States

MI Acknowledgements — Updated information from Michigan

Update 06/06/2017  3:32 PM EDT

We received notification that Michigan has resolved their issues processing returns and have returned to normal processing.

~~~  Original Blog Post (but with corrected post date of the 5th)

We received the following information MI -1040 MeF processing Notice

Michigan is currently experiencing issues processing returns retrieved from the IRS since May 31st.  They hope to have the issues resolved by Tuesday, June 6th.

Blog Posted 06/05/2017   5:01 PM EDT

TaxSlayer Pro Online – Delivered Updates/Fixes – May 11th

The below items were either enhancements or fixes pushed live today.

  • Form 1099-R – An enhancement has been implemented to improve user experience when needing to indicate the PSO exclusion but not needing the Simplified General Rule Worksheet to determine taxable retirement income received. Previously, you had to manually enter the taxable amount after already taking out the applicable PSO exclusion and then navigate to a separate menu (Nontaxable distributions) to mark the PSO indicator on the PDF. The screenshots below now highlight the much easier method to indicate the PSO exclusion.
  • LT Care Premiums – If an SSN was changed for the TP/Spouse in Basic Information after LTC had been reported in the Itemized menu, the updated SSN would not automatically within the LTC entries. This has been corrected.
  • We enabled the “Enter” key on the keyboard to move the program forward when on the “Continue” button. This allows for easier navigation if you prefer to not use a mouse or finger pad to “point and click”.
  • Rhode Island – Column C was not populating on the amended return PDF for 2015. This has been corrected.
  • Arizona – Option to indicate a taxpayer was incarcerated added to the credits menu to disallow certain credits from being calculated (Excise Tax Credit).
  • Minnesota – Updated referenced line numbers within the state amended menu(s).
  • West Virginia – Schedule F (Statement of Claimant to Refund) has been added to the Miscellanoues Forms menu.
  • Direct Debit – When setting up Direct Debit in E-file, the phone number listed in Basic Information auto-populates within the Debit Phone Number field to eliminate re-entry.
  • Security Templates – The security roles of “Deleting Scanned Documents” and “Deleting Return Notes” have been added as options when creating security templates at your site(s).
  • Notes – When adding Preparer Notes to a return, they are now time-stamped by date, time, and individual. You will see the below information when opening the preparer note after initially saving.

Delay in Federal/State Acknowledgements — Updated Information

5/9/2017 — 5:26 PM EDT Updated Information

We have submitted all 2016 returns that were still in the “Transmitted” status and have resolved the issue for future submissions.  We are in the process of transmitting the 2015 and 2014 returns that are still in the “Transmitted” status.  No action is required to resend these.

~~  Original Blog Post ~~~

5/9/2017 – 10:18am EDT

We have received reports from sites that have returns still in the “Transmitted” status dated back to as early as May 4th and 5th. This is for years 2014, 2015, and 2016. We are currently looking into these reports to see where any issue may lie. At this time, please do not resubmit any returns that are still in “Transmitted” status. More updates will be provided as they become available.

VA Reject 760-030 (RESOLVED)

4/24/2017 – 1:49am EDT

The issue behind VA Reject Code 760-030 has been resolved. At this time, you can resubmit your impacted VA state returns. To resubmit, go into each impacted return and submit from the Submission page of E-file. Be sure to mark the return as “State-Only” if their Federal return was previously accepted.

4/21/2017 – 8:12am EDT

We are still working on the solution that will allow you to resubmit returns rejected for VA 760-030.

Pro Online: Product Update Alert – April 20th

4/20/2017 – 9:38am EDT

Phase I was delivered this morning for VA Reject 760-030 and Phase II is scheduled to be deployed tomorrow morning before sites will be able to resubmit impacted VA state returns. We will provide an update once phase II has been tested once released to production.

4/19/2017 – 2:13pm EDT

We will be putting the site in maintenance mode on Thursday, April 20th at 6:30am EDT to perform a series of updates. Updates will be pushed out for reports at the site level as well as the fix for VA Reject Code 760-030. More details to follow Thursday morning.

Illinois Acks

We received the following information from Illinois:

They are working a backlog of returns waiting to go through their ACK program.  Returns and payments that have been submitted on time will be considered timely.  We will handle any rejected returns with payments as exception items.

 

Blog posted 04/18/2017  11:23 am EST

Direct Debit – Future Date Unavailable

When transmitting returns with an amount owed to the IRS and/or state, and selecting Direct Debit, you will see the below message displayed. You will be unable to request a future date for the amount owed to be debited from the bank account provided. Direct Debit returns will be transmitted with the current date listed to process the payment.

If the taxpayer does not wish to initiate their Federal payment when their return is filed, please choose “Mail Payment” to submit the return electronically but will allow the taxpayer to mail in their payment with a voucher or make a payment online via IRS.gov. If filing a state return and the taxpayer does not wish to initiate their payment when their return is filed, please select “Electronic State Balance Due” when choosing the State Return Type. The taxpayer can then mail in their payment to the state or make an online payment from their state’s DOR website if that option is available.

