The site will be placed in maintenance on Thursday, February 20th 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 PDF

• Correct a print alignment issue starting with Line 17 (Issue 4474)

MICHIGAN 

• Correct an issue in the CF-1040 where Alimony Paid entered is not carrying to Line 5 under Deductions (Issue 4371)

NORTH DAKOTA

• Add Schedule ND-1PSC to generate in State PDF View (Issue 4481)
• Correct an issue where “Amount Contributed” not carrying to applicable Schedule ND-1PSC lines (Issue 4482)

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

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

IDAHO

• Correct a calculation error where the Permanent Building Fund tax was being applied when not applicable on a dependent tax return (Issue 4437)

IOWA 

• Correct an issue where Scholarship and Fellowship Grant income is being pulled as Alimony Received when IA attached to 1040-NR (Issue 4478)

KENTUCKY

• Correct an issue where Standard Deduction is applied on MFS return and spouse itemized (Issue 4471)

MICHIGAN

• Local withholdings not pulling to CF-1040 Port Huron return (Issue 4473)

PENNSYLVANIA

• Correct a display issue on PA-NPT (City of Philadelphia Net Profits Tax) where the phone number was shown instead of 1st line of street address (Issue 4469)
• Correct a display issue on PA-40 where both TP/SP showing as deceased when only SP is deceased (Issue 4477)
• Correct a display issue on PA-40 when MFS for the Spouse is being filed, but TP name displayed on PA-40 (Issue 4427)

WISCONSIN

• Correct a calculation error where Working Families Tax Credit was not being limited, when applicable, on the 1NPR when SP listed as full-year resident (Issue 4470)

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

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

1040 VIEW

• Correct a display issue on Line 7a where Line 6 was being added (Issue 4455)

CLIENT LIST

• Update the State Status behavior to reflect current status after “In Progress” (Issue 4247)
  • Available state statuses will be: In Progress, Sent: xx/xx/xxxx, Received, Accepted (or just “A”), or Rejected

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

The site will be placed in maintenance on Monday, February 17th 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 VIEW

• Correct a display issue where Line 4b amounts are adding to 4d (overall calc is correct) (Issue 4421)

MARYLAND

• Correct a print issue where the preparer name is showing on the 502X when “Hide Preparer” checkbox is marked in Office Setup (Issue 4443)

NEW YORK

• Correct a calculation error on IT-241 where it was defaulting to 20% credit value (Issue 4410)

PENNSYLVANIA

• Correct a print issue where the Name/SSN was not printing on the PA-1000, Rent Certificate (Issue 4403)

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

2/17/2020 – The HI issue described from 2/14 update below is now resolved.

2/14/2020 — Issue 4454 getting an error when trying to load the Hawaii return.  We currently have this in development

What you can do?

• Edit and calculate the returns that were impacted by Issue 4438
• Print a copy of the state return
• Can file the federal return without the State if the state requires adjustments
• Create a return tag so you know which returns you need to go back and make state adjustments.

What you cannot do?

• Edit the Hawaii return to make adjustments

2/14/2020 – Issue 4438 is now resolved.

The fix for Issue 4438 is set to be deployed tomorrow morning (Friday, the 14th) during our deployment window. This will correct the issue some sites are having with generating a PDF or showing real-time calcs when a Hawaii return has been added to the Federal return.

The site will be placed in maintenance on Friday, February 14th 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

• Correct an issue where Scholarship and Fellowship Income/Exclusions were not carrying to 1040-NR, Lines 5 and 8 (Issue 4418)

HAWAII

• Correct an issue causing the HI return to break the calc in some returns (Issue 4438)

KENTUCKY

• Correct a drop-down issue where the Spouse was not showing as a qualifying student for the KY Education Credit (Issue 4372)

MASSACHUSETTS

• Correct an issue resulting in Reject Code F1-1515 related to Excess PFML (Issue 4420)
  • Impacted MA returns can be resubmitted

MISSOURI

• Correct an issue where Box 19 of W-2 was not pulling to E1 – St. Louis return (Issue 4364)

SOUTH CAROLINA

• Correct an issue where the Retirement Deduction was not recognizing the SP as over age 65 (Issue 4414)

TAXSLAYER PRO ONLINE

• Correct issue that would allow for the “Change Tax Year” drop-down and other header items to disappear (Issue 4360)

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.

• We are running ahead of last year in terms of e-file volume
  • Support calls, emails and chats are significantly down

• Forms that have a “Do not mail” watermark
  • As we receive print approval from the state we remove the mark
  • The states are looking for very particular things, especially if they take advantage of bar codes
  • One update is the remaining CA forms with watermark are expected to be removed tomorrow (2/14/2020)

• Watch the blog for messages from the states regarding electronic filing
  • i.e. New York is currently delayed in sending acknowledgements

• Extenders:
  • We have implemented the Kiddie Tax in desktop
  • Working to get it implemented in online

Q1: When will the extenders be added to the 2018 program?

• Our priority for implementation is with the current year software (all but F8615 added). We do not have an ETA for 2018 implementation

Q2: In our print sets, how do we display Direct Debit information for our taxpayers benefit?

• Make sure you have “Client Form Listing Summary” added to applicable print set(s) being used. This is also available in the Quality Review print set.

Q3: Is there an update on the Refundable Portion of AOTC issue?

• The fix is already live and applicable blog posts have been updated as well.

Q4: Is there an update on when State Status from Client List will show the status of state returns?

• The fix has been made and is currently being tested through our pre-production environments. We expect the fix to be live early next week.

Q5: Is TaxSlayer Pro Online compatible with iPads?

• Yes.

Q6: Is the FSA available for free prior year return preparation?

• No, only for the current year.

Q7: How do we add Form 8888 to our site so we can split refunds?

• In “Office Setup” within “Configuration”, make sure “Offer 8888” is checked.

Q8: FSA Software – How to toggle to Spanish?

• We have opened Issue 4444 to address why the Spanish translation is not available.

Q9: FSA Software – Who do we (the volunteers) contact for support related questions?

• VITA/TCE Support

Q10: FSA Software – How do we get reports on our URL’s?

• Reporting information must be asked of through your IRS SPEC Relationship Manager.

The site will be placed in maintenance on Thursday, February 13th 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.

HAWAII

• Correct an issue where the carryover unused EIC from the prior year was not carrying to Schedule CR (Issue 4407)

MICHIGAN (2017)

• Correct an issue on Form 4884 where Section C was populated instead of Section D when TP born after 1/1/1953 (Issue 4384)

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