9:01 am EST We are looking at a couple of items and will update this post when we are ready for you to submit e-files.

Issue #5408 – Once you have edited or created a template that has the Scanned Document feature selected, editing the template will remove the check.

Workaround:  Create or edit the appropriate security template; select the box for Scanned Documents, Click save.   DO NOT edit the template.  If you do, please remember to check the box again.

Question: Are we able to electronically file a $0 AGI (Adjusted Gross Income) return through TaxSlayer if the return is receiving the Recovery Rebate Credit?

Answer: Yes, if the tax return has $0 in AGI (due to no income or only Social Security Income), but is receiving the Recovery Rebate Credit (non-zero value on Line 30 of F1040), this return CAN BE electronically filed to the IRS using TaxSlayer (Pro Online, Pro Desktop, and FSA).

• Note: There is NO need nor requirement to enter $1 as Interest Income or Other Income and is NOT recommended.

Additional information from IRS.gov HERE.

How can I remove the 1099-MISC from a return because the income is now reported on a 1099-NEC?

(1) If you are presented with the carry forward screen, you can remove the checkmark and the 1099-MISC will not carry forward

(2) you can navigate to the 1099-MISC summary screen and delete the 1099-MISC

Form 8915-E for Qualified 2020 Disaster Retirement Plan Distributions and Repayments, is now available within the 2020 Pro Online application. For Phase I implementation, to trigger this form, the Code in Box 7 must be 1, J, or S. When a 1099-R is present with the before mentioned codes, preparers will be presented to option to utilize Form 8915-E if their clients would like. Phase II implementation will prompt the election to use Form 8915-E regardless of the code in Box 7.

Update 02/05/2021:  You can now access the e-file section of all prior years.  Note:  We will not be turning on the ability to electronically file 2019 and 2018 until the week of February 15th.

We are currently experiencing an error when trying to access the e-file section of all prior years.  We are currently working towards a solution.

New Sites will receive the following two emails.

(1) Setting up your site administration credentials

Setting up login credentials for Account Hub (where you can download the contingency software)

1/21/21 – Preparation of 1040NR and 1040PR returns using the FSA Kiosk URLs is now available.

We are in the process of enabling 1040NR and 1040PR via the FSA Kiosk URLs.  We anticipate enabling these two forms by Monday, January 25th.

Once these are enabled, you will be able to do the following:

• 1040PR — Prepare and electronically file
• 1040NR — Prepare and paper file the return.  The IRS will not start ATS testing and prepare their their systems to accept the 1040NR until mid March.