Update From OH (3/13/26) – “We successfully began processing submissions again last evening after 6pm and acknowledgements started going out after 7pm.  If you were holding submissions back, you can now resume the transmission of submissions.”

Software vendors received the below message from OH this morning. Once corrected, we will be resending any impacted rejected returns.

“We are experiencing an issue after the implementation of error codes OH-IT1040-164 and OH-IT1040-165 and it is resulting in incorrect rejections for all Ohio IT 1040 submissions. We are going to be halting the processing of IT 1040 submissions shortly.  For any submissions rejected for error codes OH-IT1040-164 and OH-IT1040-165, they will need to be re-transmitted once we advise we are ready to accept returns again. 

We’ll communicate once we are ready to start processing IT 1040 submissions. 

We apologize for the inconvenience and appreciate your cooperation.“

Current Year 1040 e-file is live

We plan to turn on the following for electronic filing on Thursday, January 29th.

• State Only
• 2024 for all e-file types
• 2023 for all e-file types (excludes state amended returns)

All other previous years will need to be filed via paper.

We currently have the following dates and times allotted as controlled launch windows for VITA/TCE Sites.

• Wednesday, January 21st  10am – 4pm (Eastern)
• Thursday, January 22nd 10am – 4pm (Eastern)

During this period, we will send VITA/TCE returns to the IRS and receive acknowledgements. We strongly recommend you open and review the return before sending, especially if you created the return when we opened on the 8th. Federal and state calculations changed frequently during this time period.   You must send these returns from the Submission menu during the controlled launch period.

This date and time is subject to change or the process is subject to stop based on feedback from the IRS.

Can I expect acks during controlled launch?

Yes, the IRS will be returning acknowledgements during this period.  However, the refunds will not be processed any faster by the IRS.

Does this speed up the process of the taxpayer getting their refund any earlier?

No.

What happens if I submit a return and it is not sent during Controlled Launch?

We will hold the return and submit it on Monday, January 26th when e-file opens.

Rejects we are seeing trending during from our offices using our Professional line of products during Controlled Launch

F8962-070

We are seeing a lot of IRS rejects surrounding the 8962.   As you start preparing returns for your taxpayers remember that if the IRS has on file that anyone on the return had at market place insurance at any time (even if just for a short period of time), it needs to be entered on the tax return, otherwise the return will get rejected.

Note:  If Carry Forward is used on the return and there was a 1095-A in the prior year return, a warning will be presented to the preparer prior to going into the e-file section.

IND-181-01

The Primary Taxpayer did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.

Note:  If Carry Forward is used on the return and was a PIN in the prior year and not in the current year, a warning will be presented to the preparer prior to going into the e-file section.  The IP PIN changes each year for the protection of the taxpayer.

Note:  The IRS will not be opening the IP PIN portal back up until e-file begins.  The taxpayer should have received correspondence from the IRS with their new IP PIN.  

10/29/25 – 3:55pm ET: Access to 2022-2024 e-file menu has been restored. Once Microsoft corrects their issue with their Azure infrastructure, 2021 e-file menu access will be restored as well (ETA by tomorrow).

10/29/25 – 2:00pm ET: Microsoft is currently experience a global issue in their Azure environment, creating issues within certain areas of TaxSlayer applications. Our team is continuing to work with Microsoft for updates.

10/29/25 – 1:25pm ET: We are currently investigating an issue where users are receiving an error page when accessing the e-file menu in years 2021-2024.

All software vendors received the below messaging from Delaware. There will be a delay in receiving DE acks from 9/18-10/6.

“DOR is implementing their final phase of our system modernization.  Our systems will be down from 9/18-10/6,  During this time, you may continue to file your modernized e-file returns. Acknowledgements will be issued for all filed returns when our system is back on-line.“

2/24/25 – It appears we spoke too soon. Initial testing on our pre-production levels with Issue 2543 passed successfully in all environments but the deploy to production did not pass in the live VITA environment. At this time Capital Loss Carryover is not being included in carryover when following the below guidance. Over the weekend, Issue 2990 was opened to correct the VITA environment. Once fixed, the below guidance will work as expected.

This is related to Issue 2543 that was recently corrected on 2/17/25 where the Capitol Loss Carryover from the prior year was not being included in the current year when carryforward was available and used. The below instruction will only work for Site to Site Carryforward and not Global Carryforward.

To allow for the prior year capital loss carryover to be included when beginning a new 2024 return, the 2023 return needs to be accessed and re-saved by going through E-file and clicking “Save & Exit” on the Submission page. Look at the screenshot below so you are clicking the correct “Save & Exit” buttons. This needs to be done before the 2024 return is started. Re-saving the 2023 return on the Submission page will allow the Capital Loss Carryover to be saved in the appropriate database to be correctly stored and used when starting a 2024 return.

To help assist in identifying potential returns with Capital Loss Carryover, we recommend running the Site Production Detail Report – Electronic or the Federal Return Summary reports in Management Reports. Each of these reports has a Schedule D column. Identifying returns in 2023 that had a Schedule D present will narrow the search to identify returns that may have had a Capital Loss Carryover.

2/19/25: NYS has indicated they have resolved their issue and all acknowledgements have been processed.

Vendors received the below messaging from NYS this morning (2/18/25).

“We are experiencing issues with sending Acks at this time. This issue appears to of started on Friday (2/14/25), our ITS team is currently looking into this issue and we will provide an update on when all outstanding Acks are expected to be sent. We apologize for any inconvenience.“