Category: Uncategorized

VITA/TCE Support: Closed Memorial Day

24 May 26
Craig Smith
No Comments

TaxSlayer offices will be closed on Monday, May 25th for Memorial Day. Normal off-season support hours will resume on Tuesday, May 26th.

TaxSlayer Customer Support: Closed May 13th from 8am to 10am ET

12 May 26
Craig Smith
No Comments

TaxSlayer VITA/TCE Support will be unavailable from 8am to 10am ET on Wednesday, May 13th.

Release Notes: May 4th – Site Production Summary Report

03 May 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, May 4th to release the below update(s). Access to the program may be limited during a deployment.

MANAGEMENT REPORTS

  • Site Production Summary Report missing 1040X total (Issue 4028)

Release Notes: April 20th – GA, F1116, NE, NM & WA WFTC

19 Apr 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, April 20th to release the below update(s). Access to the program may be limited during a deployment.

GEORGIA

  • Update for GA Nonconformity to SALT limit increases for Itemized Deductions (Update)

FOREIGN TAX CREDIT

  • Line 3a not including personal property taxes from Sch. A, Line 5c (Issue 4002)

NEBRASKA

  • Amended Line 13 is not including Civil Service Retirement Subtraction from Sch. I, Line 36 (Issue 4014)

NEW MEXICO

  • MFS Tax Rate Table calcs incorrect amount on Line 18 (Issue 4025)

WA WORKING FAMILY TAX CREDIT

  • WFTC for MFS, a dependent, eligible for Fed EIC – not calculating WA WFTC (Issue 4005)

TaxSlayer All Partner Call – April 9th 2:00pm ET

08 Apr 26
Craig Smith
No Comments

Hello TMs and TaxSlayer SMEs:

All partners are invited to join our last conference call for the filing season. TaxSlayer will be participating on this partner and volunteer only call to provide updates on software, address concerns, and answer questions. Please save the date.

Schedule of Calls

  • April 9, 2026

Action Item: Please share the information regarding the call with your partners.

Title: TaxSlayer All Partner Calls
Date: Thursday, April 9, 2026
Time: 2:00 PM – 3:00 PM Eastern Time


Send to Attendees

Dial-in Number: 1-202-735-3323 or 1-888-978-8818
Access Code: 5983554#

TaxSlayer All Partner Call Notes – 3/12/26

19 Mar 26
Craig Smith
No Comments

All Partner Call Notes — 03/12/2026

Reactivating Returns

You may start a new return using the same SSN. The system will prompt you to either Start New (creates a new return) or Reactivate (restores the return to its prior state).

Return Filtering

Filtering by created date is currently not functioning due to an open issue (3876). The fix is being tested. Filtering by date modified remains available.

Reject Code 8962

We’ve seen an increase in these rejects. If no household members had Marketplace insurance, reopen the return and check one of the three options in the Health Insurance section to allow resubmission. Note that this may still delay the refund.

Volunteer comment: Some cases may indicate potential Marketplace enrollment fraud. Taxpayers should contact the Marketplace to prevent future issues.

E‑Filing 2022 Returns

The IRS supports the current tax year and the two prior years only. Returns older than that must be mailed.

Other Rejects

A prior reject involving Form 1116 has been resolved by the IRS.
A rejected spouse last name will not automatically change the primary taxpayer’s last name.

Amended Returns

We recommend using return tags to identify amended returns requiring transmission. Enhancements for 1040X visibility on Client List and other areas are being discussed.

Client Status Print Icons

Printer icons on the client status page should reflect the transmitted state of a return. A recent issue affecting this display has been resolved.

Premium Overtime (Box 14)

There are no standardized rules for reporting premium overtime this year. Taxpayers should compare their W‑2 to their final pay stub or contact their employer for clarification.

Paper Checks

IRS guidance can be unclear regarding check issuance. Creating an account or calling the IRS will not expedite payment. Refunds issued by check typically take six weeks or slightly longer. If processing extends beyond 45 days, the IRS must pay interest.

Automated IRS refund line: 866‑325‑4066.

 

TaxSlayer All Partner Call – 3/12/26

10 Mar 26
Craig Smith
No Comments

Hello TMs and TaxSlayer SMEs:

All partners are invited to join a series of conference calls during the upcoming filing season. TaxSlayer will be participating on these partner and volunteer only calls to provide updates on software, address concerns, and answer questions. Please save the date for all the calls listed below.

Schedule of Calls

  • March 12, 2026
  • March 26, 2026
  • April 9, 2026

Action Item: Please share the information regarding the calls with your partners. Call details will be sent separately for each call and remember the access code is different for each call. Make sure to remind your partners to add this information to their calendar, so they do not miss the call.

Title: TaxSlayer All Partner Calls
Date: Thursday, March 12, 2026
Time: 2:00 PM – 3:00 PM Eastern Time


Send to Attendees

Dial-in Number: 1-202-735-3323 or 1-888-978-8818
Access Code: 5868956#


Looking forward to hearing from all your partners on the call.

Release Notes: February 2nd – AL & OR

01 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, February 2nd to release the below update(s). Access to the program may be limited during a deployment.

ALABAMA

  • Reject Code: AL40-QVL-500 – Vehicle Interest deduction XML is missing VIN (Update)

OREGON

  • Update OR Worksheet Kids Credit due to late revised instructions (Update)