2/28/2023:  We have identified a situation where your prior year taxpayers are getting the following message after completing their initial login from your site specific URL  We are in the process of working on a solution for deployment.  We recommend the taxpayer wait until a solution has been deployed rather than create a new account.  Creating a new account will not give them the option to carry forward the information from the prior year return.  This is not impacting all taxpayers.  You may want to have them try to open up a new browser instance and try the URL again.

SC-F1040-007: Category: Missing Document | Severity: Reject If Schedule C (Form 1040) Line 33c checkbox ‘OtherClosingInventoryMethodInd’ is checked, then “Other Method Used To Value Closing Inventory Statement” [OtherMethodUsedToValueClosingInventoryStatement] must be attached.

• What to do? Refer to this article HERE.

F8962-070: The efile database indicates that Form 8962 or a binary attachment with description containing “ACA Explanation” must be present in the return.

• What to do? Open the return, select Health Insurance, answer Yes and verify all Form 8962 questions area answered, exit the return and re-transmit.  The IRS will not accept this return electronically if it does not include form 8962.

IND-202: Category: Missing Data | Severity: Reject and Stop’VendorControlNum’ in ‘FilingSecurityInformation’ in the Return Header must have a value.

• What to do? Contact VITA/TCE support at [email protected] for assistance and provide your EFIN. This reject occurs for new sites that have transmitted prior year returns and are rejected with IND-202. We need to create a record for your site for the prior years in our database.

We are aware that the site just slowed down.  We have opened an emergency ticket

By default the “Mark tax return as complete” stays selected when the return has been IRS Rejected.  If your site process is to remove the completed checkmark, you must select “Mark tax return as complete” and “Ready for retransmit” for it to be available to transmit from the Transmission menu

Update 12:48pm EST:  This has been resolved.  If you continue to see the application spinning do the following:

• Log out
• Open a new instance of your browser, not just a new tab
• Log back in

This gives you a total refresh

Update 12:34pm EST:  We have narrowed the issue down to the server pool that renders access to the state returns.  We are actively working to resolve this.

We have opened a critical ticket to determine why some people are getting a constant spinning in the application.

Suggestion:  Open another instance of the browser and login from the new instance.  This seems to be isolated to a server, so we are checking the health of all servers.

Scenario: When I look at the assigned questions under Configuration>>Question Templates I see duplicate questions.

Reasons:

• At some point the Group Admin that originally assigned the questions, deleted the questions before unassigning them to your site
• The group that assigned the questions changed them to be year specific

Solution: These cannot be removed from the “Assigned list”. Verify that there are no duplicate questions in the 2022 tax returns.

VITA/TCE support CANNOT remove these.

E-filing prior year returns is now live. The IRS allows the current + 2 prior years for electronic file. For this filing season, this means 2022, 2021, and 2020 Federal returns can be electronically filed. Most states with the exception of Rhode Island also allow prior year state e-files.

Send State Only has been activated.  Remember, you must select an e-file option for the Federal Return Type.

You must transmit state only returns from the Submission page.  They WILL NOT show up on the Transmission menu