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.

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 6th 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 1095-A

• Add e-file warning when carryforward used and F1095-A was present on prior year return but not added to 2023 (Issue 1600)

MINNESOTA

• M1CD not calculating when just 1 dependent was born in 2023 (Issue 2088)

PREPARER SETUP

• Add username and phone number to preparer menu (2023 Enhancement)

A product deployment for TaxSlayer Pro Online will occur Monday, March 4th 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.

AOTC

• Add qualification subtext specific to the refundable portion question for American Opportunity Tax Credit

ILLINOIS

• Update Credit for Taxes Paid to Another State entry to override automatic calc for preparers to add in local taxes paid (Issue 2055)

INDIANA

• Unified Tax Credit for the Elderly not using figures from Table B when applicable (Issue 2081)

MINNESOTA

• Other Income not marked as earned on Federal return is still carrying to Line 6 of M1SLC in error (Issue 2072)

A product deployment for TaxSlayer Pro Online will occur Friday, March 1st 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.

1040 VIEW/SUMMARY VIEW

• Schedule 2, Line 8 value duplicating on Line 6 (Issue 1973)

DELAWARE

• Line 47 of PIT-RES not including EIC from Line 33 (Issue 1956)

FEDERAL RETURNS

• Fix for 2021 and 2022 Federal returns receiving Reject Code F1040-034-07

FSA

• FSA military filers unable to generate PDF when AGI over $79,000 (Issue 1709)

INDIANA

• Unified Tax Credit for the Elderly not calculating for an eligible return (Issue 2057)

Now that sites are beginning to prepare amended returns, we just wanted to post a reminder that through TaxSlayer Pro Online and TaxSlayer FSA, only Federal Amended Returns can be electronically filed. State amended returns must be paper filed at this time. We did mention in the Enhancement webinar presented in December 2023 that we expect to support State Amended E-file experience in the 2023 program. We do not have an ETA at this time but we will post to the blog once the State Amended E-file experience is in production.

A product deployment for TaxSlayer Pro Online will occur Wednesday, February 28th 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.

COLORADO

• TABOR not calculating on nonresident return when SP is full-year resident (Issue 2024)

PENNSYLVANIA

• Schedule T generating in the PDF when not applicable (Issue 2009)

PRINT

• Add State Direct Debit date and amount to Client Listing Form Summary in PDF (2023 Update)

RHODE ISLAND

• Previously issued overpayment reported on amended return not carrying to Line 14h (Issue 2035)

5:13pm ET:

We have completed the deploy to correct CA Reject R0000-065.

Action Required: You can now re-submit your rejected CA returns.

Scenario: CA returns filed today are receiving CA Reject R0000-065. The calculation of the return is correct, but there is an extra document count going in the e-file causing the reject.

Solution: We are going to do an emergency deploy to resolve this.

What you may see: You may see a momentary blip  on the site or kicked out of a return.

A product deployment for TaxSlayer Pro Online will occur Friday, February 23rd 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

• CA EIC and YCTC not calculating when TP has ITIN (Issue 1977)

FORM 5329

• F5329 not generating in PDF when only Part IX is completed (Issue 1721)

MICHIGAN

• Update F4884 retirement subtraction to calculate when the older TP on return is the spouse (2023 update)

MINNESOTA

• M1CWFC not calculating on eligible MFS return (Issue 1937)

PENNSYLVANIA

• Schedule T not generating when applicable (Issue 1944)

RHODE ISLAND

• Amended return checkbox not marked on PDF when marked as amended (Issue 1943)

WASHINGTON SALES TAX RATE (Sch. A)

• Update various sales tax rates for the Federal Schedule A – General Sales Tax Deduction (Issue 1968)