• CALIFORNIA – 4/18/18

We received the following message from California:

“Greetings,

The IRS has allowed an additional day to file and pay taxes following IRS system issues that surfaced early on the April 17 tax deadline.  Because California taxpayers must generally complete their federal return before their California return can be filed, FTB will follow federal announcement IR-2018-100, April 17, 2018.  Individuals and businesses with a filing or payment due date of April 17 will now have until midnight on Wednesday, April 18th.  Taxpayers do not need to do anything to receive this extra time.

California provides an automatic six-month extension to October 15^th available to taxpayers who need additional time to file. Any tax due must still be paid by April 18^th.”

• IDAHO – 4/18/18

We received the following message from Idaho:

“BOISE, IDAHO — April 18, 2018 — The Idaho State Tax Commission is providing taxpayers an extra day to file and pay their 2017 income taxes. Taxpayers have until the end of Wednesday, April 18 to file and pay their income taxes without penalty. 

The IRS announced a one-day extension for filing federal returns due to problems with its e-filing system for much of the April 17 tax deadline. This also affected e-filing for Idaho returns. As a result, Idaho is following the extended federal deadline. The extended deadline applies to returns and payments filed by paper or electronically.”

• NEBRASKA – 4/18/18

We received the following message from Nebraska:

“On Tuesday, the Internal Revenue Service (IRS) announced that it is providing taxpayers an additional day to file and pay their federal income taxes. Income tax filers with a filing or payment due date of April 17, 2018, will now have until midnight on Wednesday, April 18, 2018, to file and pay their federal individual income taxes. The Nebraska Department of Revenue is required by law to follow the federal due dates. Therefore, the deadline for Nebraska individual income tax returns and payments has also been extended to April 18, 2018″.

• OHIO – 4/18/18

We received the following message from Ohio:

“This email is to advise you that Ohio’s error code OHIND-046 “You are attempting to file an IT1040 return after the filing deadline, but did not indicate if you are filing federal extension form 4868.” was issued yesterday in error.  Users should not have been required to answer the question until today, the day after the filing deadline.

Impacted users should resubmit their Ohio returns and provide a yes or no answer to the question to indicate if they filed a federal extension.  A “no” (or false) answer will be accepted without penalty for returns filed today, or within the 5 day perfection period for rejected returns.  After today, a yes or no answer will still be required and accepted with standard consequences for late filing.

Ohio will be following the IRS and extending the due date to file and pay from 4/17 to 4/18.  However, even with the extended deadline, the federal extension question must be answered today.

We apologize for the inconvenience, please respond to this email with any questions.”

• SOUTH CAROLINA – 4/18/18

We received the following message from South Carolina:

“Following system outages, the IRS is allowing taxpayers an additional day (until April 18) to file federal income tax returns. The SCDOR will also allow taxpayers this additional day to file state income tax returns. As in the past, South Carolina’s electronic filing incentive gives individuals until May 1 to file state income tax returns electronically and pay any balance due without penalty.”

• UTAH – 4/18/18

We received the following message from Utah:

“The IRS announced a one-day extension for filing federal returns due to computer problems at the IRS. Similarly, the Utah State Tax Commission announced that it will allow an additional day for taxpayers to file and pay their 2017 state income taxes. Taxpayers will have until 11:59pm on Wednesday, April 18th, to both pay and file their state returns without penalty.”

The Georgia Department of Revenue sent the below messaging to software vendors this morning.

“The Georgia Department of Revenue is experiencing problems sending the acknowledgements for April 5^th and 6^th returns.  We apologize for the inconvenience this is causing you.  We are working diligently to resolve this issue and will advise you when acknowledgements are sent.”

For any sites with outstanding GA transmitted on April 5th and 6th, please do not resubmit impacted GA returns.

We have turned on the feature that allows you to enter the basic state information that is required for your specific state after you complete the Taxpayer’s personal information.

Note:  This will appear on new returns and returns where the state is not already completed as a resident state

Step 1:

Select the Taxpayer’s resident state.  Note:  If this is not selected the state page will not display and the state will not automatically calculate until you add it in the state section.

