RESOLVED 3/9/18

Issue #1523 has been opened to review why the Schedule E is not being generated in the PDF view of returns where the Schedule E menu has been completed for 2017. This does not impact any calculation as the applicable value carries to Line 17 of the 1040 and all supporting statements necessary for the Schedule E are included in the PDF.

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET to release a series of updates.

• Update to 1099-R, box 2a entries when box 7 code is G, H, or Q. A warning will display to verify if a taxable amount in box 2a is valid (Issue #1377)
• Fix a display issue where Apartment # entries in Basic Information were not showing on the W-7 PDF (Issue #1426)
• Zip code updates
  • 85138 – Maricopa, AZ
• MI CF-1040 not generating Schedule TC when completed in locality menu (Issue #1156)
• LA fix where select Priority 2 credits were displaying incorrect codes on PDF (Issue #1395)
• LA fix where the Ad Valorem Natural Gas (Priority 4 Credit) was not carrying to the PDF (Issue #1237)
• MT fix for MFS returns forcing itemized deductions when spouse itemizes (Issue #1502)
• WV Update for requirement of taxpayer e-mail address prior to reaching first e-file screen (Issue #1459)
• ID display fix where the bank account information was not displaying on Line 76 of the ID return (Issue #1389)
• OH validation error for $0 refund/due values on SD-100. These returns can be resubmitted (Issue #1475)

3/6/18 – 2:40pm ET

The issue with 2016 PDF’s and calcs has been resolved.

3/6/18 – 2:17pm ET

We have opened Issue #1514 to investigate reports of 2016 PDF’s and calcs not rendering when inside of a return. You are able to generate 2016 PDF’s from Client List. This also impacts the ability to transmit 2016 returns.

Note: Years 2014, 2015, and 2017 are not affected.

We will be placing returns in maintanence on Tuesday, March 6th at 5:00am ET to apply a series of updates.

• Fix an issue with 2016 print not generating when adding NH Form DP-10 (Issue #291)
• Fix a print issue where United States was not carrying to line f of Form 1116 when country of residence (Issue #1372)
• Zip Code updates:
  • 98338 – Graham, WA
  • 98391 – Bonney Lake, WA
  • 60585 – Plainfield, IL
• Update text from “2015” to “2016” when referencing prior year credit taken for exterior windows within F5695 menu
• W-2 State Information – Lengthen the State EIN field to always show all characters entered

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

• Zip Code Updates (Issues #1436 and #1449)
  • 98087 – Lynnwood, WA
  • 85396 – Buckeye, AZ
  • 62711 – Springfield, IL
  • 62712 – Springfield, IL
  • 06824 – Fairfield, CT
  • 06825 – Fairfield, CT
  • 06828 – Fairfield, CT
  • 06890 – Southport, CT
• Kentucky – Fix an issue where dependents not being included in Personal Credits and Family Size Tax Credit (Issue #1420)
• Connecticut – Update text on the CHET  menu for account number entries (Issue #1329)
• W-7 – Fixed an issue where taxpayers needing to renew their ITIN’s were not able to access the W-7 menu

RESOLVED 3/1/2018 – 3:54 pm ET

UPDATE 3/1/2018 – 2:40 PM ET —  The correction has been finalized on our internal system. We will be making the correction shortly.  This should have no impact on users.

UPDATE: 3/1/2018 – 12:40PM ET –  The correction has been made to the code.  We are in the process of deploying the changes to our internal systems for testing purposes.

UPDATE: 3/1/2018 – 10:35am ET – This appears to be impact any date entry field for any state return menu where they are available. We are actively investigating.

We have opened Issue #1442 to review an item that popped up today with preparing a Resident New Jersey return. Within the Resident New Jersey return, specifically the “Basic Information” menu, at the bottom of the screen, there is the option to enter Part-Year residency dates.

The Issue:

If preparing a Resident NJ return and Part-Year residency dates are not needed, when clicking “Save” to continue from the Basic Information menu, a validation shows as “Invalid Format Date” for Part-Year residency even though dates have not been entered and are not required for the Resident NJ return.

What to do now:

At this time, in order to save the other data entered within the Basic Information menu and continue with preparing the  Resident NJ return, we recommend entering residency dates of “01/01/2017” to “12/31/2017”. We also recommend holding impacted NJ returns until this blog post has been updated as RESOLVED. At that time, access any impacted Resident NJ returns and remove the Part-Year residency dates entered. We recommend using a Return Tag to mark impacted NJ returns.

RESOLVED as of 3/2/18

We have opened Issue #1420 to review an issue where dependent(s) are not being included when calculating the Personal Tax Credit (Form 740, Line 17) and Family Size Tax Credit (Form 740, Line 21) on KY returns.

Example Scenario for Personal Tax Credit:

Head of Household Federal return (Single for KY purposes) with 1 qualifying dependent.

• Per KY instructions, this return is allowed a Personal Tax Credit of $10 per qualifying individual on the return. This KY return should receive $20 Personal Tax Credit on Line 17 but is only receiving $10 on Line 17 because the qualifying dependent is not being included.

Example Scenario for Family Size Tax Credit: DOES NOT impact any KY return with a KY AGI $32,718 or higher based on KY qualifications for the Family Size Tax Credit

Same return as above – Head of Household Federal return (Single for KY purposes) with 1 qualifying dependent with a KY AGI of $16,800.

• Per KY instructions, this return would be considered a Family Size of 2 for determining the Family Size Tax Credit. With a KY AGI of $16,800 and Family Size of 2, the Family Size Tax Credit should be 90% of the value listed on Line 19 (Total Tax Liability) of Form 740. The Family Size Tax Credit is used to lower the KY tax liability, possibly increasing a KY refund or lowering an amount owed.
  • However, because the qualifying dependent is not being considered when determining the Family Size Tax Credit, this KY return is showing as a Family Size of 1 instead of a Family Size of 2. Per KY instructions, for a Family Size of 1 with a KY AGI of $16,800 is over the highest threshold to qualify for the Family Size Tax Credit ($16,040 and under for Family Size of 1) and does not receive any Family Size Tax Credit on Line 21. This is then incorrectly lowering a possible KY refund or incorrectly increasing an amount owed to KY.

Q: What do you do if you have an impacted KY return that has not been filed?

A: We recommend holding these KY returns until this blog post as been marked as RESOLVED. At that time, any impacted KY returns can be transmitted for processing.

Q: What do you do if you have an impacted KY return that has been filed and accepted and did not receive the correct Personal Tax Credit or Family Size Tax Credit?

A: TaxSlayer VITA/TCE Support is in the process of contacting each site that may have impacted KY returns with further instruction. Attempts to call each site will take place on Thursday (3/8), Friday (3/9), and Saturday (3/10). If we are unable to speak with the site admin, we will follow up with an e-mail. Note:  If your site does not receive a call or e-mail from TaxSlayer VITA/TCE Support regarding potentially impacted KY returns, your site DOES NOT have any impacted KY returns.

2/28/18 – 8:30am ET

The slowness in states loading and states just not loading in general should now be resolved.

2/28/18 – 8:13am ET

We are seeing issues with some state returns loading slowly when first attempting to access. We are currently looking into these concerns. In the meantime, if you have a state return that is not loading or possibly loading a little slow, press CTRL+F5 on your keyboard to reload. You may need to press CTRL+F5 more than once if your state return does not initially load.