Below is a reminder of the message sent out by SPEC last week. Today is the opening day for many sites to service your taxpayers on EITC Awareness Day.
We have an additional report that will list all returns (regardless of status) that you may want to run prior to electronically filing the return. It also includes the state abbreviation of any state listed on the return.
This is listed under Reports>>Management Reports
Make sure you select 2017 and select the EFIN even if you are running it at your site level.
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VITA/TCE sites that prepared tax returns prior to January 29th will now be able to transmit those created returns. To ensure these returns are re-calculated based on the updated forms and instructions released by IRS to software vendors, each tax return must be opened prior to transmitting to TaxSlayer. This will ensure previously prepared tax returns have the updated IRS forms calculations applied prior to transmission and reduce the need of VITA/TCE sites having to prepare amended returns.
Sites are strongly encouraged to run a Site Production Detail management report (titled: Pro Web Returns – Detailed Return Report) listing all returns prepared prior to January 29th to assess possible return calculations changes. This report will reflect the original return calculations for refund, credit, or balance due dollar amounts. Sites may also review the “Client Return History” to determine if the refund or balance due changed on a tax return.
Taxpayers must sign a new declaration (Form 8879, IRS e-file Signature Authorization) if the electronic return data on individual income tax returns is changed after taxpayers signed the original, and the amounts differ by more than either $50 to “Total income” or “AGI,” or $14 to “Total tax,” “Federal income tax withheld,” “Refund,” or “Amount you owe.” See Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, for additional guidance.