If you have an active e-file application on file and have made changes such as adding a provider option, principal or responsible official and it has not been resubmitted it will be deleted in 90 days.  If the application is not resubmitted and the 90 days has not elapsed since the changes were made, the application can be resubmitted by an authorized individual.

If 90 days has elapsed and your application has been deleted, contact the e-help Desk at 866-255-0654 for assistance with resubmitting your application.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses
  • Added a column to list the year we plan to add the committed item (TS 2017 or TS 2018)
  • Added a column to indicate if the item was added or updated since the last document (may have missed a few this time since I just thought of this today!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing since the last update on July 13th.

• 228024: 2018 – PA: (Pro Web) Capital Gain Transactions with Adjusted Basis on Fed not carrying to PA Sch D correctly
• 228307: 2018 – MI: (Pro Web) When Accessing “Deductions for Taxpayers Born before 1953” menu prompt user to pull in 1099-R info from Federal return to avoid re-entry.
• 280151: 2018 – WI: Pro Web – Add Schedule GL to Schedule H
• 280158: 2018 – WI: Pro Web – Add the Annualized Installment Method Worksheet for Schedule U, Underpayment of Estimated Taxes
• 280430: 2018 – ME: Pro Web – Carry W-2, Box 14 Amounts for “ME MSRS” to Schedule 1, Line 1c
• 281659: 2018 – MD: Pro Web – Add Prompt to Adjust Pension Exclusion Calculation for Non-Qualified Pensions
• 270608: 2018 – Carryforward (Pro Web):  Carry forward the state and State ID with 1099R

Check out Attachment 3 to see the rest of the new and/or update items.

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Carry Forward 1099-MISC information
• Various state enhancements

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Form 4835:  Farm Rental Income and Expenses

Navigate to Income and select Begin/Edit on Other Income

Select Begin on the Farm Rental Income and Expenses line

Complete the applicable information on the page and select Continue

Click Continue on the Farm Rental Income Summary Page

Federal Message

Issue ID: 1827 Added a Fair Market Value message indicating if you contribute property with a fair market value that is more than your basis in it, you may have to reduce the fair market value by the amount of appreciation

Form 6251

Issue ID 2068:  Made a correction to line 43 (previously was not entering the amount based upon the filing status)

Kansas

Tracking ID 279662:  Added the ability to enter direct deposit information for K-40H/PT

New Mexico

Issue ID 2016:  The New Mexico amended return now renders the PDF when printing (previously rendered an error message)

Louisiana

Correction to Line 39 to print the appropriate number when the Federal return type is E-File: Direct Deposit and the state return type is Paper with Direct Deposit

Pennsylvania

Issue ID 2075:  PA Schedule B line 6 now subtracts to a number less than zero (previously, it was only calculating to zero)

Federal Relations screens were delivered for the following states:

• CT
• DE
• LA
• MS
• OH
• UT
• NY Subtractions from Itemized Deduction menu for LT Care Premiums

What is a Federal Relations screen?

Displays the amounts entered for the taxpayer/spouse in the Federal return at the state level to aid the preparer and quality reviewer in state tax preparation

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Display a warning in Personal Information if an IRS IPPIN was used in the prior year so the preparer can ask the taxpayer for their new IPPIN
• Include Education Credit as a carry forward option
• Add Notes to the Carry Forward screen as an optional item
• Carry  forward information from Simplified General Rule Worksheet
• Include applied refund from previous year in Carry Forward

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

The IRS posted the following news release:

R-2018-146, June 29, 2018

WASHINGTON – As part of a larger effort to help taxpayers, the Internal Revenue Service plans to streamline the Form 1040 into a shorter, simpler form for the 2019 tax season.

The new 1040 – about half the size of the current version — would replace the current Form 1040 as well as the Form 1040A and the Form 1040EZ.  The IRS circulated a copy of the new form and will work with the tax community to finalize the streamlined Form 1040 over the summer.

This new approach will simplify the 1040 so that all 150 million taxpayers can use the same form. The new form consolidates the three versions of the 1040 into one simple form. At the same time, the IRS will still obtain the information from each taxpayer needed to determine their tax liability or refund.

The new Form 1040 uses a “building block” approach, in which the tax return is reduced to a simple form. That form can be supplemented with additional schedules if needed. Taxpayers with straightforward tax situations would only need to file this new 1040 with no additional schedules.

Since more than nine out of 10 taxpayers use software or a tax preparer, the IRS will be working with the tax community to prepare for the streamlined Form 1040. This will also help ensure a smooth transition for people familiar with software products and the interview process used to prepare tax returns.

Taxpayers who file on paper would use this new streamlined Form 1040 and supplement it with any needed schedules.

Submitting Comments on the new 1040

Tax professionals can review a draft copy of the new Form 1040 and submit comments regarding the draft to [email protected]

What are the next steps?

• The new 1040 building block approach (along with new schedules) have to be finalized by the IRS
• The IRS MeF (modernized efile) team has to accommodate and issue any business rules associated with the new 1040 approach
• Estimated pre-release of the new 1040 instructions is mid-October
• TaxSlayer representatives are members of several IRS working groups and state working groups.  As we receive additional data on these changes, as well as the instructions and guidance on the Tax Reform, we will continue to update the blog.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
• Attachment #3:  TaxSlayer Suggestion Status

Attachment 3 has the duplicates removed and only has the TaxSlayer Responses.

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Change the wording from Cancel to Back in the state programs to be consistent with the Federal program
• Several new “committed” items in the state spreadsheet

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.