Tag: Efile Tips

Pro Online: Office Setup Recommendations

23 Feb 19
Kim Manuel
, , ,
No Comments

Question:  How should I have my Office Settings so the preparer does not print on the 8879 or on 1040 page 2?

Answer:  Select ERO Name Only from the Signature on Form 8879 drop down box and select Hide preparer Name on 1040 Print

0123 ERO Information

Question:  What does marking Disable Third Party Designee Prefill do?

Answer:  It prevents the preparer information from populating the third party designee information in the e-file section.  The section will remain available in the event a third party other than a volunteer preparer needs to be designated.

Question:  If I select Hide Preparer Name on 1040 print will it also hide the preparer name on the state return?

Answer;  Currently no, but we are working on a solution that will incorporate the use of this option at the state level.  When this feature is completed and in production the state name will not be printed on the state return if this is selected.

IRS News Essentials: Issue Number IR-2018-218 e-file closes

09 Nov 18
Kim Manuel
, , ,
No Comments

For Tax Year 2017, e-file closes on Nov. 17; After that, disaster victims, others need to file on paper

WASHINGTON —The Internal Revenue Service today reminded people, including those in disaster areas, who want to file a 2017 tax return electronically to do so by Saturday, Nov. 17, 2018. Filing of paper tax returns will remain available after that date.

IRS Modernized e-file, the system that processes electronically-filed individual returns, will shut down after Nov. 17, enabling the IRS to perform annual maintenance and to reprogram the system for the upcoming 2019 tax-filing season.

As a result, any taxpayer needing to file after Nov. 17 will need to do so on paper.

While the vast majority of individuals have already filed their tax year 2017 federal tax returns, victims of Hurricane Michael, Hurricane Florence and other recent disasters qualify for an additional extension. This includes taxpayers who live, work or have a business in a federally declared disaster area, have a U.S. tax filing obligation and had previously obtained a valid 6-month extension of time to file their federal tax return. Extended deadlines vary by locality and range from Dec. 17, 2018, to Feb. 28, 2019. Currently, parts of Florida, Georgia, North Carolina, South Carolina, Virginia, Wisconsin and the Northern Mariana Islands qualify.

 

Note:  TY 2016 and TY2015 returns will also have to be paper filed during the cut-over period

IRS Quick Alert: Veterans Day weekend systems maintenance

07 Nov 18
Kim Manuel
, ,
No Comments

IRS will conduct maintenance on several electronic systems, including e-Services, over the Veterans Day weekend beginning Sunday, Nov. 11 at 8:00 a.m. ET through Monday, Nov. 12 at 6:00 p.m. ET.

Impact:

We will not be transmitting returns or receiving acknowledgements during this extended maintenance period.

 

 

 

 

 

IRS Quick Alert: Extended MeF Maintenance Window

07 Sep 18
Kim Manuel
, , ,
No Comments

The MeF maintenance build window is being extended on Sunday, September 09, 2018. Both ATS and Production systems will be unavailable from 12:00 a.m. until 7:00 p.m. Eastern.  The build will deploy critical system updates.

Impact:  We will not be sending returns or receiving acknowledgements during this time.

 

Kentucky E-file notification – (RESOLVED – 9/27/18)

06 Sep 18
Kim Manuel
,
No Comments

UPDATE (9/27/18): Statement from Kentucky “Kentucky MeF is once again operational.  We are currently retrieving submissions and processing them.  Acknowledgements will follow.  We appreciate the patience you have shown and know that we will work to clear the backlog as soon as possible.   We have not downloaded since 9/2, so it may take some time to clear.

  • If your site has any outstanding KY acknowledgements, they should begin appearing over the next few days.

UPDATE (9/24/18): Kentucky is expecting to begin processing acknowledgements early this week. They are currently in the process of updating their Production Certificate.

We received the following notification from Kentucky

Please be advise that we are nonoperational for individual acknowledgements.  They are working to resolve this issue.

 

 

IRS Reject: IND-158

16 Mar 18
Kim Manuel
, ,
No Comments

Scenario:  The return was prepared for taxpayer/spouse whose between the age of 25 and 64 with Earned Income, however the IRS rejected the return for the following:

IRS reject:  Reject Code IND-158
Message If ‘EarnedIncomeCreditAmt’ in the return has a non-zero value and Schedule EIC (Form 1040A or 1040) is not present, then the Primary or Spouse must be at least 25 but less than 65 years old.
Data Value XX

Why did it get rejected?  The IRS master file has a date of birth on file for rejected person that puts the age out of the above range.

Solution:  The taxpayer/spouse will need to contact the Social Security Administration to determine what they have on file for the SSN and then request the information be corrected and/or updated in the IRS system.

VTA-2018-05: Provide an update on the “Extender” provisions

26 Feb 18
Kim Manuel
, ,
No Comments

Date Issued:  February 22, 2018

This alert supersedes the previous alerts issued on February 2 and February 16, 2018.

Click here to download PDF

blog posted 02/26/2018

 

Pro Online 2017: Erroneous error when sending State Only (RESOLVED)

24 Feb 18
Kim Manuel
, , ,
No Comments

Scenario:  Your federal return is accepted, and you are trying to send the state as a state only return

You receive the following error on the Submission page in the e-file section.

Solution:  Hold the state return.  We will fix this in an update.  DO NOT remove the check mark from Send State Only and resend the federal return with the state.  The federal return will get rejected 902 and the state will not go anywhere.

 

Blog posted 02/24/2018