Tag: Efile Tips

Update 9:43 am EST

We have resolved the issue with returns not being transmitted to the IRS.  We are in the process of sending them.  They should all be out to the IRS by 11:00 am EST

~~~~  Original Blog Post ~~~~

We are currently researching why a batch of returns are still pending transmission to the IRS.  These returns will appear in the “Transmitted” status on your side.  This seems isolated to a certain point in time yesterday, as returns sent later in the evening and this morning are being transmitted to the IRS.

Blog Posted 02/09/2018  7:11 am EST

Scenario:  The return is rejected for the new IRS business rule IND-165 where they have on file that the taxpayer has been disallowed CTC or ACTC previously.

Problem:  You navigate to Form 8862 and receive the following error:

Solution:  This will be fixed in an update.  You will need to hold the return until this fix has been put into place. Issue ID 1069

Blog posted 02/08/2018  12:06 pm EST

Scenario:  The taxpayer wants to have their refund split between a paper check.  You complete the 8888, select the appropriate savings bonds and allocate the remainder of the refund in the paper allocation box.  In this scenario, there is no direct deposit of any funds to a bank account

Problem:  The return receives the following validation error:

Solution:  We will fix this in an update.  You will want to hold the return until this is resolved.  This should be resolved within the next 48 hours

blog posted 02/07/2018

Updated Info:

This does include prior year returns transmitted prior to 2/2/2018.  For 2016 returns, to determine if your “transmitted”r return falls into this situation; select the Client Rejects button on the Welcome page, switch to 2016 and select Validation errors from the drop down.  If the 2016 return is not on the validation list, it is impacted by this issue

For 2015 returns, to determine if your “transmitted” return falls into this situation, navigate to Reports >> Validation Errors and run the report.  If the 2015 return is not on the validation list, it is impacted by this issue

~~~~  Original Blog Post ~~~~

Scenario:  You have transmitted a prior year e-file and the return is still in transmitted status and you are not showing any validation errors.  These appear to be returns submitted after 2/1/2018. Issue ID 1001

Current Status:  We are actively researching this and will update this post when we have a resolution or additional information.

Blog posted 02/07/2018

Scenario:  My return was rejected because the Dependent SSN does not match the Name Control on file with the IRS.

How do I know which dependent?  The IRS ack and the client status will display the last 4 digits of the SSN

Tip:  Verify that the information entered matches the information on the Social Security card to ensure there are no typographical errors,

Scenario:  You selected No Drivers License or State ID from the drop down list and receive the following reject(s)

Reason:  Alabama requires a state ID for both the taxpayer and spouse.  They do not allow for no license or state ID

Solution:  If no information is available, the state will have to be filed paper

Updated Information

Send State Only has been activated.  Remember, you must select an e-file option for the Federal Return Type as illustrated below.  You will also have to click the note reminding you that the Federal Return will not be filed even though it is marked with an electronic Return Type.

~~~~~Original Blog Post~~~~~

We will be enabling the ability to “Send State Only” returns on Wednesday, January 31st.

What should the Federal Return type be when selecting “Send State Only”

The federal return type must be elected with an E-file option.  The federal return WILL NOT be resent, as long as you have the “Send State Only” box marked.

Where to I transmit a “State Only” return from if the IRS Return is accepted?

If the Federal Return has already been accepted, you will use the Send button located on the Submission screen in the e-file section.

My Federal is accepted and my state is rejected, what should I do?

Wait until we enable the “Send State Only” feature.  DO NOT resend the federal return in an effort to go ahead and resend the state return, this will generate an IRS reject for duplicate return.

Blog posted 01/30/2018

Validation errors have been added to the Rejected Clients feature located on your Welcome page.

Rejected Federal Clients

• Select the Rejected Clients button

The year defaults to 2017, but can be changed to 2016.  The selection criteria defaults to Rejects.  Selecting rejects renders a list of your rejected returns, along with the reject code.

• View the list of rejected returns.  The example below is for the default 2017 Rejected Clients

• Selecting the reject code gives you the reject definition.  It does NOT give  you the specific entry that is rejected at this point.  For example, it would not give you the specific dependents SSN.  However, printing your IRS Acknowledgements to HTML will give you the rejected Data Value.  Detail information is also listed on the Client Status screen.

• Click Select to open and correct the rejected return.  Remember, you can retransmit a rejected return from the Submission page if you have the appropriate rights, otherwise, you must use the Add Return feature to add them to the Transmission list.

Validation errors

• Select the Rejected Clients button

The year defaults to 2017, but can be changed to 2016 (2015 coming soon).  The selection criteria defaults to Rejects.  Change the drop down to Validation Errors.  This prevents you from having to contact support to determine why prior year returns failed validation.

• View the list of returns with validation errors .  The example below is for the default 2017 Validation errors

• Selecting the error code link gives you the validation reason and when possible a helpful hint on how to resolve the error.

• Click Select to open and correct the validation error.  There are times when the return does not need to be opened to fix the error, just retransmitted.  We typically post these instructions on the Blog.

Blog posted 01/30/2018