2/3/2020 – This was resolved with the update this morning.

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We have a high priority issue reported (Issue 4248) regarding future direct debit payment date entries in e-file reflecting as the present day when transmitted to the IRS and/or State Department. For example, if you choose Federal Direct Debit Return Type and choose 4/15/2020 as the debit date, the current date (i.e. 1/31/2020) is being transmitted. If taxpayers are coming to your site and wish to have a future direct debit listed for their return, we advise their returns not be transmitted until this post has been marked as resolved.

The site will be placed in maintenance on Friday, January 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.

MISSISSIPPI

• Correct an issue where Capital Gains allocated to SP not carrying to Line 39, Column B (Issue 4154)

 

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

The site will be placed in maintenance on Thursday, January 30th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MEDICAID WAIVER PAYMENTS

• Update Medicaid Waiver Payment behavior within W-2/1099-MISC pages based on 2019 tax law changes (2019 Update)

SECURITY TEMPLATES

• Correct issues outlined in this blog post available here.

WISCONSIN

• Correct a calculation limitation applicable to Subtraction Code 03 on Form 1, Line 11 (Issue 4105)
• Correct a calculation error where only one Subtraction Code 03 is being calculated when both TP’s are students (Issue 4195)

 

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

The site will be placed in maintenance on Wednesday, January 29th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

ARIZONA

• Correct an issue causing Reject Code 605. Impacted returns can be resubmitted after deployment (Issue 4176)

CALIFORNIA

• Correct a display issue with a checkbox on Form 3885A, Part I, Line 1 (Issue 4191)

HAWAII

• Add N-356 to State PDF View (Issue 4203)

ILLINOIS

• Correct an issue causing the IL E-file Block when requiring Preparer EIN (Issue 4196)

NEW JERSEY

• Correct an issue where Worksheet L was marking dependents as Under 18 regardless of age (Issue 4181)

OREGON

• Correct a calculation error where the Kicker Credit is not calculating in some instances (Issue 4192)

PENNSYLVANIA

• Correct an issue where PA Estate Interest Income is being included on both Line 2 of Schedule A and Schedule J estate income (Issue 4174)
• Correct an issue where the “Refund” menu in the Local Return was redirecting to “Income” page (Issue 4159)
• Correct an issue where taxable HSA amount is not generating the PA Schedule A (Issue 4194)

 

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

The site will be placed in maintenance on Tuesday, January 28th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

ARIZONA

• Updated schema to correct Reject Code 707 (Issue 4177)
  • To resubmit impacted AZ returns where Fed is already filed and accepted, site(s) must wait until “Send State Only” is available
• Apply a calculation update to correct Reject Code 702 (Issue 4180)
  • To resubmit impacted AZ returns where Fed is already filed and accepted, site(s) must wait until “Send State Only” is available

CONNECTICUT

• Correct a calculation error when Schedule CT-1040AW, Line 10, Column C results in a negative value (Issue 4167)
• Correct a calculation error where the subtraction for pension/annuity modification was not being limited based on Federal AGI (Issue 4128)
• Correct a calculation error on the value carried to Form CT 1040-NR/PY, Line 43 (Issue 4153)

MICHIGAN

• Correct a calculation issue for MI-1040CR-7 and the Standard Allowance when Dependent and Special Exemptions are applicable (Issue 4132)

MISSISSIPPI

• Correct a calculation error on Form 80-105, Line 48, Column B (Issue 4165)

NEW JERSEY

• Add Schedule NJ-COJ to State PDF View (Issue 4144)

SOUTH CAROLINA

• Correct PDF display issues on Schedule AMD (Issue 4156)

 

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

The site will be placed in maintenance on Monday, January 27th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CLIENT SEARCH – STATE STATUS

• Phase 2 introduced to populate state status column with state details (Enhancement)

 

 

 

 

 

 

CONNECTICUT

• Remove “Paid Preparer” information from displaying on PDF (Issue 4164)

ITEMIZED DEDUCTIONS

• Add back PMI Deduction menu due to extenders (2019 Update)

SUMMARY VIEW

• Line 21a displays “9” instead of calculated refund (Issue 4116)

 

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

To subscribe to the VITA/TCE Blog, follow the below steps. Subscribing will allow you to receive automatic e-mail updates highlighting recently published blog articles (generally around 10:00am ET). These come in handy during tax season!

STEP 1:

• Visit the VITA/TCE Blog and open any blog post.

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STEP 4:

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

1040 PDF

• Correct a display issue where RTN/ACCT information was masked although “Paper Return with Direct Deposit” was return type (Issue 4155)

1040 VIEW (2018)

• Correct “1040 View” alignment issues within the 2018 1040 header section (Issue 4136)

CLIENT LIST

• Add “State Status” to Client List page (Enhancement)
  • Phase 1 to add the “State Status” column to Client List view complete
  • Phase 2 to populate state details is scheduled for Monday release

MARYLAND

• Remove “Paid Preparer” from displaying on Form 502 (Issue 4150)

 

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