Scenario:  The preparer loaded Form 8867 to ensure the taxpayer qualified for EITC, but they do not want it to print with the return

Solution:  Use the assigned QUALTIY REVIEW print set or any print set that you created that does not have a print copy for the 8867.

Scenario:  I have loaded the 8867 in the return, can I remove it

Solution:  No, once the form is loaded and completed it cannot be removed.  Form 8867 is for Paid Preparer’s

Many states require print approvals, as well as approval for electronic filing.  Due to the significant changes in tax law changes due to the COVID19/Cares Act, many of these approvals are coming in a bit slower this year.  As we receive approvals from the state for the forms, we will remove the DO NOT MAIL banners.  This does NOT prevent you from electronically filing any applicable state return and giving the taxpayer a copy.  The banner warning alerts the state if the taxpayer happens to mail their return to them.

Many of you may be waiting to resend your state e-files until we turn on “State Only” e-file.  The fix is currently in development and will be released as soon as possible.

Update 2/16/21: The fix is scheduled to be deployed tomorrow morning during our deploy window (2/17/21).

The program is generating an Unexpected Request Error after answering the Qualified Disaster Question on the 1099-R.  We have this marked as a high priority issue (#5485)

This is a reminder to make sure you communicate your site telephone number and/or email address to the taxpayers you are emailing the FSA link to.  This gives them the correct avenue to get help in preparing their tax return or asking tax questions.  They will be directed back to the site they received the link from if they reach out directly to our support lines.

If your site is seeing $24 on the invoice page, this is just a display issue.  It has not impact on the return.

You can now send your MN and AL returns with your federal returns.  We still have “State Only” turned off so you will need to wait to send any states that have validation errors or those that may have gotten rejected while we had these two states turned on.

We will update this post with instructions on how to identify the return you need to send as “state only” when that feature is turned back on.

There are three key items you need to know in order to be able to deactivate a return:

(1) The security template assigned to your username must allow it

(2) The return must be in the status of “in progress” or

(3) the return must be in the status of “Review failed”

You cannot deactivate a return once it is marked complete or transmitted.

We have found that the Close Window button in the Scanned Document tab works differently based on the scenario: