To review the current list of Security Templates and their definitions delivered to each site, click here.

1/4/2023: The following practice exercises have been updated in the 2022 application and uploaded to Section 6 of the Practice Lab. Practice Exercise 4 will be updated once a software issue is resolved.

• Practice Exercise 1
• Practice Exercise 2
• Practice Exercise 3
• Practice Exercise 5
• Practice Exercise 6
• Practice Exercise 7
• Practice Exercise International
• Practice Exercise Military
• Puerto Rico Practice Exercises 1 – 7

1/2/2023: The Practice Lab Practice Exercises will be updated to 2022 by Friday, January 6th.

To help set expectations in the field, the practice exercises under Section 6 of the Practice Lab will be updated to 2022 closer to late December/early January. This article will be updated when 2022 Practice Exercises are live in the Practice Lab. We want to provide extra time for additional updates to be applied to the 2022 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 2021 application.

The site will be placed in maintenance on Wednesday, January 4th, 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.

EITC

• Self-only EITC not calculating when applicable for MFS filer (Issue 7528)

FORM W-2

• Remove “Non W-2 Disability” indicator from print (Issue 7525)

1/2/2023 – Roughly nineteen (19) 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 2022 state returns as they become available, some states may have been delayed in releasing final 2022 forms/instructions. As you prepare 2022 state returns in the Practice Lab, you may still see 2021 calculations and/or PDF forms. Customer Service 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.

In light of recent updates regarding Form 1099-K, the IRS released an updated Fact Sheet. Click Here to view it.

The site will be placed in maintenance on Thursday, December 29th, 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 1099-MISC

• Medicaid Waiver Payments entered in 1099-MISC were not carrying to Schedule 1, Line 8s (Issue 7514)

SCANNED DOCUMENTS

• Uploaded documents were not saving in 2021 (Issue 7504)

The site will be placed in maintenance on Thursday, December 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.

FORM 1099-MISC

• Update header inside 1099-MISC menu to Miscellaneous Income from Nonemployee Compensation (Issue 7493)

STANDARD DEDUCTION WORKSHEET FOR DEPENDENTS

• Additional earned income from Schedule 1 not pulling to Line 2 of Standard Deduction Worksheet for Dependents (Issue 7512)

The site will be placed in maintenance on Tuesday, December 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.

1099-DIV

• Update box references within 1099-DIV menu (Issue 7456)

SCHEDULE A & E

• Update mileage areas to support inputs for each half of the year (2022 Update)