Scenario: The data being pulled forward includes the 1099-R
Problem: The Taxpayer street address is not being pulled with the information, just the City, State and Zip to the 1099-R that pulled forward
Workaround: You will have to manually enter the street address
Solution: We will correct this in a future update.
Blog Posted 01/16/2018
We will be putting returns in maintenance mode to apply a series of updated on Wednesday, January 17th at 5:00am Eastern. This round of updates is scheduled to include the below items:
This Consent has been assigned to all locations. The consent must have a PIN and date for Taxpayer/Spouse in order to validate the E-file page. This is step 1 of a 2 year process to allow taxpayer information to be available if the taxpayer/spouse goes to an active VITA/TCE site the next year.
No. This is part of the Global Carry forward program implemented for VITA/TCE.
Yes. This does not impact normal same site to same site carryforward
The top portion of the Pull Data to Current Return screen displays the specifics of the items that will be pulled forward. This is a good opportunity to check through what the taxpayer has provided to see if they have forgotten something. For example: If you have three W-2s listed (as I do below) and the taxpayer has only provided you with two W-2s, this is a good opportunity to ask about the third. If they no longer have a W-2 from that employer, simply remove the checkbox.
Note: Being prompted to Pull Data to Current return only occurs one time when you initially create the return.
The bottom half of the screen, displays the items that have no data to pull forward. You have the opportunity to do three things at this point:
The Filing Status of the prior year return will be selected. You have the opportunity at this point to make changes. In the screenshot below my prior year return was MFJ. Click Continue to review the Taxpayer/Spouse demographic information and make any corrective changes.
This screen will display the dependents that were selected in the dependent section. If you have additional dependents or want to make modifications select Yes, otherwise, selecting no will take you to the Federal Section.
This example has three W-2s selected to pull forward. Note: Removing the check will prevent the information from pulling forward.
This is what your screen will look like after pulling the data forward. At this point, you can edit the income document and enter the current year income information. Note: If you changed the address in the Personal Information Section, you will also need to change it on the income document you pulled forward. Notice it loaded the W-2 Wage Statement as part of the Forms Completed feature. Simply click on it to manage the W-2s.
Blog Posted 01/16/2017 7:54 am eastern
Start New Return has been activated for your 2017 production sites.
We strongly recommend that you only complete production returns in your site. The Practice Lab is a Super Site in the same production environment. If you need to conduct training or just try out a scenario, you should continue to utilize the Practice Lab for this.
No. All software vendors are still waiting to receive final forms and instructions for several forms. An example is Schedule A.
No. We are currently scheduled to turn on electronic filing on January 29th when the IRS MeF opens.
You will be required to open and review ALL returns created in your production site created prior to January 29th to review the information prior to sending the return electronically.
Blog Posted 01/16/2018 6:39 am Eastern
We will be putting the returns in maintenance mode on Monday, January 15th at 5:00 am Eastern for a series of updates in preparation of turning on Start a New Return on Tuesday. Items pushed out impacting TaxSlayer Pro Online are:
Blog posted 01/14/2018 4:44 pm Eastern
We will be putting the returns in maintenance mode on Friday, January 12th at 5:00 am Eastern to perform a series of updates. This update will include:
We have received a few issues reported in various states where an entry field acknowleding users can enter a +/- value is not allowing a negative entry (most commonly used when subtraction retirement income, military pay, etc.). This particular issue is across all states and not specific to just a few states. With that said, we are actively investigating to provide a quick resolve but in the meantime, there is a current work around that will allow negative entries to be captured.
For example, if you are looking to subtract $10,000 in a state return, your thinking will have you enter the negative sign “-“ then the amount (-10000). This is currently validating and not being allowed. The workaround would be to enter at least the first two digits (10 in this example) then using your mouse, click to move the cursor in front of the first digit (1 in this example) then you can then enter the “-“ sign. You can also use the “HOME” key on your keyboard for the same result.
Internet Explorer Specific: The negative sign “-“ that must be entered using the above steps must be the one located on the main keyboard to the left of the Backspace button and NOT the “-“ located on the number keypad.