A product deployment for TaxSlayer Pro Online will occur Wednesday, March 13th 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.

FEDERAL (2021/2022)

• Reject Code F1040-034-070 (Issue 2178 & 2179)

ILLINOIS

• Credit for Taxes Paid to another State manual entry not overriding when no MO tax on MO-1040, line 36 (Issue 2130)

MISSOURI

• MO-PTC line 3 for RRB-1099-R is also being included on line 2 in error when selecting “Yes” to print Form MO-PTC instead of MO-PTS (Issue 2153)

PENNSYLVANIA

• E-file block for missing PA 41 RK-1/NRK-1 entity address showing in error (Issue 2177)

SCHEDULE E

• Allow negative value for “Amount to Adjust Depreciation Expense or Depletion (DO NOT include land value)” field (Issue 2172)

A product deployment for TaxSlayer Pro Online will occur Friday, March 8th 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

• Sch. RDP, Section B, line 8r not pulling from Federal Scholarships and Grants (Not Reported on W-2) entry (Issue 2109)

MICHIGAN

• Form 4884, Section B, line 17 not calculating for deceased spouse born in Tier 2 (1946 through 1952) (Issue 1574)
• Generate Worksheets 2, 3.1, 3.2, 3.3 for Standard Deduction when they are used in the return (Issue 2104)

NEW JERSEY

• “1099-B Transactions with No Adjustments” entries from Federal not carrying to Sch NJ-DOP when net loss (Issue 1945)

NEW YORK

• NY IT-241 Claim for Clean Heating Fuel Credit not calculating (Issue 2120)

OHIO

• Direct debit amount not displaying on Direct Debit Information Sheet in PDF (Issue 2116)

A product deployment for TaxSlayer Pro Online will occur Wednesday, March 6th 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 1095-A

• Add e-file warning when carryforward used and F1095-A was present on prior year return but not added to 2023 (Issue 1600)

MINNESOTA

• M1CD not calculating when just 1 dependent was born in 2023 (Issue 2088)

PREPARER SETUP

• Add username and phone number to preparer menu (2023 Enhancement)

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)