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)

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 20th 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.

MICHIGAN

• City of Detroit Nonresident return unable to pull the amount from W-2, Box 18 to Form 5119, Line 9 (Issue 2170)

NEW JERSEY

• Basic Info question “Death Certificate Attached for Deceased returns?” but no place to attach the PDF (Issue 2185)

PDF – STATE DIRECT DEPOSIT

• Accepted states not printing direct deposit information on the available state form when E-file Direct Deposit selected on the E-file menu

REJECT CODE (2022)

• Reject Code F1040-034-07 for 2022 returns can be resubmitted (Issue 2208)

A product deployment for TaxSlayer Pro Online will occur Monday, March 18th 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.

MISSOURI

• MO-A Part 3, Section A, Line 8y and 8s calculation specific to taxable SSB (Issue 2186)

VIRGINIA

• VA 760PY Pension and Other Income field(s) not allowing negative entry (Issue 2193)

A product deployment for TaxSlayer Pro Online will occur Friday, March 15th 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.

NEBRASKA

• Print sets that include Schedule I, II & III not generating in PDF when applicable (Issue 2003)

PDF WATERMARK

• Decrease the opacity of “File Copy Only Do Not Mail” watermark

WISCONSIN

• Amended return indicator not showing on PDF, so Sch. AR also not generating (Issue 2158)