Author Archives: %s

Release Notes: March 5th – LA, OK, Sch NEC, Sch SE & VT

04 Mar 21
Craig Smith
No Comments

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

LOUISIANA

  • Nonresident LA return subtracting retirement income in error (Issue 5615)

OKLAHOMA

  • Credit for Taxes Paid to IA not calculating for W-2G income (Issue 5643)

SCHEDULE NEC

  • Not printing dates sold or acquired for capital gains on PDF (Issue 5609)

SCHEDULE SE

  • Unable to designate form to TP or SP which creates a page validation (Issue 5640)

VERMONT

  • Schedule IN-153, Part 3, Line 20 pulling Fed AGI instead of taxable income (Issue 5651)

 


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

Release Notes: March 4th – CA, HI & MN

03 Mar 21
Craig Smith
No Comments

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

CALIFORNIA

  • Column D of F3849 not displaying $0’s when Line 5 is more than 400% (Issue 5616)
  • Form 3853 in Part 1 using Federal AGI instead of CA MAGI (Issue 5602)

HAWAII

  • Line 18 of Worksheet A-4 adding back $300 Charitable Deduction in error (Issue 5617)

MINNESOTA

  • Line 31 worksheet for social security income has calculation error when MFS and SP lived with TP (Issue 5627)

 


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

Release Notes: March 3rd – MD & OH

02 Mar 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 3rd, 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

  • Military retirement subtraction being split between TP and SP in error on Two-Income Subtraction Worksheet (Issue 5591)
  • Entries within Two-Income Subtraction menu not saving when exiting the state application (Issue 5596)

OHIO

  • Schedule IT BUS is printing TP SSN when it should be SP (Issue 5598)

 


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

Message from New Mexico about Acknowledgements (UPDATE)

02 Mar 21
Craig Smith
No Comments

3/2/21

We expect to have the backlogged submissions fully cleared by COB Wednesday.


The below was received from New Mexico regarding delays in issuing acknowledgements.

For the first week after the IRS opening, New Mexico typically throttles incoming submissions. This does mean that it will take more time than usual to clear our pending queue, and to get acknowledgments out the door. We would expect to have the backlog cleared by early next week, and any pending acknowledgments should have gone out by that point.

Release Notes: March 2nd – Form 7202 & MA

01 Mar 21
Craig Smith
No Comments

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

FORM 7202

  • Applicable SE income is displaying Line 31 from Schedule C instead of Line 6 of Schedule SE within the 7202 application page (Issue 5432)

MASSACHUSETTS

  • Update text within Basic Information regarding name or address change since filing prior year return (Issue 5588)

 


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

Release Notes: March 1st – 1040-X, CA, CT, HI, MI & VT

28 Feb 21
Craig Smith
No Comments

The site will be placed in maintenance on Monday, March 1st, 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.

AMENDED RETURN

  • Update the schema so amended returns can be e-filed (Issue 5517)

CALIFORNIA

  • Add the ability to check the box on Form 3849, Line 28 (Issue 5578)

CONNECTICUT

  • Allow the ability to adjust the value carried to CT-1040, Line 43 specifically for Railroad Benefits (Social Security Equivalent) (Issue 5527)

HAWAII

  • Update Medical and Dental Expense threshold to 7.5% from 10% (Issue 5587)

MICHIGAN

  • Correct an issue where an ineligible TP was receiving the Home Heating Credit (Issue 5568)

VERMONT

  • Contribution to VT Veteran’s Fund is carrying to Green Up Fund line in error (Issue 5566)

 


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

New Maryland Form – 502LU

26 Feb 21
Craig Smith
No Comments

4/15/21

Maryland, as of 4/15/21, has implemented the new schema to support Form 502LU and other applicable changes. Taxpayers with Form 502LU on their MD returns should now be able to e-file those returns.


See information regarding the Maryland Relief Act here.

Maryland recently signed into law (February 15th, 2021) their RELIEF Act. With this recently passed legislation, a new subtraction form has been introduced (Form 502LU) to account for subtracting unemployment income from being taxed on the Maryland return. This form has been released by Maryland to software vendors and has been implemented into the TaxSlayer software. However, Maryland has not yet released the new schema to support this form via e-file. For this reason, if Form 502LU is on a return for your client(s), you will see an e-file block preventing you from e-filing the Maryland return at this time (the Federal return can still be e-filed).

Maryland has indicated the new schema will not be made available until early March. Once the schema has been issued and implemented into our software, the e-file block for impacted returns will be removed and those returns can be e-filed at that time. We will update this blog post once the new schema has been implemented. If a taxpayer has unemployment income reported on their Federal return, using Form 502LU, it will be automatically subtracted from the Maryland return without the need for manual adjustment.

Maryland has also stated that for any returns already filed that can now take advantage of this unemployment subtraction, an amended MD return must be prepared and filed.

Oregon Returns Breaking the Calc [RESOLVED]

26 Feb 21
Craig Smith
No Comments

3/1/21 – This issue has been resolved.


Issue 5595 was opened to address an issue within Oregon returns. Some returns that have an Oregon return added is causing the calc to break, meaning the Summary/Print page will not load, also creating issues when attempting to access the OR return and the e-file menu. This issue has been corrected and the fix should be deployed early next week (most likely Monday or Wednesday).