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

Update 10:36 am EST — This has been resolved

Update 10:25 am EST —  We have found the issue in the code stream and are currently working to update it.  An alternative solution that works the majority of the time is to click the Back arrow button of the browser to take you back to the page you were on before and then click continue as normal.  We are seeing this work for most of the returns.

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We have received several calls about an Unexpected Server Error in Healthcare and E-file.  We are currently investigating this.

Rather than clicking log back in button, close the browser, and open a new instance of the browser, log back in.  This will route you to a different server.

The site will be placed in maintenance on Friday, March 2nd at 5:00am ET to release a series of updates.

• Zip Code Updates (Issues #1436 and #1449)
  • 98087 – Lynnwood, WA
  • 85396 – Buckeye, AZ
  • 62711 – Springfield, IL
  • 62712 – Springfield, IL
  • 06824 – Fairfield, CT
  • 06825 – Fairfield, CT
  • 06828 – Fairfield, CT
  • 06890 – Southport, CT
• Kentucky – Fix an issue where dependents not being included in Personal Credits and Family Size Tax Credit (Issue #1420)
• Connecticut – Update text on the CHET  menu for account number entries (Issue #1329)
• W-7 – Fixed an issue where taxpayers needing to renew their ITIN’s were not able to access the W-7 menu

We will be placing the site in maintenance Friday, February 23rd at 5:00am ET to release a series of updates.

• Add the State and Local General Sales Tax Deduction worksheet as an option to add to a custom print set (Issue #972)
• Add the MO-PTC as an option to add to a custom print set (Issue #1132)
• Add the IL Schedule EIC as an option to add to a custom print set (Issue #1135)
• Fix an issue that allowed M1PR’s to be transmitted after receiving an E-file block that was not corrected prior to submitting
• Fix an issue with the Validation Errors report that was incorrectly showing some returns that had been accepted (Issue #1260)
• Various text updates for the Louisiana Donations menu (Issue #1273)
• Fix an issue where some entries were not saving within the MN Part Year “Income Subject to Tax” menu (Issue #1275)

With adding back the Tuition and Fees Deduction, the “1040 View” display for Line 34 currently shows as “Reserved for future use”. This will be updated in a future release. Tuition and Fees Deduction claimed carries to the 1040 PDF and is included in the calculation of the return.

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

• Adding the extenders back into the software – Tuition and Fees Deduction and PMI
• Text update on the Federal Estimated Payment screen (Issue #1253)
• Fix for an issue with e-filing Application for Extensions (Issue #1000)
• Adding the below zip codes to the zip code database
  • 19060 – Garnet Valley, PA
  • 80951 – Colorado Springs, CO