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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)

Release Notes: December 5th – MN

04 Dec 23
Craig Smith
No Comments

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

  • Adding Education Savings Account Contribution Subtraction to Nonresident MN return (Issue 398)

VITA/TCE Support: Closing at 3pm ET Friday, December 1st

30 Nov 23
Craig Smith
No Comments

TaxSlayer offices will close on Friday, December 1st at 3pm ET for a company event. Normal off-season hours will resume on Monday, December 4th at 8am ET.

OnDemand Webinar: Return Preparation Part I Now Available

29 Nov 23
Craig Smith
No Comments

The 2023 OnDemand Return Preparation Part I webinar for the 2024 Filing Season is now available. A direct link is available below and is also accessible under Section 6 in the Practice Lab.

The 2023 Enhancement Webinar (2024 Filing Season) will be presented live the week of December 10th. Please contact your SPEC Relationship Manager for additional information.

Release Notes: November 30th – Education Credit Display

29 Nov 23
Craig Smith
No Comments

*The below items were not deployed this morning for 2023. 2022 is now corrected.

A product deployment for TaxSlayer Pro Online will occur Tuesday, November 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.

EDUCATION CREDIT

  • Education credit grid is not displaying the calculated credits when applicable (Issue 378)

Release Notes: November 28th – Adjustments, E-file, Itemized Deductions & RRB-1099-R

27 Nov 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Tuesday, November 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.

ADJUSTMENTS

  • When on the Adjustments menu (or submenus), clickable options in the header cannot be clicked (Issue 364)

E-FILE

  • Clicking “Save & Return” gives error message when in e-file (Issue 341)

ITEMIZED DEDUCTIONS

  • Taxes You Paid page missing MAGI Adjustment field (Issue 373)

RRB-1099-R

  • Forms Completed icon in left nav doesn’t take user to RRB-1099-R menu (Issue 365)