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Release Notes: February 2nd – CA, FW-2, MA & RI

01 Feb 24
Craig Smith
No Comments

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

CALIFORNIA

  • Update to deploy a fix for TP’s receiving Reject Code F540-570 (Issue 1731)

FORM W-2

  • Social Security Wage cap for Box 3 updated to 2023 limit (Issue 1676)

MASSACHUSETTS

  • Add question in Basic Information to indicate SP is disabled for Child and Family Tax Credit (Issue 1715)

RHODE ISLAND

  • Property Tax Relief Claim not pulling non-taxable income that was manually entered in RI (Issue 1686)

CA Reject Code F540-570

01 Feb 24
Craig Smith
No Comments

“2023 CA Individual (Web Only) Reject Code F540-570 – Not eligible for renter credit because AGI too high.”

Workaround: If you have a return(s) receiving the above reject code for California, to correct, log back into the return, go into the California return > Credits > Renters Credit. Answer the question “Do you qualify for the Renters Credit?” as NO. You can now go through e-file to resubmit the CA return.

The update to correct this will go out either Monday or Wednesday of next week. Watch for Release Notes.

Message from AL DOR: Delay in Sending Acknowledgements

31 Jan 24
Craig Smith
No Comments

Software vendors received the below message from AL DOR. AL returns can still be transmitted as normal, just note there will be a delay in receiving an acknowledgement.

Alabama has not started sending out acknowledgments. We plan to start sending them out by the end of the week.

Release Notes: January 31st – AR, IL, MI, MO & OH

30 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Wednesday, January 31st 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.

ARKANSAS

  • Receiving validation in error when AR filing status is different than Federal (Issue 1714)

ILLINOIS

  • IL-E/EIC, Step 4, Box 5 not marked when dependent has ITIN (Issue 1661)

MICHIGAN

  • Form 4884, Section A not populating when disability 1099-R is carried to 1040 as wages (Issue 1670)

MISSOURI

  • Update MO-1040 to display direct deposit info on Line 53 (Issue 1678)

OHIO

  • Local Return. IR-25, Part B, Line 2 wages not carrying to Part A, Line 1 (Issue 1657)

Release Notes: Monday, January 29th – F3903 & MN

26 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, January 26th 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 3903

  • Selecting Edit to access entry page loads blank page (Issue 1633)

MINNESOTA

  • WFTC not calculating if either TP or SP has ITIN (Issue 1668)

MN Working Family Tax Credit Update

26 Jan 24
Craig Smith
No Comments

The below messaging was recently shared by MN DOR.

NOTE: The described issue has been resolved and with the fix being deployed to production on Friday, January 26th at 7am ET. This information was shared via Release Notes and all stakeholders added to the issue received an automatic notification once the issue was verified as resolved.


The Minnesota Department of Revenue is aware of an issue with TaxSlayer software not calculating the Minnesota Child Tax Credit (CTC).

What is the issue?

TaxSlayer software is not calculating the CTC when there is no earned income on the Minnesota income tax return. Your clients may still qualify for this credit even if they do not have earned income. Do not turn away clients if they do not immediately appear to be eligible for a refund.

We are working with TaxSlayer to resolve this issue. They will send automatic updates to resolve this issue by Monday, January 29.

What do I need to do?

If you prepare tax returns in TaxSlayer before this issue is resolved, save client returns as incomplete. Once the issue is resolved, reopen the returns and ensure the software calculates the CTC accurately before sending.

To stay informed on the software fix, visit the TaxSlayer blog and sign up for updates.

Release Notes: January 26th – 1099-NEC, IA, LA, MN, Reports & 1099-G, Box 2

25 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, January 26th 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.

1099-NEC

  • Not able to continue from entry page unless state info entered (Issue 1645)

IOWA

  • Entry for Other Federal Adjustments not carrying to Schedule 1, Line 19 (Issue 1647)

LOUISIANA

  • IT-540-2D, Line 17 not including value from Line 14 (Issue 1640)
  • Update retirement date display that carries to PDF when claiming certain retirement deductions (Issue 1649)

MINNESOTA

  • WFTC not calculating applicable credit when $0 earned income present (Issue 1652)

REPORTS

  • IRS Ack and Old IRS Ack reports not returning any data

STATE AND LOCAL REFUND WORKSHEET

  • Prior year filing status selection required in error when using bypass field (Issue 1641)

Release Notes: January 24th – IN, IA, NJ, NY & Sch. C

23 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Wednesday, January 24th 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.

INDIANA

  • IT-2440, Line 6 not carrying to Schedule 2, Line 11 but still included in total on Line 12 (Issue 1607)

IOWA

  • Update codes inside Additions to Income and Subtractions from Income menus (Issue 1636)

NEW JERSEY

  • “Invitation to GetCoveredNJ” issued to mailing address not saving YES selection (Issue 1612)
  • Don’t calculate Line 53c when Lines 53a and 53b are marked (Issue 1568)

NEW YORK

  • Update links within Additional Information menu (Issue 1624)

SCHEDULE C

  • Itemized statements “Continue” button not working (Issue 1620)