3/12/22

Software vendors received the below update from MO regarding Direct Debit payments.

“I wanted to provide a quick update on the status of Missouri MeF Payments.  Due to a few unexpected tax season issues, the development and testing on this process took much longer than we had anticipated. As of today, we officially have this ready to run in our production environment.  We have identified all the accounts we did receive payments on.  Of those accounts, we have pulled system data to identify the ones that have already remade their payment in some other manner.   Missouri DOR will not be pulling those payments.  All other past payments will still be pulled and are expected to hit customer accounts on approximately 3/18/22.  A notification has gone out to customers alerting them of this.  

Going forward, the Department will be initiating payments received on the requested effective date.  Customers will want to allow up to 5 business days for the payment to be debited from their bank account.

Customers with questions can contact the Department at [email protected] or 573-751-8150.”

3/9/22 

We have received additional information from MO DOR regarding returns already filed with direct debit information present. Basically, ignore everything we said below!

Beginning next week, MO DOR will begin processing returns with direct debit information present. This means that any impacted taxpayers should NOT make other payment arrangements. If a TP has already made their payment using another method, MO indicated they will first check their records to make sure a payment has not been made prior to processing the returns (to avoid a double payment by the TP). MO also stated they will communicate out to the impacted TP’s they will be processing their payments prior to actually processing the payment.

This post is specific to 2021 Missouri electronically filed returns through TaxSlayer Pro Online that filed as “E-file: Direct Debit” state return type.

At this time, 3/8/22, we advise to NOT use E-file: Direct Debit for MO returns. We have a work item for development to remove direct debit as an option for MO returns.

For 2021, MO advised vendors they would now be offering Direct Debit as a payment option for electronically filed returns. MO contacted vendors again closer to the beginning of filing season indicating internal issues were occurring with their direct debit payment system, but expected a resolution prior to the beginning of filing season. Given the timeline to resolve processing issues prior to the beginning of e-file, we elected to leave direct debit as a payment option in the application. At the time of this post, MO is unable to process direct debit payments sent with an e-filed return.

How To Identify Already Filed MO Returns with Direct Debit

From the main page of your site, go to Reports > Other Data Reports > Management Reports. Run the “Pro Web Returns – Detail Return Report. Filter the “State Return Type” column by “Direct Debit” and the “State” column by “MO”. This will identify already filed MO Direct Debit returns. Impacted TP’s will need to mail in their payment using the voucher with their return prior to 4/18/22 or they visit the MO DOR website to make their payment or request a payment plan: MO Department of Revenue Payment Options

Impacted 2020 NC returns can be resubmitted.

Software vendors received the below message from NC DOR regarding a reject potentially impacting 2020 NC returns. They can be resubmitted once this blog post has been updated.

“It has been identified that business rule NCD400-2010 – [D-400/D-400 Sch S] – Line 7 must equal Schedule S Part A line 17 is triggering in error for Tax Year 2020 returns. NCDOR is currently working on a fix to correct. We will notify you once the fix has been deployed to production.“

12:59pm ET – The fix for California is actively being deployed. During the next hour or so, you may experience slowness while inside the program. This will subside as the deploy finishes.

An update with this mornings deployment caused an issue where Federal returns with a CA state return is experiencing a broken calc (summary/print page won’t load). The fix for this issue will deployed soon. We apologize for the inconvenience.

Update from NC DOR – 3/1/2022

NCDOR is proud to announce that our MeF system for IIT is now open for eFile.

Although we are open, please note that we are working through a significant backlog and hope to have all submissions acknowledged within the next few days.

Note: If a return gets this reject – NCD400-1160.  Rejected Submission provided in StateSubmissionIdOrig is not found in System, all you need to do is resubmit the NC return.

Update from NC DOR – 2/16/2022

NC DOR released an update to software vendors indicating they expect to begin processing returns (sending acknowledgements) the week of February 28th. As NC works to process their backlog to send acknowledgements, it is possible you may receive an accepted ack and a rejected ack for a duplicate submission. The rejected ack for a duplicate submission can be ignored if an accepted acknowledgement was also received.

Due to recently enacted legislation impacting North Carolina tax returns, North Carolina will most likely not be ready to begin accepting e-files when the IRS opens on January 24th. Software vendors, including TaxSlayer, are now actively testing their software with North Carolina for the appropriate approvals. At this time, North Carolina returns can be prepared in our software, however, when accessing the e-file menu, you will encounter an e-file block for North Carolina. This block will be removed as the appropriate approvals are received.

Update On Impact of COVID-19 Relief Provisions on NC Income Tax Returns

3/1/22 – To accurately report the NY Excluded Workers Fund (EWF) payments reported on 1099-G, Box 6, it is a two-step process.

1. Visit the “Form 1099-G Box 1” menu in the Income section and complete the 1099-G to match the hard copy. Note: This will NOT carry Box 6 amount to Federal return (this is where step 2 comes into play), but WILL carry the NY withholdings to the NY state return.
2. After adding the 1099-G, go to Less Common Income > Other Income Not Reported Elsewhere > Select “Other Income” from the drop-down. Enter the amount from the 1099-G, Box 6 again here so that it accurately carries to the 1040 as well as flowing to the NY return.

Following the above steps will allow your site to electronically file impacted NY returns.

2/21/22 – Box 6 input is now live for 1099-G. However, impacted returns should still be held as additional guidance will be coming soon on how to accurately report within TaxSlayer Pro to make sure everything is carrying where it needs to go.

For 2021, NY State Department of Labor issued 1099-G’s with an amount in Box 6 for the Excluded Workers Fund (EWF). We will be updating our current 1099-G entry page to support Box 6 entries. We expect this update to be released this week. This post will be updated after it is released.

The Georgia Department of Revenue issued the below communication to software vendors. The update is already live in the software. Note: Impacted GA returns filed prior to the update do not need to amend the return to claim the additional deduction. The GA DOR will make the appropriate corrections for the taxpayers.

Individual Income Tax $300 ($600 MFJ) Charitable Contributions with Standard Deduction

• Georgia allows the $300 ($600 MFJ) Charitable Contributions Deduction if it is allowed on their Federal 1040 or 1040-SR.

2/28/22 – Impacted MT returns can be resubmitted.

If your site has a MT return with any of the listed reject codes in the blog title, the fix is scheduled to be deployed Monday morning. At this time, please hold impacted MT returns. This post will be updated after the fix has been deployed and tested.

This post is to help clarify how to report a subtraction from North Carolina income for applicable military retirement benefits. There are two input fields located within the Subtraction from Income menu inside the North Carolina state program.

1. “Amount of taxable retirement benefits that qualify for the Bailey Settlement included on Federal return” – In short, the Bailey Settlement subtraction means that North Carolina may not tax certain retirement benefits received by retirees (or beneficiaries of retirees) of the state of North Carolina and its local governments or by United States government retirees (including military). Any military retirement income reported in this input field in the program cannot also be reported in Item 2 below. This will create a double-dip in subtraction in the calculation. Entries here carry to Line 19 of the D-400 Schedule S.
2. “Retired US Armed Forces Income” – In short, Line 20 of D-400, Schedule S, allows for a subtraction of certain retirement benefits received by a retired member of the United States Armed Forces not deducted on Line 19 (Item 1 above).

Essentially, any qualified retirement income subtracted under the Bailey Settlement on Line 19 cannot also be claimed on Line 20 of D-400, Schedule S. Also, any amount qualified to be subtracted on Line 20 for certain retired US Armed Forces income cannot have also been subtracted on Line 19.