We will be placing returns in maintanence on Wednesday, April 4th at 5:00am ET to release a series of updates.

• 2016 F5695 – Part II total not showing on grid after saving entry (Issue #210)
• F8283 – Correct a page validation when saving certain entries using Google Chrome “auto-fill” (Issue #1561)
• F8889 – Add ability to adjust employer contributions from W-2 (Issue #1767)
  • Negative entries can be made within the “Employer Contributions made to your HSA for 2017” field. Text will be updated with the next update
• 2016 F1116 – Fix a calculation issue with line 20 – was not including Line 46 amounts from 1040, if applicable (Issue #1769)
• KY MFS – Update text for MFS menu – added a space between two words (Issue #1806)
• MA – Update text inside Nonresident MA basic information menu (Issue #1821)
• VT – Fix an issue where the SAVE button not showing on HI-144 income and adjustments menu (Issue 1826)
• AL – Fix issue where Schedule E opens blank (Issue #1813)
• AZ – Fix for Reject Code 702 (Issue #1832)
  • Any impacted AZ returns with this Reject Code can be resubmitted
• PA – Add ability to access Part D of Schedule UE within PA Schedule UE menu (Issue #1722)

We will be placing the returns in maintenance to release a series of updates.

• AR – Correct an issue with an incorrect page validation specific to claiming $250 for each TP on a MFS return for Educator Expenses (Issue #1750)
• CO – Fixed an issue where voluntary contributions were not being added to net tax due (Issue #1745)
• KS – Update text for a federal relation specific to pension subtraction entry (Issue #1714)
• KY – Correct an issue where MFS KY returns specific to the TP was including Spouse W-2 income in error (Issue #1723)
• MA – Fixed an issue within the Nonres MA return where capital gain entries within the Schedule D did not reflect on the PDF (Issue #1730)
• ME – Fix the issue where Child Care Credit entry menu opened blank (Issue #1788)
• PA – Fix the issue where 1099-MISC entries within state program not carrying to Schedule W-2S (Issue #1601)
• WI – Added ability to select foreign country within Nonresident WI program (Issue #1691)
• WI – Fix a page validation on PY returns for license entry when changing legal residence (Issue #1747)
• LA – Will no longer print state payment voucher when choosing Direct Debit (Issue #1634)
• MN – Addition of M1PR-X within the M1PR menu (Issue #1741)
• MN – Fix an issue where adding Schedule KF breaks the PDF from generating (Issue #1762)

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