Opening Comments

• Almost 500,000 returns filed since as of 2/17/25
• IP PIN and 8962 reminders now available on carryforward page at start of return
• QCD designation now available within 1099-R
  • Future update in the next week or so will auto adjust Box 2a
• CO controlled launch started 2/18 – still no date of full open but you may have started to receive acks for a small number of returns.
  • Can still transmit CO returns to us
• Duplicate transmissions – fix went out 2/19 and has appeared to resolve the issue at this time but we’re still monitoring
  • Impact was less than 1% of all transmissions
  • Currently determining if TaxSlayer can resend state transmissions that were killed due to this issue (We were able to programmatically resend any state returns that had not already been sent as state only by the sites)
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• Housekeeping reminders: One question at a time. Multiple questions get back in the queue. Keep questions general and not return/state specific

Question and Answer Session

Question:  How do I check on an open ticket?

TaxSlayer:  You can reach out to VITA/TCE support and they can give you an update on any open ticket.

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Question:  Are  you aware of any error messages when trying to open scanned documents?

TaxSlayer:  We have an open issue with development on this.  Issue #2925.  This site preparers the return, uploads the scanned documents, closes the return, QA opens the return to review and gets an error when trying to open the docs that were just uploaded.

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Question:  I have a volunteer that cannot mark a return for review?

TaxSlayer:  This is based on the role that is assigned to the preparer.

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Question:  Can you sort the client list on status and return tag?

TaxSlayer:  Not currently.  We believe we already have a requirement in to allow this.

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Question:  Carryforward of 5695  part 1 is out of scope, can we stop this from happening?

TaxSlayer:  No, we don’t program the software to “in scope” or “Out of scope”  If there is an issue where it is not carrying correctly, please reach out to VITA/TCE support.

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Question:  Should we complete Form 2210?

TaxSlayer:  We recommend you reach out to your SPEC RM for guidance on the policies around completing the form or allowing the IRS to calculate penalties and interest after accepting the return.

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Question: Is there any training on what the taxpayer sees via Customer Portal?

TaxSlayer:  Yes, there are training documents and videos on the Practice Lab.  You can also create a fake return and send yourself a portal link so you can experience what the customer experiences.

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Question:  Is there a way to determine the number of local returns prepared at a site?

TaxSlayer:  No.  We recommend creating a return tag so you can identify the returns and run reports on them.

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Question:  How do you print MFJ vs MFS?

TaxSlayer:  Once you complete the comparison, there is a print icon on the menu.

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Question:  Is there any help for management reports?

TaxSlayer:  Yes.  There are user guides and training videos on the Practice Lab.  There is also a section in the User Guide found on the Springboard.

Carry Forward

• Added an informational alert to the carryforward screen if an IP PIN was used on the prior year return (Enhancement)
• Added an informational alert to the carryforward screen in a 1095-A was reported in the prior year return (Enhancement)
• Capital Loss Carryover worksheet not pulling loss carryover from prior year (Issue 2543)

Opening comments by TaxSlayer

• A little over 250,000 returns filed since 1/27
  • Slower states: AL, NY slow in the beginning but resolved
  • OK – delay in acknowledgements
• Top 5 Federal Rejects
  • F8962-070 – Form 1095-A missing (3,517)
  • IND-181 – IPPIN missing (1,421)
  • R0000-500-01 – Primary Name/SSN mismatch (622)
  • F1040-164-01 – Claiming EITC after disallowance without adding F8862 (389)
  • FW2-502 – Employer EIN does not match IRS records (322)
• All states are open for e-file except CO (controlled launch beginning 2/14)
  • Can still transmit CO returns to us
• Practice Lab practice exercises are updated to 2024 as of 1/30
• Subscribe to the blog
• Brad Martin Joins us once again from United Way in Alabama

Question and Answer session

Volunteer 1:  Time outs seems to be happening much quicker than last year.  I have noticed that it seems to be timing out while I am inside of the return moving around when I am actively going from page to page.

Volunteer 2:  I experience the same time out issues in the program, everywhere except the Main Client Menu.

Guest Host:  I have noticed it happening when I am editing the W2.

TaxSlayer:  The timer itself is set to 20 minutes.  If you could send us a detailed email of when this is happening most frequently it will help us get the scenarios to our development team.  The program resets the clock when you click the continue button.  So for example:  If you have a PDF up and it takes you longer than 20 minutes to review the return, the program is going to time out in the background because you are not accessing it.  If you are reviewing the return by going down the left nav bar (completed form) and not clicking continue the program could be timing out.

