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

ESTIMATED PAYMENT VOUCHERS FOR NEXT YEAR

• Update the 2nd and 3rd quarter dates to match current dates within the Estimated Payments Menu (Issue 2479)

FORM 1040-V

• Update the 1040-V PDF to include the mailing addresses which are now on Page 2 of the voucher (Issue 2544)

NEW JERSEY

• Correct an issue where an incorrect amount was pulling to Worksheet F, Line 5 (Issue 2432)

PRINT SETS

• Correct an issue where the selected amount of copies was not generating in a custom print set. For example, creating a print set with 3 copies of Form 1040 but only 1 was being generated (Issue 2575)

QBI UPDATE (Based on Final IRS Regulations Issued 1/19/2019)

• Update QBI calculation to comply with final regulations issued by the IRS on January 19th, 2019 (Issue 2465)
  • To arrive at “Total Qualified Business Income (line 2 of QBID Worksheet), the QBI shown on line 1 is reduced by:
    • Self-Employed Health Insurance Deduction
    • Deductible portion of Self-Employment Tax
    • Self-Employment Retirement Plan Contributions

REPORTS

• Correct an issue where the States Non-Accepted Returns Report was not yielding results (Issue 2559)

STATE AND LOCAL REFUND

• Correct a calculation issue when it was indicated a TP was Over 65 and/or Blind (Issue 2515)

TUITION AND FEES DEDUCTION

• Removing the Tuition and Fees Deduction selection when accessing the Education Credits menu from Credits. This was already removed as an option from the Adjustments menu (Issue 2525)

WISCONSIN

• Correct an issue where certain subtractions claimed on the WI return should not result in a negative income value (Issue 2526)

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

2/6/2019

Arizona Department of Revenue sent the below message late yesterday evening. AZ acknowledgements should begin populating at your sites as they work through their backlog.

“Thank you all for your patience. The issue with BR901 has been resolved. Please resume all activity (sending submissions, calling acknowledgements, etc.). Let us know if you additional questions.”

**Arizona also sent erroneous Reject Code 901’s. If your site had any AZ return rejected for Reject Code 901, AZ has stated these can be resubmitted.

2/5/2019

Software vendors have received the below messaging from the Arizona Department of Revenue.

“Please be advised that Arizona has temporarily suspended receiving submissions from the IRS. We will notify you when we start accepting returns.”

Arizona returns can still be transmitted to TaxSlayer as normal, just be advised there will be a delay in receiving acknowledgements.

The site will be placed in maintenance on Tuesday, February 5th at 5:00am ET to release back-end updates to the software.

The below screenshots highlight how Issue ID 2230 was resolved.

For 2018, the “Full-year Health Care Coverage or Exempt” checkbox should be marked when the below scenarios are presented on a tax return:

1. Every household member has full-year health insurance coverage
2. Every household member has full-year health care coverage exemptions
3. Every household member has a combination of health care cover and coverage exemptions that cover every month of 2018.

With 2018, if the “Full-year Health Care Coverage or Exempt” checkbox is marked, the IRS does not require Form 8965 to be included with the return. This means the IRS does not require specific health care coverage exemptions to be reported per household member. The below screenshot is an excerpt from Page 18 of the 2018 Form 1040 instructions on irs.gov.

For this reason, we were able to add text to two (2) existing Health Insurance questions to satisfy this new checkbox. Below highlights the new two questions that now have added text to support marking the “Full-year Health Care Insurance or Exempt” checkbox on the 1040 and will not generate Form 8965 with the return since would not apply.

The site will be placed in maintenance on Monday, February 4th to release the below software updates.

AMENDED RETURN

• Updating line references for the new 1040 and IRS Schedules (Issue 2427)
• Adding the amended return field for QBID within the Original Federal Return Information page (Issue 2380)

HAWAII

• Adding HI N-356 as an option on the print set list (Issue 2510)

MAINE

• Correcting an issue where W-2, Box 14 entries for “ME MSRS” are not carrying to Schedule 1 (Issue 2466)

TRANSMISSION MENU

• Correct the issue where “Complete” returns are not available to be transmitted from the Transmission Menu (Issue 2533)

VERMONT

• Removed Schedule IN-155 as it was discontinued from 2018 (Issue 2556)

VIRGINIA

• Correct an issue where the VA State PDF View was not including some applicable VA forms specific to a return (Issue 2360)

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

The site will be placed in maintenance on Friday, February 1st to release some software and back-end updates.

CALIFORNIA

• Corrected a print issue where dependent information on Line 10 of 540-NR were truncated into one column (Issue 2549)

GIFTS TO CHARITY

• Updated the calculation limitation threshold from 50% (2017) to 60%(2018) for donations made to charitable organizations. Note: The limitation worksheet will still reflect 2017 rates because the IRS has not released the 2018 version yet but all calculations are updated to 2018. (Issue 2292)

MISSOURI

• Correct an issue with MO-PTS where Line 2 was not including all Tier I RRB benefits (Issue 2463)

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

We have a scheduled release for Thursday, January 31st. The items below are scheduled to be released tomorrow morning.

ALABAMA

• Correct a display/print issue where the SP name was carrying to certain AL schedules when Married Filing Separate (Issue 2433)

DELAWARE

• Corrected an issue where the additional standard deduction amount when age 65 or over was not being applied to the Spouse (Issue 2488)

MICHIGAN

• Corrected an issue on Form 4884 where applicable exclusions were carrying to Line 28 instead of Line 29 (Issue 2435)

E-FILE DIRECT DEBIT

• Correct an issue where the date of filing was being included as the Federal Direct Debit date instead of the requested future date (Issue 2487)
  • Any Federal returns that were being held due to this issue can now be transmitted

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

1/31/2019 – 7:46am ET

Issue 2487 has been resolved. The requested payment date when “E-file: Direct Debit” for Federal return now correctly displays on the Client Listing Form Summary and included in the transmission.

We have opened Issue 2487, actively being worked, to correct an issue where the date of filing a Federal return is being sent when “E-file: Direct Debit” is selected with a future debit date. For example, if a taxpayer has a balance due Federal return and is filed on 1/30/2019 with a requested direct debit date of 4/15/2019, the filing date of 1/30/2019 is being sent as the debit date.

We anticipate having this resolved this week at the earliest.