We have a high priority issue opened (Issue 7035) with development to correct the issue where the phone number entry in Basic Information for 2018 and 2020 returns is missing.

Full Press Release from the Office of Governor Kay Ivey – Click Here

This is referring to the Federal American Rescue Plan Act (ARPA) and the impact on 2021 Alabama state returns for an increased federal income tax deduction.

The tax changes related to Act 2022-37 will be released live in TaxSlayer on Monday, March 28th. Alabama will begin accepting electronically filed returns with the latest schema on Tuesday, March 29th after 7:00am Central Time. From Sunday, March 27th at 9:00pm ET until Tuesday morning, we (TaxSlayer) will not send any Alabama state returns until they are ready to receive the latest schema.

Any Alabama returns electronically filed prior to this update WILL NOT need to amend. Alabama will automatically re-calculated impacted returns. For AL TP’s that filed their AL return using My Alabama Taxes or filed via paper prior to this update WILL need to amend their AL return to take advantage of this increased federal income tax deduction if applicable.

If you believe you will have AL returns at your site(s) that may be impacted by Act 2022-37, do not file them until Monday after our deployment.

The site will be placed in maintenance on Wednesday, March 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.

E-FILE

• Add “Transmit Return” warning to new e-file when e-filing from Submission page (2021 Update)
• Transmit button visible for security templates that cannot e-file (Issue 6905)

MICHIGAN

• Form 4884 not checking line 6 when TP born during 1955 (Issue 7004)

MISSOURI

• Add back “E-file: Direct Debit” as state return type (2021 Update)

PUERTO RICO

• Add F8840 question in Basic Information flow when filing status MFS (Issue 6911)

SCHEDULE A

• Cash contributions limited to 60% instead of 100% of AGI when a qualifying contribution (Issue 6717)

The site will be placed in maintenance on Monday, March 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.

CONNECTICUT

• Direct Deposit information not displaying (display issue only) on CT-1040 (Issue 6988)

NEW YORK

• IT-213, Worksheet B, Line 2 displaying incorrect amount (Issue 6980)

The site will be placed in maintenance on Friday, March 18th, 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

• Value displaying in error on 1040, Line 31 (Issue 6962)

MICHIGAN

• MI-1040CR, Line 57 not carrying to Line 10 when amount also on Line 56 (Issue 6950)

NEW JERSEY (Part-Year)

• Property tax deduction more beneficial for a return based on residency dates but property tax credit applied (Issue 6908)

The site will be placed in maintenance on Wednesday, March 16th, 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.

ARIZONA

• 140-X switching TP first and last name display on PDF (Issue 6943)

MARYLAND

• Two-Income Subtraction Worksheet not generating in PDF (Issue 6949)

NEW MEXICO (2020)

• RDP-41272 not calculating appropriate penalty (Issue 6939)

OHIO (PART-YEAR)

• No action when clicking “Begin” to enter residency dates (Issue 6940)

The site will be placed in maintenance on Monday, March 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.

CALIFORNIA

• F3849 calculating a SRP when full year coverage exemption reported (Issue 6928)

KENTUCKY

• F740-NP, Section B, Line 10b calculating a retirement subtraction in error (Issue 6930)

MINNESOTA

• M23 displaying the TP name as both the claimant and decedent on PDF (Issue 6886)

SOUTH CAROLINA

• Age 65 or older deduction calculating instead of Military Retirement Deduction (Issue 6921)

3/12/22

Software vendors received the below update from MO regarding Direct Debit payments.

“I wanted to provide a quick update on the status of Missouri MeF Payments.  Due to a few unexpected tax season issues, the development and testing on this process took much longer than we had anticipated. As of today, we officially have this ready to run in our production environment.  We have identified all the accounts we did receive payments on.  Of those accounts, we have pulled system data to identify the ones that have already remade their payment in some other manner.   Missouri DOR will not be pulling those payments.  All other past payments will still be pulled and are expected to hit customer accounts on approximately 3/18/22.  A notification has gone out to customers alerting them of this.  

Going forward, the Department will be initiating payments received on the requested effective date.  Customers will want to allow up to 5 business days for the payment to be debited from their bank account.

Customers with questions can contact the Department at [email protected] or 573-751-8150.”

3/9/22 

We have received additional information from MO DOR regarding returns already filed with direct debit information present. Basically, ignore everything we said below!

Beginning next week, MO DOR will begin processing returns with direct debit information present. This means that any impacted taxpayers should NOT make other payment arrangements. If a TP has already made their payment using another method, MO indicated they will first check their records to make sure a payment has not been made prior to processing the returns (to avoid a double payment by the TP). MO also stated they will communicate out to the impacted TP’s they will be processing their payments prior to actually processing the payment.

This post is specific to 2021 Missouri electronically filed returns through TaxSlayer Pro Online that filed as “E-file: Direct Debit” state return type.

At this time, 3/8/22, we advise to NOT use E-file: Direct Debit for MO returns. We have a work item for development to remove direct debit as an option for MO returns.

For 2021, MO advised vendors they would now be offering Direct Debit as a payment option for electronically filed returns. MO contacted vendors again closer to the beginning of filing season indicating internal issues were occurring with their direct debit payment system, but expected a resolution prior to the beginning of filing season. Given the timeline to resolve processing issues prior to the beginning of e-file, we elected to leave direct debit as a payment option in the application. At the time of this post, MO is unable to process direct debit payments sent with an e-filed return.

How To Identify Already Filed MO Returns with Direct Debit

From the main page of your site, go to Reports > Other Data Reports > Management Reports. Run the “Pro Web Returns – Detail Return Report. Filter the “State Return Type” column by “Direct Debit” and the “State” column by “MO”. This will identify already filed MO Direct Debit returns. Impacted TP’s will need to mail in their payment using the voucher with their return prior to 4/18/22 or they visit the MO DOR website to make their payment or request a payment plan: MO Department of Revenue Payment Options