Author Archives: %s

Message from IRS: Social Security Recipients WILL Receive Stimulus Payments Automatically

02 Apr 20
Craig Smith
No Comments

Posted 4/1/2020

WASHINGTON – The U.S. Department of the Treasury and the Internal Revenue Service today announced that Social Security beneficiaries who are not typically required to file tax returns will not need to file an abbreviated tax return to receive an Economic Impact Payment. Instead, payments will be automatically deposited into their bank accounts.

“Social Security recipients who are not typically required to file a tax return do not to need take an action, and will receive their payment directly to their bank account,” said Secretary Steven T. Mnuchin.

The IRS will use the information on the Form SSA-1099 and Form RRB-1099 to generate $1,200 Economic Impact Payments to Social Security recipients who did not file tax returns in 2018 or 2019. Recipients will receive these payments as a direct deposit or by paper check, just as they would normally receive their benefits.

Direct Link: Click Here

Release Notes: Thursday, April 2nd at 5:00am ET

01 Apr 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, April 2nd beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MINNESOTA

  • Correct a calculation error where the Standard Deduction was being applied to a Nonresident Alien MN return (Issue 4766)
  • Correct a calculation error where M1PR Worksheet 1, Line 1 as not being calculated by 17% (Issue 4770)

SCHEDULE OI (1040-NR)

  • Correct a display issue where “19(1)” treaty for Indonesia was displaying as “21(1)” on the PDF (Issue 4750)

VERMONT

  • Correct a display issue where information was not populating on the 8879-VT (Issue 4765)

VIRGINIA

  • Correct an issue where an entry inside the VA program was not carrying to 760PY-ADJ, Line 4 (Issue 4747)

 


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

A Message from Ohio

01 Apr 20
Craig Smith
No Comments

The below messaging was shared by Ohio to software vendors.


Ohio provides a self-service option for taxpayers to cancel a postdated income tax payment and reschedule with a different date as needed.  Via Online Services on tax.ohio.gov, taxpayers can register or log in to their existing account and cancel their future dated estimated, extension or tax due payments.  As long as the payment is in a “Pending” status in Online Services, it can be cancelled.

To cancel a payment in “Pending” status, the taxpayer would need to follow the steps below:

  1.  Log into Online Services with their User ID and Password. If they do not have a UserID or Password, they may register to create an Online Services account.
  2.  Under “Online Services” on the left side of the page, click View / Make Payments.
  3.  Select the number of months from the dropdown, then click the Go button.
  4.  Under “View Payments”, click the cancel button to the right of the payment they wish to cancel.

If taxpayers need guidance with registering for an Online Services account and/or canceling a payment, they can call 1-800-282-1780 or email (available on tax.ohio.gov – from the drop down menu for “Contact Us”).

Release Notes: Tuesday, March 31st at 5:00am ET

30 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 31st beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1116

  • Correct a calculation issue specific to Line 18 of Form 1116 (Issue 4741)

FORM 8615 (KIDDIE TAX)

  • Update Kiddie Tax input menu to include Parent’s Filing Status drop-down (Issue 4587)

MASSACHUSETTS

  • Correct a display issue where two of the same input fields were within the MA menu (Issue 4748)

POWER OF ATTORNEY (FORM 2848)

  • Correct an issue where the representative address was not carrying to PDF (Issue 4740)

SITE PRODUCTION SUMMARY REPORT

  • Correct an issue where the ITINCOUNT was not populating (Issue 4757)

 


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

Release Notes: Thursday, March 26th at 5:00am ET

25 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, March 26th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

EDUCATION CREDIT (AOTC)

  • Refundable question for AOTC not asked when Taxpayer IS age 18 at end of year (Issue 4458)

MICHIGAN

  • Correct a Standard Allowance calculation issue when the return is MFJ with additional single household members sharing a residence (Issue 4714)

OKLAHOMA

  • Correct an issue resulting in Reject Code 511NR-033 (Issue 4743)

PENNSYLVANIA

  • Correct a display error where the Spouse SSN not pulling to PA-40 when MFS (Issue 4752)

WEB REPORT

  • Correct a server error issue with the Site Production Detail Report – Electronic (Issue 4753)

 


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

Release Notes: Tuesday, March 24th at 5:00am ET

23 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 24th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

COLORADO

  • CO return validating for residency dates when TP listed as Full-Year Nonresident (Issue 4712)

CONFIGURATION

  • Correct the error page rendered when trying to add/edit a preparer (Issue 4721)

IDAHO

  • Add input field for American Red Cross of ID (Issue 4725)

ILLINOIS

  • Correct a display issue where TP name was not displaying on IL-1040-X (Issue 4726)

INDIANA

  • State EIC not using Worksheet B when applicable (Issue 4724)

MASSACHUSETTS

  • “Did you have another government program…?” missing from Single return in Schedule HC (Issue 4736)

 


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

Release Notes: Thursday, March 19th at 5:00am ET

18 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, March 19th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

PAPER RETURN STATUS

  • Provide an update to allow for “Paper Returns” to be set from “Complete” back to “In Progress” (Issue 4404)

PENNSYLVANIA

  • Correct an issue where Line 3b could not be marked on the PDF of Schedule SP (Issue 4709)

START NEW RETURN (2016/2017)

  • Correct an issue where sites were sporadically unable to begin a 2016 or 2017 return (Issue 4696)

VIRGINIA

  • Correct a display issue where the Standard Deduction was not displaying on 760PY, Line 12 when filing status is 1 or 4 (Issue 4722)

WEST VIRGINIA

  • Correct an issue where nontaxable interest to WV was not included in Line 48a of Schedule M (Issue 4720)

 


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

Release Notes: Wednesday, March 18th at 5:00am ET

17 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 18th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CALIFORNIA

  • Update Form 3582X to 2019 from 2018 (Issue 4715)

COLORADO

  • Add an input field for a deceased SSN or ITIN for Form 0104AD (Issue 4706)

DELAWARE

  • Correct an issue where a credit was not displaying on Line 43a when MFS (Issue 4704)

 


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