Original Post found HERE.
How to identify if your site(s) has impacted returns:
Log into your site and go to the “Reports” menu. Under “Other Data Reports“, click on “Management Reports“. Look for the “Site Production 1099R State Duplication Report“. Inside the “Site Production 1099R State Duplication Report“, choose Tax Year 2024 and then select your EFIN under the “EFIN Selection” tab. Click “Run Report“.
Note: ONLY impacted returns will display. If your site report is blank, your site DOES NOT have any impacted returns and there is no further action.
What is an “Impacted Return”:
Impacted returns are returns where a 1099-R was present, state withholdings were duplicated AND the return was electronically filed AND accepted. Note: TaxSlayer has already deleted duplicate state records for 1099-R returns with duplicated state information that HAVE NOT e-filed.
Next steps if your site(s) has Impacted Returns:
Find your state in the list below and follow the guidance provided. Note: If your state is NOT listed, we have not received guidance from your state and no action is needed at this time. The below list will be updated as state guidance is received. IL, ME & OH will NOT have any impacted returns due to existing state business rules to reject 1099-R returns with duplicate state withholdings.
- Should a Federal Amended Return also be filed? An amended Federal return should only be considered if the Federal return used Itemized Deductions instead of the Standard Deduction since state withholdings are an Itemized Deduction.
Note: If your state indicates an amended return needs to be prepared and filed, when amending, review all 1099-R’s present in the return and delete all duplicated state details.
Alabama – Amended Alabama returns need to be prepared and filed.
Arizona – Amended Arizona returns need to be prepared and filed.
Arkansas – Arkansas is automatically adjusting impacted returns. No amended return is needed.
California – Amended California returns need to be prepared and filed.
Colorado – Amended Colorado returns need to be prepared and filed.
Connecticut – Amended Connecticut returns need to be prepared and filed.
Delaware – Delaware is automatically adjusting impacted returns. No amended return is needed.
District of Columbia – Amended DC returns need to be prepared and filed.
Georgia – Amended Georgia returns need to be prepared and filed.
Hawaii – Amended Hawaii returns need to be prepared and filed.
Idaho – Amended Idaho returns need to be prepared and filed.
Indiana – Indiana is automatically adjusting impacted returns. No amended return is needed.
Iowa – Iowa is automatically adjusting impacted returns. No amended return is needed.
Kansas – Kansas is automatically adjusting impacted returns. No amended return is needed.
Kentucky – Amended Kentucky returns need to be prepared and filed.
Louisiana – Amended Louisiana returns need to be prepared and filed.
Maryland – Maryland is automatically adjusting impacted returns. No amended return is needed.
Massachusetts – Amended Massachusetts returns need to be prepared and filed.
Michigan – Amended Michigan returns need to be prepared and filed.
Mississippi – Amended Mississippi returns need to be prepared and filed.
Missouri – Missouri is automatically adjusting impacted returns. No amended return is needed.
Minnesota – Minnesota is automatically adjusting impacted returns. No amended return is needed.
Montana – Amended Montana returns need to be prepared and filed.
Nebraska – Nebraska is automatically adjusting impacted returns. No amended return is needed.
North Carolina – Amended North Carolina returns need to be prepared and filed.
North Dakota – North Dakota is automatically adjusting impacted returns. No amended return is needed.
New Jersey – Amended New Jersey returns need to be prepared and filed.
New Mexico – Amended New Mexico returns need to be prepared and filed.
New York – New York is automatically adjusting impacted returns. No amended return is needed.
Oklahoma – Amended Oklahoma returns need to be prepared and filed.
Oregon – Oregon is automatically adjusting impacted returns. No amended return is needed.
Pennsylvania – Amended Pennsylvania returns need to be prepared and filed.
Rhode Island – Amended Rhode Island returns need to be prepared and filed.
South Carolina – Amended South Carolina returns need to be prepared and filed.
Vermont – Amended Vermont returns need to be prepared and filed.
Virginia – Amended Virginia returns need to be prepared and filed.
West Virginia – West Virginia is automatically adjusting impacted returns. No amended return is needed.
Wisconsin – Amended Wisconsin returns need to be prepared and filed.
