Below are the bullet points from our opening presentation at the beginning of the All Partner call today.

• We received print approval from MA and the “Do Not Mail” strips were removed from PDF’s
• Web Reports should be current by Monday, March 4^th
• Sites using FSA links for taxpayer self-prep need to make sure to refresh the URL between taxpayers to make sure their clients are creating their initial accounts using the correct URL
• We are working to update the items from the Suggestion Box so we can start adding new items in March
• We will have a short maintenance window on Thursday, March 7^th at 11:00pm EST

The site will be placed in maintenance on Thursday, February 28th to release back-end updates to the software.

Update 2/27/2019

Software vendors just received the below messaging from Arizona Department of Revenue. It seems the state may have implemented changes without allowing vendors adequate time to implement these updates internally. AZ is in the process of rolling back updates. Any impacted AZ returns with Reject Code 603 or 636 can be resubmitted at this time.

“Business Rule 603 and 636 Communication: We apologize for the inconvenience and the late notification on these changes. We will roll back the changes within the next few hours, to provide you with more time to implement them. We will send another notification when the changes have been rolled back.  We plan to relaunch these changes on March 28, 2019.”

We have opened Issue 2993 regarding the below Arizona reject code some sites have received. Please hold impacted AZ returns until we mark this post as resolved to resubmit impacted AZ returns.

Reject Code: 603 – ATT – If the itemized indicator is checked, a Federal Schedule A must be attached to the Arizona XML; ATT – An AZ Schedule A series or Federal Schedule A, Itemized Deduction form, was not attached to the return.

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

COLORADO

• Correct an issue where Form DR-0102 was not populating when TP listed as deceased (Issue 2825)
• Correct an issue where the listed CO Third-Party Designee was not carrying to PDF (Issue 2824)

MICHIGAN

• Correct an issue where applicable dependents claimed on the Federal were not carrying to MI 1040-CR7 automatically (Issue 2899)

MINNESOTA

• Corrected an issue where the full Standard Deduction was given for a TP marked as a dependent on another return (Issue 2800)

VERMONT

• Correct an issue where a Part-Year VT return was not carrying Pension income to IN-113, Line 4 (Issue 2814)

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

The site will be placed in maintenance on Tuesday, February 26th to release the below software updates.

FORM 1099-R

• Removed a page validation that did not previously allow state withholding amounts to be greater than state distributions (Issue 2797)

FORM 8862 E-FILE BLOCK

• Correct an underlying issue causing an erroneous e-file block when F8862 added to return (Issue 2679)

MICHIGAN

• Correct a display issue for Schedule W, Line 6 (Issue 2837)

MISSISSIPPI

• Correct an issue where “Non-Taxable Dividend Distribution” entries were not carrying to MS Schedule B, Line 5 (Issue 2815)

PERSONAL INFORMATION MENU

• Adding the ability on a MFS return to indicate if the Spouse is being reported as a dependent on another tax return (Issue 2619)

SUMMARY VIEW

• Adding Line 27 reference (Deductible portion of SE Tax) under the Schedule 1 “Show Details” display (Issue 2666)

TRANSMISSION MENU

• Correct a sorting issue when specifically sorting by numerical values. The list was sorting by the first numbers rather than the whole numbers (i.e. Federal refund amounts) (Issue 2719)

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

The site will be placed in maintenance on Monday, February 25th to release the below software updates.

1040 VIEW

• Correct a display issue where the box for Schedule 4, Line 62b was not being marked when applicable (Issue 2231)

AMENDED RETURN

• Correct a display issue where applicable dependent entry counts were not showing the PDF of 1040-X (Issue 2842)

IDAHO

• Corrected an issue where Form 39R, Schedule E entries for Contributions to Youth and Rehabilitation Facilities was not carrying to Line 2 (Issue 2789)

MASSACHUSETTS

• Added the ability in the “Income Subject to Tax” menu to adjust gambling winnings not reported on Federal W-2G so they carry to Schedule X, Line 3 (Issue 2784)
• Corrected an issue on the Schedule CB PDF display where a new address different from the Federal address was not carrying to Schedule CB (Issue 2799)

NORTH DAKOTA

• Correct an issue causing an erroneous e-file block for ND when a reciprocal state is listed (Issue 2778)

SELF-EMPLOYED HEALTH INSURANCE DEDUCTION MENU

• Add clarifying text to better advise users where to claim this deduction when Schedules C and/or F are present (Issue 2677)

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

The site will be placed in maintenance on Friday, February 22nd to release the below software updates.

ARIZONA

• Correct an issue where Box 1c on Form 348 was not marked when applicable on the PDF (Issue 2758)

MICHIGAN

• Adding the ability on MI-Form 1040CR-7 to mark Federally reported dependents as “Not a Dependent” (Issue 2749)

REPORTS

• Correct an issue where the Site Production State Summary Report was not including State Tax Liability amounts (Issue 2706)
  • Click here for additional reporting details
• Correct an issue where the State Detail Summary Report was not updating with the current Federal Status (Issue 2857)
  • Click here for additional reporting details

VIRGINIA

• VA returns rejected with Reject Code 760-022 can be resubmitted at this time (Issue 2750)

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

The site will be placed in maintenance on Thursday, February 21st to release the below software updates.

$18 SOFTWARE FEE

• Correct the display issue where the Submission page is showing a $18 software fee (Issue 2818)

ARIZONA

• Correct the issue where certain sub-menus inside Forms 321, 322, and 352 could not be opened (Issue 2862)

REVIEW RETURN MENU

• Correct the issue where Taxpayer Notes icon was not working (Issue 2798)

TRANSMISSION MENU

• Corrected an issue where not all returns selected (across multiple page views) were not being transmitted even though they were marked to transmit (Issue 2620)

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