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.

Updates since the Last All Partner Call:

• American Rescue Plan
  • The IRS has already started having calls with industry
  • First priority will be distributing EIP3
    • Will issue 1444 C for EIP3 amounts
    • Will be reconciled on TY2021 returns
  • IRS must interpret the updated law in regards to handling the unemployment changes
    • Committed to issue public guidance on how already filed returns with unemployment should be handled
    • We are adding a column to the Pro Web Returns – Detailed Returns report
  • The majority of all changes will be handled via the TY2021 returns
    • Reconciliation of advanced CTC payments
    • Reconciliation of EIP3
  • As the IRS releases information we will assist in distributing it via the blog and Message center
• Scanned Documents
  • We have started the process of automatically deleting the docs after 14 days
• 8915-E
  • Can now add the form to your custom print sets
• E-file volume
  • Seeing pretty significant increases in return prep and e-file volume
• Suggestion Box
  • Reminder that this is a good time to be entering software suggestions as you are preparing returns
    • What would make a process easier
    • Most of you are implementing new processes this year, so how can we help from an application level
  • FSA URLs
    • Messaging around who to contact for support has been much better since our last call
  • Volunteer Times Blog post
    • Opportunity to share your best practices for making appointments, virtual processes, hybrid processes.

IPPIN – How is the best way for a taxpayer to get one?

• Reach out to your Relationship Manager for guidance for best steps to request an IP PIN for the taxpayer.

If we send a return with a wrong RTN number, can we correct that with the IRS before they issue any refunds?

• Generally, no, TaxSlayer (nor any software vendor) can retransmit updated banking info to the IRS after an accepted ack.

8915-E – Are there any known issues still or are we good to e-file?

• All 8915-E updates at this time are live in the software.

State sometimes loading blank page?

• We have an active defect reported with development to look into this, but in the meantime, if this happens at your site, you can refresh the browser page and it will load.

Any update on extending the filing deadline past April 15^th?

• No statements or guidance has been made regarding the filing deadline at this time.

Do we need to use the EIC Checklist as volunteer sites?

• No, the checklist is for paid professionals only.

Can we e-file 2019 amended Federal returns now?

• Yes

Can we elect not to spread taxable income over 3 years with the 8915-E yet?

• Yes

We received the below message from VT when asked if they were experiencing any issues in sending acks. As additional information is provided, we will update this post.

3/19/2021

Update from Colorado.

“Our developers are testing the solution for the MeF acknowledgments that were not generated and sent for a few days earlier this month.  Hopefully the solution will be migrated this evening and acks will be brought current.  We apologize for the inconvenience this has caused you and your customers.”

We received the below statement from CO when we asked if they may be experiencing issues in sending acknowledgements. We will post additional updates as they are received.

“We discovered yesterday that some submissions were processing without creating and sending acks.  Our developers are testing a solution.“

The site will be placed in maintenance on Thursday, March 11th, 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

• Form 593 receiving erroneous validation error at e-file for missing preparer information (Issue 5710)
• F3849, Line 6 answered incorrectly when household income below 100% FPL (Issue 5682)

HAWAII

• Entry for applying refund towards next year is not working (Issue 5600)

SOCIAL SECURITY

• Update the year display on the Social Security Lump Sum Worksheet (Issue 5716)

WEST VIRGINIA

• Correct the WV-8379 issue resulting in Reject Code IT-140-110 (Issue 5718)

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

The site will be placed in maintenance on Wednesday, March 10th, 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

• Incorrect tax rate being used on a return with $87,400 in AGI (Issue 5692)

CALIFORNIA

• F3849, Line 7 missing the leading zeros in the decimal on PDF (Issue 5680)

MINNESOTA

• Deceased Spouse Claimant Information not saving after exiting state application (Issue 5703)

W-2

• Update Box 3 Social Security wage cap to 2020 rate (Issue 5583)

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

The site will be placed in maintenance on Tuesday, March 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.

MARYLAND

• Add Form 502LU as a print set item selection (2020 Update)

VERMONT

• Update the 911 Address menu to auto-pull address from Federal Basic Information (Enhancement)

WEST VIRGINIA

• Update to include Form 1099-RRB in the state e-file automatically when applicable (Issue 5649)

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

3/8/21

MO has resolved the issued on their end. For any MO returns rejected with Reject Code MO1040-0022, they can be resubmitted at this time.

We have opened Issue 5631 regarding MO Reject Code MO1040-0022 which states, “Taxable Social Security reported on Form MO-A, Part 3, Section A, B, and C is not equal“. MO has indicated this is an issue on their end and will notify us when this issue has been resolved. At this time, if you have any impacted MO returns with this reject code, please do not resubmit until this blog post has been updated.

The site will be placed in maintenance on Monday, March 8th, 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-E

• Add F8915-E as a print set selection (Issue 5481)

IOWA

• Segal Americorps Contribution not carrying to Line 24 of IA-1040 (Issue 5669)

LOUISIANA

• Taxable dividends sourced to LA being subtracted on Schedule E in error (Issue 5637)

REPORTS

• State Return NOT Transmitted Report is including Federal only returns in error (Issue 5556)

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