The below message was shared to software vendors from the Ohio Department of Taxation.

“As shared with our partners previously, Ohio’s Individual and School District Income Taxes are transitioning into our new NextGen system, OTS (Ohio Tax System) on 9/5/23.  In preparation for the migration to our new system, we will be shutting off the processing of MeF returns for only Individual and School District Income Tax submissions starting the very early morning hours of Monday 8/21/23 through Tuesday 9/5/23. 

What you will need to do

1. You can continue to transmit Individual and School District Income Tax submissions during this time frame but they will be held at the IRS and will not be picked up/processed (with acknowledgements sent) by Ohio until 9/5/23. 
2. We request that you please place messaging in your software to advise your users of this time frame
   1. Advise that returns submitted electronically during this timeframe will be credited with the correct submission date (i.e. IRS submission date) but the returns will not be processed and any acceptance/rejection messaging will not be sent until 9/5/23.
      1. Also, include a reminder that there is no benefit in printing and mailing the returns instead of waiting for these to be processed on 9/5/23.  Paper returns can take 8 to 10 weeks to be processed.

NOTE – this affects Individual and School District Income Tax submissions only.  This DOES NOT affect any other Ohio taxes submitted electronically (i.e. Muni, Fiduciary or Pass Through Entity).“

6/26/2023 -The recent Minnesota tax legislation increased refunds for the 2022 Homestead Credit Refund (for Homeowners) and Renter’s Property Tax Refund (Form M1PR). If you already filed a 2022 Form M1PR, you may see a larger refund than originally claimed.

The income requirements have not changed for claiming either the Homestead Credit Refund or the Renter’s Property Tax Refund.

How do I get the increased refund?

• We’re updating our systems to automatically increase refunds on previously filed returns. We expect to start issuing the larger refunds in mid-July for renters and mid-September for homeowners.

If you have not filed 2022 Form M1PR yet:

• Review the 2022 Form M1PR instructions to see if you qualify for these refunds. If you qualify, complete the 2022 Form M1PR. For more information, see Filing for a Property Tax Refund. The final deadline to claim the 2022 refund is August 15, 2024.

If you filed 2022 Form M1PR before June 14, 2023: 

• It depends on how you filed your return.

6/15/2023 – The recent legislative changes to the M1PR are now live in the 2022 application. NOTE: MN DOR has indicated that NO amended returns should be filed for already accepted M1PR’s. MN will adjust already filed and accepted M1PR’s if eligible for the increased refund.

The updates to the M1PR are as follows:

• M1PR, Page 1
  • Line 18, Renter’s Refund increased by 20.5%
• M1PR, Page 2
  • Line 22, Homestead Credit Refund increased by 20.5%
  • Line 34 was changed from 12% to 6%
  • Line 38 (maximum special refund allowed) was changed from $1,000 to $2,500

Minnesota tax code changes were recently signed into law on May 24, 2023. Some of the changes relate to the 2022 M1PR and will be applied retroactively. Minnesota also indicated additional retroactive changes were signed into law that are still being reviewed by MN DOR. At this time, there is nothing for you or your taxpayers to do. All software vendors must wait to receive guidance from MN DOR before implementing any changes to the software. As additional information is released by MN DOR and updates are made to the software, this post will be updated to provide additional guidance as issued by MN DOR. You may also refer to the MN Tax Law Changes page for additional information by CLICKING HERE.

The application is currently generating an error when trying to open existing returns and/or create new returns in all  years.  We have opened a critical ticket to get this resolved.

CLICK HERE to open a new window to view the PDF. Click on the “Attachments” tab on the left-hand side of the screen to download the Report Descriptions PDF.

On Monday, April 24th, TaxSlayer VITA/TCE support will resume off-season hours of Monday through Friday from 8am-5pm ET. Support will not be available weekends.

• Monday – 8a-5p
• Tuesday – 8a-5p
• Wednesday – 8a-5p
• Thursday – 8a-5p
• Friday – 8a-5p
• Saturday – CLOSED
• Sunday – CLOSED

VITA/TCE support will be closed on Sunday, April 9th.  We will resume normal tax season support hours on Monday, April 10th.

4/11/23 – This is resolved.

We are currently experiencing an issue with MI returns that are caught in a calculation loop.  If you need to file the federal return, remove the state and file only the federal return.  We recommend creating a return tag to tag the return so you can go back and file the state.  If you are filing a “state only” return due to a credit, we recommend creating a return tag to tag the returns so you can go back and file the state.

Software Developers,

A few of you have reached out about the state winnings info (box 14) being blank on the W2G for a few different gambling entities in Ohio.  Seeing that the OH-PIT-054 error code has one of the highest error code populations so far this season, we thought we’d share our recommendation with all partners.

When W2Gs have an empty box 14 (state winnings), users should then enter the amount from box #1 (Reportable winnings) in its place.

It appears some of the companies that produce the W2Gs for these Ohio gambling entities may see filling in box 14 as being redundant because the amount is the same as box #1. Similar to situation with 1099Rs when box 16 (state distribution) is blank but boxes 14 (state tax withheld) & 15 (state/payers state #) have information, its recommended the user enter the amount from box 1 (gross distribution).

Please let us know if you have any questions.