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Release Notes: May 28th – AR, 1040 View & MI

27 May 24
Craig Smith
No Comments

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)

Release Notes: May 14th – PA & RI

13 May 24
Craig Smith
No Comments

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)

Client Search Menu: Filtering on “100 Most Recent Return” View Not Working [RESOLVED]

09 May 24
Craig Smith
No Comments

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.

Release Notes: May 9th – Client List, F8843, Health Insurance & PR Return

08 May 24
Craig Smith
No Comments

The below items have been rolled back to correct an issue that was introduced during the deployment. The below items are not live in production at this time.


A deployment is scheduled for the morning of Thursday, May 9th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

  • Add column sorting on the “100 Most Recent” client list view (Enhancement)

FORM 8843

  • 1040-NR Reject Code: F8843-001 PDF attachment not included in XML (Issue 2390)

HEALTH INSURANCE

  • Add Column Totals to Bottom of each 1095-A Column (Enhancement)

PUERTO RICO RETURN

  • Remove Form 1040-PR from picklist for Bonafide resident of PR question (2023 Update)

TaxSlayer VITA/TCE Support Wednesday, May 8th

07 May 24
Craig Smith
No Comments

TaxSlayer VITA/TCE Support will be unavailable Wednesday, May 8th from 8:00am to 11:00am for training. Normal off-season support hours will resume promptly at 11:00am.

Release Notes: May 7th – E-file, IA & MA

06 May 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, May 7th to release the below update(s). Access to the program may be limited during a deployment.

E-FILE

  • Submission Page (Save and Return) and (Save and Exit) options are not working (Issue 2415)

IOWA

  • IA 2440 – Iowa Disability Income Deduction > Attach PDF Signed Physician Statement page loads blank (Issue 2421)

MASSACHUSETTS (NONRESIDENT)

  • Add Federal Relation to Nonresident Income Apportionment Worksheet to display W-2 income (Enhancement)

Release Notes: May 2nd – OH

01 May 24
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, May 2nd, 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.

OHIO

  • Add Prompt for IT-BUS when Fed Schedules C, D, E and/or F Present (Enhancement)

Prior Year Comparison Utility Just Got Better!

30 Apr 24
Craig Smith
No Comments

With this mornings deployment, the Prior Year Comparison utility on the Summary/Print page has been enhanced to better serve you and the taxpayers you serve! Check out the highlights and screenshots below.

  • PYC now expanded to include the current year compared to the prior two years allowing for a three-year comparison
  • Expanded line items have been added to the PYC utility to give more itemized insight when comparing year over year
  • Preparers can now manually plug in prior year values to compare to the current year return when prior year data is not available
  • An option to print the PYC is now available