3/8/19 – RESOLVED: Issue 3094 is now resolved. Any NY returns being held due to this error can now be submitted for processing. Be sure to open each impacted return from Client List so the updated calc is applied. The range of impacted NY returns falls between 3/6 at 5:00am ET to 3/8 at 5:00am ET.

Issue 3094 was opened on March 6th to resolve an issue where the NY Empire State Child Credit was being awarded in error. Dependents listed on the Federal return age 17 or older are being considered as qualifying children for this credit which is incorrect. The fix for this issue is expected to be deployed tomorrow morning, assuming it passes internal testing. If your site is holding any NY returns where the NY Empire State Child Credit is being awarded in error, you will be able to submit those returns once this post has been marked “Resolved”.

Returns will be placed in maintenance on Thursday, March 7th to deploy back-end software updates.

Update from Illinois. Any impacted IL returns can be resubmitted at this time.

“We have corrected the problem with our code that was causing returns to erroneously reject for Business Rule IL1040-4000-2.  The correction has been tested and was deployed to production at around 2:00 PM CST. You will need to retransmit the returns that were rejected by us for IL1040-4000-2 yesterday and today.

We are also in the process of running through the returns that we held since shutting down the acknowledgement process this morning. It should take less than 30 minutes to run the backlog of returns through.”

Software vendors received the below correspondence from Illinois today. Illinois will provide another update once impacted returns can be resubmitted for processing.

“We are aware of the issue with erroneous rejects for Business Rule IL1040-4000-2. We made a coding change yesterday and deployed it to production around noon. As you know by the rejections you are receiving, there is an issue with the code. We have stopped the acknowledgement process until we have a correction in place. I will email you all again once we have made the correction and deployed it.”

3/8/2019 – This issue has been resolved.

3/6/2019 – 11:15am ET – Client Status is now available again. Note: The underlying issue is related to the “Client Return Audit History” section of Client Status and is currently turned off until the next scheduled deployment.

We have opened Issue 3088 for development to resolve an issue accessing “Client Status” from the Tools drop-down menu in Client List. Currently, clicking on “Client Status” renders an “Unexpected Error” message. If you get this page, click the “Main Menu” option on the left-hand navigation bar to return to your main site menu.

The site will be placed in maintenance on Wednesday, March 6th to release a series of software updates.

1040-X

• Correct an issue on Line 5, Column C when a return is amended to remove QBID initially claimed. The removed QBID on Line 4, Column C was subtracting from Line 3, Column C when it should not have been (Issue 2926)

CALIFORNIA

• Correct a print issue where the 2nd recipient info for Alimony Paid was not carrying to the supporting statement PDF (Issue 2971)
• Correct an issue where CA EIC was not calculating for a TP that was age 65 or older when not eligible for Federal EIC (Issue 2948)

CHILD TAX CREDIT

• Correct an issue where CTC was being calculated for a dependent that lived in the home for 6 months or less (Issue 2874)

MESSAGE CENTER

• Added the ability to mark messages as “read” (Issue 2767)

MONTANA

• Add instructional text on the Subtractions from Income menu that when filing a MFJ MT return, TP and SP entries should both be entered in the TP field (Issue 2963)

NEW MEXICO

• Correct a print issue where the checkbox for Box F on NM PIT-B was not marked when SP qualified for MSRRA (Issue 3033)

NEW YORK

• Correct an issue where the Empire State Credit was not calculating when an eligible child had an ITIN (Issue 2969)

PENNSYLVANIA

• Correct an issue where 1099-MISC, Box 3 income (Other Income) was not carrying to PA Gross Compensation line when added within the PA Income Subject to Tax menu for 1099-MISC (Issue 3007)

WEST VIRGINIA

• Correct a print issue where the WV amended return explanation was not carrying to the PDF (Issue 3028)

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

Software vendors received the below messaging from New Mexico. The update has been made to the NM software and assuming the update passes internal testing, should be deployed live on the morning of Wednesday, March 6th. This update by NM would potentially only benefit NM taxpayers itemizing deductions on the state return with add-backs. Any NM returns filed prior to this update going live that would benefit from this update can file an amended NM return.

“Re: Error in the add-back calculation for PIT-1, Line 10, Itemized State and Local Tax Deduction.

The New Mexico Personal Income Tax instructions provide a worksheet on page 22 to assist taxpayers in how to calculate the add-back amount that goes on line 10 of the PIT-1. This worksheet does not result in the correct add-back amount for the 2018 tax year due to changes made by the Federal Tax Cuts and Jobs Act of 2017 (TCJA), and may result in adding back more state and local taxes than a taxpayer was able to include in their itemized deductions.

The workgroup assigned to address and correct this error have come to a resolution and agreed to issue bulletin B-300.18 Guidance on State and Local Add-Back. A new Worksheet for Computing the Amount on Line 10 of the PIT-1 Return is included in this bulletin.

Taxpayers who have already filed and found that their add-back amount was adversely affected by the current instructions have the option of filing an amended return using the new worksheet. Taxpayers may amend their return using Form PIT-X.

The 2018 PIT-1 Instructions (page 22) have also been updated with a message to access the bulletin for the new worksheet once the bulletin is publicly posted.“

The site will be placed in maintenance on Monday, March 4th to release the below software updates. Also note that regularly scheduled deployments for the remainder of the season will only occur on Monday, Wednesday, and Friday mornings as needed.

CONNECTICUT

• Correct an issue where IRA/Pension amounts were being split between CT-1040AW Lines 8 and 9 instead of combined on Line 8 (Issue 2826)

KANSAS

• Corrected an issue where manually added “Other Members of Household” within the Homestead Credit menu were not carrying to PDF (Issue 2885)

KENTUCKY

• Corrected an issue where Taxable State Dividends listed in the Federal 1099-DIV menu were not carrying to the KY return (Issue 2830)

REPORTS

• Correct an issue with the Acknowledgement Reports (Federal and State Ack Reports) were not exporting in the currently sorted order (Issue 2118)

VIRGINIA

• Deploy the fix related to VA returns being rejected for Reject Codes 760-022 and 760-081. Impacted VA returns can be resubmitted for processing (Issue 2908)

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

The site will be placed in maintenance on Friday, March 1st to release the below software update.

2017 MARYLAND

• Correct an issue on a 2017 amended Maryland return where the Standard Deduction entered in the amended menu was not carrying on the original column (Issue 2810)

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