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Site Cannot be reached [RESOLVED]

19 Jul 21
Kim Manuel
No Comments

The site is currently experiencing connection issues:  Our IT team is currently working to resolve the issue.

This site can’t be reached

vita.taxslayerpro.com unexpectedly closed the connection.

Try:

ERR_CONNECTION_CLOSED

Unexpected errors (Update 8:44 am)

06 Jul 21
Kim Manuel
No Comments

Update 8:44 am:  If you receive the error that the calculations are not available when opening a return in TaxSlayer 2020, close the return and open it again.  The calculations are rendering on the 2nd open of the return.  This is not impacting the ability to Start a New 2020 return.

Our engineers are continuing to work on a resolution

__________________________________

We are experiencing intermittent “unexpected errors” when opening existing returns and transmitting returns.  We have opened a ticket with our engineers to resolve.  This is affecting TaxSlayer 2020, 2019 and 2018.

2020 States: Program has received an unexpected error [RESOLVED]

21 Jun 21
Kim Manuel
No Comments

6/22/21 – 2:12pm ET

We are no longer seeing or hearing reports of issues accessing the state programs.

6/22/21 – 8:03am ET

We are continuing to investigate issues with accessing the state programs as additional reports were received throughout the evening.

6/21/21 – 12:30pm ET

We are no longer seeing or hearing reports of issues accessing the state programs.

6/21/21 – 11:26am ET

Our engineers are still actively investigating, however, 2020 states should be accessible at this time.

6/21/21 – 8:29am ET

We are generating intermittent errors when accessing states.  This is not impacting all states.  If you are also receiving the error after continuing through Personal Information, hit the back button on your browser, change the Resident State as of 12/31/20 to “None” and continue through Basic Information. Our engineers are working to resolve.

End of Season: Did all of my state returns get filed?

18 May 21
Kim Manuel
No Comments

How can I determine which state returns were electronically filed and which state returns were marked as Paper?

We recommend running the Pro Web Returns – Detailed Return Report located under Management Reports

 

 

 

 

  • Defaults to Tax Year 2020
  • Enter a Start Date and End Date
  • Select the checkmark next to the EFIN

You can either select Run Report or Run report for Export.  Either way, you may want to export the data so you can sort it

What information does this report give me?

  • Group Name (Will be blank)
  • EFIN
  • Last 4
  • First Name
  • Last Name
  • Status (status of the federal return)
  • Federal Return Type (e-file, paper, direct deposit, direct debit, etc)
  • Federal Refund (negative if balance due)
  • State (state abbreviations…If the return had more than 1 state, the return will have multiple rows)
  • State return type
    • You are looking for Paper or PR with ??
  • State Refund
  • Stated date (date return was started)

Note:  New for TY2020, this report also had 1040X columns

Can I filter the columns?

Yes, each column allows you to sort in Ascending or Descending order.  You can also filter by selecting a certain criteria such as Paper or PR

The filter below on the state return type column will display a list of all returns where the state was marked as paper

 

 

 

 

 

 

 

 

You can now export this filtered list so it is easier for you to work with

 

End of Season: What should I do with my returns and users?

18 May 21
Kim Manuel
No Comments

My site is closing for the season, what should I do with my returns?

There is no action required for returns.  DO NOT deactivate the returns because this will render them unavailable for prior year carry forward.

My site is closing for the season, what should I do with my volunteer’s user names?

We strongly recommend that you mark all user’s as inactive except for the site administrator.

Filing Season Message from Frank Nolden

17 May 21
Kim Manuel
No Comments

Every year, I’m impressed by the accomplishments of IRS-SPEC employees and VITA/TCE partners. But your work this filing season truly leaves me in awe.

Despite many challenges – including the pandemic, tax law changes and a filing season that was over a month longer than anticipated – you found safe ways to provide free and accurate tax return preparation. Millions of people benefitted from the work of the VITA/TCE program his year. This shows that VITA/TCE is more than just a program… it is a cause.

