6/18/2019 at 8:15am ET

The fix has been pushed live.

6/17/2019 at 6:25am ET

The fix for Issue 3679 is scheduled to be pushed live the morning of 6/18/2019.

6/13/2019 at 3:55pm ET:

We have opened a high priority ticket (Issue 3679) for development to review/resolve an issue where users are receiving a 404 error screen when clicking “Continue” to save a dependent/qualifying person entry. We will update this post once this issue has been resolved.

The site will be placed in maintenance on Thursday, June 13th to release the below software updates.

FORM 1099-R

• Checkbox has been added, that if marked, the taxable amount will not carry to Form 8880, Line 4 as a current year distribution. This would be used for retirement distributions that should not be included when determining the Retirement Contributions Credit (Enhancement)
  • A couple examples of current year retirement distributions to exclude from the Retirement Savings Contribution Credit would be Military Retirement Distributions, Distributions with Code 4 in Box 7 (death benefit), or a loan taken out of your qualified employer plan as a distributions. Additional retirement distribution types to exclude are found on Form 8880, Line 4 instructions – Click Here.

LOUISIANA

• Correct an issue within the Retirement Benefits subtraction menu where Spouse retirement dates were not being saved correctly (Issue 3214)

SCHEDULE D – CAPITAL GAIN and LOSS

• Correct an issue where originally saving a capital gain/loss item as a worthless sale would not be updated to reflect an actual sales date if edited (Issue 3644)

ZIP CODE DATABASE

• Adding zip codes 25403, 25404, and 25405 for Martinsburg, WV (Issue 3660)

*Click here to download a PDF of our Cumulative Release Notes.

For specific information refer to the following resources located on www.irs.gov:

• Link and Learn Taxes – Puerto Rico courses
• Publication 1321, Special Instructions for Bona Fide Residents of Puerto Rico Who Must File a U.S. Individual Income Tax Return
• Publication 915, Social Security and Equivalent Railroad Retirement Benefits
• Publication 4696(PR), VITA/TCE Puerto Rico Resource Guide

The site will be placed in maintenance on Wednesday, June 12th to release the below software updates.

CLIENT SEARCH

• Corrected the issue where an error was received when searching Client List by Last 4, Name – First or Last, or Preparer – First or Last. This was specific to sites not using Smart Search (Issue 3625)

E-FILE

• Correct an issue on the e-file page for Direct Debit, where the Taxpayer Phone Number could not be updated after initially pulling from Basic Information (Issue 3296)

PREPARER SETUP

• Added ability to “archive” a preparer. This is an additional category adding to “active” and “inactive”. Read this blog post for additional details here (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Thursday, June 6th to release the below software updates.

CONNECTICUT

• Correct an issue in the CT Amended Program where entries for Line 11 (Credit for taxes paid to……) was also carrying to Line 23, Column A (Issue 3642)

HAWAII

• Correct an issue for specific HI return where the PDF would not generate (Issue 3641)

ILLINOIS

• Adding a prompt, when creating an Illinois return, to subtract Federally reported taxable retirement income. This is designed to show when the IL return is created when the Federal return has taxable retirement income reported (Enhancement)

MISSOURI

• Correct a display issue where MO-PTC, Line 2 was blank but entered values were still included in Line 6 calculation for household income (Issue 3648)

NEBRASKA

• Correct an issue where “Other State Withholdings” sourced to NE were not carrying to Line 29c (Issue 3639)
  • Per NE rules, state withholdings listed on Line 29c (essentially the “Other State Withholdings” entry) requires the NE return be paper filed

NEW YORK

• Correct a display issue in the header of Form IT-203-ATT where the SP first name was showing as the TP middle name (Issue 3655)

NORTH CAROLINA

• Provide the ability in the NC Amended Program to indicate if an address change has occurred (Issue 3637)

OREGON

• Adding a display inside the Special Oregon Medical Subtraction menu showing Federal amounts from Schedule A, Line 1 (Medical and Dental Expenses) (Enhancement)

TABBING UPDATE

• Correct an issue where tabbing over checkboxes, no visual indicator was presented to acknowledge what checkbox currently has the focus. Example: Users would not know which checkbox was highlighted when tabbing through the Personal Information screen

TENNESSEE 

• Adding “NONE” as a drop-down selection for “City of taxpayers legal residency” (Enhancement)
• Add additional text to “City of taxpayers legal residency” to advise users to select “NONE” if city is not incorporated (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Tuesday, May 28th to release the below software updates.

E-FILE – FORM 8888

• Adjust tabbing sequence for offices that offer Form 8888. Currently, when entering the first RTN entry, tabbing navigates to the first ACCT entry instead of to the second RTN entry for confirmation (Enhancement)

MICHIGAN

• Correct the transmission error related to MI returns claiming retirement exclusions. See related Blog Post

REAL-TIME CALCULATION (REFUND GENERATOR)

• Correct the issue where the Refund Generate is blank when accessing a state program or various menus inside the Federal Section (Issue 3647)

*Click here to download a PDF of our Cumulative Release Notes.

5/28 – Impacted returns have been resubmitted for processing. Acknowledgements should be returning over the next 24-48 hours.

Update: The fix for this is tentatively scheduled to be deployed on Tuesday, May 28th.

We wanted to make everyone aware of an issue discovered with Michigan returns with Retirement Exclusions after the deployment Thursday, May 23rd.  When transmitting these returns, the MeF backup is not being created, ultimately causing impacted MI returns with Retirement Exclusions to be “stuck”. This just means that these returns will not return an acknowledgement until the issue has been resolved and returns resubmitted internally. Our development staff is aware and expects to have the fix deployed live by the end of next week.

The site will be placed in maintenance on Thursday, May 23rd to release the below software updates.

DELAWARE

• Correct an issue in the Nonresident Delaware program where entries made in the Federal column for Line 22 were not carrying to the PDF (Issue 3617)

EIN DATABASE

• Allow a current year EIN to populate information (employer info, payer info, etc.) if it was used in the prior year site without having to utilize carryforward (Enhancement)

FORM 1310 – REFUND DUE TO DECEASED TAXPAYER

• Add a prompt when attempting to create an e-file for returns that need Form 1310 but have not yet added the form. This will help reduce a possible Federal reject code (Issue 2809)

KANSAS

• Alphabetize the School District List within the Donations > Local School District Contribution Fund drop-down (Enhancement)

OHIO

• Correct a display issue where the preparer name and phone number were showing on OH Form 37 RITA when Office Setup is marked to hide preparer information (Issue 2865)

PENNSYLVANIA

• Add an input field inside the PA-1000 menu, allowing users to add to Social Security Benefits pulled from Federal. This will allow users to add SSI or SSP payments since these items are not generally account for on a Federal return (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes.