RESOLVED 04/04 – Impacted AZ returns with Reject Code 702 can be resubmitted at this time if not already accepted.

Update 04/03

We made corrections to the e-file schema and replayed the existing AZ rejects.  We are currently testing a permanent solution that will be delivered through the update process.

Update 04/02:  We are making a program change to accommodate the changes that AZ put into place on Friday evening.  The goal is to have the update delivered by Wednesday.

Scenario:  My Arizona return was rejected for the following:

Reject Code: 702 | Category: Error | Severity: Reject
FRM – The amount on the Net Capital Gain line is not consistent with values on related lines.; FRM – The amount on the Net Capital Gain line is not consistent with values on related lines.

We are investigating the cause of the reject.  We recommend that you tag these returns and hold the state if rejected until we update the blog post

We received the following email from AZ late yesterday afternoon.  We are reaching out to them to understand why the change they made is impacting the returns.

Subject: BR702 Updates- No schema changes

Good Afternoon,

In order to streamline BR702 we have made the following changes:

Form 140, for loss only, line 18 loss limited to -1500 for married filing separate and -3000 for single/ married filing joint/head of household. If Line 18 is not null or zero, there must be an amount on line 19 or 20.

Form 140PY, if line 32 is not null or zero, there must be an amount on line 33 or 34.

Form 140NR, if line 32 is not null or zero, there must be an amount on line 33 or 34.

Form 141AZ, for loss only, line 15a loss limited to -3000. If Line 15a is not null or zero, there must be an amount on line 15b or 15c.

There is no schema change, just business rule logic change. These lines will no longer need to reference the federal form. These new changes are in effect as of today, March 30^th. We apologize for any inconvenience.

RESOLVED 4/4/18 – These VA returns can now be resubmitted.

We have opened Issue #1810 specific to Virginia Reject Code 760ADJ-014 which states, “Total Additions on Schedule ADJ/CG Line 3 must equal the sum of Interest on obligations of other state Line 1 plus Fixed date conformity addition Line 2A plus Other Additions“.

This is specific to returns requiring the Virginia Medical Expenses Worksheet addback. The fix is scheduled to go out on Monday, April 2nd. At this time, do not resubmit any VA returns with Reject Code 760ADJ-014 until this blog post has been updated as RESOLVED.

UPDATE – 9:40am ET

Sites should begin receiving acknowledgements over the next several hours for returns waiting for an ack. There is no need to resubmit impacted returns.

9:28am ET

We have received some reports of returns filed 3/27/18 that have not received an acknowledgement from the IRS as of yet. We are currently looking into what the issue may be. At this time, we ask that sites with returns waiting for an acknowledgement do not resubmit. This post will be updated once we have additional information to provide.

3/22/18 – RESOLVED – We recommend accessing each impacted return to verify the 1099-R and PSO exclusions are correctly reflected prior to filing.

Issue #1703 has been opened to resolve an issue that started on Monday, March 19th, after updates were deployed (after 6:00am ET).

What is the issue?

• Claiming the PSO Exclusion within the 1099-R, shows the exclusion amount being subtracted from the Box 2a (taxable amount) entry. However, what is carrying to the 1040 and included in the calculation of the return is the PSO excluded amount subtracted from the Gross Distribution (Box 1).

What returns may be impacted?

• Returns reporting a 1099-R with a PSO Exclusion where the amount in Box 2a (taxable amount) is different than the amount in Box 1 (Gross Distribution). Do not file impacted returns until this post has been marked as RESOLVED.

What returns are not impacted?

• Returns reporting a 1099-R with a PSO Exclusion where Box 2a (taxable amount) is the same as the amount in Box 1 (Gross Distribution) before the exclusion is applied.
• Returns reporting a 1099-R and the Simplified General Rule Worksheet is used to determine the taxable amount and also taking the PSO Exclusion from the SGRW calculated taxable figure.

3/19/2018 – 12:29pm ET

The sporadic issues of state sub-menus opening blank should now be resolved

3/19/2018 – 11:15am ET

Development has found the error and is currently building the fix.

3/19/2018 – 9:39am ET

We have received sporadic reports from the field of specific state sub-menus loading a blank page. We are currently looking into these reports. We will keep a running list of confirmed state sub-menus not loading as we can replicate. This is not a widespread.

If you are in a state return and a sub-menu is loading blank for you, we recommend logging out of the program and back in to create a new session (you can use the back button on your browser if a sub-menu loads to blank). Clearing your cache may also fix this issue as well.

• North Carolina – Subtraction from Income sub-menu
• Ohio – Credits > Nonbusiness Credits sub-menu
• New Jersey – Income Subject to Tax sub-menu
• Nonresident California – Income Subject to Tax > Other Income Taxable to California
• New York – Subtractions from Income > Other Subtractions
• Arizona – Subtractions from Income sub-menu
• Maryland – Basic Information > Change Filing Status from MFJ to MFS for State Purposes Only sub-menu
• Illinois – Subtraction from Income sub-menu

Updated 8:52 am:  

When the error appears, click OK and then go in to Updates.  Download the latest update and the error will be resolved.

Updated 8:47 am:  The updating causing the error has been rolled back.  Anyone opening the program from this point forward should not receive the below errors.  We are in the process of building a fix for the user receiving the below error.

Scenario:  Desktop users are receiving the following errors after this morning’s update:

Solution:  This will be resolved within the next hour.

Note:  This does not impact Pro Online

3/19/18 – Issue #1589 is now resolved

The fix for the VT Renter Rebate amount on Line 9 of PR-141 being limited to $3,200 instead of $3,000 is scheduled to go out Monday, March 19th. Continue to utilize Return Tags at your sites to track any VT returns showing amounts above $3,000 on Line 9 of PR-141. Impacted VT returns can be transmitted once this blog post has been marked resolved.

3/21/2018 – RESOLVED

We have opened Issue #1646 to correct a display issue when first creating a 1099-R in a return. The Gross Distribution reported in Box 1 is not displaying in Box 2a. If creating a new 1099-R and reporting the Gross Distribution, you don’t catch that Box 2a didn’t auto-fill, don’t worry, the value is still saved when clicking “Continue” to exit the 1099-R. There is no impact to a return in this situation.

• When creating a new 1099-R, entering $10,000 in Box 1, saving the entry without also entering a value in Box 2a, the 1099-R will save the taxable amount as if it automatically carried over from Box 1 (which it still does)
• When creating a new 1099-R, entering $10,000 in Box 1, then making a manual entry in Box 2a of $9,000, the manually entered Box 2a amount of $9,000 is what saves and carries to the return as taxable
• When creating a new 1099-R, entering $10,000 in Box 1, then completing either the Simplified General Rule Worksheet and/or PSO exclusion, the correct taxable amount will carry to Box 2a and be included with the return

This is only a display issue when tabbing off of the 1099-R Box 1 field and not seeing the same value auto-fill within Box 2a.