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.

This post will no longer be updated as of 1/6/26. Please refer to the “What We Know” post instead – Available HERE.

With the release of a new application year (2025), some oddities and functionality issues may occur. Below are items that have been identified and reported to our development team. This will be a fluid blog post of known functionality issues within the 2025 Practice Lab. NOTE: You will see various 2024 forms and calculations still used which is normal this time of year as tax changes/updates are ongoing.

• Qualified Tips Not Carried to Line 4a and 4b of the Schedule 1-A (Issue 3553)
• No input for entering a value to carry to Line 4c of Schedule 1-A
• 1040 View, Schedule 1, Lines 14-19a are misaligned