We just wanted to share a quick reminder about state PDF’s when they display the “Do Not Mail” watermark (shown below) and what that means.

Why does a form in my State PDF say “Do Not Mail”?

When a PDF has the “Do Not Mail” watermark, this means we have not received “Form Approval” or “Print Approval” as of yet. This means that the PDF can not be mailed to the state as a paper filed return. However, it is perfectly fine to provide to a taxpayer for their records. As “Form Approvals” are received, the “Do Not Mail” watermarks will be removed.

Can I e-file a state return when a PDF says “Do Not Mail”?

Yes, e-file approval is a separate review process and all state returns (and forms) are e-file approved. All state returns (and forms) can be electronically filed.

Software vendors received the below messaging from Colorado, Georgia and New Mexico about initial filing delays. To sum it up, once e-filing is opened for VITA/TCE, acknowledgements for these states will be delayed.

• GEORGIA – Will open on February 2. Any returns that are being transmitted to them during the Controlled Launch and the period January 29 – February 1 will not receive an acknowledgement until after they open the filing season on February 2.
• COLORADO – Colorado has stated that they estimate that they will not be opening for e-file until February 12.
• NEW MEXICO – NM mentioned they will be slow to return acknowledgements over the 1^st couple weeks of e-file because they are throttling back processing to ensure everything is on their end is working as expected.

A product deployment for TaxSlayer Pro Online will occur Monday, February 5th 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.

MINNESOTA

• M1CD, Line 3 not including earned income from SP when indicated as deceased (Issue 1685)
• Working Family Tax Credit calculating for TP over 64 with no qualifying children (Issue 1746)

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)

“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.

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.“

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)

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)