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Release Notes: January 21st – FSA & RRC

21 Jan 21
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, January 21st, 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.

FSA SOFTWARE (KIOSK)

  • Enable 1040-NR and 1040-PR preparation (Issue 5089)

RECOVERY REBATE CREDIT

  • Add a “Skip” button on the Recovery Rebate Credit page during onboarding

 


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

Release Notes: January 20th – IPPIN, MD, MN, & SC

19 Jan 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 20th, 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.

IP PIN

  • Remove IP PIN page from the onboarding flow when starting a new return

MARYLAND

  • Update the calc to automatically calculate allowable Pension Exclusion, when applicable, after Military Retirement Subtraction taken (Issue 5225)

MINNESOTA

  • Correct an issue where Working Family Credit calculated when investment income exceeded threshold (Issue 5236)

SOUTH CAROLINA

  • Credit for Taxes Paid to Another not automatically calculating when other state is nonresident (Issue 5243)

 


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

Release Notes: January 15th – CT, MD, MI, NY, & WI

14 Jan 21
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 15th, 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

  • Nonresident Employee Apportionment Worksheet Line G results not carrying to Schedule CT-SI, Line 1 (Issue 5221)

MARYLAND

  • Subtraction Code VA being limited to $5,000 instead of $6,000 (Issue 5216)

MICHIGAN

  • Above the line charity deduction for Standard filers not carrying to Line 30 of MI-1040CR (Issue 5220)
  • Tier 3 Standard Deduction not calculating when applicable (Issue 5217)

NEW YORK

  • Correct an issue where the county selection reflects as “NR” on PDF no matter which county selected (Issue 5222)

WISCONSIN

  • Add entry on Schedule SB for Reserve or National Guard Members (Issue 5213)
  • Tuition and Fees Expenses on Schedule SB only calculating for one student (Issue 5215)

 


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

Release Notes: January 14th – CA & Sch A

14 Jan 21
Craig Smith
No Comments

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

CALIFORNIA

  • Remove a proof of concept “Guide Me” for CA that was showing in error (Issue 5177)

SCHEDULE A

  • Correct an issue where the state and local sales tax deduction was not carrying to the Schedule A in some instances (Issue 5105)

 


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

Release Notes: January 13th – AZ, CT, MA, OR, SC, & WI

12 Jan 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 13th, 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.

ARIZONA

  • Correct an issue where AZ was not providing the better of Standard or Itemized Deduction (Issue 5182)

CONNECTICUT

  • Update the Federal Relation for Pension and Annuity subtraction to show taxable distribution, not gross distribution (Issue 5201)

MASSACHUSETTS

  • Correct an issue causing a PDF not to generate if MA attached to Federal return (Issue 5188)

OREGON

  • Correct an issue causing a PDF not to generate if OR attached to Federal return (Issue 5194)

SOUTH CAROLINA

  • Correct an issue where the Tuition Tax Credit was limiting the tuition paid amount in error (Issue 5199)

WISCONSIN

  • Correct an issue where Retirement Income Exclusion entries were not carrying to Schedule SB (Issue 5189)

 

 


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

Special Lookback for Earned Income Tax Credit and Child Tax Credit

12 Jan 21
Craig Smith
No Comments

The special lookback rule, included in the most recent Coronavirus Relief Package, allows lower income individuals to use their earned income from 2019 to determine their Earned Income Tax Credit and the refundable portion of the Child Tax Credit in 2020. This provision is now included in TaxSlayer Pro Online within the Personal Information page, shown below.

Release Notes: January 11th – Backend Updates Only

10 Jan 21
Craig Smith
No Comments

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

BACKEND UPDATES ONLY

 


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

TaxSlayer VITA/TCE Support Hours Reminder

08 Jan 21
Craig Smith
No Comments

This is just a reminder that tax season support hours (below) do not begin until “Start New Return” is turned on in 2020. January 18th is tentatively scheduled to be that date, however, the opening date is subject to change.

  • Monday – Friday: 8am-12am ET
  • Saturday – Sunday: 8am-8pm ET

Until “Start New Return” is turned on in 2020 support hours are Monday-Friday, 8am-5pm ET.