The site will be placed in maintenance on Tuesday, April 23rd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

EDUCATION CREDIT

• Education Credit page with taxable grants entered when going to “We recommend the AOTC” page the REFUND SUMMARY is not including this additional income in Federal AGI display (Issue 2327)

MASSACHUSETTS

• Federal entry for “Other Gambling Income Not Reported on W2-G” pulls to Sch X, Line 4 – should pull to Line 3 (Issue 2391)

PREPARER MENU

• Add an archive column and button on the Preparer(s) Menu when viewing inactive preparers (Enhancement)

The site will be placed in maintenance on Tuesday, April 16th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1040/SR PDF

• F1040 and F1040SR, Line 6c box not marked on print when lump-sum method is used (Issue 2339)

IOWA

• Input for Other Subtractions to Federal Income not pulling to Sch. 1, Line 19 (Issue 2364)

KENTUCKY

• Filing KY MFS when Fed MFJ + Allocating Itemized Deductions is still pulling full amount from Fed, Sch. A (Issue 2354)

The site will be placed in maintenance on Friday, April 5th to release the below software updates. This will be an unplanned deployment during our code freeze to correct the issue where rejected Federal Extensions are unable to be resubmitted. The below items are also included in this deployment.

ALABAMA

• Form 40 Part I is including 1099-R with box 7 code 3 to carry to line 1h of Fed 1040 to form 40 line 4 as Retirement Income and line 7 as Other Income (Issue 2320)

FEDERAL EXTENSIONS

• Unable to resubmit Non-Accepted Extensions

FORM 8915-F

• Form 8915-F, Part II, Line 12 entry not carrying to print (Issue 2302)

FSA KIOSK

• FSA Kiosk Users who qualify for the service being asked to pay for Federal return sporadically (Issue 2161)

ILLINOIS

• IL Resident with other state part year – Credit for taxes paid to another state not calculating (Issue 2319)

MISSOURI

• MO-A Part 3 – Section C line 8 not carrying to MO-A Part 3 – Section A line 8Y for Income > 85K or > 100K for MFJ (Issue 2317)

WISCONSIN (PART-YEAR)

• WI Part-Year Form 1NPR, Line 31 not calculating (Issue 2310)

The site will be placed in maintenance on Wednesday, April 3rd to release the below software updates. This will be the final deployment for this filing season. After tomorrow morning, we are implementing a code freeze until after April 15th.

SUMMARY/PRINT (1040 VIEW)

• Tax return summary page does not show why no EIC calculated message (Issue 2297)

FORM 1040-NR

• Form 8962, Line 28 for 1040-NR filing single not using correct amount from Table 5 (Issue 2289)
• Schedule OI – General Information not allowing “NATO” to be selected as the Nonimmigrant Visa type (Issue 2307)

FORM 2555

• Physical Presence Test: ending date in 2024 cannot be entered (Issue 2260)

ILLINOIS

• IL Part Year Credit for taxes paid to another state not calculating (Issue 2290)

MASSACHUSETTS

• MA Other State Withholding entry in Federal return not pulling to Form 1, Line 38c (Issue 2296)

MISSISSIPPI

• MS Form 80-105, Line 35 calculation incorrect on a return (Issue 2299)

NEW JERSEY

• Nonresident Worksheet D lines 1, 2, 3 not calculating leading to NJ-1040NR line 28b incorrect amount in column A and B (Issue 2281)

The site will be placed in maintenance on Monday, April 1st, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

F1040-X

• Print the Direct Deposit information for the 1040-X on the Client Listing Forms Summary (Enhancement)

INDIANA

• Schedule 5, Line 1 not pulling withholding added on Federal 1040-NR 1042-S (Issue 2261)

SCHEDULE SE

• Send Schedule SE when there are CRP payments on line 1b even when SE tax is $0 (Issue 2263)

The site will be placed in maintenance on Friday, March 29th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

IOWA

• IA Form 148 Credits Schedule not included in XML (Issue 2255)

LOUISIANA

• Nonresident LA return giving retirement subtraction for taxpayer over 65 when Federal 1099-R not taxable to LA (Issue 2262)

MARYLAND

• HOH return has e-file block for missing spouse SSN (Issue 2268)

WISCONSIN

• Schedule I not generating when addition is added (Issue 2267)

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 27th beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CALIFORNIA

• Form 3514, Part II, Line 4 Investment Income limit needs to be updated to more than $4,525 (Issue 2251)

FEDERAL

• Form 2439 missing elements in the XML, Reject Code: F2439-004 (Issue 2218)

NEW JERSEY

• NJ Nonresident military pay should not be included on NJ-1040NR, Line 15, Column A (Issue 2248)

A product deployment for TaxSlayer Pro Online will occur Friday, March 22nd beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1040-NR

• FSA Kiosk/Pro Web – 1040NR Sch OI – Tax Treaty Article “21(1)” not able to be selected for Netherlands, changes to “20” (Issue 2207)

FORM 8936

• Form should require either account number OR other specific identifying information, not both (Issue 2199)

NEW MEXICO (PART-YEAR)

• Part Year Credit for Taxes Paid to Another State entry is not available (Issue 2216)

PENNSYLVANIA

• PA Sch. T not generating in print when gambling winnings and losses are the same amount (Issue 2228)

REJECT CODE (2021)

• 2021 VITA – Reject Code F1040-034-07 (Issue 2231)