The site will be placed in maintenance on Thursday, August 9th at 5:00am ET to release the below updates along with back-end updates.

CLIENT STATUS

• Adding the ability to generate a PDF of an e-filed tax return. This will allow preparers and quality reviewers to view a PDF of a transmitted return in the event an adjustment was made to a return after submission. There is a print icon to the right next to the Federal and State Transmission. Clicking the printer icon will generate the e-filed PDF in a new window. If a new window does not open, check to make sure your pop-up blocker is disabled.

E-FILE

• Consents will no longer require a PIN and DATE if the consent is marked DENIED

We will be placing the site in maintenance on Tuesday, August 7th at 5:00am ET to release the below enhancement and back-end work.

FEDERAL

• Federal AGI Display: An enhancement being released is the AGI Display available during return preparation. This will allow users to always know the Adjusted Gross Income when inside of a taxpayers return, including state return preparation. This will eliminate the need to always visit the “Summary/Print” page to view the AGI.

Note: If your AGI Display looks like the below image, clear your cache in your Internet browser and refresh the page.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses
  • Added a column to list the year we plan to add the committed item (TS 2017 or TS 2018)
  • Added a column to indicate if the item was added or updated since the last document (may have missed a few this time since I just thought of this today!!)

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing since the last update on July 13th.

• 228024: 2018 – PA: (Pro Web) Capital Gain Transactions with Adjusted Basis on Fed not carrying to PA Sch D correctly
• 228307: 2018 – MI: (Pro Web) When Accessing “Deductions for Taxpayers Born before 1953” menu prompt user to pull in 1099-R info from Federal return to avoid re-entry.
• 280151: 2018 – WI: Pro Web – Add Schedule GL to Schedule H
• 280158: 2018 – WI: Pro Web – Add the Annualized Installment Method Worksheet for Schedule U, Underpayment of Estimated Taxes
• 280430: 2018 – ME: Pro Web – Carry W-2, Box 14 Amounts for “ME MSRS” to Schedule 1, Line 1c
• 281659: 2018 – MD: Pro Web – Add Prompt to Adjust Pension Exclusion Calculation for Non-Qualified Pensions
• 270608: 2018 – Carryforward (Pro Web):  Carry forward the state and State ID with 1099R

Check out Attachment 3 to see the rest of the new and/or update items.

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

The site will be placed in maintenance on Thursday, August 2nd at 5:00 ET to release a series of updates.

FEDERAL

• With the recent addition of Form 8919 to the application, “8919” will now be a searchable form using the Form Finder inside the Federal Section (Issue #2037)

STATE APPLICATIONS

• The “CANCEL” button will be changed to “BACK” to maintain consistency with the Federal application

MARYLAND

• Correct a print issue where the deceased Taxpayer’s code of 321 was not carrying under Line 51c of the PDF (Issue #2082)
• Correct an issue in the Nonresident program where Line 6b of Form 505NR was pulling an incorrect figure from Line 17 of Form 505 (Issue #2072)

MICHIGAN

• Fix an issue where the “Renters – Homestead Information (2)” menu would not load when clicked (Issue #2095)

MINNESOTA (M1PR)

• Fix an issue where the “Type of Owner/Renter” menu within the M1PR program was loading blank (Issue #2094)
• M1PRX explanations not carrying to the PDF print (Issue #2098)

NEBRASKA

• Correct a print issue on Form 1040X-N where the Social Security Adjustment, when applicable, was not displaying on the PDF (Issue #2081)

NEW YORK

• Fix an issue where the Estimated Payment screen within the NY return was loading blank (Issue #2093)

OREGON

• Correct an issue where the OR Foreign Tax subtraction was not limited/eliminated when the applicable Federal Tax Subtraction was fully claimed (Issue #2071)

VERMONT

• Correct a print issue on the VT Form HI-144 “Other Persons Living” area where first and last names were reversed on the print (Issue #721)

The site will be placed in maintenance on Tuesday, July 24th at 5:00am ET to release primarily back-end items. No front-facing (customer facing) updates are scheduled to deploy.

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Carry Forward 1099-MISC information
• Various state enhancements

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.

Federal Relations screens were delivered for the following states:

• CT
• DE
• LA
• MS
• OH
• UT
• NY Subtractions from Itemized Deduction menu for LT Care Premiums

What is a Federal Relations screen?

Displays the amounts entered for the taxpayer/spouse in the Federal return at the state level to aid the preparer and quality reviewer in state tax preparation

Click here to view PDF

Click here to submit a suggestion

There are three attachments

• Attachment #1:  Dedicated to application and federal suggestions
• Attachment #2: Dedicated to State suggestions
  • Sorted by State
• Attachment #3:  TaxSlayer Suggestion Status
  • Broken into categories
  • Duplicates have been removed and only list the TaxSlayer Responses

An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)

Below are some of the items that we have committed to completing (We are still reviewing all requests and there will be more commitments coming your way)

• Display a warning in Personal Information if an IRS IPPIN was used in the prior year so the preparer can ask the taxpayer for their new IPPIN
• Include Education Credit as a carry forward option
• Add Notes to the Carry Forward screen as an optional item
• Carry  forward information from Simplified General Rule Worksheet
• Include applied refund from previous year in Carry Forward

More exciting changes to come.

We are still reading through and analyzing the suggestions.  We are also beginning to update the Status column as we commit to implement a suggestions.

Click here to view PDF

The link will launch a Brainshark video with instructions on how to view the file.