As the Professional side of TaxSlayer navigates through controlled launch, we want to share some of the things that they are seeing.
We are seeing a lot of IRS rejects surrounding the 8962. This was one of our top rejects last year. As you start preparing returns for your taxpayers remember that is the IRS has on file that anyone on the return has at market place insurance at any time (even if just for a short period of time), it needs to be entered on the tax return, otherwise the return will get rejected.
To assist in this process, if Carry Forward is used on the return and there was a 1095-A in the prior year return, a warning will be presented to the preparer prior to going into the e-file section.