VITA/TCE Support will close on Friday, December 7th at 3:00pm ET and will reopen on Saturday, December 8th at 8:00am ET

The site will be placed in maintenance while the below items are deployed live on Thursday, December 6th.

1099-R/RRB-1099-R

• Correct the issue where an error is presented when trying to access the Simplified Method Worksheet (Issue 2235)

ARIZONA

• Correct a print issue in 2017 where the checkbox is not being marked for Box 4a when applicable for TP/SP qualifying for injured spouse protection (Issue 2173)

E-FILE

• Corrected the error that occurred when saving the first E-file screen to go to the Submission page of e-file (Issue 2239)

SCHEDULE C

• Correct the issue where Supporting Statement entries are forced on the user rather than being an option entry method for income and expenses (Issue 2183)

STUDENT LOAN INTEREST WORKSHEET

• Correct an issue where amounts from Line 45 of Form 2555 were not being added back to impact the Student Loan Interest Deduction calculation for Line 7 (Issue 2146)

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

The below items will be deployed on Tuesday, December 4th.

1040 VIEW

• Correct a display issue where Line 11b of 1040 was not marked when applicable
• Correct a display issue where HoH filing status was marked with two (2) X’s instead of just one (1)
• Correct the display issue where regular interest and tax-exempt interest was switched (Issue 2207)
• Correct a display issue where Schedule 4 of 1040 View was not displaying the total on Line 64 (Issue 2215)
• Added Dependent Age view to 2018 1040 View (Issue 2228)
• Correct the jumbled 1040 View in 2018 (Issue 2242)

1099-MISC

• Correct a page validation when a Box 3 entry is incorrectly prompting a validation meant for Box 4 entries (Issue 2238)

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

UPDATE 12/4/18 – 2018 1040 View has been corrected.

UPDATE: 11/30/18 – Style-sheets are now loading as expected. This has been resolved.

11/29/18 – One impact related to the deployment from this morning caused an issue with consistently loading style-sheets within the 2018 program. Generally, this can be resolved by refreshing your window (sometimes it can take a few tries). We are aware and working to correct this display issue. Below is a screenshot of what may be impacted: Icons on the left navigation menu, the EDIT and DELETE icons, and certain other icons may not properly be loading initially.

This is only an issue related to downloading style sheets and also impacts the data being displayed on the 1040 view. Issue ID 2242

The below items are expected to be released on Thursday, November 28th…

1099-INT, DIV, and OID 

• On the INT/DIV/OID entry menus where state withholding entries are available, we are adding Payer Address, City, State, Zip Code, and Foreign Address checkbox functionality. Some state returns will require this additional information not needed/required on the Federal return.

TAX-EXEMPT INTEREST

• Removed an E-file Block when creating the e-file for returns containing a Form 1099-INT where only tax-exempt interest is reported (Issue 2199)

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

We will be placing the site in maintenance on Wednesday, November 14th to release a few updates but mostly back-end items.

1040 VIEW

• Update the 2018 1040 View to address formatting and the new schedules

KNOWLEDGEBASE

• Launch the new VITA/TCE Knowledgebase and update corresponding Knowledgebase links on The Springboard

RETURN TAGS

• Within Configuration>Tags, Site Administrators can now reorder Return Tags to determine the order they will display to the preparer on the Submission page of e-file. This is the same behavior as reordering answers to custom questions.

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

With the initial launch of the 2018 TaxSlayer Pro Online software, reporting Tax-Exempt Interest and Dividend Income now requires less clicks! On the screen below in Income>Interest and Dividend Income menu, the highlighted menus for the main 1099-INT and 1099-DIV entries now house the tax-exempt income entries. The radio button to select “Tax Exempt Interest and Dividend Income…” will be removed in future updates prior to the filing season.

Note: The entry for “Specified Private Activity Bond” has also been added to the 1099-INT/DIV entry pages and will automatically carry to Form 6251 (Alternative Minimum Tax) when applicable.

We will be placing the site in maintenance on Thursday, November 8th to release a series of updates listed below.

MISSOURI

• Correct an issue with the Private Pension calculation when taxpayer also has public and military pensions reported (Issue #2168)

PRACTICE LAB

• The initial launch of Practice Lab 2018 is now live. Note: State Returns for 2018 are not live at this time.
  • (RESOLVED) Existing 2018 returns are currently not rendering a calculation.  Our development team is aware.  You can continue creating new returns, but once you close them, it will be a little while before you can open them successfully.
  • QBI is not included in the initial launch
  • Additional CTC/Form 8812 is not included in the initial launch
  • The information on the 1040 view is still a work in progress so it is not lining up yet.  You should generate the PDF from the Summary/Print page to see the values lines up on the new 1040 and new schedules.
• Added a validation message when resetting Practice Lab passwords if the password requirements are not. Previously, there was not a visible indicator a reset password did not meet the complexity requirements.
• Under Section 6, the recorded webinar session titles have been updated for this seasons webinars. Note: Recorded sessions will be posted by end of each webinar series.

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