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)

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

COLORADO

• State Sales Tax Refund calculating for a TP under 18 with no filing requirement (Issue 6716)

CONNECTICUT

• High income return calculating more tax than is owed (Issue 6724)

IOWA

• Child and Dependent Care Credit not calculating for a return (Issue 6722)

MICHIGAN

• Erroneous validation error when filing 1040-CR as a renter (Issue 6746)

NEW JERSEY

• Correct calc specific to the Property Tax Credit/Deduction (Issue 6743)

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

2/18/22 – This has been corrected with this mornings deployment.

After yesterday’s deployment (roughly 6am ET), an update was introduced that is causing the NJ Property Tax Credit/Deduction not to calculate for returns that may qualify. This issue may also calculate the property tax credit/deduction for a NJ return that does not qualify. This item has already been corrected and the fix will be pushed live Friday (2/18) morning. If you have any NJ returns at your site not calculating the NJ Property Tax Credit/Deduction and you believe they should qualify (or calculating when it should not be), hold these returns until after the Friday morning deploy. If, after the deployment, the NJ Property Tax Credit/Deduction is not calculating on a potentially impacted return, please contact support with your EFIN and Last 4 of the TP SSN. We apologize for this inconvenience.

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.