Category: e-File

Reminder: State Amended Returns Must Be Paper Filed

28 Feb 24
Craig Smith
No Comments

Now that sites are beginning to prepare amended returns, we just wanted to post a reminder that through TaxSlayer Pro Online and TaxSlayer FSA, only Federal Amended Returns can be electronically filed. State amended returns must be paper filed at this time. We did mention in the Enhancement webinar presented in December 2023 that we expect to support State Amended E-file experience in the 2023 program. We do not have an ETA at this time but we will post to the blog once the State Amended E-file experience is in production.

California Reject Code R0000-065 [RESOLVED]

23 Feb 24
Craig Smith
No Comments

5:13pm ET:

We have completed the deploy to correct CA Reject R0000-065.

Action Required: You can now re-submit your rejected CA returns.


Scenario: CA returns filed today are receiving CA Reject R0000-065. The calculation of the return is correct, but there is an extra document count going in the e-file causing the reject.

Solution: We are going to do an emergency deploy to resolve this.

What you may see: You may see a momentary blip  on the site or kicked out of a return.

Reminder: State PDF’s with “Do Not Mail” Watermark

06 Feb 24
Craig Smith
No Comments

We just wanted to share a quick reminder about state PDF’s when they display the “Do Not Mail” watermark (shown below) and what that means.

Why does a form in my State PDF say “Do Not Mail”?

When a PDF has the “Do Not Mail” watermark, this means we have not received “Form Approval” or “Print Approval” as of yet. This means that the PDF can not be mailed to the state as a paper filed return. However, it is perfectly fine to provide to a taxpayer for their records. As “Form Approvals” are received, the “Do Not Mail” watermarks will be removed.

Can I e-file a state return when a PDF says “Do Not Mail”?

Yes, e-file approval is a separate review process and all state returns (and forms) are e-file approved. All state returns (and forms) can be electronically filed.

 

Updates from CO, GA & NM

06 Feb 24
Craig Smith
No Comments

Software vendors received the below messaging from Colorado, Georgia and New Mexico about initial filing delays. To sum it up, once e-filing is opened for VITA/TCE, acknowledgements for these states will be delayed.

  • GEORGIA – Will open on February 2. Any returns that are being transmitted to them during the Controlled Launch and the period January 29 – February 1 will not receive an acknowledgement until after they open the filing season on February 2.
  • COLORADO – Colorado has stated that they estimate that they will not be opening for e-file until February 12.
  • NEW MEXICO – NM mentioned they will be slow to return acknowledgements over the 1st couple weeks of e-file because they are throttling back processing to ensure everything is on their end is working as expected.

CA Reject Code F540-570

01 Feb 24
Craig Smith
No Comments

“2023 CA Individual (Web Only) Reject Code F540-570 – Not eligible for renter credit because AGI too high.”

Workaround: If you have a return(s) receiving the above reject code for California, to correct, log back into the return, go into the California return > Credits > Renters Credit. Answer the question “Do you qualify for the Renters Credit?” as NO. You can now go through e-file to resubmit the CA return.

The update to correct this will go out either Monday or Wednesday of next week. Watch for Release Notes.

Message from AL DOR: Delay in Sending Acknowledgements

31 Jan 24
Craig Smith
No Comments

Software vendors received the below message from AL DOR. AL returns can still be transmitted as normal, just note there will be a delay in receiving an acknowledgement.

Alabama has not started sending out acknowledgments. We plan to start sending them out by the end of the week.

1040 MeF (E-file) Production Shutdown – November 18th

16 Nov 23
Craig Smith
No Comments

The IRS has indicated shutdown begins on Saturday, November 18, 2023, at 11:59 p.m. Eastern time, in order to prepare the system for the upcoming Tax Year 2023 Filing Season. After this date and time, no returns can be electronically filed. Additional information available here.

Note: TaxSlayer Pro applications will still be available after the cutover, but if you prepare returns, you will need to file them via paper until the IRS brings their 1040 MeF system back online in late January. When the 1040 MeF system comes back online, you will be able to electronically file the following years: 2023, 2022, and 2021.

Message from IA: Acknowledgement Delay

06 Nov 23
Craig Smith
No Comments

Iowa’s production system is currently unavailable until November 13th for system updates. This means that acknowledgments for e-filed IA returns will not be delivered until November 13th at the earliest. Sites can still e-file IA returns during this period.