Breaking News

TaxSlayer Practice Lab – Practice Area Not Available

3/24/17 – Currently, the Practice Area within the Practice Lab shown below is not accessible. You will receive the “Error Page” message shown in the 2nd screenshot when selecting the “Go to Practice Area” shown in the 1st screenshot. You can still access all of the training videos, user guides, etc. from within the Practice Lab. We will provide updates once the Practice Area is accessible once again. At this time, we anticipate the Practice Area being available around mid-week next week.

Client List: Filtering by Return Tags Yielding No Results

3/24/17 – 8:30am – We have received reports that filtering your Client List by Return Tags at the sites is not yielding any results. This has been reported and is being actively worked. We will provide updates as they become available.

March 23: Software Updates

A few items were pushed out this morning.

  • Michigan: When creating a Part-Year CF-1040, the option to claim “Credit for Tax Paid to Another City” has been added within the Payments and Credits menu of the CF-1040 menu.
  • Vermont: For the HI-144, an option to adjust “Other Income” to carry to Line M has been added specific to the Taxpayer and Spouse on the return.
  • California: A fix was pushed out to correct a calculation issue for EITC for Form 540-NR (line 85). Users still need to go into the CA return > Credits > CA Earned Income Credit menu and complete the necessary questions for Form 3514.

2016 and 2015 not generating a PDF — Sporadic errors resolved

8:25 PM:  The sporadic errors have been resolved.  We will continue to monitor the print jobs for the next few hours.

The original print error was resolved.  We are now seeing a different print error that the PDF will not load in Chrome and 

Update 6:52:  Our engineers are still working to identify and resolve the issue that is preventing the PDFs from generating.  The message center is also being update.

Our engineers are working to resolve the issue with printing not rendering a PDF for 2016 and 2015.  We are also keeping the message center updated with additional information.

 

Blog Posted 03/23/2017              6:18 PM

Form 2441: Child and Dependent Care Update

3/22/2017 – 2:51pm

An update was pushed out today to Form 2441 entry menu. When a taxpayer has 2 qualifying persons for this credit but only 1 qualifying person has child and dependent care expenses, the IRS still allows you to use the $6,000 limit that applies to 2 or more qualifying persons.

In order to apply this rule if your return meets the requirement, go into the Credits menu > Child and Dependent Care. In Step 2, click “Edit” for the qualifying person with no expenses and check the box outlined below. The software will then know to apply to the $6,000 limitation when you have 2 or more qualifying persons listed but only 1 has expenses.

March 21: Software Updates

The below software updates were pushed out this morning.

  • ACA – Previously when a qualifying person was listed on a return and the box “Check if this qualifying child is NOT YOUR DEPENDENT” was marked, the qualifying person was still being included as a member of the household when completing the Health Insurance menu. Now when checking the above mentioned box, the qualifying person is not included as a member of the household for ACA.
  • ACA – Previously when completing the Health Insurance menu and indicating full year coverage through the Marketplace, the Coverage Exemption page would display in error. This has been corrected.
  • 2014 Program – When preparing a 2014 return and indicating the TP/Spouse was deceased, the only Date of Death years available were 2016 and 2017. This has been corrected to reflect Date of Death years 2012 through 2015.
  • 1099-R Rollover Validation – If a $10,000 distribution was entered into the 1099-R menu, with $1,000 listed in Box 4 and $10,000 listed in the rollover area, you were not able to save the 1099-R entry due to the rollover amount plus withholdings being higher than the distribution.
    • This validation not allowing the 1099-R to be saved has been removed.

1099-R & PSO Exclusion Update

When previously completing the Simplified General Rule Worksheet within the 1099-R entry menu and using the PSO Exclusion checkbox, the calculated taxable amount from Box 2a, was not carrying to the PDF of the 1040. This has been resolved.

TaxSlayer Pro Online Updates

Below are many updates pushed out either yesterday morning (3/16) or this morning (3/17). Most updates are related to state returns.

