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)

Schedule to be released tomorrow, May 3rd!

When accessing the W-2G menu, right below the Gambling Winnings field, there will also a new Gambling Losses field. This allows users to go ahead and enter the losses applicable to the reported winnings within the W-2G. These losses will automatically carry to Line 28 of the Schedule A and will no longer require the preparer to remember to report gambling losses later during return preparation.

Note: Any gambling winnings not reported on a W-2G, applicable losses will still be entered within the Itemized Deduction menu and will add to the total gambling losses carried from W-2G entries.

The site will be placed in maintenance on Thursday, May 3rd at 5:00am ET to release some updates.

• State PDF View – Details can be found on this blog post here
• 1040 View Entry Method Update – This update, when utilizing the “1040 View” for return preparation, will return the user back to the 1040 View instead of the regular menu such as Income, Adjustments, Itemized Deductions, etc. This update eliminates the current requirement of the user to return to “Summary/Print” to then click on the next line entry needed.
  • When clicking Line 7 for Wages and Salaries, the user will be directed to the W-2 entry screen as current functionality dictates. After adding the W-2(s), when clicking “Continue” on the W-2 grid screen, instead of being taken to the main Income menu, you will be returned to Summary/Print (1040 View) to click on the next line item for the return being prepared.
• W-2G – Addition of a “Gambling Losses” field under the gambling winnings field where the loss entry will automatically carry to the Schedule A.
  • Click here for additional details
• IL – Remove the “$” sign within the allocation entry field for dependents to reduce confusion as to the value being requested (Issue #1975)
• ME – Remove a hard-coded “X” on the PDF on Schedule 1, Line D (Issue #1981)
• CT – Correct a calculation issue on MFS CT returns when it is indicated the Spouse lived with the Taxpayer at any point during the year and Social Security Benefits have been reported (Issue #1895)
• LA – Correct a validation error occurring as a result of the “Partnership” name not carrying to the PDF (Issue #1964)
• MN – Correct a PDF display issue for the M1REF line 1a is blank when a value is expected (Issue #1995)