3/1/22 – To accurately report the NY Excluded Workers Fund (EWF) payments reported on 1099-G, Box 6, it is a two-step process.

1. Visit the “Form 1099-G Box 1” menu in the Income section and complete the 1099-G to match the hard copy. Note: This will NOT carry Box 6 amount to Federal return (this is where step 2 comes into play), but WILL carry the NY withholdings to the NY state return.
2. After adding the 1099-G, go to Less Common Income > Other Income Not Reported Elsewhere > Select “Other Income” from the drop-down. Enter the amount from the 1099-G, Box 6 again here so that it accurately carries to the 1040 as well as flowing to the NY return.

Following the above steps will allow your site to electronically file impacted NY returns.

2/21/22 – Box 6 input is now live for 1099-G. However, impacted returns should still be held as additional guidance will be coming soon on how to accurately report within TaxSlayer Pro to make sure everything is carrying where it needs to go.

For 2021, NY State Department of Labor issued 1099-G’s with an amount in Box 6 for the Excluded Workers Fund (EWF). We will be updating our current 1099-G entry page to support Box 6 entries. We expect this update to be released this week. This post will be updated after it is released.

The Georgia Department of Revenue issued the below communication to software vendors. The update is already live in the software. Note: Impacted GA returns filed prior to the update do not need to amend the return to claim the additional deduction. The GA DOR will make the appropriate corrections for the taxpayers.

Individual Income Tax $300 ($600 MFJ) Charitable Contributions with Standard Deduction

• Georgia allows the $300 ($600 MFJ) Charitable Contributions Deduction if it is allowed on their Federal 1040 or 1040-SR.

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

MONTANA

• Correct an issue resulting in erroneous MT rejects (Issue 6810)

VIRGINIA

• Adjust how itemized deductions are carried from Federal to VA PY return (Issue 6783)
• Update Line 1 of Age Deduction Worksheet to reflect “2” when applicable (Issue 6706)

2/28/22 – Impacted MT returns can be resubmitted.

If your site has a MT return with any of the listed reject codes in the blog title, the fix is scheduled to be deployed Monday morning. At this time, please hold impacted MT returns. This post will be updated after the fix has been deployed and tested.

The site will be placed in maintenance on Friday, February 25th, 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

• Line 11, Column D on F3849 not calculating a value (Issue 6795)

IOWA (2020)

• Amended return not calculating when negative value on Line 3 (Issue 6767)
• Capital Gains not carrying to Line 6 when MFS (Issue 6797)

NEW JERSEY

• Property tax credit calculating when TP has filing requirement and indicates eligible (and receives) homestead benefit (Issue 6804)

NEW MEXICO

• Special needs adoption credit not calculating when dependents over 18 (Issue 6793)

NEW YORK

• NY EIC not calculating when MFJ with 1 SP over age 65 and 1 SP under age 65 (Issue 6753)

UTAH

• TC-40A not displaying D.O.B. when claiming retirement code 18 (Issue 6802)

This post is to help clarify how to report a subtraction from North Carolina income for applicable military retirement benefits. There are two input fields located within the Subtraction from Income menu inside the North Carolina state program.

1. “Amount of taxable retirement benefits that qualify for the Bailey Settlement included on Federal return” – In short, the Bailey Settlement subtraction means that North Carolina may not tax certain retirement benefits received by retirees (or beneficiaries of retirees) of the state of North Carolina and its local governments or by United States government retirees (including military). Any military retirement income reported in this input field in the program cannot also be reported in Item 2 below. This will create a double-dip in subtraction in the calculation. Entries here carry to Line 19 of the D-400 Schedule S.
2. “Retired US Armed Forces Income” – In short, Line 20 of D-400, Schedule S, allows for a subtraction of certain retirement benefits received by a retired member of the United States Armed Forces not deducted on Line 19 (Item 1 above).

Essentially, any qualified retirement income subtracted under the Bailey Settlement on Line 19 cannot also be claimed on Line 20 of D-400, Schedule S. Also, any amount qualified to be subtracted on Line 20 for certain retired US Armed Forces income cannot have also been subtracted on Line 19.

5:44pm ET – The issue has been resolved.

5:35pm ET – Our phone servicer provider is currently experiencing an issue with receiving inbound phone calls. At this time, phone support is unavailable, however e-mail and chat support are not impacted and remain available.

The site will be placed in maintenance on Wednesday, 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.

IOWA

• MFS return not supporting pension exclusion up to $12,000 if TP eligible and SP not claiming on own return (Issue 6763)

UTAH

• Retirement credit not calculating for TP born in 1952 (Issue 6766)