With the deployment this morning (February 1st), we delivered an update to the e-file pages where the Preparer Phone Number and E-mail on the right hand side is masked. If you wish to have this information visible, select the “eye” icon.

Note:  If you DO NOT want the volunteer name to show,  we have verified with our SPEC Relationship Manager and SPEC Program Manager that you can use either First Name, Last initial or First Initial, Last Name for their username account.

Scenario: When I look at the assigned questions under Configuration>>Question Templates I see duplicate questions.

Reasons:

• At some point the Group Admin that originally assigned the questions, deleted the questions before unassigning them to your site
• The group that assigned the questions changed them to be year specific

Solution: These cannot be removed from the “Assigned list”. Verify that there are no duplicate questions in the 2022 tax returns.

VITA/TCE support CANNOT remove these.

Send State Only has been activated.  Remember, you must select an e-file option for the Federal Return Type.

You must transmit state only returns from the Submission page.  They WILL NOT show up on the Transmission menu

1/24/2023 – 12:33pm ET: This has been resolved.

We are aware that Louisiana is the only state available.  We are working to make the other states “available”

1/24/2023 – 9:57am ET: This has been resolved.

1/24/2023 – 9:50am ET: We are aware and actively investigating an issue in 2022 where the calc is not working. This post will be updated once resolved.

We have turned on the ability to electronically file current year returns.

We strongly recommend you open and review each return prior to sending it electronically.  All returns sent to us on Friday during the Controlled Launch window have been sent and acknowledged by the IRS.

9:58am ET – This has been resolved.

9:40am ET – We are aware of an issue when attempting to make entries in the state area of the W-2. Our developers are actively investigating. This post will be updated as additional information is available.

1/23/2023 10:45am ET: This has now been resolved.

We wanted to make you aware of an issue that will impact, as of this morning (1/23/2023), returns with a future date selected for direct debits. Currently, you can select a future direct debit date in e-file, however, what is reflecting on the PDF is the current date. This means that returns submitted with a direct debit payment method, the current date will be sent with the return instead of the future date selected. Our developers are actively looking into this issue.

Note: This only impacts returns as of 7:00am ET on Monday, January 23rd if an amount is owed and a future direct debit date is selected.