A deployment is scheduled for the morning of Thursday, June 13th to release the below update(s). Access to the program may be limited during a deployment.

CUSTOM CONSENTS

• Increase definition character limit to 500 characters (Enhancement)

We’re excited to announce that TaxSlayer Pro Online now supports a “1040 Estimated Payments Calculator” tool. This tool is housed under the Payments & Estimates menu > Vouchers for 20XX Estimated Tax Payments. Below is a series of screenshots highlighting this new tool.

Users will see the current year column auto-populated from data in the return. The next years column is where users can enter data for next year.

After entering all applicable information, the bottom of the 2nd page will display the estimated tax as well as the suggestion quarterly payments to make during the year. Currently, users will need to manually enter this amount in the Vouchers for Estimated Tax Payments menu. We have entered an enhancement to offer an option to auto-fill the calculated quarterly payment into the Vouchers for Estimated Tax Payments menu.

After completing the 1040 Estimated Payments Calculator tool, users have the option to generate a PDF shown below.

NOTE: The below changes DO NOT impact volunteer access to Link & Learn training materials. For any questions related to Link & Learn, please direct them to your local SPEC Relationship Manager and not to TaxSlayer VITA/TCE support. We are unable to assist or answer any Link & Learn questions.

Background: Link & Learn Certification Site (VITA/TCE Central) is Offline

Message for SPEC Employees:

The Link & Learn Taxes (LLT) certification site is offline due to a transition to a new vendor for LLT maintenance. The transition period is expected to last several months. During this period, the LLT certification site will remain offline. An update will be provided as new information becomes available.

Impact on Services:

During this period, the LLT certification site will be unavailable.  Volunteers will not be able to access the certification site to take certification tests. If a partner has an immediate need to certify volunteers, please contact their local relationship manager. In reference to Continuing Education Credits, we hope to have certificates available in LLT sometime after July 2024.

Action for SPEC Employees:

All SPEC employees should review the alert and share it with your partners and volunteers. Once new information is available, we will notify you promptly.

We apologize for any inconvenience this may cause. Thank you for your patience and continued support.

A deployment is scheduled for the morning of Tuesday, June 4th to release the below update(s). Access to the program may be limited during a deployment.

ALABAMA

• Update AL Federal Income Tax Deduction Worksheet to 2023 form (Issue 2456)

MFJ vs MFS COMPARISON

• Add MFJ vs MFS Comparison tool under Misc. Forms section (Enhancement)

STUDENT LOAN INTEREST DEDUCTION

• Student loan interest deduction not calculating when TP marked as CAN BE claimed as dependent but IS NOT claimed (Issue 2043)

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

VALIDATIONS

• Add a “Validation Errors” button next to “Rejected Clients” on main menu (Enhancement)

A deployment is scheduled for the morning of Tuesday, May 28th to release the below update(s). Access to the program may be limited during a deployment.

ARKANSAS

• Remove “(Not Electronic Games of Skill)” Text References

1040 VIEW

• Form 1040 View showing duplicate decimal amounts (Issue 2414)

MICHIGAN

• MI-1040CR-7, Line 38 Standard Credit using amount for 3 exemptions when there are 2 exemptions and 2 or more single adults share a home (Issue 2430)

A deployment is scheduled for the morning of Tuesday, May 14th to release the below update(s). Access to the program may be limited during a deployment.

PENNSYLVANIA

• Capital gain/loss entry from Federal Schedule K-1 is carrying to PA Sch. D, Line 1 instead of Line 6 when PA RK-1 present (Issue 2424)

RHODE ISLAND

• Always Generate Form 1040-H in PDF When Completed In Program (Enhancement)

5/9/24 – 11:45am ET: This has been resolved.

With this mornings deployment, an issue was introduced where searching/filtering on the “100 Most Recent Return” view is not working. When trying to search or filter the list of returns, you will be redirected back to the main menu of your site when clicking “search”. We have opened a high priority work item for development.