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.
Volunteer: What is the guidance on removing the optional questions from the Program
SPEC: The IRS is still waiting on guidance from counsel
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.