There are two different entry points for Form 8915-F within the 2021 TaxSlayer Pro Online software. Depending on what you are trying to report will determine which F8915-F entry point to access.

• If, in 2020, on Form 8915-E the election was made to spread the taxable amount of a distribution over 3 years, use the “8915-F” menu on the Income section (shown below) to report the next 1/3 that is taxable on the 2021 return. Primary reason for making the election to spread the taxable amount over 3 years was due to the Coronavirus pandemic.

• The second access point is a question presented to the preparer after adding Form 1099-R to a return. You will see the question below for Form 8915-F. The primary reason for selecting YES here will be for qualified 2020 disaster distributions made in 2021. Note: Coronavirus-related distributions can’t be made after December 30, 2020. A list of qualified disasters can be found in the Form 8915-F instructions HERE.

Software vendors received the below messaging from the Ohio Department of Taxation.

“The Ohio Department of Taxation would like to communicate to taxpayers the anticipated processing times for paper returns for tax year 2021. It may take several months for your paper return to process. For faster processing, the Ohio Department of Taxation recommends you submit your return electronically using this commercial software product.”

The site will be placed in maintenance on Wednesday, February 9th, 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

• Line 48b is calculating a pension or annuity deduction for a non-qualifying return (Issue 6621)

EITC

• Updated the program to not calculate EITC for a “specified student” triggered by the over age 18 and a full time student checkbox in personal information (Issue 6334)

FORM 8915-F

• Add F8915-F as a selection for print sets (2021 Update)

IOWA

• MFS Return the TP is listed as SP (Issue 6595)

NEW JERSEY

• Line 28a calculating incorrect subtraction for a return (Issue 6624)

WEST VIRGINIA

• Senior Citizen Tax Credit not calculating for a qualifying return (Issue 6605)

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

From the IRS:

If your site filed a NC return and it is rejected with Reject Code X0000-005, we will resubmit impacted returns by the end of this week. No action is required on your end. North Carolina updated their schema to a new version not yet in production. Any currently e-filed NC returns have the old (now outdated) schema and will reject.

Note: NC will not begin processing acks until sometime in February. The exact date is not known at this time.

The site will be placed in maintenance on Monday, February 7th, 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-PR

• Update 2021 PR program to allow HoH and QW filing statuses for 1040-PR/SS returns (2021 Update)

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

2/8/2022 – This is now resolved.

We are aware of an issue where users are getting a validation message indicating a required selection is needed for the Federal return type after the Federal return has been accepted. This is prohibiting users from advancing past the Return Details page of e-file. Currently, this means if you are attempting to resubmit a previously rejected state return OR attempting to transmit a State Only return, you are unable. If you simply need to print a copy of a return and are trying to access the Submission Page, we recommend generating a PDF from Client List instead.

We have opened a high priority ticket (Issue 6620) with development.

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

CONNECTICUT

• Input for Amount Paid with Original Return on CT-1040X not carrying to Column C (Issue 6588)

EITC

• Update 2021 software for TP’s at least age 18 to receive EITC if eligible (Issue 6447)

MASSACHUSETTS

• Update software to use 2019 earned income to consider 2021 MA EITC when used on Federal (Issue 6575)

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