Author Archives: Kim Manuel

Modernized E-file Alert — Resolved

Update: The intermittent issue processing service requests has been resolved. (Updated 12:45 p.m., Eastern, 3/24/17)

The IRS issued the following alert.  This could potentially delay acknowledgements.

 

Alert: The Modernized e-File Production System is experiencing intermittent issues processing service requests, starting around 3:00 am, Eastern on 03/24/2017. The IRS is working to resolve the problem as a top priority. 

Blog posted 03/24/2017         9:52 AM EST

Time to Change your Password?

The application will start reminding you that it is time to change  your password 10 days from password expiration every time you login.

It will continue to countdown each day until you reset your password

Select Reset Password Now

Enter and verify your new password

Select Submit.  The program will prompt you that your password has been changed.

You can login with your new password

Blog Posted 03/24/2017                         7:25 AM

 

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode at 5:00 to deliver an update to the 1040X

We will be putting the site in maintenance mode on Friday, March 24th at 6:00 AM for 15 minutes to deploy the fix for the sporadic print errors and custom print sets not printing as expected.

As a reminder, we strongly recommend you use the print option under Summary/Print until we deploy the solution.

Blog Posted 03/23/2017                 3:48

Custom Print Sets — Printing everything — Resolved with Friday Update

3/24: Resolved with morning update

We recommend that you use the print option under Summary/Print until we deliver the update in the morning.

Update 11:03 AM — We have determined why this is happening and are working on a solution.

Custom Print Sets:  The application appears to be ignoring any Custom Print set and is printing as if you select Print from Summary/Print.  We are researching the cause of this.  No need to adjust your print sets (mine are doing the same thing and I verified that the print set itself has not changed)

Blog Posted 03/23/2017                  9:30 AM EST

Sporadic Print Error Messages — Resolved with Friday Update

3/24:  Resolved with morning update

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Updated Information:  We have determined why you are receiving sporadic errors when printing from the client list or from the Submission page in e-file.  We have made the correction and will deliver the solution in the morning at 6 AM as to not disrupt service during the day.  This will also fix the issue with the custom print sets not printing the expected pages.  We recommend that you use the print option from Summary/Print until we push the release to production.

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Updated Information:  We have determined why the error is being generated when you print from the Client list.  We are working on a solution.  You can print the return from Summary/Print page until a resolution can be deployed.

We are getting reports of sporadic errors printing returns.  If you receive the error inside the return, try printing it from the client list and vice versa.  Our engineers are researching to determine why the error is being generated.

Blog Posted 03/23/2017     9:07 AM

ACA – Instructions for identifying which Scenario your returns falls into

Scenario 1: If the return was filed between 3/9/2017 7 AM and 3/10/2017 5 AM the return is on the list because SRP was not calculated in the return and if you had a 1095A in the return, the 8962 was not calculated in the return.

Scenario 2:  If the return was filed after 3/10/2017 5 AM, the return calculated correctly and printed correctly for the taxpayer, however, SRP and/or excess APTC was excluded when the e-file was created.  This sent the wrong refund/balance due to the IRS.

Review blog post on identifying the returns and running the Problem Returns Report

Review the return by doing the following:

(1) Locate the return in your returns list

(2) Select Tools

(3) Select Client List

(4) Look at the date when the return was electronically filed

Note:  The above return falls into Scenario 2 because it was filed on 3/11

In this particular scenario, $977 was sent to the IRS in the e-file because it went through the e-file server that was not calculating ACA

In this particular scenario the difference is the $80 Excess APTC that was not included in the e-file

 

Blog posted 03/23/2017              6:34 AM

ACA – Instructions for identifying Potential Returns impacted by Calculation Error

(1) Login as a user that can run reports

(2) Click Select on Reports

(3) Click Select on Management Reports

(4) Click Problem Returns Report

(5) Click EFIN selection

(6) You must select the EFIN (even though there is only one EFIN listed)

(7) Click Run Report

Note:  If there are NO potential returns the report will be blank

If there are potential returns prepared at your site, it will include the following information

  • EFIN
  • Last 4 of SSN
  • First Name
  • Refund at the time the return was filed
  • Balance Due at the time the return was filed

Note:  If your site has prepared under 999 returns, you can search by last 4.

