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Release Notes: April 14th – Client Status & UCE Worksheet

13 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, April 14th, 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.

CLIENT STATUS – STATE ACCEPTED PDF

  • Generating the State Accepted PDF from Client Status not working (Issue 5952)

UCE WORKSHEET

  • Adding the unemployment compensation exclusion worksheet as a print set item (Issue 5945)

 


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

Release Notes: April 12th – DC, GA & NY

11 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Monday, April 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.

DISTRICT OF COLUMBIA

  • (2019) Scholarship income included when calculating DC EITC (Issue 5944)

GEORGIA

  • Add back any Fed UCE to the GA return due to not adopting provisions of the American Rescue Plan (2020 Update)

NEW YORK

  • Amended return showing wrong original residency based on selection in program (Issue 5973)

 


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

American Rescue Plan: Repayment of Advanced Premium Tax Credit

09 Apr 21
Craig Smith
No Comments

The TaxSlayer software has been updated to not calculate any repayment of Advanced Premium Tax Credit in accordance with the American Rescue Plan. This is now live in the software. For impacted returns, Form 8962 will still generate in the PDF, but will not be included in the transmission. You will notice that Lines 28 and 29 under Part III of Form 8962 will be $0, thus not carrying to Schedule 2, Line 2. If your site(s) have been holding these returns, they can now be e-filed. Another important reminder is the IRS still has not made a determination of what they intend to do for returns already filed and accepted with repayment of APTC.

Release Notes: April 9th – DE, IN & MO

08 Apr 21
Craig Smith
No Comments

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

DELAWARE

  • MFS return not separating TP and SP W-2 wages (Issue 5805)

INDIANA

  • Add option to claim credit for 529 contributions on MFS returns (Issue 5958)

MISSOURI

  • Signature line displaying “Filing as Surviving Spouse” when no SP listed (Issue 5920)

 


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

Release Notes: April 7th – CT, DC, MN, PA, Reports & WV

06 Apr 21
Craig Smith
No Comments

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

CONNECTICUT

  • Credit for Taxes Paid to Another Jurisdiction not pulling correctly to amended return (Issue 5933)

DISTRICT OF COLUMBIA

  • DC using 2020 earned income for EITC when 2019 used on Federal return (Issue 5938)

MINNESOTA

  • Correct a calc issue on Line 5 of M1ED when Fed UCE present (Issue 5910)

PENNSYLVANIA

  • Schedule SP not including certain dependents based on relationship to TP (Issue 5898)

REPORTS

  • Old IRS Ack report not including electronically filed amended returns (Issue 5751)

WEST VIRGINIA

  • Military retirement deduction being limited to $2,000 in error (Issue 5931)

 


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

Release Notes: April 5th – Client Status & Return Tags

04 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Monday, April 5th, 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.

CLIENT STATUS

  • Correct the issue where the transmitted return is not generating from the Client List PDF (Issue 5541)

RETURN TAGS

  • Correct an issue where a return tag would sporadically appear/disappear at a site (Issue 5844)

 


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

VITA/TCE Support: Closed Easter Sunday

02 Apr 21
Craig Smith
No Comments

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

Release Notes: April 2nd – CA, Client List, MI, MN & MT

01 Apr 21
Craig Smith
No Comments

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.