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“.

The next time you visit the Submission page inside of a return, you will notice the “Save and Return” button shown below. When clicked, this directs users to the Summary/Print page inside of the return without having to click the “Back” button to return to the first page of E-file then click “Back” once again to go back into a taxpayers return. Selecting “Save and Return” also saves data entered on the Submission and is also logged in Client Status under the Return Audit History.

We will be releasing a couple updates on Tuesday, June 12th at 5:00am ET.

• Firefox Browser – Fixing an issue when using Mozilla Firefox within the Federal Estimated Payments menu. Tabbing no longer moves cursor to next entry field when tabbing from 2nd entry box (Issue #2008).
• Schedule A, Gambling Losses Text Update – With the recent addition of the Gambling Loss entry field within the W-2G entry menu in the Income section, text has been added to the Schedule A, Misc Deduction menu to not re-enter losses already reported on the W-2G.
• Tracking ID 277609 –  View Full SSN designation in Security Templates now applies to Review Returns, as well as the Client list.

6/7/18 – 12:51pm ET – 2014 real-time calcs and prints are now rendering.

6/7/18 – 11:23am ET – Issue #2040 has been opened to investigate why real-time calcs and PDF’s are not generating in the 2014 software. This impacts access to the “Summary/Print”  and “E-file” menus as well as generating PDF’s. Programs 2015-2017 are not impacted.

This post will be updated once this issue has been resolved.

This will be the re-scheduled deployment from Thursday, May 31st. This update will mostly include back-end work.

• PA Local Form – Remove the second mention of “for” within Basic Information when asking “City for Which You are Filing for:“
• Release Notes – Update the URL within Release Notes on the left navigation bar to redirect users to the Release Notes category in the VITA/TCE Blog
• Review Returns – Previously, with a Security Template that did not allow full view of the SSN from “Client List” still showed the full SSN when inside the “Review Returns” menu. Update released today also masks the first 5-digits of the Taxpayer SSN within the “Review Returns” menu for users with a security template that does not allow full SSN view.

There is a scheduled deployment on Thursday, May 31st at 5:00am ET to release some updates. This update will mostly include back-end work.

• PA Local Form – Remove the second mention of “for” within Basic Information when asking “City for Which You are Filing for:“

We will be placing the site in maintenance on Monday, May 14th at 5:00am ET to release a series of updates.

• 1040-PR using 1040 – Ability to adjust earned income specific to CTC/ACTC when claiming less than 3 qualifying dependents (Issue #1793)
• Zip Code Update
  • 99354 – Richland, WA (Issue #1980)
• 1040-NR/Schedule OI – Text update within the “Travel Dates” menu to clarify only travel dates specific to the current filing year should be provided
• GA – Remove the automatic e-mail pre-fill entry within GA Basic Information (Issue #2000)
• KS – Correct an issue where excluded SSS disability income was not removed from K-40H household income calculation (Issue #407)
• MI – Correct a PDF display issue where the percentage entry for Veteran Disability (1040-CR2) was not carrying to the return (Issue #1991)
• VT – Correct a PDF display issue where the Form 144 entries for additional household members (if more than 2) were not carrying to a new statement in the PDF (Issue #1999)