Scenario:  The following Ohio locality forms are not loading the menus

• RITA — update 2/21 — working as expected
• City of Columbus — update 2/21 — all menu items display except “Overpayment Credited”
• City of CCA– update 2/21 — working as expected

The following locality MO forms are not loading the menus

• RD-108 KC Profits
• RD-109 KC Wage Return
• E-1 St Louis Wage Return

If you get stuck loading the menu, you will need to select the bottom Save and Exit on the left navigation panel.  This will exit the return and you will have to re-open the return.

Solution:  We will resolve this in an update

We will be placing the site in maintenance on Friday, February 16th at 5:00am ET to release various updates.

• Site Production Detail Report – Electronic: Should fix an issue where accepted returns were missing when filtering by certain dates (Issue #1157)
  • If a return is included with a missing accepted date, the accepted acks will continue to populate throughout the day
• State and Local Refund Worksheet – Adding text next to “Prior Year State Tax Withheld” to include prior year state estimated payments
• Arizona Reject Code 500 – 2015 and 2016 AZ returns rejected for this code can be resubmitted (Issue #1046)
  • The ‘stateSchemaVersion’ attribute is invalid – The value ‘AZIndividual’ is invalid according to its datatype ‘String’

We will be placing the returns in maintenance mode on Thursday, February 15th at 5:00am ET to release a series of updates.

• Form 2441 – Updated the UI (User Interface) to match current UI throughout 2017 application. No functional changes made
• 1040NR – Fixed an issue that was keeping users from creating a 1040NR return using filing status “Married Resident of Canada or Mexico..”
• Zip Code – Added zip code 77407 to the zip code database for Richmond, Texas
• Federal Non-accepted Returns Report – Fixed an issue where federal returns first rejected but resubmitted and accepted were still showing

The site will be placed in maintenance on Wednesday, February 14th at 5:00am ET to apply a series of updates. Items scheduled to be included in this deployment are as follows:

• Fix an issue where Delaware returns are including Column A figures in error (Issue #821)
• Fix an issue where the Minnesota Direct Debit Authorization was displaying “20” of 2018 instead of “18” of 2018 indicating year of debit (Issue #1073)
• Various State Reject Codes received due to the “Other State Return” not being included in the transmission to support the “Credit for Taxes Paid to Another State or Jurisdiction”.
  • Impacted returns can be resubmitted by the sites on 2/14/18 (Issue #950)
• 1040 View fix to display the total number of exemptions claimed in box 6d
• Fixed an issue where adding Form 8862 to a return for previously disallowed CTC/ACTC was not working (Issue #888).
  • Any impacted return (Federal Reject Code IND-165) that could not add F8862 for CTC/ACTC can now add this form and resubmit the return

Update 6:15am ET:  All returns are out of maintenance mode

Update 6:01am ET:  We had to put the returns back in maintenance mode

We will be placing the returns in maintenance to release a series of updates on Tuesday, February 13th at 5:00am ET. Items included:

• Zip Code 85194 for Casa Grande, AZ has been added to the zip code database
• Fix went out to resolve an issue where ACA Coverage Exemptions were not always being remembered when re-accessing the Health Insurance menu
• 1040-ES – The Estimated Payment Vouchers are updated to reflect 2018. They will be added back to the print sets today

Scenario:  The return is rejected for the new IRS business rule IND-165 where they have on file that the taxpayer has been disallowed CTC or ACTC previously.

Problem:  You navigate to Form 8862 and receive the following error:

Solution:  This will be fixed in an update.  You will need to hold the return until this fix has been put into place. Issue ID 1069

Blog posted 02/08/2018  12:06 pm EST

Scenario: The site is setup to offer the 8888, but the taxpayer only wants their refund deposited to one bank account.

Where should I enter the bank account information?

You should enter the information in the Bank Account 1 section and select the Pull Refund button.

DO NOT skip Bank Account 1 and enter it in either Bank Account 2 or Bank Account 3

This will result in a validation error because IRS MeF does not allow this scenario

Solution: Enter the information in Bank Account 1 and remove it from Bank Account 2 or Bank Account 3 and transmit the return again.

Scenario:  Your site uses Form 8888.  The preparer selects the return type of E-file: Direct Deposit

The preparer then scrolls down the Taxpayer Bank Account section in e-file and enters the full amount of the refund in the paper allocation section:

This results in a validation error because IRS MeF efile does not allow this situation

Solution:  Change the Federal return type to:  E-file: Paper Check and transmit the return again