1/25/2023 – LA returns can now be electronically filed at this time. If your site previously received a LA Reject for “vendor not approved”, those returns can be resubmitted at this time.

LA returns have temporarily been turned off for e-file. This article will be updated once LA e-file has been turned back on. You can still prepare LA returns in the program and e-file Federal and other state returns. Once LA is available for e-file, sites will need to go into each return and file LA as state only.

Send State Only has been activated.  Remember, you must select an e-file option for the Federal Return Type.

You must transmit state only returns from the Submission page.  They WILL NOT show up on the Transmission menu

OH recently experienced an issue where they issued Reject Code OH-IT1040-136 in error. If your site has any OH returns with this reject code they can be resubmitted at this time. If the Federal return was previously accepted, please resubmit the OH return as State Only.

1/26/2023 – Update from CT: The issue that Connecticut was experiencing with our Individual Income Tax Gateway erroneously rejecting 2022 Individual Income Tax Returns with the QUALIFYINGSURVIVINGSPOUSE status has been resolved.  If you were holding any of these submissions, you can now transmit them to Connecticut

We received the following information from Connecticut

Connecticut is experiencing an issue with our Individual Income Tax Gateway where 2022 Individual Income Tax Returns with the QUALIFYINGSURVIVINGSPOUSE status are being erroneously rejected with a schema validation error.  I am hoping that this issue will be fixed in the next day or two.  In the meantime, please refrain from sending to Connecticut any 2022 Individual Income Tax return that has the QUALIFYINGSURVIVINGSPOUSE filing status.

1/24/2023 – 12:33pm ET: This has been resolved.

We are aware that Louisiana is the only state available.  We are working to make the other states “available”

Update from NY: 1/31/2023

We would like to follow up on when the fix for the R0123 reject is expected to take place. We are looking to get this implemented by the end of this week or early next week.

R0123 “Earned Income Credit claimed on IT-201/IT-203 not = IT-215 or credit form is missing”. This issue would only impact returns that have a filing status of Married Filing Separate.

Update from NY: 1/27/23

We are reaching out to provide you the updated date of when we expect to be fully open. That date is now Monday 1/30/23.

Software vendors received the below message from NY this morning. Impacted NY returns can be resubmitted on Friday the 27th.

We would like to bring to attention that we have discovered an issue in two of our rejects and expect to have fixes in place by Friday 1/27.

• R0123 “Earned Income Credit claimed on IT-201/IT-203 not = IT-215 or credit form is missing”: This issue would only impact returns that have a filing status of Married Filing Separate.
• R0158 “Nonresident taxpayer and IT-203-B not attached”. With the change this year in making the IT-203(X) Item H a required field, an enhancement is being implemented to improve this reject.

North Carolina Department of Revenue issued the below update to software vendors and on the NC DOR website. Updates specific to individual income tax are in BOLD.

NOTE: This does not impact when sites can transmit NC return to us. We will just hold the NC returns until NC says we can transmit to them.

NCDOR Announces Opening of Business and Individual Income Tax Seasons

Raleigh, N.C. — The N.C. Department of Revenue (NCDOR) will begin accepting both business and individual income tax returns over the next few weeks.

• The NCDOR anticipates accepting 2022 Corporate Income and Franchise, Partnership Income, and Estates and Trust Income tax returns by Friday, January 27.
• The NCDOR anticipates accepting 2022 Individual Income tax returns by Friday, February 3.

Although the Department anticipates that we will begin accepting returns by February 3, it will be early March before we can begin processing and validating return information and issuing refunds.

This delay is necessary as we complete updating and testing of the refund fraud validation system, a measure that protects taxpayer identity and ensures that the appropriate refunds get into the hands of the right people. Once we begin processing and validating the returns, we will post the “Where’s My Refund” application on the NCDOR.gov webpage that allows taxpayers to check the status of their tax refund.

For calendar year taxpayers, the due date to file income tax returns is April 15. By law, North Carolina considers income tax returns with a due date on a Saturday, Sunday, or legal holiday as being timely filed if delivered in person or mailed or electronically submitted to the NCDOR on or before the next business day after the Saturday, Sunday, or legal holiday.

In 2023, April 15 falls on a Saturday, and Emancipation Day, a legal holiday for income tax purposes, will be observed on Monday, April 17. Therefore, if a taxpayer files their 2022 calendar year income tax return on or before April 18, 2023, the NCDOR will consider the return timely filed.

Taxpayers are encouraged to file their taxes electronically; it is safer, more convenient, and will move through our process faster than traditional paper filing. Free and low cost online filing (eFile) options for qualified taxpayers are available through the NCDOR.gov website. Taxpayers may even file their taxes electronically before the official opening dates as a way to prevent tax fraud schemes.

The Internal Revenue Service recently announced that it will begin accepting individual income tax returns on Monday, January 23: https://www.irs.gov/newsroom/irs-sets-january-23-as-official-start-to-2023-tax-filing-season-more-help-available-for-taxpayers-this-year.

The NCDOR funds public services benefiting the people of North Carolina. The NCDOR administers the tax laws and collects the taxes due in an impartial, consistent, secure, and efficient manner.

1/2/2023 – Roughly nineteen (19) State Returns are now live! Please note the information posted below when reviewing the initial state application release. The remaining states will be released for preparation over the next couple of weeks as the various approvals are received by state departments.

Note: Initial load times may be slower than normal, but this will subside as additional state returns are created, etc.

It is important to keep in mind when accessing 2022 state returns as they become available, some states may have been delayed in releasing final 2022 forms/instructions. As you prepare 2022 state returns in the Practice Lab, you may still see 2021 calculations and/or PDF forms. Customer Service will not be creating issues for these items until the states are closer to finalization.  As information continues to be released and finalized by the states, the Practice Lab will be updated to reflect the most recent information available.

Note: This is the same process every year and is normal behavior.