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

FORM 8915-F

• Add checkbox to mark Line D for coronavirus-related distributions claimed in 2020 on F8915-E (2021 Update)

IOWA

• Unemployment income not carrying to TP column when MFS (Issue 6697)

NEW YORK

• Update NY EIC to not include TP’s age 65 with no qualifying children (Issue 6695)
• Correct error indicating zip code is needed on IT-229 when it is present (Issue 6703)
• Worksheet A, Line 10 value not carrying to Line 6 of IT-213 (Issue 6713)

VIRGINIA

• Return receiving more Child Care Credit than it should (Issue 6668)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The below highlighted checkbox in E-file under “Optional Questions” should not be marked for VITA/TCE returns, even if you are preparing your own return through a VITA/TCE site. This checkbox can create validation issues for state returns because they will be looking for paid preparer information (i.e. PTIN or SSN) with the return. This checkbox should be ignored. If you filed a state return with this checkbox marked and it either validated or rejected, uncheck the box and resubmit the return.

Issue 6721 has been opened to review a page validation occurring when attempting to click “Save & Exit” on the Submission page of e-file after marking a return “Approved” or “Failed”. The page validation that pops says “Invalid modification of client account status”. It appears to only impact returns that were in “Review” status prior to 1pm ET today.

TaxSlayer Pro Online recently updated the barcode that displays on the PDF of the D-400 (NC main form). If your site will be paper filing a North Carolina return, please access the return from Client List or click the print option from Client List to receive the update. This will generate the PDF with the current barcode NC DOR will need to properly process the mailed return. This does not impact electronically filed NC returns. Note: Previously paper filed NC returns prior to the barcode update will still be processed by NC DOR.

The site will be placed in maintenance on Saturday, February 12th, 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.

ACTC/F2441

• Add “Place of Abode” question to prompt after adding a dependent to a return (Available on new returns started after addition of the prompt)

SCHEDULE C

• Correct the issue causing the error message when accessing the Car and Truck Expenses menu (Issue 6691)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

We are aware of the unexpected error message received when accessing the Car and Truck Expenses menu within the Schedule C (Issue 6691). The fix is scheduled to deploy Saturday morning (2/12/22).

The site will be placed in maintenance on Friday, February 11th, 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.

FSA

• Update FSA PR program to allow QW and HoH filing statuses for 1040-PR/SS (Issue 6641)

LOUISIANA

• Nonrefundable child care credit not calculating (Issue 6637)

NEW YORK

• EIC calculating for a TP over age 65 (Issue 6653)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

New for TY2021, the IRS adjusted the age requirement for a taxpayer with no qualifying child when determining EITC eligibility as it relates to students.  A taxpayer that is considered a “specified student” must be age 24 before they are eligible to receive EITC with no qualifying child.

Within the Personal Information of the application, making the highlighted selection shown below will not allow EITC unless the taxpayer, identified as a specified student, is at least age 24 and meets other EITC qualifications. You should refer to IRS guidance on how to make the appropriate vetting process to make the determination if the selection should be checked or not.

Steps for identifying any returns that may have already been prepared and filed prior to the new tax law being implemented into the application.

• Navigate to Reports
• Select Management Reports
• The following reports include Filing Status, Taxpayer Date of Birth, AGI and EIC
  • Site Production Detail Report – Electronic
  • Site Production Detail Report – Paper

You can utilize the built-in filters to narrow your taxpayer results to those born no later than 1998 (under age 24) and who have AGI less than the EITC threshold for taxpayers with a filing status of Single