Author Archives: %s

Release Notes: February 23rd – MS & WV

23 Feb 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Thursday, February 23rd, 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.

MISSISSIPPI

  • E-file block related to installment agreement request (Issue 8894)

WEST VIRGINIA

  • Entries related to income of individuals living in the same household were not savings for the homestead excess property tax credit (Issue 8842)

Message from New Mexico: Error Code 366

22 Feb 23
Craig Smith
No Comments

Software vendors received the below message from New Mexico. Impacted returns can be resubmitted today.


We are aware that a number of vendors have noted receiving rejections, for PIT TY22 filings, with error code 366: “Schedule PIT-ADJ, line 23. Amount cannot exceed $10,000.” We understand that this has prevented the submission of returns, filed as Married Filing Jointly, where both primary and spouse are claiming the armed forces exemption and where the amount on PIT-ADJ line 23 is $20,000. After review, we have revised this business rule to allow returns filed as Married Filing Jointly to claim $20,000 on PIT-ADJ line 23. All other filings will continue to have the $10,000 limit for this exemption. This correction will be available in our production environment as of the morning of 2/22/23, and you may resubmit any returns incorrectly rejected with error code 366 after that time.

We apologize for any confusion resulting from this issue, and we appreciate the outreach by those of you who first noted the problem.

Release Notes: February 22nd – CA, CT, E-file, F8915-F, IL, LA, MD, MI, Print Sets & Reports

21 Feb 23
Craig Smith
No Comments

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

CALIFORNIA

  • EITC calculating on an ineligible MFS return (Issue 8584)

CONNECTICUT

  • Estimated payment vouchers showing 2022 on PDF instead of 2023 (Issue 8742)

E-FILE

  • Do not show fee related validations on Submission Page (Issue 8831)

FORM 8915-F

  • Returns getting an error when pulling forward 8915-F from 2021 (Issue 8818)

ILLINOIS

  • IL-8453, Line 10 not displaying direct debit date (Issue 8578)
  • IL-1040, Line 5 not calculating (Issue 8607)

LOUISIANA

  • School Readiness Credit not displaying on Schedule J, Line 4 (Issue 8683)

MARYLAND

  • Spouse entry for Form 502SU, Line v not carrying to PDF (Issue 8839)

MICHIGAN

  • Update calculation of pension subtraction for deceased spouse (Issue 7592)

PRINT SETS

  • Add ability at site level to watermark assigned print sets (2022 Update)

REPORTS

  • Old Fed/State ack reports for prior years rendering an error (Issue 8770)

Message from GA DOR: Delay in Acknowledgements

21 Feb 23
Craig Smith
No Comments

Software vendors received the below messaging from GA DOR.

“FYI – We are experiencing a delay in acknowledgements being sent.  Thank you in advance for your patience as we work to resolve this issue.”

E-file Validation Appearing on Submission Page: “Must Have Efile Fee Record Saved to Efile” [RESOLVED]

20 Feb 23
Craig Smith
No Comments

2/22/23 – this has been resolved.


If your site is seeing the below e-file validation showing on the Submission page, you are likely tracking fees at your site. If the e-file validation does appear for you from the Submission Page, you will be unable to e-file the return from Submission temporarily. Instead, mark the return complete > save and exit. You can transmit from the Transmission menu. We have an open work item in with development to remove this validation so it is not visible to VITA/TCE sites. We expect this to be resolved by end of this week.

IL Subtractions from Income Not Working [RESOLVED]

20 Feb 23
Craig Smith
No Comments

2/22/23 – This is now resolved.


Update 2/20/23: The deployment on Friday, February 17th corrected the calculation issue related to Line 5 of the IL-1040. However, the display in the PDF is still incorrect and does not reflect the accurate refund/amount owed on Line 37 or 40. The Return Summary (example below) is correct and that is the value the TP can expect to owe or receive as a refund. NOTE: The electronic submission is correct and the amount reflected in the Return Summary is what is sent with the electronic submission. It is ok to resume electronically filing impacted IL returns.

So, looking at the screenshot below, the PDF (IL return) incorrectly shows the TP owes $259 (Line 40 of IL-1040). Their Return Summary correctly reflects the TP does not have a tax liability and will not receive a refund from IL.

 


Update 2/17/23: The fix was rolled back due to an unforeseen issue.  We are currently working to resolve this issue.


The fix for this should be deployed Friday morning, February 17th.


We are aware of an issue that began this morning (2/15/23) where entries in the subtractions from income menu within the Illinois application are not carrying to the return. We have a high priority ticket in with our development team.

Release Notes: February 20th – 1040 View

19 Feb 23
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Monday, February 20th, 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

  • Page 2 of 1040, Line 23 not displaying calculated value (Issue 8749)

Release Notes: February 17th – CA, IL, KY, MD, Prints & W-2

16 Feb 23
Craig Smith
No Comments

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

CALIFORNIA

  • No EITC should calculate when MFS and no qualifying child (Issue 8584)

ILLINOIS

  • Display direct debit date on the IL-8453 (Issue 8578)
  • Subtraction of taxable retirement benefit no longer carrying to Line 5 (Issue 8607) Not Resolved

KENTUCKY

  • KY education credit not calculating (Issue 8582)

MARYLAND

  • Spouse entry for subtraction code v on the 502SU not carrying to PDF (Issue 8583)

PRINT SETS

  • Allow sites to apply the watermark to print sets assigned down from groups (2022 Update)

W-2

  • EIN database not working (Issue 8547)