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TaxSlayer Offices Closed Easter Sunday

03 Apr 26
Craig Smith
No Comments

TaxSlayer offices will be closed on Sunday, April 5th for Easter. Normal in-season support hours will resume on Monday, April 6th at 8:00am ET.

Release Notes: April 3rd – IN & WA

02 Apr 26
Craig Smith
No Comments

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

INDIANA

  • Sch. IN-DEP – add question for taxpayer being legal guardian to claim Box 1E exemption (Issue 3931)

WASHINGTON (WFTC)

  • When MFS, no dependents & not eligible for Fed EIC, not calculating WA WFTC when applicable (Issue 3958)

“View Form” Now Available For Schedule 1-A

01 Apr 26
Craig Smith
No Comments

We added a “View Form” print icon to the Additional Deductions menu when any of the sub-menus have been completed. You can now only generate the Schedule 1-A when you want rather than sifting through the entire return PDF.

Release Notes: March 25th – Client List & NJ

24 Mar 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, March 25th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

  • Searching by “Create Date” not working (Issue 3876)

NEW JERSEY

  • NJ-1040, Line 58 for EIC not calculating when using MWP on Fed and age 65 and older (Issue 3928)

TaxSlayer All Partner Call Cancelled For March 26th

24 Mar 26
Craig Smith
No Comments

As we move deeper into our end‑of‑season filing preparations, we wanted to share a quick update regarding this week’s All Partner Call.

There will not be an All Partner Call on Thursday, March 26th.

Our teams are fully focused on the measures and final steps needed to ensure we close out the season smoothly and successfully. Pausing this week’s call allows us to dedicate our time and attention where it’s needed most while continuing to support all partners leading into this critical period.

Thank you for your understanding and for the continued collaboration as we push through these final stages of the season. If any important updates arise before our next scheduled call, we will be sure to communicate them promptly.

Release Notes: March 20th – W-2G, KS & MN

19 Mar 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 20th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2G

  • W-2G pulled from prior year is not pulling Payee’s Address (Issue 3912)

KANSAS

  • K-94 contributions and share percentage not pulling to print in Part A when carry forward is used in Part B (Issue 3899)

MINNESOTA

  • M1X bank info on PDF is showing routing and account number reversed (Issue 3901)

TaxSlayer All Partner Call Notes – 3/12/26

19 Mar 26
Craig Smith
No Comments

All Partner Call Notes — 03/12/2026

Reactivating Returns

You may start a new return using the same SSN. The system will prompt you to either Start New (creates a new return) or Reactivate (restores the return to its prior state).

Return Filtering

Filtering by created date is currently not functioning due to an open issue (3876). The fix is being tested. Filtering by date modified remains available.

Reject Code 8962

We’ve seen an increase in these rejects. If no household members had Marketplace insurance, reopen the return and check one of the three options in the Health Insurance section to allow resubmission. Note that this may still delay the refund.

Volunteer comment: Some cases may indicate potential Marketplace enrollment fraud. Taxpayers should contact the Marketplace to prevent future issues.

E‑Filing 2022 Returns

The IRS supports the current tax year and the two prior years only. Returns older than that must be mailed.

Other Rejects

A prior reject involving Form 1116 has been resolved by the IRS.
A rejected spouse last name will not automatically change the primary taxpayer’s last name.

Amended Returns

We recommend using return tags to identify amended returns requiring transmission. Enhancements for 1040X visibility on Client List and other areas are being discussed.

Client Status Print Icons

Printer icons on the client status page should reflect the transmitted state of a return. A recent issue affecting this display has been resolved.

Premium Overtime (Box 14)

There are no standardized rules for reporting premium overtime this year. Taxpayers should compare their W‑2 to their final pay stub or contact their employer for clarification.

Paper Checks

IRS guidance can be unclear regarding check issuance. Creating an account or calling the IRS will not expedite payment. Refunds issued by check typically take six weeks or slightly longer. If processing extends beyond 45 days, the IRS must pay interest.

Automated IRS refund line: 866‑325‑4066.

 

Release Notes: March 18th – Client Status Print

17 Mar 26
Craig Smith
No Comments

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

CLIENT STATUS

  • Return transmission print is generating a PDF of the current return and not what was transmitted (Issue 3885)