We will be placing returns in maintenance on Thursday, March 22nd at 5:00am ET to release a series of updates.

• PSO: Fix for the PSO exclusion subtracting from Box 1 instead of Box 2a (Issue #1703)
• IN Part Year:  Entries for tuition and fees deduction within Adjustments to Income Subject to Tax menu (Issue #1688)
• MA:  Correction to entries being saved on M-1310 (Issue #1627)
• ME Part Year:  Correction to Worksheet B (Issue #1620)
• PA:  Correction to 1099R with code 7D carrying to PA Schedule A (Issue #1567)
• PA Local:  Allocation to spouse now available (Issue #1689)
• TN: Updated the year print on the PDF (Issue #1702)

We will be placing the site in maintenance on Friday, March 16th at 5:00am ET to release a series of updates.

• Update the year shown on Spanish Form 8879 within 2017 program (Issue #1568)
• Adding CA Schedule X as a configurable print set form (Issue #1590)

UPDATE – 3/23/18 – NY Returns where the TP or SP has an expired Drivers License can now be entered and submitted electronically.

Scenario:  You are preparing a return and the taxpayer/spouse has an expired Drivers License

Concern:  Currently you cannot enter an expired date in the driver’s license section on the e-file page

Solution:  We are making a change to the application that will allow the entry and electronic filing of returns with an expired driver’s license for the state of New York.

Recommendation:  If you have a taxpayer in this situation, the State of New York recommends you hold the return until you can enter the appropriate expired date.  You can use a return tag and the notes section to so you can go back and enter the data.

We will be placing returns in maintenance on Tuesday, March 13th at 5:00am ET to release some updates.  This updated included the following:

• Ohio RITA 37 – You can now load and calculate the form (Issue #1557)
• Rejected Returns button — Reduced to one Call to Action blink
• Form 8941 – Added the ability to enter a marketplace identifier if eligibility is answered yes to calculate Form 3800 (Issue #727)
• Zip Codes – The following zip codes now auto-populate (Issue #1565)
  • 85755 – Tucson, AZ
    60403 – Crest Hill, IL
    60404 – Shorewood, IL
• PA — Corrected an erroneous validation error for ‘ForeignAddress’ in namespace (Issue# 1583)
• OH — (Desktop) Corrected an erroneous validation error for “Donation, TotalDonation, Refund’ in namespace (Issue #1588)

We will be placing the site in maintenance on Monday, March 12th at 5:00am ET to release a series of updates.

• CA – Fixed the issue where the “Other Additions” and “Other Subtractions” sub-menus were loading blank (Issue #1536)
• CO – Fixed an issue for the CO Amended Return where the entry for original refund received was not carrying to the PDF (Issue #1515)
• AL – Fixed an issue where Schedule D entries within the Part-Year AL return were not carrying to the PDF (Issue #1476)
• CT – Fixed the incorrect page validation within the CT Property Tax Credit menu (Issue #1453)
• IA – Added the ability to allocate dependents between TP/SP on IA MFS return when Federal is MFJ (Issue #1369)
• MO – Property Tax Credit menu > Basic Information for “Select if you are a Renter or Owner” now defaults to “Select” (Issue #1507)

We released Phase I on Friday, March 2nd of having the ability to print the Certified Acceptance Agent information on the bottom of Form W-7 when applying for or renewing ITIN applications.

Navigate to the Preparer(s) menu in configuration

Edit an existing Preparer or Create a new one

There is a new section located between the Personal Information Section and Login Account Section

This is where you enter the information that will carry along with your preparer name to the Acceptance Agent portion of the W-7

Blog posted 03/07/2018

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET to release a series of updates.

• Update to 1099-R, box 2a entries when box 7 code is G, H, or Q. A warning will display to verify if a taxable amount in box 2a is valid (Issue #1377)
• Fix a display issue where Apartment # entries in Basic Information were not showing on the W-7 PDF (Issue #1426)
• Zip code updates
  • 85138 – Maricopa, AZ
• MI CF-1040 not generating Schedule TC when completed in locality menu (Issue #1156)
• LA fix where select Priority 2 credits were displaying incorrect codes on PDF (Issue #1395)
• LA fix where the Ad Valorem Natural Gas (Priority 4 Credit) was not carrying to the PDF (Issue #1237)
• MT fix for MFS returns forcing itemized deductions when spouse itemizes (Issue #1502)
• WV Update for requirement of taxpayer e-mail address prior to reaching first e-file screen (Issue #1459)
• ID display fix where the bank account information was not displaying on Line 76 of the ID return (Issue #1389)
• OH validation error for $0 refund/due values on SD-100. These returns can be resubmitted (Issue #1475)

We will be placing returns in maintanence on Tuesday, March 6th at 5:00am ET to apply a series of updates.

• Fix an issue with 2016 print not generating when adding NH Form DP-10 (Issue #291)
• Fix a print issue where United States was not carrying to line f of Form 1116 when country of residence (Issue #1372)
• Zip Code updates:
  • 98338 – Graham, WA
  • 98391 – Bonney Lake, WA
  • 60585 – Plainfield, IL
• Update text from “2015” to “2016” when referencing prior year credit taken for exterior windows within F5695 menu
• W-2 State Information – Lengthen the State EIN field to always show all characters entered