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Release Notes: January 10th – MI, MN, MT, OH, Sch. A & VA

09 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 10th to release the below update(s). Access to the program may be limited during a deployment.

MICHIGAN

  • Retirement and Pension Benefits Subtraction is not being used it is more beneficial than MI Standard Deduction on Sch 1 line 25/26 (Issue 2696)

MINNESOTA

  • Applicable M1QPEN not calculating when Line 4 is greater than Line 5 (Issue 2699)

MONTANA

  • Form 2, Line 6 for 65 or older not calculating 5,500 when just SP is 65 and older (Issue 2702)

OHIO

  • Add Wilmington School District for Clinton county (Issue 2705)

SCHEDULE A

  • Update Schedule A – LTC Premium limits for TY2024 based on age range (Update)

VIRGINIA

  • VA Age Deduction calculating when return does not qualify (Issue 2706)

Release Notes: January 8th – FW-2, KS & State & Local Refund Wksht

07 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 8th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2/FORM 8889

  • Add E-file Warning when W-2 has Code W in Box 12 but no F8889 added to return (Enhancement)

KANSAS

  • All Social Security Benefits included in Fed AGI should not be taxable to KS (Issue 2695)

STATE & LOCAL REFUND WORKSHEET

  • State and Local Income Refund Worksheet – Schedule 1, Line 1 is missing text on the PDF for lines 2 and 3 (Issue 2684)

Release Notes: January 6th – F1040-ES & F1042-S

05 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, January 6th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1040-ES

  • Add 1040-ES e-file warning when Federal Balance is over $1,000 (Enhancement)

FORM 1042-S

  • The 1042-S page is loading blank inside the 1040-NR program (Issue 2682)

Release Notes: January 3rd – F1099-G, FW-2 & OR

02 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 3rd to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-G

  • 1099-G Unemployment Compensation page shows erroneous validation after initial save when going back in to edit (Issue 2680)

FORM W-2

  • Medicaid Waiver Payment checkbox to include in calc of earned income shows unchecked after saving (Issue 2672)

OREGON

  • Kids Credit Worksheet, Line 6 is not displaying the rounding to 2 decimal places (Issue 2677)

Release Notes: January 2nd – F1099-R, Sch. E & States

01 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, January 2nd to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

  • Simplified Method Worksheet page not loading after PSO entry has been made (Issue 2625)

SCHEDULE E

  • Schedule E for Royalties page validation requiring address erroneously (Issue 2649)

STATE PROMPTS

  • State prompts show twice before navigating to state return menu (Issue 2337)

Release Notes: December 30th – 1099-R, F5695, Sch. A & Sch. E

29 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, December 30th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R (NOT DEPLOYED)

  • Simplified Method Worksheet page not loading after PSO entry has been made (Issue 2625)

FORM 5695

  • Move credit carryforward entry fields from the Residential Clean Energy Credit menu to it’s own menu (Enhancement)

SCHEDULE A

  • Insurance premiums you paid (medical, dental, vision) entry is not deleted when removed and saved (Issue 2662)

SCHEDULE E (NOT DEPLOYED)

  • Schedule E for Royalties page validation requiring address erroneously (Issue 2649)

Release Notes: December 18th – F3800 & Sch. A

18 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, December 18th to release the below update(s). Access to the program may be limited during a deployment.

FORM 3800

  • When accessing Credits menu, Form 3800 pop up is appearing in error (Issue 2638)

SCHEDULE A

  • Taxes You Paid > Sales Tax OVERRIDE button loads blank (Issue 2630)

Orders: New Site & New Site Admin Links Issue [RESOLVED]

12 Dec 24
Craig Smith
No Comments

Update 12/12/2024  12:23 PM:  A resolution has been deployed that prevents the error.  The originally issued links are fine (it was an issue inside the application).  If your link has expired, please reach out to VITA/TCE support and they will send you a new Site Administrator link.


 

We began importing the first round of orders this morning (12/12) and we are aware of an issue with the links included in the New Site & New Site Admin e-mails. The links are not allowing a new site/admin to save their login information and instead are receiving a “You do not have access to modify this value” error when attempting to save. We are actively investigating.