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)

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)

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)

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.

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

FORM 1099-R

• 1099-R’s with Code 1 or J in Box 7, when continuing, the “RETURN TO FORM 1099-R” button at the top and bottom of the page is not working (Issue 2617)

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

PENNSYLVANIA

• Nonresident PA return is pulling Federal “Other Income Not Reported Elsewhere” with dropdown selection of “Other Income” to PA-40, Line 1a when it shouldn’t (Issue 2619)

For any assistance or questions with the IRS Link & Learn Certification platform, volunteers/sites should contact your SPEC Relationship Manager. The L&L platform is not owned, managed, or operated by TaxSlayer and VITA/TCE Support is unable to provide any assistance with any questions regarding L&L.

The 2024 Desktop/Contingency Software & Site Administration OnDemand webinars for the 2025 Filing Season are now available. The direct links are available below and also accessible under Section 6 in the Practice Lab.

• Desktop & Contingency Software – Click Here
• Site Administration – Click Here

Remaining OnDemand Webinars: The remaining OnDemand webinars (Return Preparation 1 & 2) will be made available after Thanksgiving (early December). Additional blog posts will be published with direct links when available. Under Section 6 of the Practice Lab, the 2023 versions are still available for viewing.

The 2024 Enhancement Webinar (2025 Filing Season) will be presented live the week of December 8th. Please contact your SPEC Relationship Manager for additional information.