The site will be placed in maintenance on Thursday, August 2nd at 5:00 ET to release a series of updates.

FEDERAL

• With the recent addition of Form 8919 to the application, “8919” will now be a searchable form using the Form Finder inside the Federal Section (Issue #2037)

STATE APPLICATIONS

• The “CANCEL” button will be changed to “BACK” to maintain consistency with the Federal application

MARYLAND

• Correct a print issue where the deceased Taxpayer’s code of 321 was not carrying under Line 51c of the PDF (Issue #2082)
• Correct an issue in the Nonresident program where Line 6b of Form 505NR was pulling an incorrect figure from Line 17 of Form 505 (Issue #2072)

MICHIGAN

• Fix an issue where the “Renters – Homestead Information (2)” menu would not load when clicked (Issue #2095)

MINNESOTA (M1PR)

• Fix an issue where the “Type of Owner/Renter” menu within the M1PR program was loading blank (Issue #2094)
• M1PRX explanations not carrying to the PDF print (Issue #2098)

NEBRASKA

• Correct a print issue on Form 1040X-N where the Social Security Adjustment, when applicable, was not displaying on the PDF (Issue #2081)

NEW YORK

• Fix an issue where the Estimated Payment screen within the NY return was loading blank (Issue #2093)

OREGON

• Correct an issue where the OR Foreign Tax subtraction was not limited/eliminated when the applicable Federal Tax Subtraction was fully claimed (Issue #2071)

VERMONT

• Correct a print issue on the VT Form HI-144 “Other Persons Living” area where first and last names were reversed on the print (Issue #721)

The site will be placed in maintenance on Tuesday, July 24th at 5:00am ET to release primarily back-end items. No front-facing (customer facing) updates are scheduled to deploy.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
• Attachment #3:  TaxSlayer Suggestion Status

Attachment 3 has the duplicates removed and only has the TaxSlayer Responses.

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Change the wording from Cancel to Back in the state programs to be consistent with the Federal program
• Several new “committed” items in the state spreadsheet

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

The below items were released into production this morning.

1040-NR

• Below information provided within the Schedule OI now carries to Form 8843 to prevent re-entry of data
  • Country of Citizenship
  • Number of days in the U.S.
  • Type of Visa and Visa Code

Form 8919

• Resolved Issue #2038 where clicking “Cancel” within the 8919 entry screen was throwing an error to the end-user

ARIZONA

• A “Household Income Adjustments” menu has been added within the AZ PTC (Property Tax Credit) menu to adjust capital gain/loss items for household income purposes (Issue #2030)

ARKANSAS

• Update some text within the AR Retirement Exclusion Worksheet Menu
  • Corrected “IRS” to reflect “IRA” and “Worksheet” was missing the “t”
• For MFJ returns, when selecting the AR Filing Status within Basic Information, the corresponding filing status numbers have been added

Issue #2059 is now resolved

MASSACHUSETTS

• Within the Schedule HC, Affordability Worksheet menu, the order of the questions has been rearranged to match the order on the Schedule HC PDF

OHIO

• Within the OH Localities menu, specifically the CCA City Tax Form, the allowed entry of employers has been increased from one (1) to four (4). The additional employers added will carry to Lines A-D of Section A on the PDF

This is now resolved as of 6/26/18

Issue #2059 has been opened to address an issue where the new “Direct Debit payment amount cannot exceed amount due” message is being prompted when marking state returns as “E-file: Direct Deposit“. Note: This is only occurring at sites where the 8888 is offered.

Until this issue has been resolved, state returns can be filed using state return types “E-file: Paper Check” or “Paper Return” when the 8888 is offered at the site or site admins can adjust “Office Setup” within “Configuration” to not offer the 8888. Federal returns can still be filed as “E-file: Direct Deposit” as normal.

The site will be placed in maintenance on Thursday, June 21st at 5:00am ET to release a series of updates and back-end work.

• Form 8889 – Adding clarifying text next to coverage selection drop-down for what type of coverage should be selected if a TP/SP received a distribution from a HSA when no longer covered under a HPDP plan (Issue #1432)
• Federal Direct Debit – Enhancement released that will prompt a warning to a user when a payment is entered to the IRS that is higher than the balance due
  • For example, if $1,000 is owed to the IRS, when selecting “E-file: Direct Debit” and entering $1,500 as the payment, a warning will show indicating the payment exceeds the amount owed.
• Transmissions Menu – Enhancement released that will allow the columns within the Transmissions menu to be sortable
• Practice Lab – Adding two additional Practice Returns under Section 6
  • Practice Return International
  • Practice Return Military

Returns will be placed in maintenance beginning Tuesday, June 19th at 5:00am ET to release updates.

• IA: Update some text within the blue header inside the Itemized Deduction page (Issue #2033)
• CA: Adding additional transparency inside the CA return (Other Income Taxable to California and Adjustments to Income Subject to California Tax menus) for users to easily see Federally reported amounts
• MN: Adding additional transparency inside the MN return for Federally reported INT/DIV income, Business Income/Loss, Gains/Losses, Pension and Annuities, Rents and Royalties, Farm Income/Loss, and Other Income/Loss

An enhancement released today now gives users (with the appropriate security template) the ability to assign Custom Consents to a specific tax year at their site(s). There is also the option to assign Custom Consents to all tax years at your site(s). Now, when accessing Configuration>Consent Forms a drop-down field is available to select the tax year for the consent to display or you can select “ALL“.