California Reject Code R0000-065 *4/11/2017 Update*

4/11/2017 – 5:45pm EDT

We apologize for the delay in updating this post. The fix took longer than expected. At this time, sites impacted with CA Reject Code R0000-065 can follow the protocols at their sites to resubmit these returns. Be sure to submit these CA returns as State-Only if their Federal return has previously been accepted.

4/7/2017 – 9:00am EDT

The fix is anticipated to be pushed live Monday morning, April 10th. Currently, CA returns with Form 3514 (CA EITC) and Form 8455 (Direct Debit authorization) are receiving CA Reject Code R0000-065. To avoid further CA rejections at your site, we ask that CA returns with CA EITC (Form 3514) and/or Direct Debit selected as the return type (Form 8455) be held until Monday morning. However, if a CA return does not have EITC but does have an amount owed to the state, you can select state return type “Electronic State Balance Due” to avoid CA Reject R0000-065. The taxpayer would be advised to mail in their CA amount owed to the state.

4/3/17 – 10:45am EDT

We have seen additional CA returns rejected that did not receive CA EITC. The fix is currently in testing. At this time, if you receive CA Reject R0000-065, please do not resubmit until we have posted that the issue has been resolved.

3/31/17 – 4:50pm EDT

It has been determined Form 3514, when applicable to a CA return (CA EITC), was not being included in the document count when transmitting. For this reason, CA was rejecting these returns. The fix is currently in testing and is set to pushed live early next week. We will update this post once the fix is live and CA returns with EITC can be resubmitted.

If your site has CA returns not receiving CA EITC requiring Form 3514, they can be transmitted at any time as they are not impacted.

3/31/17 – 8:09am EDT

We have received reports of some sites filing CA returns receiving CA Reject Code R0000-065.

“The total number of documents contained within the return [CA-ReturnData] must match the document count attribute [documentCnt] contained within the specific return [CA-ReturnData] element, as computed by FTB.”

We are currently looking into this reject code to determine where the issue lies. We recommend holding impacted CA returns at this time to avoid further rejections. We will provide an update as additional information is available.

April 4th: Software Updates

The below updates/fixes were pushed live this morning for TaxSlayer Pro Online.

  • ACA – Step 2 of the SRP worksheet was including a qualifying child in the SRP calculation when that qualifying child was marked as “Not a Dependent” within Basic Information. This has been corrected.
  • Arkansas – A fix was pushed where “Subtractions” from AR taxable income was being included in the return calculation but the subtraction description was not carrying to AR4, Part 3.
  • Maine – When amending a Maine return, there was a calculation error on Line 29 when subtracting line 27 from line 24. This has been fixed.
  • Michigan
    • City of Detroit Return – When entering an “Additions to Income” entry, the description was not carrying to F5118. This has been fixed.
    • City of Detroit Return – Early retirement distributions reported on the Federal return were automatically subtracting on the City of Detroit resident return. Within the “Subtractions” menu in the Detroit return, an entry field for “IRA/Pension Annuity and Other Retirement….” was added for users to adjust automatic subtractions being carried to F5118. Allows both positive and negative dollar amount entries.
    • Main Michigan Return – Subtractions from Income > Deductions for Taxpayers Born before 1953 > Retirement Benefits that are Exempt from Michigan Income Tax > Retirement and Pension Benefits > Payer from 1099-R > Distribution Code did not allow letters to be entered. This has been corrected to allow letter entries.
  • Rhode Island – Amended State menu > Income and Deductions > Modifications to Federal AGI did not allow a negative amount to be entered. This has been corrected to allow negative dollar value entries.
  • Connecticut – Amended State menu > Total Tax. Entry for CT EIC added to carry to Line 22a of CT-1040X.

E-filing: Prior Year Validation Error for State Identification (RESOLVED)

4/3/2017 – 12:22pm EDT

The issue with prior year submissions receiving the State ID Validation Error has been resolved. At this time, you can resubmit the impacted 2015 returns following your normal procedures at your site.

3/31/17 – 9:11am EDT

Some 2015 e-files are still receiving the State ID Validation Error. We recommending holding these impacted returns at this time. We will post additional information as it becomes available.

3/30/17 – 3:35pm EDT

When e-filing 2015 tax returns, many of you have received this Validation Error:

“The ‘http://www.irs.gov/efile:DrvrLcnsOrStateIssdIdIssDt’ element is invalid – The value ‘0001-01-01’ is invalid according to its datatype ‘http://www.irs.gov/efile:DateType’ – The Pattern constraint failed.”

Our developers have identified and resolved the issue causing the above Validation Error when e-filing 2015 returns. The fix will be pushed out tomorrow (3/31/17) morning at 8am EDT. We will update this post once we confirm the fix is live.

At this time, we recommend holding 2015 e-files until confirmation of the deploy has been posted.