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.

A deployment is scheduled for the morning of Wednesday, January 14th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2

• MWP checkbox to include in earned income calculation is unchecking after adding F1099-MISC and saving (Issue 3541)

VIRGINIA

• Nonresident 763-S for Single filer is defaulting to Spouse (Issue 3565)

Below is the list of carryforward items available with TaxSlayer Pro Online. They are applicable for both Same-Site Carryforward and Global Carryforward.

• Carryforward of an IP PIN Warning if IP PIN Existed on Prior Year Return

  • Presented as an e-file warning if present on prior year but not current year

• Carryforward of Applied Federal Refund from Previous Year

  • Applicable Federal value will automatically carry to Payments & Estimates menu > Federal Estimated Payments

• Carryforward of Simplified Method Worksheet items

  • Current values included are plan cost at annuity start date, starting date of annuity, age of recipient at start date and amounts previously recovered

• Carryforward of Form FEC (Foreign Earned Compensation) data

• Carryforward of Education Credits

  • This includes the educational institution details

• Carryforward of Taxpayer Notes

  • This includes the title and details of notes added to a return from the prior year

• Carryforward of Form 1099-Misc payer data

• Carryforward of the Unallowed Loss from Schedule E

• Taxpayer (spouse if MFJ) name, filing status, taxpayer identification number (SSN/ITIN), date of birth, phone number, and email address

• Carryforward of dependents

• Carryforward of W-2/W-2PR employers

• Carryforward of 1099-R/RRB-1099-R payers including state and state ID’s

• Carryforward of Schedule D

  • Specifically the carryforward of capital loss and depreciation worksheet

• Carryforward of Schedule C, including Form 8829 if present

  • Specifically business name, business code and description

• Carryforward of Schedule E

  • Specifically rental information and Schedule K-1 payer information

• Carryforward of Child Care providers and associated dependents

• Carryforward of Schedule B financial institution info for Forms 1099-INT/DIV

• Carryforward of State and Local Refunds if itemized in the prior year

• Carryforward of F5405 Repayment

  • Presented as an e-file warning if repayment present on prior year but not current year

• Carryforward of Form 1095-A Warning if 1095-A Existed on Prior Year Return

  • Presented as an e-file warning if F1095-A was present on prior year but not current year

• Carryforward Available Business Credits from prior year

  • Presented as a pop up when Form 3800 is loaded in the return

• Carryforward of Form 5695

  • Specifically any carryforward credit from the prior year to the current year

• Carryforward of Form 1099-NEC payer data

• Carryforward of Form 8606 – Nondeductible IRA’s (Note:  Not working Issue 2750)

  • Specifically the total basis in Traditional IRA’s from prior years

• Carryforward of Excess Charitable Contributions to the Federal Schedule A

Note: This list is up to date as of 01/13/2025

A deployment is scheduled for the morning of Monday, January 12th to release the below update(s). Access to the program may be limited during a deployment.

W-2 (NOT REPLOYED)

• MWP checkbox to include in earned income calculation is unchecking after adding F1099-MISC and saving (Issue 3541)

FEDERAL SECTION

• Federal Section menus cannot be selected when “hand cursor” is shown to the user. Was only allowing access when clicking BEGIN or EDIT button (Issue 3548)

A deployment is scheduled for the morning of Friday, January 9th to release the below update(s). Access to the program may be limited during a deployment.

1040 VIEW

• Adding Schedule 1-A to the interactive 1040 View (update)

PENNSYLVANIA

• Sch. O Section III, Line 7 Student Loan Interest – add adjustment field to allocate between TP and SP (Issue 3557)

A deployment is scheduled for the morning of Wednesday, January 7th to release the below update(s). Access to the program may be limited during a deployment.

1040 VIEW – SCHEDULE 1

• 1040 view Sch. 1, Part II, Lines 14 – 19c amounts misaligned (Issue 3554)

NEW HAMPSHIRE (DID NOT DEPLOY)

• State Validation Error page – update text referencing “DP-10” to “NH Form BT Summary” (Issue 3560)

TaxSlayer offices will be closed on Thursday, January 1st and will reopen on Friday, January 2nd at 8:00am ET.

11:55am ET – The API error has been resolved and access to returns has been restored.

11:20am ET – We are aware and actively looking into the issue where users are getting the “API Error Response” message when attempting to access returns in the Practice Lab. Updates will be provided as they become available.