In observance of the Fourth of July, TaxSlayer offices will be closed on Monday, July 5th. Normal off-season hours will resume on Tuesday, July 6th at 8:00am ET.

The site will be placed in maintenance on Monday, May 3rd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

NEW JERSEY

• Add option to allocate Alimony Received on Line 25 of NJ-1040 (Issue 6093)

NEW YORK

• Barcode on PDF of NYC-1127 displaying in wrong area (Issue 6101)
• Preparer e-mail displaying on NYC-1127 when Hide Preparer E-mail is marked (Issue 6100)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The TaxSlayer software has been updated to not calculate any repayment of Advanced Premium Tax Credit in accordance with the American Rescue Plan. This is now live in the software. For impacted returns, Form 8962 will still generate in the PDF, but will not be included in the transmission. You will notice that Lines 28 and 29 under Part III of Form 8962 will be $0, thus not carrying to Schedule 2, Line 2. If your site(s) have been holding these returns, they can now be e-filed. Another important reminder is the IRS still has not made a determination of what they intend to do for returns already filed and accepted with repayment of APTC.

The site will be placed in maintenance on Monday, April 5th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CLIENT STATUS

• Correct the issue where the transmitted return is not generating from the Client List PDF (Issue 5541)

RETURN TAGS

• Correct an issue where a return tag would sporadically appear/disappear at a site (Issue 5844)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Monday, March 29th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1040-NR

• Correct an issue resulting in the Schedule NEC causing a Federal Reject SNEC-1040NR-076 (Issue 5850)

IOWA

• Adoption credit not calculating when finalized during current tax year (Issue 5865)

OHIO LOCALITY FORM 37

• Entry to apply refund towards 2021 estimated taxes is not carrying value to locality PDF (Issue 5834)

WEST VIRGINIA

• IT-140V not displaying SP SSN when MFJ (Issue 5846)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Monday, March 15th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

1040-NR

• Correct the error restricting 1040-NR e-files from being e-filed (Issue 5761)

MISSOURI

• Correct the Public Pension Exclusion calculation when income is $100,000 or greater (Issue 5732)

PENNSYLVANIA

• Update Line 1 of Local Form EET to 2020 (Issue 5689)

VERMONT

• HI-144, Line P calculation update (Issue 5701)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Monday, March 1st, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

AMENDED RETURN

• Update the schema so amended returns can be e-filed (Issue 5517)

CALIFORNIA

• Add the ability to check the box on Form 3849, Line 28 (Issue 5578)

CONNECTICUT

• Allow the ability to adjust the value carried to CT-1040, Line 43 specifically for Railroad Benefits (Social Security Equivalent) (Issue 5527)

HAWAII

• Update Medical and Dental Expense threshold to 7.5% from 10% (Issue 5587)

MICHIGAN

• Correct an issue where an ineligible TP was receiving the Home Heating Credit (Issue 5568)

VERMONT

• Contribution to VT Veteran’s Fund is carrying to Green Up Fund line in error (Issue 5566)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

1/5/2021 – 2020 State Returns are now live! Please note the information posted below when reviewing the initial state application release.

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

The initial release for 2020 state returns will be this week. The expectation is to have them turned on by mid-week (Wednesday). This blog post will be updated once they are live.

It is important to keep in mind when accessing 2020 state returns once live, some states may have been delayed (and are still experiencing delays) in releasing final 2020 forms/instructions due to the late passing of any legislation and impact of COVID-19.  As you prepare 2020 state returns in the Practice Lab, you may still see 2019 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.