Note:  If your site has prepared over 999 returns, you will have to first by first name and compare the last 4 to your list

Blog posted 03/23/2017              6:25 AM EST

ACA Calculation Issues — Message from IRS

Background Scenario 1:   On Thursday, March 9 (7am) through Friday, March 10 (5am), TaxSlayer identified that the software was generating calculation errors in the section of ACA.  Issues identified by TaxSlayer were as follows:

  • Shared Responsibility Payment (SRP) was not calculating.
  • Form 8962, Premium Tax Credit (PTC) was not calculating the PTC Claim and Reconciliation of Advance Payment of PTC properly.

 Background Scenario 2:  On Friday, March 10 (5am) through Thursday, March 16 (10:30am), TaxSlayer identified that a specific e-file server was extracting ACA information that was included on returns when they were e-filed. Issues identified by TaxSlayer were as follows:

  • Shared Responsibility Payment (SRP) was calculating in the return, but not being included in the e-file.
  • Excess advance payments of the premium tax credit (APTC) was calculating in the return, but not being included in the e-file.

Information:  TaxSlayer determined the number of returns potentially impacted during this time period:

  • 116 returns were identified as those potentially impacted by SRP.
    • This is based on any member of the household having at least 1 month where they were not covered by insurance and there is no exemption.
  • 2,328 returns were identified where the taxpayer purchased insurance from the marketplace and the preparer entered a Form1095-A, Health Insurance Marketplace Statement.
    • This does not necessarily mean the refund/balance due was impacted, it could simply mean the reconciliation with the Form 8962 did not go in the e-file.
      • This could result in the taxpayer receiving a notice from IRS requesting a copy of the Form 1095-A
  • 2,279 returns were identified that went through the specific e-file server.
    • This does not necessarily mean the refund/balance due was impacted, but the return needs to be reviewed to ensure the refund/balance due in the return is the same that went up in the e-file.
    • 900 of these were rejected for IRS Reject FPY-089. Verify that you do not have any outstanding rejects.
      • This reject code occurred when the return calculated correctly and printed correctly for the taxpayer, however, SRP and/or excess APTC was excluded when the e-file was created.

Action: TaxSlayer developed a management report within the software titled “Problem Returns Report”.  (See attached instructions)  Sites can review this report to determine if there were returns prepared that may have the calculation errors.  Sites can then decide how they wish to handle those returns to provide any additional assistance to the taxpayer.

In the rare event, the calculation error results in a balance due for the taxpayer, TaxSlayer will be providing a letter that sites can share.  It can be used as an explanation to waive any interest and/or penalties associated with the balance due.

Contact:  We greatly apologize for any inconvenience this matter may have caused.   If you have any questions or need additional assistance, please contact any member of the TaxSlayer Transition Team.

 

Blog Posted 03/23/2017              6:10 AM

 

2016 and 2015 not generating a PDF — Sporadic errors resolved

8:25 PM:  The sporadic errors have been resolved.  We will continue to monitor the print jobs for the next few hours.

The original print error was resolved.  We are now seeing a different print error that the PDF will not load in Chrome and 

Update 6:52:  Our engineers are still working to identify and resolve the issue that is preventing the PDFs from generating.  The message center is also being update.

Our engineers are working to resolve the issue with printing not rendering a PDF for 2016 and 2015.  We are also keeping the message center updated with additional information.

 

Blog Posted 03/23/2017              6:18 PM

Pro Online: Product Update Alert

We will be putting the returns in maintenance mode on Thursday, March 23rd at 5:00 AM for approximately 30 minutes for a series of calculation updates.

We will be putting the site in maintenance mode at 6:00 AM for approximately 15 minutes to deliver an update which includes report changes.

  • Questions Report
    • Added EFIN
    • The report now exports via Excel with information aligned in the correct columns
    • Exporting to CSV exports with information aligned in the correct columns (commas in answers may impact export results due to delimiters used by CSV)
  • Management Report >> Awaiting Acknowledgement Report
    • Now displays last name
  • Management Report >> Site Production Detail Report
    • Full Year Coverage column now reflects YES when the return has full year coverage
    • Added Zip code as column B
  • Rejected Returns Report
    • No longer showing duplicates with MFJ filing status

 

Blog posted 03/22/2017     5:52 Pm