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Volunteer:  What is the guidance on removing the optional questions from the Program

SPEC:  The IRS is still waiting on guidance from counsel

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Volunteer:  On some of my computers, numbers are automatically populated and it blocks all other information.

TaxSlayer:  That is specific to the browser and not something that TaxSlayer controls

Guest Host:  Chrome and Edge both have auto-fill features.  The one for addresses and more encompasses a lot.  I would recommend urning them off.

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Volunteer:  There are 2 new tax credits for Oklahoma that are not printing in the print sets

TaxSlayer:  We typically have to manually enter those in the print sets.  You can always make a request to support to have them added.

Note:  The credits were added to the prints sets after the call.

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Volunteer:  The message center is not sending messages when a return is marked approved.

TaxSlayer:  Can you send us an email detailing out how it was working vs how it is working now so we can replicate and get in front of our development team.

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Volunteer:  If a client files their return on their own, can we file an amended return for them?

TaxSlayer:  Yes, you will need to recreate the return with the amended changes and then you can electronically file the amended return after completing the amended return menu.

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Volunteer:  Can we do prior year returns?

TaxSlayer:  Yes, we support current year and five prior years.  You can electronically file current year and prior 2 years.

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Volunteer:  We had a problem with a taxpayer not getting their FSA MFA codes.

TaxSlayer:  If you can get us the username or email address we can take a look. 2/10 Update:

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Volunteer:  There are times when I cannot click the Submission button after reviewing a return to mark it approved, without clicking through the other e-file screens.

Guest Host:  I have volunteers in my site with the same issue.  I do not have that issue when navigating with the keyboard

TaxSlayer;  We will look at this.  If nothing else is required, you should be able to go from Return Details to Submission by selecting the button across the top.  I have found that you have to click a certain place…I mainly get it when I click the upper middle of the circle.

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Volunteer:  Can I get an update on Issue 2543

TaxSlayer:  We have verified that our development team is actively working this issue.  We have run into a couple of “snags” but we think we have that figured out.  We will continue to monitor this issue.

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Volunteer:  Can you bring back the more simplified prior year comparison?

TaxSlayer:  No.  We added more comparison items based on feedback and suggestions from the volunteers over the years.  While it appears to be more complex, it renders a lot more useful information for most volunteer sites.

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Volunteer:  Can you explain the difference in an error and a suggestion?  For example:  When I put in a future date and transmit the return, It comes back with a validation error.  I reached out to support and they told me to submit a suggestion and that just doesn’t sound right.

TaxSlayer.  Go ahead and send another email and tell them that I (Craig) want to take another look at this, especially since it is getting a validation error, it sounds more like an issue that  we should be able to resolve programmatically.

We have added a “CANCEL” button to the top of the Due Diligence Checklist (required for Paid Preparers Only), that auto loads as “Earned Income Credit” in the Forms tree when EITC is calculated in the return.  This is an effort to make it easier to the volunteers to exit the page.  For example, if they open it from the Left Navigation Tree and start completing the page, they can select Exit to exit and close the page.

Update:  The issue has been resolved.  If you are still stuck on that page,  you will need to click Back and/or Exit the e-file section and go back through e-file again.

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We are currently working the issue where you cannot click continue on the Consent page.  You can click Back to get off the consent page.  We recommend you flag this return with a return tag so you can go back and revisit it to complete any missing consents.

You can continue to prepare returns, but we recommend completing the Global Carry forward or any other applicable consents prior to electronically filing the return

How do I identify returns I may need to send as “state only”

• Rejected state returns are listed in your Rejected Clients list located on the welcome page

Common reasons for filing a return as “State Only”

• The federal return is accepted and the state return is rejected.
• You have no federal filing requirement, but need to file the state for a credit
• The taxpayer comes back after their already filed and accepted federal return and needs to file their State return
• The taxpayer needs to add another state to their already filed and accepted return.

When should I NOT file a “State Only” return

• While you are waiting for your state to acknowledge the return you filed with your Federal return.
• Reminder:  States typically take longer to acknowledge their returns than the IRS MeF system.

Is there a report I can run that identifies states that are marked as “electronic” and have not been filed?

