RESOLVED as of 3/2/18

We have opened Issue #1420 to review an issue where dependent(s) are not being included when calculating the Personal Tax Credit (Form 740, Line 17) and Family Size Tax Credit (Form 740, Line 21) on KY returns.

Example Scenario for Personal Tax Credit:

Head of Household Federal return (Single for KY purposes) with 1 qualifying dependent.

• Per KY instructions, this return is allowed a Personal Tax Credit of $10 per qualifying individual on the return. This KY return should receive $20 Personal Tax Credit on Line 17 but is only receiving $10 on Line 17 because the qualifying dependent is not being included.

Example Scenario for Family Size Tax Credit: DOES NOT impact any KY return with a KY AGI $32,718 or higher based on KY qualifications for the Family Size Tax Credit

Same return as above – Head of Household Federal return (Single for KY purposes) with 1 qualifying dependent with a KY AGI of $16,800.

• Per KY instructions, this return would be considered a Family Size of 2 for determining the Family Size Tax Credit. With a KY AGI of $16,800 and Family Size of 2, the Family Size Tax Credit should be 90% of the value listed on Line 19 (Total Tax Liability) of Form 740. The Family Size Tax Credit is used to lower the KY tax liability, possibly increasing a KY refund or lowering an amount owed.
  • However, because the qualifying dependent is not being considered when determining the Family Size Tax Credit, this KY return is showing as a Family Size of 1 instead of a Family Size of 2. Per KY instructions, for a Family Size of 1 with a KY AGI of $16,800 is over the highest threshold to qualify for the Family Size Tax Credit ($16,040 and under for Family Size of 1) and does not receive any Family Size Tax Credit on Line 21. This is then incorrectly lowering a possible KY refund or incorrectly increasing an amount owed to KY.

Q: What do you do if you have an impacted KY return that has not been filed?

A: We recommend holding these KY returns until this blog post as been marked as RESOLVED. At that time, any impacted KY returns can be transmitted for processing.

Q: What do you do if you have an impacted KY return that has been filed and accepted and did not receive the correct Personal Tax Credit or Family Size Tax Credit?

A: TaxSlayer VITA/TCE Support is in the process of contacting each site that may have impacted KY returns with further instruction. Attempts to call each site will take place on Thursday (3/8), Friday (3/9), and Saturday (3/10). If we are unable to speak with the site admin, we will follow up with an e-mail. Note:  If your site does not receive a call or e-mail from TaxSlayer VITA/TCE Support regarding potentially impacted KY returns, your site DOES NOT have any impacted KY returns.

2/28/18 – 8:30am ET

The slowness in states loading and states just not loading in general should now be resolved.

2/28/18 – 8:13am ET

We are seeing issues with some state returns loading slowly when first attempting to access. We are currently looking into these concerns. In the meantime, if you have a state return that is not loading or possibly loading a little slow, press CTRL+F5 on your keyboard to reload. You may need to press CTRL+F5 more than once if your state return does not initially load.

Scenario:  Your federal return is accepted, and you are trying to send the state as a state only return

You receive the following error on the Submission page in the e-file section.

Solution:  Hold the state return.  We will fix this in an update.  DO NOT remove the check mark from Send State Only and resend the federal return with the state.  The federal return will get rejected 902 and the state will not go anywhere.

Blog posted 02/24/2018

Update 1:26 pm EST — Resolved

Update 12:44 pm EST 

We are still investigating why it is taking a longer than expected time to get from Summary/Print to the e-file section.

2/23/18 – 11:44am ET

We have received reports of slowness in the online application that is specific to accessing the “E-file” menu from the left navigation menu. We are currently investigating what may be causing this slowness. When selecting “E-file” from the left navigation menu, you may see a white screen while it loads (that is normal). It may take up to 40 seconds for the first “E-file” menu to load but it will load. DO NOT close the window.

*Resolved as of 2/28/18*

We have received some reports and have been able to replicate the behavior inside of the state returns. We have opened Issue #1308 for development to review and resolve.

What is the issue?

• When attempting to enter a percentage value (i.e. 100%) into a state return entry field that asks for a percentage to be entered, I am not able to enter a value when I click (using your mouse or mousepad) into the field.

How do I enter a percentage value at this time?

• Until the fix is live, using your mouse or mousepad, click into an entry field that is before the percentage entry field and TAB down to the percentage entry field. You will then be able to enter the appropriate value.

NOTE: The percentage entry will save with the state return and carry to the PDF, however, the value is not staying inside the state return. This means that when the Quality Reviewer is reviewing the state entries, the percentage field will be blank again. Repeating the steps outlined above will remedy the issue until the permanent fix is live.

Scenario:  Your federal return is accepted.  You open the return and navigate to the e-file page, but your intent is just to look and not send the state as “State only”.   You click “Save” and navigate to the submission page.  At this point, you click “Save and Exit” return.

Problem:  You receive the confirmation page that the efile has been sent even though you selected “Save and Exit”.  Unfortunately, this will result in a subsequent 902 reject from the IRS.

Work around:  If you are needing to review these pages, but are not sending the state as “state only”, click Back until you get to the Summary/Print page and exit the return from there.

Solution:  This will be resolved in an update on Friday, Febuary 23rd.

blog posted 02/22/2018  9:22 am EST

Resolved

~~~~ Original Blog Post ~~~

Scenario:  You are receiving an error when trying to move to the e-file section if you have CA Form 3532 (HOH).

You can go ahead and file the Federal return

Tag the return with a return stage so you know to go back and file the state return

Solution:  We will correct this in an update.

If your 2016 returns were rejected for IND-202, you can now resend them.

~~~~~ Original Blog Post ~~~~~

Scenario:  I am a new site using TaxSlayer Pro Online for the first year.  I electronically filed a 2016 return and received the following reject from the IRS IND-202

Why:  Your site did not automatically create a 2016 row in our system which prevented the return from going through the Vendor Control process

Solution:  We are working to get the site information into our 2016 system.  Once that occurs, you will be able to resend the rejected returns.  Issue ID 1020

blog posted 02/07/2018