TaxSlayer Pro Online – Delivered Updates/Fixes – May 11th

The below items were either enhancements or fixes pushed live today.

  • Form 1099-R – An enhancement has been implemented to improve user experience when needing to indicate the PSO exclusion but not needing the Simplified General Rule Worksheet to determine taxable retirement income received. Previously, you had to manually enter the taxable amount after already taking out the applicable PSO exclusion and then navigate to a separate menu (Nontaxable distributions) to mark the PSO indicator on the PDF. The screenshots below now highlight the much easier method to indicate the PSO exclusion.
  • LT Care Premiums – If an SSN was changed for the TP/Spouse in Basic Information after LTC had been reported in the Itemized menu, the updated SSN would not automatically within the LTC entries. This has been corrected.
  • We enabled the “Enter” key on the keyboard to move the program forward when on the “Continue” button. This allows for easier navigation if you prefer to not use a mouse or finger pad to “point and click”.
  • Rhode Island – Column C was not populating on the amended return PDF for 2015. This has been corrected.
  • Arizona – Option to indicate a taxpayer was incarcerated added to the credits menu to disallow certain credits from being calculated (Excise Tax Credit).
  • Minnesota – Updated referenced line numbers within the state amended menu(s).
  • West Virginia – Schedule F (Statement of Claimant to Refund) has been added to the Miscellanoues Forms menu.
  • Direct Debit – When setting up Direct Debit in E-file, the phone number listed in Basic Information auto-populates within the Debit Phone Number field to eliminate re-entry.
  • Security Templates – The security roles of “Deleting Scanned Documents” and “Deleting Return Notes” have been added as options when creating security templates at your site(s).
  • Notes – When adding Preparer Notes to a return, they are now time-stamped by date, time, and individual. You will see the below information when opening the preparer note after initially saving.
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