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Release Notes: January 22nd – 1040-NR

21 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Monday, January 22nd 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-NR

  • Filing statuses selected in Basic Information not carrying to PDF correctly (Issue 1602)

Release Notes: January 19th – CDC, DE, IL, MD, MI & MO

18 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, January 19th 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.

CHILD AND DEPENDENT CARE CREDIT

  • MFJ return not calculating applicable credit when SP is deceased and earned $0 (2023 Update)

DELAWARE

  • Charitable mileage entry not carrying to itemized deductions (Issue 1575)

ILLINOIS

  • Update new IL EITC requirements to 2023 (Issue 1585)

MARYLAND

  • Update charitable mileage text for Form 502V menu (Issue 1592)

MICHIGAN

  • Update F4884, Section D, Line 19 to 2023 limits (Issue 1578)
  • Add question for Line 6a of F4884 (Issue 1572)

MISSOURI

  • MO-NRI Part C, Line 3S calculating incorrect percentage (Issue 1563)

Release Notes: January 17th – FW-2, KY, MA, MI & NJ

16 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Wednesday, January 17th 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 W-2

  • Alphabetize the state pick list in Box 15 (Issue 421)
  • Substitute W-2’s should get a warning at e-file instead of a block

KENTUCKY

  • Form 740, Line 5 for Federal AGI is doubling adjustments listed on Federal 1040, Line 10 (Issue 1550)

MASSACHUSETTS

  • Add entry for Charitable Contributions Deduction (Issue 1544)

MICHIGAN

  • Update special exemption text in Basic Info to June 30th from August 1st (Issue 1560)

NEW JERSEY

  • E-mail address entered in NJ Schedule EZ Enroll not saving entry (Issue 1567)

Practice Lab: 2023 Practice Exercises

15 Jan 24
Craig Smith
No Comments

1/15/2024: All Puerto Rico Practice Exercises have been updated and uploaded to the Practice Lab. At this time, all Practice Exercises have been updated 2023.


1/8/2024: The below practice exercises are now updated to reflect current 2023 calculations. Puerto Rico Practice Exercises are expected to be updated by mid-week next week.

  • Practice Exercise 1
  • Practice Exercise 2
  • Practice Exercise 3
  • Practice Exercise 4
  • Practice Exercise 5
  • Practice Exercise 6
  • Practice Exercise 7
  • Practice Exercise International
  • Practice Exercise Military

1/3/2024: The Practice Lab Practice Exercises will be updated to 2023 by Wednesday, January 10th.


To help set expectations in the field, the practice exercises under Section 6 of the Practice Lab will be updated to 2023 in early January 2024. This article will be updated when 2023 Practice Exercises are live in the Practice Lab. We want to provide extra time for additional updates to be applied to the 2023 software before updating the exercises. This time of year both the IRS and State Departments are continually releasing and finalizing forms, schedules, and instructions to software vendors. As mentioned in a previous blog post, regular updates will be implemented into the software as information is released/provided to software vendors over the next several weeks leading into the upcoming filing season.

At this time, the practice exercises are still based on the 2022 application.

Release Notes: January 12th – FW-2, HI, KS, MA, MN, SMW, SC & Standard Deduction

11 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, January 12th 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 W-2

  • After Box 12 amounts entered and saved, they are not being removed after being cleared out (Issue 525)

HAWAII

  • Update Schedule X (Child and Dependent Care Expenses) to 2023 limits (Issue 531)

KANSAS

  • Food Sales Tax Credit, Line C not marked on PDF when appropriate questions answered YES in program (Issue 1543)

MASSACHUSETTS

  • Lead Paint not calculating when applicable (Issue 519)
  • Child and Family Tax Credit not calculating when applicable (Issue 520)

MINNESOTA

  • M1 529 only calculating subtraction when return qualifies for credit (Issue 535)
  • MN Child and Dependent Care Credit not calculating when child born in 2023 and no Federal 2441 present (Issue 533)

SIMPLIFIED METHOD WORKSHEET

  • Update tax year references to reflect current year (Issue 336)

SOUTH CAROLINA

  • Tuition Tax Credit not calculating for eligible student (Issue 532)

STANDARD DEDUCTION (DEPENDENT WORKSHEET)

  • Update Standard Deduction Worksheet for dependents to 2023 limits (516)

Release Notes: January 10th – 1040 View, CT, F2441, F8880, FW-2, IN & Sch. C

09 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Wednesday, January 10th 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

  • Line 9 is not including values from Line 1z-Line 7 (Issue 471)

CONNECTICUT

  • Line 48b should also include 25% of Line 4b from F1040 (Issue 502)

FORM 2441

  • Hawaii Tax ID input not allowing 12 characters (Issue 496)

FORM 8880

  • Applicable amounts entered in Contributions, SEP, Simple & Qualified Plans (Adjustments menu) not carrying to Line 2 of F8880 (Issue 437)

FORM W-2

  • Medicaid Waiver Payment not displayed at all times (Issue 323)

INDIANA

  • Schedule 2 pulling in taxable SSB from Federal return in error (Issue 507)

SCHEDULE C

  • Update LTC premiums to 2023 limits (Issue 497)

Release Notes: January 8th – MN

07 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Monday, January 8th 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

  • Add back Additional Nontaxable Income menu (Issue 510)

Release Notes: January 5th – CA, Dependents, Other Adjustments & Sch. A

04 Jan 24
Craig Smith
No Comments

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

CALIFORNIA (2022)

  • Update 540-X text references to Schedule X (Issue 492)

DEPENDENT PAGE

  • Update qualifying person income to 2023 limit (Issue 482)

OTHER ADJUSTMENTS

  • Other Adjustments “Forms Completed” link directing to blank page in error (Issue 501)

SCHEDULE A

  • Real estate taxes entered in Taxes You Paid menu not carrying to Schedule A (Issue 486)