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Volunteer Time: Augusta Chronicle gives shout out about AARP Volunteer Tax Help

20 Feb 18
Kim Manuel

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The Augusta Chronicle Published a News Article on the Front Page Thursday February 8, 2018 about the AARP Volunteer tax help.

Click here to read full article

Thank you John F for sharing this with us.

We would love to hear your site stories and share them with the VITA/TCE community.  It doesn’t have to be a news article, just tell us about your site and how you make a difference in the community.

 

 

Pro Online 2017: Ohio Locality forms and MO locality forms (Update)

17 Feb 18
Kim Manuel
,
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Scenario:  The following Ohio locality forms are not loading the menus

  • RITA — update 2/21 — working as expected
  • City of Columbus — update 2/21 — all menu items display except “Overpayment Credited”
  • City of CCA– update 2/21 — working as expected

The following locality MO forms are not loading the menus

  • RD-108 KC Profits
  • RD-109 KC Wage Return
  • E-1 St Louis Wage Return

If you get stuck loading the menu, you will need to select the bottom Save and Exit on the left navigation panel.  This will exit the return and you will have to re-open the return.

Solution:  We will resolve this in an update

 

Pro Online/Desktop: CA HoH E-file error (RESOLVED)

16 Feb 18
Kim Manuel
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Resolved

~~~~ Original Blog Post ~~~

Scenario:  You are receiving an error when trying to move to the e-file section if you have CA Form 3532 (HOH).

You can go ahead and file the Federal return

Tag the return with a return stage so you know to go back and file the state return

Solution:  We will correct this in an update.

Pro Online/Desktop: Massachusetts Reject F1-1025 or FNRPY-1025

16 Feb 18
Kim Manuel
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We received the following message from Massachusetts

If you received reject F1-1025 or FNRPY-1025, when choosing the optional tax rate and were rejected.

 

Please resubmit the returns after 9 p.m. (EST) this evening (Friday, February 16th)

Blog posted 02/16/2018  3:20 pm EST

Pro Online 2017: Minnesota M1PR Returns with no acknowledgement (UPDATE: 2/27/18)

16 Feb 18
Kim Manuel
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2/27/18

We are still investigating why some M1PR’s do not have an acknowledgement. NO ACTION is required on your side at this time.

2/16/18

We currently have 54 M1PR returns sent between 2/10 and 2/14 that do not have an acknowledgement.  We are researching these.

NO ACTION is required on your side.

Blog Posted 02/16/2018  12:58 pm EST

Pro Online 2016:  Attention New Sites using Pro Online for the first year (RESOLVED)

16 Feb 18
Kim Manuel
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If your 2016 returns were rejected for IND-202, you can now resend them.

~~~~~ Original Blog Post ~~~~~

Scenario:  I am a new site using TaxSlayer Pro Online for the first year.  I electronically filed a 2016 return and received the following reject from the IRS IND-202

Why:  Your site did not automatically create a 2016 row in our system which prevented the return from going through the Vendor Control process

Solution:  We are working to get the site information into our 2016 system.  Once that occurs, you will be able to resend the rejected returns.  Issue ID 1020

blog posted 02/07/2018

 

Volunteer Time: All Partners Call Notes from February 15th

16 Feb 18
Kim Manuel

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Below are some questions and answers asked on the call that may be beneficial for all sites:

When will the new extenders be implemented in the software?

The IRS is working to release updated forms, updated instructions, and updated e-file schemas to all software vendors.  Once these are released, we will start the implementation process.

What does it mean that the extenders are retro-active?

Once the updated information is in the software, to add back items such as the Tuition and Fees deduction and PMI as part of itemized deductions, if this would have benefited the taxpayer, their original TY2017 return can be amended.  This is most likely something that you will receive guidance on once the extender instructions have been finalized and implemented into the application.

Why doesn’t the date of birth entries allow for people with a February 29th (leap year) birthday?

We recommend that you select the Year first, then February 29th will be available if a leap year is selected from the Year drop-down.

I don’t have the option to deactivate a return on Client List

The ability to deactivate a return is governed by the security template assigned to the user.  If the user has the appropriate security template, the option to deactivate returns will be available under tools for returns with the following status

  • In Progress
  • Review Failed

You cannot delete returns in any other status.

How can I change a “Complete” return to “In Progress”?

Must have a security template that supports the ability to change “Complete” to “In Progress”. If you have this type of security template, changing the status is done on the Submission Page of e-file.

Why does the Site Production Summary Report contain information for rejected returns?

It no longer does, this change was made and deployed.  It now only reflects totals based on accepted returns.

Will you be changing the other reports to reflect only accepted returns?

We can look at them, but since the other reports have details per taxpayer, the sites can manipulate the data to only show the information they need.  We tried to make them very flexible.

Pro Online: Site Production Reports missing data (RESOLVED)

15 Feb 18
Kim Manuel
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Update 2/20:  Resolved

Update 2/16:  We are still working through these returns.  This primarily impacts the two Site Production Detail reports, where returns are missing from the report and another symptom is the SIDN and preparer name is blank.

 

~~~~~  Original Blog Post ~~~~~

The Site Production Reports are missing data from 2/8 through 2/11.  We are replaying the returns to populate the reporting database for the Management Reports

Blog Posted 02/15/2018