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.

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)

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)

2/16/23 – 3:30pm ET: MN has indicated they have corrected the erroneous reject and any impacted MN returns can be resubmitted at this time.

We have confirmed with MN that Reject Code 0628 is being issued in error. If you have an impacted MN return, please hold the return until this post is updated indicating that you can resubmit those returns. Details of the reject are below.

“Severity: ErrorM1M line 29 must not be more than 488 for single, HOH or MFS, and no more than 976 for MFJ. Xpath: M1M Line 29: ReturnState/ReturnDataState/SchM1M/FrontLineWorkerPayAmt“

If any CT returns at your site(s) received the below validation error, simply go back into the returns and resubmit from the Submission page. There is no change to the calc on the returns, only elements being included in the e-file in error. This has been corrected and impacted returns can be resubmitted. To see if your site has any validated CT returns, access the “Reject Clients” menu and change the dropdown to reflect Validation Errors. You can also run the State Non-accepted Returns report or State Acknowledgements report.

“Error = The element ‘SchCTIndUseTax’ in namespace ‘http://www.irs.gov/efile’ has incomplete content. List of possible elements expected: ‘StateUseTax’ in namespace ‘http://www.irs.gov/efile’.“

A product deployment for TaxSlayer Pro Online will occur Wednesday, February 15th, 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-X

• Validation error displaying in error when filing an amended return with an amount due and direct debit is selected (Issue 7465)

ALABAMA

• Remove input for qualified mortgage insurance premiums (Issue 7829)

FORM 5329

• Update exceptions to early withdrawal penalty for 2022 (Issue 7577)

GEORGIA

• Low income tax credit not calculating the lowest threshold ($5) when applicable (Issue 8354)

INDIANA

• Various updates to the injured spouse page (Issue 8385)

KANSAS

• K-40 SVR household income adjustment field for RRB Tier I benefits not impacting PDF (Issue 8391)

MISSOURI

• MO LTC Premium deduction not calculating (Issue 8440)

Software Developers,

A few of you have reached out about the state winnings info (box 14) being blank on the W2G for a few different gambling entities in Ohio.  Seeing that the OH-PIT-054 error code has one of the highest error code populations so far this season, we thought we’d share our recommendation with all partners.

When W2Gs have an empty box 14 (state winnings), users should then enter the amount from box #1 (Reportable winnings) in its place.

It appears some of the companies that produce the W2Gs for these Ohio gambling entities may see filling in box 14 as being redundant because the amount is the same as box #1. Similar to situation with 1099Rs when box 16 (state distribution) is blank but boxes 14 (state tax withheld) & 15 (state/payers state #) have information, its recommended the user enter the amount from box 1 (gross distribution).

Please let us know if you have any questions.

This is a reject code we are seeing come into support related to tax returns with a Schedule C.

“Reject Code: SC-F1040-007 | Category: Missing Document | Severity: RejectIf Schedule C (Form 1040) Line 33c checkbox ‘OtherClosingInventoryMethodInd’ is checked, then “Other Method Used To Value Closing Inventory Statement” [OtherMethodUsedToValueClosingInventoryStatement] must be attached.”

This reject is caused because preparers are accessing the “Question About the Operation of Your Business” page and selecting “Not Applicable” for “Method used to value closing inventory” but NOT also entering any values for any other field in the page most likely because it is not applicable to the return and also considered out of scope. This is creating a blank record in the e-file because the IRS is also looking for Page 2 of the Schedule C BUT this is not generated because no inventory values were provided within the Schedule C and Page 2 is not generated when it is not required.

• TIP: If there is no inventory related to the Schedule C, the “Question About the Operation of Your Business” page should be ignored as it is not applicable to the return.

IMPACTED RETURNS: For any return with a Schedule C that received Reject Code SC-F1040-007, go into the return, access the Schedule C and change the inventory selection back to “cost“. Continue out of the Schedule C to save then the return can be resubmitted.