Tag: Pro Online

3/7/18 – 3:35pm ET

The issue with 2015 PDF’s and calcs has been resolved

3/7/18 – 3:28pm ET

We have opened Issue #1529 to investigate reports of 2015 PDF’s and calcs not rendering when inside of a return. You are able to generate 2015 PDF’s from Client List. This also impacts the ability to transmit 2015 returns.

Note: Years 2014, 2016, and 2017 are not affected.

We released Phase I on Friday, March 2nd of having the ability to print the Certified Acceptance Agent information on the bottom of Form W-7 when applying for or renewing ITIN applications.

Navigate to the Preparer(s) menu in configuration

Edit an existing Preparer or Create a new one

There is a new section located between the Personal Information Section and Login Account Section

This is where you enter the information that will carry along with your preparer name to the Acceptance Agent portion of the W-7

Blog posted 03/07/2018

RESOLVED 3/9/18

Issue #1523 has been opened to review why the Schedule E is not being generated in the PDF view of returns where the Schedule E menu has been completed for 2017. This does not impact any calculation as the applicable value carries to Line 17 of the 1040 and all supporting statements necessary for the Schedule E are included in the PDF.

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET to release a series of updates.

• Update to 1099-R, box 2a entries when box 7 code is G, H, or Q. A warning will display to verify if a taxable amount in box 2a is valid (Issue #1377)
• Fix a display issue where Apartment # entries in Basic Information were not showing on the W-7 PDF (Issue #1426)
• Zip code updates
  • 85138 – Maricopa, AZ
• MI CF-1040 not generating Schedule TC when completed in locality menu (Issue #1156)
• LA fix where select Priority 2 credits were displaying incorrect codes on PDF (Issue #1395)
• LA fix where the Ad Valorem Natural Gas (Priority 4 Credit) was not carrying to the PDF (Issue #1237)
• MT fix for MFS returns forcing itemized deductions when spouse itemizes (Issue #1502)
• WV Update for requirement of taxpayer e-mail address prior to reaching first e-file screen (Issue #1459)
• ID display fix where the bank account information was not displaying on Line 76 of the ID return (Issue #1389)
• OH validation error for $0 refund/due values on SD-100. These returns can be resubmitted (Issue #1475)

3/6/18 – 2:40pm ET

The issue with 2016 PDF’s and calcs has been resolved.

3/6/18 – 2:17pm ET

We have opened Issue #1514 to investigate reports of 2016 PDF’s and calcs not rendering when inside of a return. You are able to generate 2016 PDF’s from Client List. This also impacts the ability to transmit 2016 returns.

Note: Years 2014, 2015, and 2017 are not affected.

We will be placing returns in maintanence on Tuesday, March 6th at 5:00am ET to apply a series of updates.

• Fix an issue with 2016 print not generating when adding NH Form DP-10 (Issue #291)
• Fix a print issue where United States was not carrying to line f of Form 1116 when country of residence (Issue #1372)
• Zip Code updates:
  • 98338 – Graham, WA
  • 98391 – Bonney Lake, WA
  • 60585 – Plainfield, IL
• Update text from “2015” to “2016” when referencing prior year credit taken for exterior windows within F5695 menu
• W-2 State Information – Lengthen the State EIN field to always show all characters entered

We received the following from the MA DOR:

Refunds Changed from Direct Deposit to Paper Check

February 26, 2018: DOR has just released a number of income tax refunds via paper check where direct deposit had been requested on the tax returns. DOR sometimes changes the refund delivery method from direct deposit to paper check as an additional security measure and this action was taken in an effort to honor these early refund requests more quickly. We apologize for any inconvenience this may cause.

Here is the link:

Click Here

We have released Phase I of having the ability to print the Certified Acceptance Agent information on the bottom of Form W-7 when applying for or renewing ITIN applications.

Navigate to the Preparer(s) menu in configuration

Edit an existing Preparer or Create a new one

There is a new section located between the Personal Information Section and Login Account Section

This is where you enter the information that will carry along with your preparer name to the Acceptance Agent portion of the W-7

Note: For EIN to carry to W-7, it needs to be entered in ERO Setup within Configuration

Phase II is scheduled to be delivered next week

Phase II is actually carrying the data to this section which is scheduled for the week of March 5th