The site will be placed in maintenance on Wednesday, March 4th 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.

DELAWARE

• Correct a calculation error where Column A, Line 5 of Form 200-01 was not populating when applicable (Issue 4568)

NEW JERSEY

• Correct an issue where the Other Retirement Income Exclusion was calculating for a TP under age 62 (Issue 4575)

OHIO

• IT/SD 2210 Line 1 not including estimated state payments from IT-1040, Line 15 (Issue 4588)

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

The site will be placed in maintenance on Tuesday, March 3rd 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.

MARYLAND

• Correct a calculation error where the Long-Term Care Insurance Credit was calculating for an ineligible taxpayer (Issue 4564)

MICHIGAN

• Correct a display issue where the age was not showing on Line 13 of MI-1040CR-7 when applicable (Issue 4556)

NEW YORK

• Correct a display where both the TP and SP name was showing on Form IT-272 (Issue 4561)

NORTH CAROLINA

• Correct a calculation error on Line 20 of D-422A (Issue 4565)

SECURITY TEMPLATE

• Correct an issue where applicable security templates could not change a return from “Complete” back to “In Progress” (Issue 4374)

STUDENT LOAN INTEREST DEDUCTION

• Correct an issue where the deduction was not applied when TP marked as CAN BE claimed but IS NOT claimed as a dependent on another return (Issue 4560)

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

The site will be placed in maintenance on Friday, February 28th 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.

ALABAMA

• Correct an issue where Form 40, Part 1, Line 5b was not pulling taxable portion of retirement income (Issue 4549)

ARIZONA

• Correct an issue where Form 131 was not generating in the PDF (Issue 4518)

PENNSYLVANIA

• Correct an issue where royalty income was not pulling to PA-40, Line 6 (Issue 4553)

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

Below are bullet points from our opening presentation of the All Partner Call before opening up for Q&A from the field.

• E-file volume remains up by approximately 2% year over year for the VITA/TCE Program
• We have some outstanding CA acks.  Our development team is working with CA on this (Issue 4550)
• Changes to the Kiddie Tax have been deployed for TS 2019
  • Taxpayers can now choose to elect to use their Parents Tax Rate when calculating the Kiddie Tax
• We do not have a deliverable date on when the retroactive extenders will be added to the prior year application
• MO acks were delayed earlier this week, but should be resolved now
  • Check the blog for this type of information
• We launched the new FSA Kiosk landing page this morning for those on the call with Fusion and Stand Alone URLs
  • If you start from the URL we sent you, this page displays and allows you to more easily use bookmarking and creating desktop shortcuts
  • If your taxpayer does not see this page, then you are starting from the wrong URL
  • Put the Best Practices guide and other FSA guides on the blog and under User Guides on the left navigation panel when you are logged into TaxSlayer
• Updated the 1042-S to the 2019 form
• Updated the User Interface on some of the pages outside of the return, but did not change the functionality

Q1: Any update on Strike Benefits and how to report in the software properly?

• Software vendors are still waiting for additional guidance from the IRS to ensure there are no issues in the MeF (electronic submission) sent to the IRS.

Q2: Kiddie Tax ready for 2019?

• Yes, the extender update for Form 8615 was delivered to the 2019 software this morning.

Q3: Will preparers be notified of when kiddie tax may be applicable in a tax return?

• Currently, no warning is prompted. We do have a suggestion logged for this to assist the preparer when Form 8615 may be applicable.

Q4: Is there still an e-file block for Kiddie Tax?

• No, the e-file block has been removed.

Q5: Is there a way to assign a preparer to multiple returns at one time?

• No, there is not. However, with the intent of filtering Client List so your preparers no longer see accepted returns, they can select “Do Not Show Accepted Returns” from Client List menu.

Q6: Has Alimony Paid always required the Recipients SSN? What if no SSN is available?

• Yes, to deduct Alimony Paid, the SSN for the recipient is required. If no SSN is available, use 111-XX-1111 (X=0) and be sure to paper file the return. Also include a statement with the paper filed return to support why no SSN was available.

How do we file a MFS return when we don’t know spouse SSN?

• If no SSN is available, use 111-XX-1111 (X=0) and be sure to paper file the return. Also include a statement with the paper filed return to support why no SSN was available.

When will extenders be applied to 2018 program?

• Prior year extender work is captured in our backlogs, but we do not have an ETA when these items will be available in the prior year programs.

2/28/2020

We have made the appropriate updates on our end and all CA transmissions have resumed. Any outstanding CA acks should be returned at this point.

2/27/2020

We are currently working with CA FTB regarding state transmissions stuck in a “sending” status since 2/25/2020. As of today, 2/27/2020, we were made aware CA FTB released an update to their servers on 2/25 that does not support a key exchange algorithm we have been using in conjunction with CA transmissions. We are looking into switching out our current communication library to resolve this issue. We do not currently have an ETA at this time for when CA transmissions will resume, but note that all sites can still transmit CA returns to us (TaxSlayer).

The site will be placed in maintenance on Thursday, February 27th 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.

1040-NR

• Update 1042-S PDF to reflect 2019 instead of 2018 (Issue 4531)

CONNECTICUT

• Correct display error where Preparer Name is showing on CT-1040-X (Issue 4544)

FORM 8615 (KIDDIE TAX)

• Update label for Form 8615 (Issue 4408)
• Update Form 8615 so taxpayers can elect to use Parent’s tax rate due to Federal extenders (2019 Update)

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

The site will be placed in maintenance on Wednesday, February 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.

FORM 6251

• Correct an issue where the wrong value was pulling to Part 3, Line 27 when Schedule D Tax Worksheet is used (Issue 4521)

MICHIGAN

• Correct an error where “Other” Heat Provider selection was pulling Code 600 instead of Code 500 to PDF (Issue 4527)

MISSOURI

• Correct an issue where MO-A, Section C, Line 4S was displaying an amount when SP did not qualify (did not impact calc) (Issue 4516)

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

The site will be placed in maintenance on Tuesday, February 25th 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.

IDAHO

• Correct a Grocery Credit calculation issue when only the dependents are full-year residents of ID (Issue 4517)

INTERNET EXPLORER

• Update some code IE was having issues when interpreting, ultimately creating an error when trying to start a new return (Issue 4522)

MARYLAND

• Correct an issue where the entry for “Capital gains from the sale or exchange of US Obligations” inside MD return was not saving (Issue 4048)

WEST VIRGINIA

• Correct an issue on Line 13 of Schedule A where the amount should only be reflected on Line 10 (Issue 4511)

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