Category: Release Notes

Release Notes: February 28th – CO, PA, Print & RI

27 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 23rd – CA, F5329, MI, MN, PA, RI & WA

22 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 21st – F5329, F8379, F8857, MN, NJ, Spanish & Notes

20 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 16th – CA, DC, F1099-R & ME

15 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 14th – IL, KS, ME, MN & UT

13 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 12th – DE, IL, LA & NE

11 Feb 24
Craig Smith
No Comments

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)

Release Notes: February 9th – AL, AZ, F1099-R, F8889, ACA, MN, RRB-1099-R & Sch. A

08 Feb 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, February 9th 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.

ALABAMA

  • Update for Reject Code AL40-RS-100 (Issue 1819)

ARIZONA

  • AZ 140, Line 8 not giving exemption when MFS (Issue 1756)
  • Add input to subtract Families Tax Rebate (Issue 1810)

F1099-R (2021/2022)

  • Update for Reject Code F1040-034-07 (Issue 1762)

F8889 (HSA)

  • Update onscreen text in the adjustments area (Issue 419)

HEALTH INSURANCE

  • F8962, Part IV for policy allocation not allowing all zeroes (Issue 1732)

MINNESOTA

  • Other Country of Residence not displaying on MN Nonresident return (Issue 1800)
  • Update the cap to $2,600 from $1,300 on Schedule M1M for the one-time refund payments from 2021 (Issue 1792)

RRB-1099-R

  • Grid display is blank when completing the RRB-1099-R using the Simplified Method Worksheet (Issue 1799)

SCHEDULE A

  • Mortgage points not reported on a 1098 not carrying to PDF (Issue 1767)

Release Notes: February 2nd – CA, FW-2, MA & RI

01 Feb 24
Craig Smith
No Comments

A product deployment for TaxSlayer Pro Online will occur Friday, February 2nd 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

  • Update to deploy a fix for TP’s receiving Reject Code F540-570 (Issue 1731)

FORM W-2

  • Social Security Wage cap for Box 3 updated to 2023 limit (Issue 1676)

MASSACHUSETTS

  • Add question in Basic Information to indicate SP is disabled for Child and Family Tax Credit (Issue 1715)

RHODE ISLAND

  • Property Tax Relief Claim not pulling non-taxable income that was manually entered in RI (Issue 1686)