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)
- Subscribe to the blog
- 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.
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.
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.
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.
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.
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.
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.
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.
Question: How do you print MFJ vs MFS?
TaxSlayer: Once you complete the comparison, there is a print icon on the menu.
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.