Author Archives: %s

Release Notes: KS, Sch. A & Sch. D

02 Jan 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Wednesday, January 3rd 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.

KANSAS (2022)

  • Direct Deposit supporting statement not generating for K-40H (Issue 408)

SCHEDULE A (2022)

  • Delete icon on Medical and Dental grid not deleting entries (Issue 473)

SCHEDULE D

  • Entries for “1099-B Transaction with no Adjustments” not carrying to return if capital loss carryover also present (Issue 480)

Practice Lab: Initial 2023 State Return Release

02 Jan 24
Craig Smith
No Comments

1/2/2024 – Roughly fifteen (15) State Returns are now live! Please note the information posted below when reviewing the initial state application release. The remaining states will be released for preparation over the next couple of weeks as the various approvals are received by state departments.

Note: Initial load times may be slower than normal, but this will subside as additional state returns are created, etc.


It is important to keep in mind when accessing 2023 state returns as they become available, some states may have been delayed in releasing final 2023 forms/instructions. As you prepare 2023 state returns in the Practice Lab, you may still see 2022 calculations and/or PDF forms. Customer Support will not be creating issues for these items until the states are closer to finalization.  As information continues to be released and finalized by the states, the Practice Lab will be updated to reflect the most recent information available.

Note: This is the same process every year and is normal behavior.

Release Notes: December 28th – E-file & MFS

27 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, December 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.

E-FILE

  • Clicking “Save & Exit” and “Save & Return” not working (Issue 467)

MARRIED FILING SEPARATE

  • MFS Filing Status is requiring DOB for spouse when not required (Issue 447)

Release Notes: December 21st – 1040 View, F6251 & Sch. A

20 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, December 21st 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

  • Data lines get misaligned at smaller screen sizes (Issue 403)

FORM 6251

  • Generated in PDF when not applicable (Issue 438)

SCHEDULE A

  • General Sales Tax menu missing inputs for state and local sales tax percentages (Issue 442)

Release Notes: December 19th – CTC, FW-2, Left Nav Menu & Sch. A

18 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, December 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 TAX CREDIT

  • Dependent with an ITIN is included in CTC calc in error (Issue 433)

FORM W-2 (2023)

  • Substitute W-2 requiring EIN in error (Issue 116)

LEFT NAVIGATION (2023)

  • Revert section labels back to being darker so they are easier to see (Issue 416)

SCHEDULE A

  • When continuing after entering itemized medical/dental expense, an error occurs in 2022 (Issue 428)

Release Notes: December 14th – F5695, F8606 & Left Nav Menu

13 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, December 14th 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.

F5695

  • Backend mapping complete for new Residential Energy Credit menus (2023 Update)

F8606 (2022)

  • Taxable amount on the grid view is showing gross distribution instead of taxable amount (Issue 410)

LEFT NAVIGATION (DID NOT DEPLOY)

  • Revert section labels back to being darker so they are easier to see (Issue 416)

Release Notes: December 12th – F5695 & F8606

11 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, December 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 5695

  • 2023 updates related to the Clean Energy Credit (2023 update)
    • Phase I – add new menus to application

FORM 8606

  • Gross distribution showing on grid instead of taxable amount (Issue 410)

Release Notes: December 7th – 1099-R, MFS & Sch. A

06 Dec 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, December 7th 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-R

  • Box 7, Code 3 not carrying Box 2a to Line 1h when checked in 1099-R (Issue 414)

MARRIED FILING SEPARATE

  • Checkbox for EITC eligibility not available in 2023 (Issue 400)

SCHEDULE A

  • Update LTC premiums to 2023 (2023 Update)