VITA/TCE Support will be closed on Thursday, November 4th from 8:00am – 9:30am ET.
VITA/TCE Support will be closed on Thursday, November 4th from 8:00am – 9:30am ET.
VITA/TCE Support will be closed on Thursday, October 28th from 12:00p-5:00pm ET. Normal off-season hours will resume on October 29th.
10/8/21
NY returns can now be e-filed. Any previously rejected NY returns for R0170 can be resubmitted as well.
10/5/21
Due to an issue with NY returns where Reject Code R0170 is being issued in error, the NY Department of Taxation has requested to all software vendors to not transmit any NY returns at this time. Until this issue is resolved, any NY return transmitted will be rejected in error. This only impacts NY returns. Please do not attempt to resubmit any previously rejected NY return.
The mini-guide and video for the Customer Portal is now Available on the blog. These are not available in the Practice Lab at this time.
Click Here for the video.
Click Here for the training guide.
The site will be placed in maintenance on Thursday, September 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.
MICHIGAN
Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.
The site will be placed in maintenance on Thursday, September 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.
ITIN ERROR
OTHER FEDERAL WITHHOLDING
Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.
Software vendors received the below message from the Illinois Department of Revenue.
“The Illinois Department of Revenue will be implementing a new version of its tax system over the Labor Day weekend. The update is a major version change and will require the BIT and IIT Modernized e-File acknowledgement process to be shut down starting Friday, September 3rd, 2021 at 4:00pm and will not begin acknowledging the submissions until Tuesday, September 7th, at 9:00am. You will still be able to submit Illinois business and individual income tax returns during the version update but no acknowledgements will be generated. Please remember to reach out to any clients that file during this period of time and communicate that they will not receive an acknowledgment until September 7th.”
Below is a recent announcement from the Arizona Department of Revenue. Click Here for the complete statement (also posted below).
“Federal legislation enacted on March 11, 2021 included a provision to exclude up to $10,200 of unemployment benefits from federal income tax. Arizona later conformed to the tax provisions in the American Rescue Plan Act of 2021, resulting in the same $10,200 of unemployment benefits being excluded from Arizona income tax.
Who is impacted?
Arizona taxpayers who received unemployment benefits during 2020 and filed their Arizona tax return before the March 11, 2021 enactment of the American Rescue Plan Act of 2021 must amend their 2020 Arizona tax return to receive a refund of the amount of Arizona income tax they overpaid. Arizona taxpayers who received unemployment benefits during 2020 and filed their Arizona income tax return after March 11, 2021 most likely already received the benefit of the unemployment exclusion and should not file an Arizona amended return.
Regardless of whether they filed before or after March 11, however, Arizona taxpayers who received automatic federal income tax refunds of unemployment benefits from the IRS should amend their 2020 Arizona income tax return.
Will Arizona income tax refunds be issued automatically like the IRS is doing?
No. To receive an Arizona income tax refund of unemployment benefits, taxpayers will need to file an amended Arizona return (Arizona Form 140X).
When should I amend my 2020 Arizona income tax return?
You may amend your 2020 Arizona income tax return for a refund of your unemployment benefits only after you amend your 2020 federal income tax return or after the IRS automatically adjusts your 2020 federal income tax return. In order to receive a refund of your 2020 unemployment benefits you will need to amend your 2020 Arizona income tax return within 4 years of the original due date of the return.
What information do I need to have to file an Arizona amended return?
Taxpayers will need a federal transcript of their 2020 income taxes after the IRS adjusts their federal income tax return. Request a transcript at: https://www.irs.gov/individuals/get-transcript.
How do I file an Arizona amended return?
Arizona taxpayers will need to file an Arizona Form 140X to amend their 2020 Arizona tax return.
Most Arizona residents will be able to complete the Arizona Form 140X by following the simplified instructions at:
https://azdor.gov/sites/default/files/media/FORMS_INDIVIDUAL_2020_140X-UI-Notice.pdf
Part-year residents and nonresidents will need to refer to the full Arizona Form 140X instructions. Additionally, resident taxpayers with changes beyond unemployment, the excise tax credit, and the family tax credit will need to refer to the full Arizona Form 140X instructions at: https://azdor.gov/forms/individual/individual-amended-return-form
Can I e-file Arizona Form 140X?
The Arizona Form 140X is not currently available for e-file. It must be filed by paper.”