Author Archives: %s

Rejected FSA Returns [RESOLVED]

27 Jan 26
Craig Smith
No Comments

10:45am ET: This has been resolved.

9:30am ET: We are currently aware and actively working an issue where FSA users with a rejected return (Federal or state) are unable to correct and resubmit their tax return(s). This has been reported as Issue 3636 and only impacts FSA and NOT TaxSlayer Pro Online. This post will be updated once the issue has been resolved which we expect to be tomorrow, January 28th.

Release Notes: January 26th – SC

25 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, January 26th to release the below update(s). Access to the program may be limited during a deployment.

SOUTH CAROLINA

  • Adding addbacks for nonconformity to Federal OB3 deductions (Update)

Release Notes: January 23rd – CA, FW-2 & MS

22 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 23rd to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA

  • Sch. CA Sect. B, Line 2b for Alimony received not pulling the date of divorce (Issue 3618)

FORM W-2

  • MWP checkbox to include in earned income is not working when selecting codes in Box 12 (Issue 3605)

MISSISSIPPI

  • Married Filing Combined income sourced as “joint” in Fed is not split 50/50 b/w TP and SP (Issue 3600)

Release Notes: January 21st – F4547, F8995, MI, Configuration & Sch. A

20 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 21st to release the below update(s). Access to the program may be limited during a deployment.

FORM 4547

  • Add Form 4547 menu under Misc. Forms section (Update)

FORM 8995

  • Form 8995, Line 11 needs to subtract Schedule 1-A, Part II, Line 13 amount (Update)

MICHIGAN

  • MI 1040CR-7, Line 15 and 16 including dependent marked not a dependent on Federal return (Issue 3572)

OFFICE SETUP

  • Cover Page printing ERO Info when only Office Info is selected in Office Setup (Issue 3606)

SCHEDULE A

  • Schedule A Long-Term Care Premiums – annual update of limits based on age (Update)

Release Notes: January 19th – Cap Gains, MT & PYC

18 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, January 19th to release the below update(s). Access to the program may be limited during a deployment.

CAPITAL GAINS

  • 1099-B Transactions with No Adjustments page has left nav menu hanging over page text (Issue 3592)

MONTANA

  • Family Education Savings Account page – text update “$3,000” to “$4,500” (Issue 3592)

PRIOR YEAR COMPARISON

  • Prior Year Comparison under Helpful Tools not showing data (Update)

 

Release Notes: January 16th – FW-2, RI & WI

15 Jan 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 16th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2

  • Remove TT, TP and TA codes from Box 12 pick list to prevent reject FW2-011. Note: IRS Business Rules not updated to support these codes. (Update)

RHODE ISLAND

  • Modification for Certain Pensions or Annuities remove field validation limiting entry to $20,000 (Issue 3582)

WISCONSIN

  • Schedule SB not calculating for “Student 1” entry (Issue 3578)

Message from PA: New Working PA Tax Credit

14 Jan 26
Craig Smith
No Comments

The below message was issued to vendors from PA. In short, you will not see this credit, if eligible, anywhere in the software for 2025. PA is handling everything downstream after the return is filed.

“Below is an update regarding the New Working PA Tax Credit (PA-40):

As most of you already know, a new refundable tax credit was recently enacted in Pennsylvania effective for tax year 2025. Unfortunately, due to the timing of the legislation, we are not able to change the PA-40 forms and instructions for tax year 2025. Because we were not able to add a new line or use an existing line on the PA-40 form, the department will be automatically calculating the WPTC for taxpayers who file a PA-40 and have claimed the Federal EITC on their 1040 return.

  • Information regarding the credit can be found on our web site HERE.

The credit will be calculated at the time the return is processed and added to the existing Total Payments and Credits (Line 24) on the PA-40 return. The credit will not be added separately or calculated separately. Taxpayers who are receiving a refund will receive one refund from the state that includes the addition of the calculated credit. There will not be a delay in refund return processing due to us calculating and adding the WPTC for taxpayers who qualify for it.

Taxpayers who have a balance due, should submit their balance due payment as calculated at the time of filing and the department will refund any excess credit amount to the taxpayer after calculating the credit. If a taxpayer does not owe a balance and does not have a refund, a refund will be issued to the taxpayer after the calculation and addition of the credit by the department. All taxpayers who receive the new WPTC, will be issued a letter notifying them of the credit. The letter will be generated to the taxpayer at the time the PA-40 return is processed.

We understand that this change will add complexity for the upcoming tax year, and we do intend on updating the PA-40 form and instructions for tax year 2026 and after.