Release 2020.01a now available.

The below updates are not stand-alone programs but rather modify your existing installation for the current tax year to bring it up-to-date with the latest changes. Because these updates are not stand-alone programs, initial installation for the year must be from the CD we send you for the current tax season or the on-line link* for authorized customers. Once you have completed the installation, you can use these updates for subsequent changes throughout the tax season.

* If you have purchased but not yet installed the program for the current year, you can do so on-line with the proper authorization:

The downloads on this page are only for Partnership Edition for Form 1065 returns. Downloads for Tax Preparer for Form 1040 returns are found on the Main Downloads page. Downloads for the California Supplement for Form 540 returns are found on the California Downloads page.

Partnership Edition Downloads

Current downloads. In order to use these downloads, you must have already installed the complete program for the 2020 edition of the Form 1065 software, such as release pe2020.01, ps2020.01, or pp2020.01. Just go to the level you installed and click the link. Your prior installation will then be updated to 2020.01a.

Economy Level. To update the Economy Level to release pe2020.01a, click the following link: Update Partnership 2020 Edition Economy (pe2020.01a).

(8,368 KB) (revised 4/26/2020)

Standard Level. To update the Standard Level to release ps2020.01a, click the following link: Update Partnership 2020 Edition Standard (ps2020.01a).

(9,089 KB) (revised 4/26/2020)

Premium Level. To update the Premium Level to release pp2020.01a, click the following link: Update Partnership 2020 Edition Premium (pp2020.01a).

(9,148 KB) (revised 4/26/2020)

Changes in recent releases

(updated 4/26/2020)

Release 2020.01a differs from Release 2020.01 as follows:

•   Form added to ALL levels:
  •   Form 3468 added for claiming Investment Credit for a number of credits revised, reinstated, and extended by the year-end 2019 budget bill.
•   Form added to Premium Level:
  •   Form 2848 added for filing a Power of Attorney and Declaration of Representative to authorize a third party to represent you before the IRS. TIP: The IRS is not currently processing this form because of the closing of its offices over coronavirus concerns.
  •   Form 5884 added for claiming the Work Opportunity Credit for payment of 1st-year and 2nd-year wages to employees in targeted groups.
  •   Form 6478 added for claiming the Biofuel Producer Credit for the production of qualified second generation biofuel.
  •   Form 6765 added for claiming Credit for Increasing Research Activities.
  •   Form 8611 added for figuring the Recapture of Low Income Housing Credit for reasons such as basis decreases or disposal of your interest in the property claimed.
  •   Form 8822-B added for reporting a Change of Address or Responsible Party for businesses after or before a return for the business has been filed (where the change would otherwise be shown).
  •   Form 8824 added for reporting Like-Kind Exchanges, which results in a gain or loss for Schedule D or Form 4797.
•   IRS document added (Standard and Premium Levels only) for access from the Tax Preparer Control Panel: a slight revision to Form 1065, but no change to its instructions.

Release 2020.01 is the latest release. It adds Form 8936 (Qualified Plug-in Electric Drive Motor Vehicle Credit) to the Stamdard and Premium Levels because of the increasing popularity of the electric and hybrid cars to which this form applies.