Opening Comments
All Partner Call Notes – 3/6/2025
- Over 920,000 returns filed since as of 3/3/25
- QCD designation now available within 1099-R and value is subtracting from taxable amount
- CO is now open – all outstanding CO acks have been processed
- Note: Paper filed CO returns are not being processed yet
- Issue of 1099-R’s duplicating state info should be fixed in Friday’s deploy
- Capital Loss Carryover update – when it works, when it doesn’t
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- Brad Martin Joins us once again from United Way in Alabama
- 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
Comment: We are still seeing slowness moving through the e-file section (sometimes)
TaxSlayer: We have put in logging to capture this to see if we can do anything programmatically
Question: Will you be providing a report on the returns that were impacted by the 1099-R duplication of the state information
TaxSlayer: Once we have a good list of impacted returns we will provide a report
Comment: 8606 Carryforward loss from site to site has been fixed. There is no longer a need to open the 2023 return
Question: Are you aware that the Return Questions report is timing out?
TaxSlayer: We are aware and working with development on a solution. One of the challenges presented is that we are now assigning 21 questions on behalf of the IRS instead of 9