A product deployment for TaxSlayer Pro Online will occur Friday, March 22nd beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1040-NR

• FSA Kiosk/Pro Web – 1040NR Sch OI – Tax Treaty Article “21(1)” not able to be selected for Netherlands, changes to “20” (Issue 2207)

FORM 8936

• Form should require either account number OR other specific identifying information, not both (Issue 2199)

NEW MEXICO (PART-YEAR)

• Part Year Credit for Taxes Paid to Another State entry is not available (Issue 2216)

PENNSYLVANIA

• PA Sch. T not generating in print when gambling winnings and losses are the same amount (Issue 2228)

REJECT CODE (2021)

• 2021 VITA – Reject Code F1040-034-07 (Issue 2231)

3/21/24:

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 20th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MICHIGAN

• City of Detroit Nonresident return unable to pull the amount from W-2, Box 18 to Form 5119, Line 9 (Issue 2170)

NEW JERSEY

• Basic Info question “Death Certificate Attached for Deceased returns?” but no place to attach the PDF (Issue 2185)

PDF – STATE DIRECT DEPOSIT

• Accepted states not printing direct deposit information on the available state form when E-file Direct Deposit selected on the E-file menu

REJECT CODE (2022)

• Reject Code F1040-034-07 for 2022 returns can be resubmitted (Issue 2208)

A product deployment for TaxSlayer Pro Online will occur Monday, March 18th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MISSOURI

• MO-A Part 3, Section A, Line 8y and 8s calculation specific to taxable SSB (Issue 2186)

VIRGINIA

• VA 760PY Pension and Other Income field(s) not allowing negative entry (Issue 2193)

A product deployment for TaxSlayer Pro Online will occur Friday, March 15th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

NEBRASKA

• Print sets that include Schedule I, II & III not generating in PDF when applicable (Issue 2003)

PDF WATERMARK

• Decrease the opacity of “File Copy Only Do Not Mail” watermark

WISCONSIN

• Amended return indicator not showing on PDF, so Sch. AR also not generating (Issue 2158)

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 13th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FEDERAL (2021/2022)

• Reject Code F1040-034-070 (Issue 2178 & 2179)

ILLINOIS

• Credit for Taxes Paid to another State manual entry not overriding when no MO tax on MO-1040, line 36 (Issue 2130)

MISSOURI

• MO-PTC line 3 for RRB-1099-R is also being included on line 2 in error when selecting “Yes” to print Form MO-PTC instead of MO-PTS (Issue 2153)

PENNSYLVANIA

• E-file block for missing PA 41 RK-1/NRK-1 entity address showing in error (Issue 2177)

SCHEDULE E

• Allow negative value for “Amount to Adjust Depreciation Expense or Depletion (DO NOT include land value)” field (Issue 2172)

A product deployment for TaxSlayer Pro Online will occur Friday, March 8th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CALIFORNIA

• Sch. RDP, Section B, line 8r not pulling from Federal Scholarships and Grants (Not Reported on W-2) entry (Issue 2109)

MICHIGAN

• Form 4884, Section B, line 17 not calculating for deceased spouse born in Tier 2 (1946 through 1952) (Issue 1574)
• Generate Worksheets 2, 3.1, 3.2, 3.3 for Standard Deduction when they are used in the return (Issue 2104)

NEW JERSEY

• “1099-B Transactions with No Adjustments” entries from Federal not carrying to Sch NJ-DOP when net loss (Issue 1945)

NEW YORK

• NY IT-241 Claim for Clean Heating Fuel Credit not calculating (Issue 2120)

OHIO

• Direct debit amount not displaying on Direct Debit Information Sheet in PDF (Issue 2116)

This morning (3/6/24), an enhancement was released to indicate to preparers, if carryforward was used, that a 2022 return had a 1095-A added but it had not been added to the 2023 return. However, it seems the 1095-A warning (screenshot below) is being presented at e-file regardless of if the prior year return had a 1095-A. We should have an update out during our normal Friday morning (3/8/24) window to correct this issue. NOTE: This is only a warning and not a block. All returns can still be transmitted as normal.

• EXPECTED BEHAVIOR: If carryforward is used and the 2022 return had a 1095-A present, display a warning at e-file (screenshot below) if the 2023 return does not have a 1095-A present.
• CURRENT BEHAVIOR: Below screenshot is being presented when the 2022 return was accepted and carryforward used in 2023 regardless if 1095-A was present on prior year.