  • The “In Progress” status can be used as a filter now for sites that have a client list of over 999 returns.
  • Some sites were experiencing issues of filtering their Client List by certain Return Tags but returns included in the filtered list were not marked with the filtered tag. This has been resolved.
  • California – Within the Payments section of the CA Amended Return, we added an entry field to provide the CA EITC from Line 75 of F540.
  • Delaware – RRB entries made within the state return were not carrying to the PDF. This has been resolved.
    • Part-Year residency dates entered were not carrying to Form 200-01. This has been resolved.
  • Idaho – The option to claim the Grocery Credit has been added to Nonresident Idaho returns.
  • Iowa – Estimated payment vouchers were not showing in the PDF when added in the program. This has been resolved.
    • Users were receiving a validation error when selecting Adams County with School District Corning. This validation error has been corrected.
    • Military exclusion was not being subtracted correctly on the PDF. This has been resolved.
  • Louisiana – IT-540-ES watermarks have been removed from the PDF.
    • Direct Deposit information was not printing on Resident or Nonresident LA returns. This has been corrected.
  • Michigan – Now on the Common Form, you can add up to six (6) W-2’s. Previously you were only able to add two (2) W-2’s to the MI Common Form.
  • Minnesota – State withholdings reported on the Federal Section > Payments and Estimates > Other State Withholding’s were not carrying to the MN return. This has been corrected.
  • Missouri – The subtraction of RRB Tier 2 benefits was not being subtracted in the Private Pension calculation. This has been resolved.
  • Montana – Calculation fix pushed when claiming the pension exclusion for a Married Filing Joint and both spouses have retirement income.
    • W-2 income not previously carrying to Schedule IV. This is now resolved.
  • New Jersey – Verbiage update made in the “Income Subject to Tax” menu so users know where to exclude qualifying income exempt from NJ tax.
    • Allocated and Unreported Tips entered in the W-2 were not carrying to NJ-1040, line 14. This has been resolved
  • Oregon – For the Federal Pension Subtraction, an entry field was added to carry specifically to the Oregon column. This is in addition to the Federal column entry already listed in the state return menu.
  • Rhode Island – W-2 entry in box 14 for RI-TDI is now included in the MA Schedule OJC calculation for Taxes Paid to Other States or Jurisdictions.
  • Vermont – Voluntary Contribution entries were misaligned in the code so they were carrying to the wrong line in the PDF. This has been corrected
    • Form IN-152 in the PDF reflected 2015. Has been updated to 2016
    • Form IN-144 in the PDF reflected 2016 on the Estimated Payment Vouchers. This has been updated to reflect 2017.
    • Within the Form HI-144 entry menu, we added a field for the user to adjust the SS and Medicare tax we already carry in to Line O

Software Updates – March 13th

  • The Health Insurance menu has been turned on for 1040-NR returns.
  • When completing the 1099-R, specifically the General Simplified Worksheet, the taxable amount that was carrying to Box 2a was displaying the incorrect Age Factor when the age was between 111-120. This caused confusion because Box 2a of the 1099-R showed one amount but the 1040 showed a different amount. The amount that pulled to the 1040 and included with the return was always correct.

SRP and F8962 not Calculating in Returns (RESOLVED)

3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 not generating in applicable return PDF’s have been resolved. If you were holding impacted returns, you may now e-file at this time. We apologize for the inconvenience.

3/9/2017 – 3:00pm – We anticipate having both of the issue below resolved tomorrow morning. Please hold these returns until this post is marked as resolved.

Our development team is currently reviewing reported issues with the Health Insurance menu.

  • Shared Responsibility Payment not calculating: If a return should be subject to the Shared Responsibility Payment, it is not being applied to the return.
  • Form 8962 no calculating: If a return has completed the 1095-A within the Health Insurance menu, Form 8962 is not generating in the PDF.

We will provide more updates here as additional information becomes available.