#VITAworks in Minnesota

Thank you for your volunteer Service

Scenario:  The return was prepared for taxpayer/spouse whose between the age of 25 and 64 with Earned Income, however the IRS rejected the return for the following:

IRS reject:  Reject Code IND-158
Message If ‘EarnedIncomeCreditAmt’ in the return has a non-zero value and Schedule EIC (Form 1040A or 1040) is not present, then the Primary or Spouse must be at least 25 but less than 65 years old.
Data Value XX

Why did it get rejected?  The IRS master file has a date of birth on file for rejected person that puts the age out of the above range.

Solution:  The taxpayer/spouse will need to contact the Social Security Administration to determine what they have on file for the SSN and then request the information be corrected and/or updated in the IRS system.

Goodwill of Tulsa area asked their volunteers:  “Why do you volunteer for VITA?”

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Thank you for your volunteer service

We will be putting the returns in maintenance mode at 5:00 am on Thursday, March 15th to conduct a series of updates.

• Fixed the issue where the PSO exclusion was deducting from Gross Distribution (Box 1) instead of the taxable amount (Box 2a)
• Fixed the issue where users were unable to remove the PSO exclusion after saving the initial entry.
  • To remove a PSO exclusion, go back into the 1099-R Box 2a link>Public Safety Officer Exclusion>Enter $0 and then continue
• Zip Code Update
  • 88013 – Las Cruces, NM

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Host:  Rebecca Thompson

UPDATE – 3/23/18 – NY Returns where the TP or SP has an expired Drivers License can now be entered and submitted electronically.

Scenario:  You are preparing a return and the taxpayer/spouse has an expired Drivers License

Concern:  Currently you cannot enter an expired date in the driver’s license section on the e-file page

Solution:  We are making a change to the application that will allow the entry and electronic filing of returns with an expired driver’s license for the state of New York.

Recommendation:  If you have a taxpayer in this situation, the State of New York recommends you hold the return until you can enter the appropriate expired date.  You can use a return tag and the notes section to so you can go back and enter the data.

Update 3/13 — Resolved with morning update

Scenario:  I have added the Ohio Locality RITA 37 form to my state return.  The return will no longer render calculations and/or prints.

Alternative solution:  You will need to delete the State return and add it back.  DO NOT add this form back at this time.  You can create a custom return tag and tag the return.

Solution:  We will resolve this in a future update