On Sunday, April 4th, TaxSlayer VITA/TCE Support will be closed for Easter Sunday. Normal tax season hours will resume on Monday, April 5th.

The site will be placed in maintenance on Friday, April 2nd, 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

• Update the MAGI calc for Part 1 of Form 3853 (Issue 5906)

CLIENT LIST

• Correct an issue where an “Approved” return was showing “Paper” as the status (Issue 5381)

MICHIGAN (DETROIT RETURN)

• City return calculating a tax liability for a return with taxable income less than $600 and TP claimed as dependent on another return (Issue 5903)

MINNESOTA

• IRA Deduction worksheet showing incorrect value for single taxpayer on line 1 (Issue 5892)

MONTANA

• Political contributions incorrectly limited to $100 when MFJ and both SP contributed $100 (Issue 5904)

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

The site will be placed in maintenance on Wednesday, March 31st, 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

• SRP not calculating on a return (Issue 5858)

FORM 8915-E

• Correct a display on Line 9 where the “x” was to the right of the checkbox when marked (Issue 5889)

MINNESOTA

• Federal UCE added back twice on Worksheet for Line 31 for Student Loan Interest (Issue 5868)

NEBRASKA

• Update on the Amended Return to carry the Property Tax Incentive Credit to PDF when applicable and not claimed on original return (Issue 5848)

OHIO

• Correct an issue causing Reject Code OH-IT1040-001 (Issue 5855)
• Schedule IT-BUS showing SP ownership percentage for TP in error (Issue 5896)

OREGON

• Issue breaking the calc when PY or Nonres Oregon return created (Issue 5883)

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

The site will be placed in maintenance on Monday, March 29th, 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 1040-NR

• Correct an issue resulting in the Schedule NEC causing a Federal Reject SNEC-1040NR-076 (Issue 5850)

IOWA

• Adoption credit not calculating when finalized during current tax year (Issue 5865)

OHIO LOCALITY FORM 37

• Entry to apply refund towards 2021 estimated taxes is not carrying value to locality PDF (Issue 5834)

WEST VIRGINIA

• IT-140V not displaying SP SSN when MFJ (Issue 5846)

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

3/31/21 – This has been resolved.

We have opened Issue 5883 to address an issue where Part-Year and Nonresident OR returns are breaking the calc inside a return. Resident OR returns do not appear to be impacted.

Below are bullet points from our opening presentation of the All Partner Call before opening up for Q&A from the field. Q&A notes are at the bottom of this post.

The American Rescue Act was signed into law late afternoon Thursday, March 11, 2021.  One of its many provisions was the exclusion of up to the first $10,200 of unemployment compensation.  Friday, March 12, 2021 the IRS released the Unemployment Compensation Exclusion Worksheet.  On Tuesday, March 16, 2021 the IRS instructed software vendors to use the UCE Worksheet for the tax calculation.  On Friday, March 19, TaxSlayer had updated the software to adhere to this IRS guidance.  On March 23, 2021 IRS released updated guidance to software vendors that there were certain items that the UEC was not be taken into consideration when calculating the Modified AGI for those items.  By Wednesday TaxSlayer had updated the software to calculate UCE in accordance with the IRS new guidelines.

The IRS has not provided guidance on what to do with returns that might have been affected by the updated guidelines, suggest your site review tax returns with Form 1099-G filed between Friday and Monday to see if any had additional changes and create a return tag so you can easily find them, once the IRS provides guidance.

Also, any returns containing Unemployment filed before the IRS directed software changes require no action for the Federal adjustments, the IRS announced they will make the adjustments, no need to file a Federal Amended tax return and there is no timeframe on how long this will take or what taxpayers are expected to see (letter/notice).  Please work with your RM to determine what process your State wants followed.

One other provision of the American Rescue Plan is not requiring any Repayment of the Premium Tax Credit.  To date the IRS has not provided any guidance to software vendors on how to handle the change.  The IRS has not announced how returns already filed will be handled.  More to come.

With all these mid-season changes and season extension, the IRS is playing catch up with updating the Modernized EFile (MeF) system.  There are 2 common items that will cause a return to reject, withholding greater than income, this can occur when all the UC was removed and there was withholding, or when a direct debit date is entered after 4/15.  The IRS continues to update the MeF system.

Finally, rejects are from the IRS, if you are trying to understand why a return rejected please reach out to your RM for some guidance, if the explanation provided from the IRS is not sufficient.

Status of Issue 5502 – Fees not appearing on the invoice?

• Issue 5502 has been committed by development to resolve, however, we do not have an ETA at this time.

For NY, can we decouple these returns from the Federal so we can send them in mass later once NY has updated related to Federal UCE?

• Currently, the only way to not file a state return at the same time as of the Federal is to access the returns individually and mark the state return as “Paper”.

Can we e-file Federal direct debits for 5/17/21 now?

• The IRS has not adjusted their business rules to support direct debits past 4/15/21.

Has the issue been corrected where you can’t print the accepted return from Client Status?

• We expect this to be resolved by next week (week of 3/28/21)

How to clear a rejected return that the TP now doesn’t want to file electronically?

• To clear the “rejected” status, go into the return and mark it as a paper return.

How come the adjustment for PTC repayment is not reflecting in TaxSlayer yet?

• The IRS, to date, has not issued guidance to software vendors on how to handle the PTC provision.

Do we need to amend Federal returns for UCE?

• No, the IRS has stated for returns already filed prior to the UCE implementation that they will automatically adjust these returns on their end.

Where can we find what preparer e-filed a return?

• Go to Client Status for that return. The Return History will show the username for the preparer that transmitted the return.

The site will be placed in maintenance on Friday, March 26th, 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.

1040VIEW

• Correct a display issue on Schedule 3, Part 2, Line 13 (Issue 5697)

E-FILE PAGE

• Updating the Taxpayer PIN not saving when continuing to Submission page (Issue 5434)

MINNESOTA

• Remove an erroneous e-file block specific to the CRP for the M1PR (Issue 5814)

VIRGINIA

• Add back the Federal UCE since VA allows full subtraction of unemployment to avoid a double deduction (2020 Update)

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

The site will be placed in maintenance on Wednesday, March 24th, 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.

ARKANSAS

• Unemployment income not being considered when determining if Low Income Tax Table is applicable (Issue 5784)

IRS ACKNOWLEDGEMENT REPORT

• Only support HTML export for IRS ack report (Issue 4930)

VERMONT

• Correct an issue resulting in Reject Code: Form 122-0040-010. Impacted returns can be resubmitted (Issue 5813)

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