• Navigate to Reports >> Management Reports >> Select the Pro Web Returns – Detailed Return Report
• You can either export the report or filter it by the state return type
  • You are looking for any state return type other than Paper with a blank status
• Note:  If you have multiple states on the return, there will be multiple rows per return

What return type do I need to select for the Federal Return?

• TaxSlayer automatically marks the appropriate federal return type when you select the State Only box.
• The federal return portion will be marked as stOnly in client status
• The type of return under the Federal Return Section of the Submission page will reflect : State Only – Federal Return is NOT being submitted to the IRS

How do I transmit my “State Only” returns?

• You must submit them from the Submission Page (Save and Transmit Return)

 

Congratulations on a successful opening day.  You filed over 8,538 electronic returns with an overall reject rate of 8%.  Below are the top 10 rejects we saw on opening day.

Column 1 = number of Rejects

Column 2 = Reject Code

Column 3 = Reject explanation

306	F8962-070	The e-File database indicates Form 8962 must be included in the return. The taxpayer, the taxpayer’s spouse if filing jointly, or a dependent claimed on the tax return was enrolled in Affordable Care Act (ACA) Marketplace health insurance and advance payments of the premium tax credit were paid for the coverage. Please resubmit the return with the Form 8962 using the information from your Form 1095-A. If you did not receive or have lost your 1095-A, you can get a copy from the Marketplace through which you obtained coverage. If you think Form 8962 is not required, please resubmit the return with a binary attachment (PDF) containing the heading “ACA Explanation” and explaining why the Form 8962 is not required. Please visit the IRS website at: https://www.irs.gov/newsroom/how-to-correct-an-electronically-filed-return-rejected-for-a-missing-form-8962 for additional information.
79	IND-181-01	The Primary Taxpayer did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.
39	R0000-500-01	‘PrimarySSN’ and ‘PrimaryNameControlTxt’ in the Return Header must match the e-File database.
27	IND-996	The Dependent/Qualifying Person Identity Protection Personal Identification Number (IP PIN) provided on the return is not valid. Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.
20	F1040-164-01	Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim Earned Income Credit after disallowance.
18	SEIC-F1040-501-02	Each ‘QualifyingChildNameControlTxt’ that has a value on Schedule EIC(Form 1040), Line 1, and ‘QualifyingChildSSN’ that has a value on Line 2, must match that in the e-File database.
14	R0000-504-02	Each ‘DependentSSN’ and the corresponding ‘DependentNameControlTxt’ that has a value in ‘DependentDetail’ in the return must match the SSN and Name Control in the e-File database.
14	FW2-502	Form W-2, Line B ‘EmployerEIN’ must match data in the eFile database.
12	IND-180-01	Primary taxpayer’s Identity Protection Personal Identification Number (IP PIN) must match the e-File database. Please double check your entry and resubmit your return with the correct number.
11	SEIC-F1040-506-04	Each ‘QualifyingChildSSN’ that has a value on Schedule EIC (Form 1040), must not be equal to another Qualifying Child SSN on another accepted return for the same tax year. Visit www.irs.gov/identity-theft-fraud-scams/identity-theft-dependents for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don’t already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN.

The e-File database indicates Form 8962 must be included in the return. The taxpayer, the taxpayer’s spouse if filing jointly, or a dependent claimed on the tax return was enrolled in Affordable Care Act (ACA) Marketplace health insurance and advance payments of the premium tax credit were paid for the coverage. Please resubmit the return with the Form 8962 using the information from your Form 1095-A. If you did not receive or have lost your 1095-A, you can get a copy from the Marketplace through which you obtained coverage. If you think Form 8962 is not required, please resubmit the return with a binary attachment (PDF) containing the heading “ACA Explanation” and explaining why the Form 8962 is not required. Please visit the IRS website at: https://www.irs.gov/newsroom/how-to-correct-an-electronically-filed-return-rejected-for-a-missing-form-8962 for additional information.

TIPS:  

• Look at your e-file warning if you use carry forward on the return.  If there was a 1095-A in the prior year return but  not the current year return, there will be a warning.
• Get on the phone with the taxpayer and the marketplace.  Phone numbers for Federal and state marketplaces can be found at Marketplace Phone numbers
• The taxpayer may not have received their 1095-A yet so if you are asking if they received their 1095-A, it is possible they have not.