In addition to free tax return preparation, you also educated your communities by sharing outreach messages. Thanks to your dedication, taxpayers are benefitting from tax credits and other benefits. These refunds and payments make a real difference for families across the country.

Though this filing season is over, I’m excited for the rest of the year. Our employees and partners are already developing training and resource materials. We are reviewing the best practices and suggestions we’ve received. We’re planning additional outreach to underserved communities. And partners are submitting their grant applications. All of this will help us deliver another spectacular filing season in 2022.

Thank you!

 

Frank Nolden

Director, Stakeholder Partnerships,

Education and Communication (SPEC)

1040X: Which report gives me e-file information

17 May 21
Kim Manuel
No Comments

Navigate to Reports>> Management Reports>> Pro Web Returns – Detailed Return Report

There are three 1040 X columns to identify returns that have had a 1040X added to the return and if the return was electronically filed.

The client status will identify if the 1040X was accepted or rejected

Acknowledgements for 1040X returns are available via the IRS Acknowledgement report and Old IRS Acknowlegement reports

IR-2021-111: IRS begins correcting tax returns for unemployment compensation income exclusion; periodic payments to be made May through Summer

14 May 21
Kim Manuel
No Comments

WASHINGTON – The Internal Revenue Service will begin issuing refunds this week to eligible taxpayers who paid taxes on 2020 unemployment compensation that the recently-enacted American Rescue Plan later excluded from taxable income.

The IRS identified over 10 million taxpayers who filed their tax returns prior to the American Rescue Plan of 2021 becoming law in March and is reviewing those tax returns to determine the correct taxable amount of unemployment compensation and tax. This could result in a refund, a reduced balance due or no change to tax (no refund due nor amount owed).

These corrections are being made automatically in a phased approach, easing the burden on taxpayers. The first phase is underway and includes the simplest returns. The next phase will include the more complex tax returns which the IRS anticipates will take through the end of summer to review and correct.

The first phase of adjustments is being made for single taxpayers who had the simplest tax returns, such as those filed by taxpayers who did not claim children or any refundable tax credits.

The IRS will issue refunds resulting from this effort by direct deposit for taxpayers who provided bank account information on their 2020 tax return. If valid bank account information is not available, the refund will be mailed as a paper check to the address of record. The IRS will continue to send refunds until all identified tax returns have been reviewed and adjusted.

These refunds are subject to normal offset rules, such as past-due federal tax, state income tax, state unemployment compensation debts, child support, spousal support or certain federal nontax debts (i.e., student loans). The IRS will send a separate notice to the taxpayer if the refund is offset to pay unpaid debts.

The IRS will send taxpayers a notice explaining the corrections, which they should expect within thirty days of when the correction is made. Taxpayers should keep any notices they receive for their records. Taxpayers should review their return after receiving their IRS notice(s).

Correction to any Earned Income Tax Credit (EITC) without qualifying children and the Recovery Rebate Credit are being made automatically as part of this process. However, some taxpayers may be eligible for certain income-based tax credits not claimed on their original return, such as the EITC for their qualifying children. If so, they should file an amended tax return if the revised adjusted gross income amount makes them eligible for additional benefits.

More complex corrections will begin upon the completion of the first phase and involves couples filing as married filing jointly.

Unemployment compensation is taxable income. The American Rescue Plan excludes $10,200 in 2020 unemployment compensation from income used to calculate the amount of taxes owed. The $10,200 per person exclusion applies to taxpayers, single or married filing jointly, with modified adjusted gross income of less than $150,000. The $10,200 is the amount of income exclusion, not the amount of the refund. Refund amounts will vary and not all adjustments will result in a refund.

The legislation also suspends the requirement to repay excess advance payments of the Premium Tax Credit (excess APTC). If a taxpayer paid an excess APTC repayment amount when they filed their 2020 return, the IRS is also refunding this amount automatically. If the IRS corrects the taxpayer’s account to reflect the unemployment income exclusion, the excess APTC amount that the taxpayer paid will be included in that adjustment. The IRS is also adjusting accounts for those who repaid excess APTC but did not report unemployment compensation on their 2020 tax return.