The site will be placed in maintenance on Thursday, December 5th to release the below software update. Majority of items scheduled in this deploy are back-end items, however, one user facing item will be the new Health Insurance flow for 2019.

HEALTH INSURANCE

• Update the Health Insurance flow for 2019
  • Remove calculation of Shared Responsibility Payment
  • Removing non-applicable pages
    • Coverage exemptions
    • Calculation of Affordability Exemption and related items
    • Months of coverage for each Household member
  • Keeping pages specific to needed 1095-A information, if applicable

New 2019 Flow

• Scenario 1
  • 1st Question – “Did you purchase Health Insurance via Healthcare.gov or a State Marketplace?”
    • If No, Health Insurance menu is complete.
• Scenario 2
  • 1st Question – “Did you purchase Health Insurance via Healthcare.gov or a State Marketplace?”
    • If Yes, continue to “Household Members” page > Provide 1095-A(s) details > Review “Household Income” page (displays if dependent or additional household members are present and have a filing requirement) > Health Insurance menu is complete.

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, December 3rd to release the below software updates.

E-FILE

• Moving “Paper” option for State Return Types to bottom of drop-down menu (Enhancement)

FORM 8889 PDF

• Correct alignment issues on the PDF of Form 8889 (Issue 3899)

OHIO (2019)

• Adding a prompt to determine if a Taxpayer needs to complete the SD-100 with their OH return. Available when 2019 states released (TBD) (Enhancement)

SCHEDULES 1 and 2

• Correct a display issue on the PDF of Schedules 1 and 2 where only the TP last name was displaying (Issue 3918)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Monday, November 25th to release the below software updates.

1040-NR, FORM 8843

• Update the requirement to provide either the “Academic Institution” or “Director of Program” information based on if the Nonresident Alien is a Student or Teacher (Issue 2280)

1099-MISC

• Reactivate EIN database with new 1099-MISC layout update

DEPENDENT/QUALIFYING RELATIVE

• Update text from $4,150 to $4,200 (Issue 3887)

REVIEW RETURNS MENU

• At the Group Level, add an “Office” column so reviewers know which office the returns came from (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, November 19th to release the below software updates.

Schedule C Grid

• Correct an issue where the Schedule C grid reflects $0 income when no expenses are reported

VITA/TCE Springboard

• Updating the TaxSlayer Pro Online & Desktop user guides for the upcoming filing season

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Returns will be placed in maintenance on Thursday, November 14th to release the below software updates.

1099-INT, PRIVATE ACTIVITY BOND INTEREST

• Correct an issue where Private Activity Bond Interest reported on the 1099-INT was not carrying to F6251 (Issue 3841)

FORM 8379

• Correct a print issue where indicating a refund check issued only in one name is showing as issuing in both names (Issue 3823)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, November 12th to release the below software updates.

1040-NR

• Correct an issue where accessing the Schedule NEC menu throws an error (Issue 3788)

FORM 8919 – UNCOLLECTED SOCIAL SECURITY and MEDICARE TAX

• Update to only require “IRS Determination/Correspondence Date” when Codes A or C reasons are selected (Issue 3573)

NEW JERSEY (2017)

• Correct a return specific issue where a 2017 NJ return showed a refund and amount owed (Issue 3867)

SCHEDULE A

• Correct the issue where the Medical and Dental itemized entries (supporting statements) are not working (Issue 3885)

SCHEDULE C

• Correct alignment issue on the Schedule C grid page
• Correct the issue where the itemized General Expense entries (supporting statements) are not working (Issue 3885)

VIRGINIA (2016)

• Correct a return specific issue where a dependent exemption was not carrying to a Nonresident VA return (Issue 3882)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Thursday, November 7th to release the below software updates.

ARKANSAS

• Adding the ability to adjust disability pension amount from carrying to Line 16 of AR1000F (Issue 3850)

SCHEDULE E – PDF

• Correct a display issue on the PDF of the Supporting Statement for Part 2 of Schedule E (Issue 3859)

VIRGINIA

• Correct an issue on Form 763-S, question 6 where the opposite answer was carrying to the PDF (Issue 3846)

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Tuesday, November 5th, to release backend updates.

*Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.