This will be the re-scheduled deployment from Thursday, May 31st. This update will mostly include back-end work.

• PA Local Form – Remove the second mention of “for” within Basic Information when asking “City for Which You are Filing for:“
• Release Notes – Update the URL within Release Notes on the left navigation bar to redirect users to the Release Notes category in the VITA/TCE Blog
• Review Returns – Previously, with a Security Template that did not allow full view of the SSN from “Client List” still showed the full SSN when inside the “Review Returns” menu. Update released today also masks the first 5-digits of the Taxpayer SSN within the “Review Returns” menu for users with a security template that does not allow full SSN view.

There is a scheduled deployment on Thursday, May 31st at 5:00am ET to release some updates. This update will mostly include back-end work.

• PA Local Form – Remove the second mention of “for” within Basic Information when asking “City for Which You are Filing for:“

Navigate to Other Taxes and Select Begin on the following item:

Select if the form belongs to the Taxpayer or Spouse (in this screenshot, there was only a taxpayer)

Click Contiinue

Complete the Employer section

Select the appropriate reason:

Click Continue

Feature:

Adding the ability to complete Form 2120 from the application

Instructions:

Select the following question when completing the Dependent/Qualifying person information

Click Continue

Complete the information for each person that provided at least 10%, but no more than 50% of the support that have agreed not to claim the listed individual as a dependent.

The 2120 Summary page will display the taxpayers that will be listed on Form 2120

The form will print with the return

Blog posted 05/23/2018

The Save and Enter Another button will be added to the following entry pages:

• W-2
• Interest Income
• Dividend Income
• Schedule B Other Interest
• 1099-R
• RRB-1099-R
• W-2G

Purpose:

Allows the preparer to open a blank entry screen without having to go back to the summary page when entering income information.

Benefits:

• Quick Data input
• Allows the preparer to enter multiple income documents when using Taxpayer Profiles
• Allows the preparer to enter multiple income documents when using the Quick File feature

Note:  Selecting Continue will take you to the Income Summary Screen

We will be putting the returns in maintenance mode for a series of updates on Thursday, May 24th at 5:00 am EST.  The update is subject to be rescheduled.  It is scheduled to include the following:

• Add Form 2120 – Multiple Support Declaration
  • Will be prompted to complete this form after adding a dependent and checking the box, “This dependent qualifies for a Multiple Support Declaration“
  • The option to add up to four (4) Form 2120’s is available
• Add Form 8919 – Uncollected Social Security and Medicare Tax on Wages
  • Available within the “Other Taxes” menu of the Federal Section
• Add “Save and Enter Another” button on the W-2 entry page
• Remove the requirement for the ID for Home Mortgage Interest Not Reported on 1098 (Issue #1812)
• Add “Save and Enter Another” button on the Interest Income entry screen
• Add “Save and Enter Another” button on the RRB-1099-R entry screen
• Add “Save and Enter Another” button on the Schedule B Other Interest Entry Screen
• Add “Save and Enter Another” button on the Dividend Income entry screen
• Add “Save and Enter Another” button on the 1099-R entry screen
• Add “Save and Enter Another” button on the W-2G entry screen
• Add “AGI” column to show AGI on Site Production Detail Report – Paper (Issue #135)
• Fixed an issue where exporting the “Return Questions” report to Excel was throwing an error (Issue #1986)
• Phase II: 1040PR when using 1040 – Added the ability to adjust earned income specific to assisting in calculating CTC/ACTC when less than 3 qualifying dependents are on the return (Issue #1793)
• 1040NR:  Access Schedule OI in Basic Information by clicking Continue on the Dependents section
  • No longer have to access the federal section prior to completing Schedule OI

We will be placing the site in maintenance on Monday, May 14th at 5:00am ET to release a series of updates.

• 1040-PR using 1040 – Ability to adjust earned income specific to CTC/ACTC when claiming less than 3 qualifying dependents (Issue #1793)
• Zip Code Update
  • 99354 – Richland, WA (Issue #1980)
• 1040-NR/Schedule OI – Text update within the “Travel Dates” menu to clarify only travel dates specific to the current filing year should be provided
• GA – Remove the automatic e-mail pre-fill entry within GA Basic Information (Issue #2000)
• KS – Correct an issue where excluded SSS disability income was not removed from K-40H household income calculation (Issue #407)
• MI – Correct a PDF display issue where the percentage entry for Veteran Disability (1040-CR2) was not carrying to the return (Issue #1991)
• VT – Correct a PDF display issue where the Form 144 entries for additional household members (if more than 2) were not carrying to a new statement in the PDF (Issue #1999)

The site will be placed in maintenance on Thursday, May 3rd at 5:00am ET to release some updates.

• State PDF View – Details can be found on this blog post here
• 1040 View Entry Method Update – This update, when utilizing the “1040 View” for return preparation, will return the user back to the 1040 View instead of the regular menu such as Income, Adjustments, Itemized Deductions, etc. This update eliminates the current requirement of the user to return to “Summary/Print” to then click on the next line entry needed.
  • When clicking Line 7 for Wages and Salaries, the user will be directed to the W-2 entry screen as current functionality dictates. After adding the W-2(s), when clicking “Continue” on the W-2 grid screen, instead of being taken to the main Income menu, you will be returned to Summary/Print (1040 View) to click on the next line item for the return being prepared.
• W-2G – Addition of a “Gambling Losses” field under the gambling winnings field where the loss entry will automatically carry to the Schedule A.
  • Click here for additional details
• IL – Remove the “$” sign within the allocation entry field for dependents to reduce confusion as to the value being requested (Issue #1975)
• ME – Remove a hard-coded “X” on the PDF on Schedule 1, Line D (Issue #1981)
• CT – Correct a calculation issue on MFS CT returns when it is indicated the Spouse lived with the Taxpayer at any point during the year and Social Security Benefits have been reported (Issue #1895)
• LA – Correct a validation error occurring as a result of the “Partnership” name not carrying to the PDF (Issue #1964)
• MN – Correct a PDF display issue for the M1REF line 1a is blank when a value is expected (Issue #1995)