A product deployment for TaxSlayer Pro Online will occur Monday, March 4th 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.

AOTC

• Add qualification subtext specific to the refundable portion question for American Opportunity Tax Credit

ILLINOIS

• Update Credit for Taxes Paid to Another State entry to override automatic calc for preparers to add in local taxes paid (Issue 2055)

INDIANA

• Unified Tax Credit for the Elderly not using figures from Table B when applicable (Issue 2081)

MINNESOTA

• Other Income not marked as earned on Federal return is still carrying to Line 6 of M1SLC in error (Issue 2072)

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

1040 VIEW/SUMMARY VIEW

• Schedule 2, Line 8 value duplicating on Line 6 (Issue 1973)

DELAWARE

• Line 47 of PIT-RES not including EIC from Line 33 (Issue 1956)

FEDERAL RETURNS

• Fix for 2021 and 2022 Federal returns receiving Reject Code F1040-034-07

FSA

• FSA military filers unable to generate PDF when AGI over $79,000 (Issue 1709)

INDIANA

• Unified Tax Credit for the Elderly not calculating for an eligible return (Issue 2057)

A product deployment for TaxSlayer Pro Online will occur Wednesday, February 28th 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.

COLORADO

• TABOR not calculating on nonresident return when SP is full-year resident (Issue 2024)

PENNSYLVANIA

• Schedule T generating in the PDF when not applicable (Issue 2009)

PRINT

• Add State Direct Debit date and amount to Client Listing Form Summary in PDF (2023 Update)

RHODE ISLAND

• Previously issued overpayment reported on amended return not carrying to Line 14h (Issue 2035)

A product deployment for TaxSlayer Pro Online will occur Friday, February 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.

CALIFORNIA

• CA EIC and YCTC not calculating when TP has ITIN (Issue 1977)

FORM 5329

• F5329 not generating in PDF when only Part IX is completed (Issue 1721)

MICHIGAN

• Update F4884 retirement subtraction to calculate when the older TP on return is the spouse (2023 update)

MINNESOTA

• M1CWFC not calculating on eligible MFS return (Issue 1937)

PENNSYLVANIA

• Schedule T not generating when applicable (Issue 1944)

RHODE ISLAND

• Amended return checkbox not marked on PDF when marked as amended (Issue 1943)

WASHINGTON SALES TAX RATE (Sch. A)

• Update various sales tax rates for the Federal Schedule A – General Sales Tax Deduction (Issue 1968)

A product deployment for TaxSlayer Pro Online will occur Wednesday, February 21st 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.

F5329 (Rolled back change, not fixed)

• F5329 not generating in the print when only Part IX is completed (Issue 1721)

F8379

• Unable to enter a negative value in Other Income input field (Issue 1918)

F8857

• Unable to delete F8857 after it has been added to a return (Issue 1919)

MINNESOTA

• M1X Explanation of Changes entries after Line 1 not carrying to PDF (Issue 1957)

NEW JERSEY (Rolled back change, not fixed)

• Amended return explanation of changes entries after Explanation Line 1 not carrying to PDF (Issue 1924)

SPANISH (Rolled back change, not fixed)

• Correct an issue where returns are sporadically opening in Spanish instead of English (Issue 1927)

TAXPAYER NOTES

• Notes within a return show blank when pulled from prior year (Issue 1619)

A product deployment for TaxSlayer Pro Online will occur Friday, February 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.

CALIFORNIA

• EITC calculating for CA when the only earned income was from another state (Issue 1886)

DISTRICT OF COLUMBIA

• EITC not calculating for a TP without a qualifying child (Issue 1909)

F1099-R

• Box 2a not auto-filling Box 1 value when 1099-R is carried forward from prior year (Issue 1833)

MAINE

• Fix for Reject Code ME1040-038 (Issue 1848)
• Add Schedule ETM for enrolled tribal member income exemption (Issue 1896)

A product deployment for TaxSlayer Pro Online will occur Wednesday, February 14th 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.

ILLINOIS

• Schedule IL-E/EIC generating as a blank PDF when return not eligible for state EIC (Issue 1883)

KANSAS

• Update qualifying text in program specific to K-40PT (Issue 1865)

MAINE

• Schedule 2 not generating in PDF when itemizing on return (Issue 1858)

MINNESOTA

• Line 5 of M1CWFC and Line a11 of M1DQC not calculating when dependent is 18 (Issue 1870)

UTAH

• Correct format for F1099 UT State ID getting validated at e-file in error (Issue 1849)

A product deployment for TaxSlayer Pro Online will occur Monday, February 12th 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.

DELAWARE

• PIT-RES, Line 58 not calculating net refund when Filing Status 4 (Issue 1831)

ILLINOIS

• Election to pull Federal amended explanation to IL amended return not working (Issue 1818)
• Education Expense Credit not validating the student selection from the dropdown (Issue 1832)

LOUISIANA

• Credit for Taxes Paid to Another State not auto-calculating when applicable (Issue 1827)
• LA amended return not getting marked as amended on PDF (Issue 1812)

NEBRASKA

• NE PTC Parcel ID Number field only allowing numeric digits to be entered (Issue 1825)