Step 2:

Click continue after completing the Personal information page.  If the resident state is not loaded on an existing return or if this is a new return, the state basic page will load

In this example of GA, I can answer the address question and enter an email address:  Note that [email protected] is a format template letting the user know the required format of the field.

Step 3 (optional)

Verify the information flowed to the state return.  The purpose of this field is that if no additional changes are needed for the state, you can enter the data at this point rather than editing the state in the state section.

This is an example of answering “No” to the address question and entering [email protected] as an email address.

Example of NC Basic page in Personal Informatio

Blog Posted 03/29/2018

We will be placing the returns in maintenance to release a series of updates.

• AR – Correct an issue with an incorrect page validation specific to claiming $250 for each TP on a MFS return for Educator Expenses (Issue #1750)
• CO – Fixed an issue where voluntary contributions were not being added to net tax due (Issue #1745)
• KS – Update text for a federal relation specific to pension subtraction entry (Issue #1714)
• KY – Correct an issue where MFS KY returns specific to the TP was including Spouse W-2 income in error (Issue #1723)
• MA – Fixed an issue within the Nonres MA return where capital gain entries within the Schedule D did not reflect on the PDF (Issue #1730)
• ME – Fix the issue where Child Care Credit entry menu opened blank (Issue #1788)
• PA – Fix the issue where 1099-MISC entries within state program not carrying to Schedule W-2S (Issue #1601)
• WI – Added ability to select foreign country within Nonresident WI program (Issue #1691)
• WI – Fix a page validation on PY returns for license entry when changing legal residence (Issue #1747)
• LA – Will no longer print state payment voucher when choosing Direct Debit (Issue #1634)
• MN – Addition of M1PR-X within the M1PR menu (Issue #1741)
• MN – Fix an issue where adding Schedule KF breaks the PDF from generating (Issue #1762)

UPDATE – 3/23/18 – NY Returns where the TP or SP has an expired Drivers License can now be entered and submitted electronically.

Scenario:  You are preparing a return and the taxpayer/spouse has an expired Drivers License

Concern:  Currently you cannot enter an expired date in the driver’s license section on the e-file page

Solution:  We are making a change to the application that will allow the entry and electronic filing of returns with an expired driver’s license for the state of New York.

Recommendation:  If you have a taxpayer in this situation, the State of New York recommends you hold the return until you can enter the appropriate expired date.  You can use a return tag and the notes section to so you can go back and enter the data.

MA DOR released a message on Monday, March 12th at 11:35am ET stating, “If you have been incorrectly rejected by reject code F1-0141, please resubmit the return”. If your site has any MA returns rejected with this code, MA has requested they be resubmitted for processing.

The District of Columbia recently released a new schema version for DC returns. D.C. has sent a message to software vendors that any D.C. return rejected for Reject Code X0000-005. “The value of the ‘stateSchemaVersion’ attribute does not equal its fixed value” can be resubmitted AFTER 7:00pm ET tonight, March 8th.

Note: For TaxSlayer Pro Desktop sites, make sure you download the latest D.C. updates before resubmitting any D.C. returns rejected for Reject Code X0000-005.

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET to release a series of updates.

• Update to 1099-R, box 2a entries when box 7 code is G, H, or Q. A warning will display to verify if a taxable amount in box 2a is valid (Issue #1377)
• Fix a display issue where Apartment # entries in Basic Information were not showing on the W-7 PDF (Issue #1426)
• Zip code updates
  • 85138 – Maricopa, AZ
• MI CF-1040 not generating Schedule TC when completed in locality menu (Issue #1156)
• LA fix where select Priority 2 credits were displaying incorrect codes on PDF (Issue #1395)
• LA fix where the Ad Valorem Natural Gas (Priority 4 Credit) was not carrying to the PDF (Issue #1237)
• MT fix for MFS returns forcing itemized deductions when spouse itemizes (Issue #1502)
• WV Update for requirement of taxpayer e-mail address prior to reaching first e-file screen (Issue #1459)
• ID display fix where the bank account information was not displaying on Line 76 of the ID return (Issue #1389)
• OH validation error for $0 refund/due values on SD-100. These returns can be resubmitted (Issue #1475)