This is always a good time of the tax season where the need of an amended return tends to come into play. Taxpayers received a late form they weren’t expecting or had forgotten about (W-2, 1099, etc.) and they now need to prepare and file an amended return. For this reason, we wanted to share the 2018 Amended Return User Guide as a refresher for volunteers. Please click here to download the user guide on how to prepare an amended tax return using TaxSlayer Pro Online.

4/4/2019 – The fix was deployed this morning.

4/3/2019 – Issue 3389 was not deployed this morning as the scheduled deployment was postponed until Thursday, 4/4.

Late last week, Issue 3389 was opened to look into sporadic reports of returns not being able to generate a PDF. Further investigation found that returns with CA added as the state were experiencing sporadic issues generating a PDF from the Summary/Print menu and other print areas inside and outside of the return. The underlying issue causing the print issue specific to CA returns was related to CA returns that reported certain adjustments to CA income. The underlying issue has been resolved by development and the fix will be pushed live with our next deployment (scheduled for Wednesday, April 3rd).

10:06am ET – All deployments have been released and access to 2017 returns for those that had issues should be resolved at this time.

10:00am ET – Deployments for 2017 are still going out, however, you will gradually see the issue resolved as the deployments continue.

9:36am ET – Deployments for 2017 are currently going out at this time.

9:00am ET – Our engineers are actively investigating the root cause at this time.

8:45am ET – We have received reports of users receiving “Program Has Received Unexpected Error” message when attempting to open a 2017 return from the Client List. We are actively looking into this issue.

The site will be placed in maintenance on Monday, April 1st to release the below software updates.

ARIZONA

• Correct an issue resulting in Reject Code 702 from Arizona specific to Net Capital Gains from 1099-DIV entries (Issue 3407)
  • Once live on 4/1, impacted returns can be resubmitted

HAWAII

• Correct an issue related to Reject Code HIX-013 where a needed statement was not included in the transmission (Issue 3332)
  • Once live on 4/1, impacted returns can be resubmitted

NORTH CAROLINA

• Correct an issue where a PY NC return would not print due to the ending residency date not being provided (Issue 3331)

PENNSYLVANIA

• Correct an issue on the Nonresident PA return where a 1099-R for another state was carrying as PA Compensation (Issue 3327)

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

Below are the questions and answers recorded from the All Partner Call on Thursday, March 28th. We are posting questions most applicable to all sites.

Q: How do we determine residency status when an international student with an F1 visa changes to an H1B employee status with the H1B being less then half the year?

• Referred volunteer to their SPEC RM to perform tax research on their behalf.

Q: Can you lock a return after it has been accepted so it cannot be reopened?

• No, but from Client Status, volunteers can generate the accepted PDF of the Federal and State Return(s).

Q: Can the Suggestion Box send automated responses summarizing entries made?

• Currently, this is not available using the third-party survey platform.

Q: Is there a way to delete preparers instead of just marking them inactive?

• No, preparers added must stay in the database because their logins are tied to tax returns prepared and transmitted.

The site will be placed in maintenance on Friday, March 29th to release the below software updates.

ALABAMA

• Correct an issue where the AL Injured Spouse Form was not pulling correct values for the SP (Issue 3311)

EARNED INCOME TAX CREDIT

• Correct an issue where the checkbox inside the EIC menu indicating a taxpayer is not eligible for EITC is not staying saved when marked (Issue 3202)

FOREIGN TAX CREDIT

• Update the calculation on the Worksheet for Line 18 for qualified dividends (Issue 3280)

FORM 1099-OID

• Remove the page validation requiring an entry in Box 1 in order to save an entry (Issue 2762)

IOWA

• Correct a display issue on Line 58 when a return qualifies for the Low Income Exemption and no values are present on Lines 56 and 57 (Issue 3391)

NEW JERSEY

• Correct a print issue where NJ Form NJ-DOP was not generating for a return when needed (Issue 3315)

PENNSYLVANIA

• Correct a print issue where all provided beneficiaries were not pulling to PA Schedule O (Issue 3324)

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

The site will be placed in maintenance on Wednesday, March 27th to release the below software updates.

ARIZONA

• Correct an issue related to Line 20 where an incorrect value was showing on a specific return (Issue 3270)

E-FILE

• Correct an issue with the State ID/DL menu where the option “Not Provided” was still requiring fields to be completed when State ID/DL is optional (Issue 3284)

ILLINOIS

• Correct an entry issue where the “Apply Refund to Next Year” field was allowing entries greater than the current calculated refund (Issue 3255)

LOUISIANA

• Correct an issue in the Part-Year program where Priority 2 Refundable Credits were not included in the total credit line (Issue 3333)

MINNESOTA

• Correct an issue where Form MN Schedule M1529 was not generating when added to a specific print set (Issue 3102)

PENNSYLVANIA

• Correct an issue inside the PA Local Return where the credits menu could not allocate entries to the SP (Issue 3313)

RETURN TAG

• Correct an issue where a specific return tag at a site was not being included in filtered results (Issue 2934)

WISCONSIN

• Correct an issue where the reported Use Tax was not carrying to the PDF (Issue 3287)

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

Returns will be placed in maintenance on Thursday, March 21st to release the below software updates.

KANSAS

• Correct an issue where a KS return was allowing itemized deductions on Line 4 when the Federal was using the Standard Deduction (Issue 3275)

PENNSYLVANIA

• Add the ability in a Part-Year PA return to enter moving expenses for the Schedule UE – Part E (Issue 3172)

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