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.

The site will be placed in maintenance on Wednesday, January 30th to release a series of software updates.

1040 VIEW

• Correct an issue where clicking on certain line items from 1040 View was throwing an error instead of directing you to the intended area of the program (Issue 2491)

ALABAMA

• Correct an issue where the full amount of Long-Term Care Premiums paid were not being deducted. The Federal amount reported now automatically carries to the AL Schedule A. Any additional LTCP allowed on the AL return can be entered within the Alabama itemized deduction menu (Issue 2438)

MISSISSIPPI

• Correct a display issue on the PDF of Form 80-160, Line 12 (Issue 2501)

MONTANA

• Correct a display issue between the MT Refund Generator and what displays on the PDF for MFS on Combined Returns (Issue 2504)

STATE E-FILE

• Correct an issue related to several state submissions where the STIN was not being included in the submission resulting in a state validation

OREGON

• Correct an issue where the OR Schedule A is not generating in the PDF (Summary/Print) when needed (Issue 2311)

ZIP CODE DATABASE

• Adding 05408 to zip code database for Burlington, VT (Issue 2406)

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

1/30/19 – Impacted IN returns with Reject Code 60014 can be resubmitted as “State Only” if Federal previously accepted.

If your site(s) has any returns with Indiana Reject Code 60014, hold these state returns until this blog post has been marked as “Resolved” and “Send State Only” has been turned on.

Indiana Reject Code 60014 – “Schema not found with StateSchemaVersion: INIndividual2018V1.3, and ReturnType:IT-40”