Tag: State

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

06 Sep 18
Kim Manuel
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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.

 

 

Pro Online/Desktop: GA Acknowledgements

17 Apr 18
Craig Smith
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The Georgia Department of Revenue sent the below messaging to software vendors this morning.

“The Georgia Department of Revenue is experiencing problems sending the acknowledgements for April 5th and 6th returns.  We apologize for the inconvenience this is causing you.  We are working diligently to resolve this issue and will advise you when acknowledgements are sent.”

For any sites with outstanding GA transmitted on April 5th and 6th, please do not resubmit impacted GA returns.

AZ Reject Code 702 (RESOLVED)

31 Mar 18
Kim Manuel
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No Comments

RESOLVED 04/04 – Impacted AZ returns with Reject Code 702 can be resubmitted at this time if not already accepted.

Update 04/03

We made corrections to the e-file schema and replayed the existing AZ rejects.  We are currently testing a permanent solution that will be delivered through the update process.


Update 04/02:  We are making a program change to accommodate the changes that AZ put into place on Friday evening.  The goal is to have the update delivered by Wednesday.

Scenario:  My Arizona return was rejected for the following:

Reject Code: 702 | Category: Error | Severity: Reject
FRM – The amount on the Net Capital Gain line is not consistent with values on related lines.; FRM – The amount on the Net Capital Gain line is not consistent with values on related lines.

We are investigating the cause of the reject.  We recommend that you tag these returns and hold the state if rejected until we update the blog post


 

We received the following email from AZ late yesterday afternoon.  We are reaching out to them to understand why the change they made is impacting the returns.

Subject: BR702 Updates- No schema changes

Good Afternoon,

In order to streamline BR702 we have made the following changes:

Form 140, for loss only, line 18 loss limited to -1500 for married filing separate and -3000 for single/ married filing joint/head of household. If Line 18 is not null or zero, there must be an amount on line 19 or 20.

Form 140PY, if line 32 is not null or zero, there must be an amount on line 33 or 34.

Form 140NR, if line 32 is not null or zero, there must be an amount on line 33 or 34.

Form 141AZ, for loss only, line 15a loss limited to -3000. If Line 15a is not null or zero, there must be an amount on line 15b or 15c.

There is no schema change, just business rule logic change. These lines will no longer need to reference the federal form. These new changes are in effect as of today, March 30th. We apologize for any inconvenience.

 

 

Pro Online 2017: Loading Basic State Information in Basic Information

29 Mar 18
Kim Manuel
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No Comments

We have turned on the feature that allows you to enter the basic state information that is required for your specific state after you complete the Taxpayer’s personal information.

Note:  This will appear on new returns and returns where the state is not already completed as a resident state

Step 1:

Select the Taxpayer’s resident state.  Note:  If this is not selected the state page will not display and the state will not automatically calculate until you add it in the state section.

Step 2:

Click continue after completing the Personal information page.  If the resident state is not loaded on an existing return or if this is a new return, the state basic page will load

In this example of GA, I can answer the address question and enter an email address:  Note that [email protected] is a format template letting the user know the required format of the field.

Step 3 (optional)

Verify the information flowed to the state return.  The purpose of this field is that if no additional changes are needed for the state, you can enter the data at this point rather than editing the state in the state section.

This is an example of answering “No” to the address question and entering [email protected] as an email address.

Example of NC Basic page in Personal Informatio

Blog Posted 03/29/2018

Product Update Alert: Thursday, March 29th at 5:00am ET

28 Mar 18
Craig Smith
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No Comments

We will be placing the returns in maintenance to release a series of updates.

  • AR – Correct an issue with an incorrect page validation specific to claiming $250 for each TP on a MFS return for Educator Expenses (Issue #1750)
  • CO – Fixed an issue where voluntary contributions were not being added to net tax due (Issue #1745)
  • KS – Update text for a federal relation specific to pension subtraction entry (Issue #1714)
  • KY – Correct an issue where MFS KY returns specific to the TP was including Spouse W-2 income in error (Issue #1723)
  • MA – Fixed an issue within the Nonres MA return where capital gain entries within the Schedule D did not reflect on the PDF (Issue #1730)
  • ME – Fix the issue where Child Care Credit entry menu opened blank (Issue #1788)
  • PA – Fix the issue where 1099-MISC entries within state program not carrying to Schedule W-2S (Issue #1601)
  • WI – Added ability to select foreign country within Nonresident WI program (Issue #1691)
  • WI – Fix a page validation on PY returns for license entry when changing legal residence (Issue #1747)
  • LA – Will no longer print state payment voucher when choosing Direct Debit (Issue #1634)
  • MN – Addition of M1PR-X within the M1PR menu (Issue #1741)
  • MN – Fix an issue where adding Schedule KF breaks the PDF from generating (Issue #1762)

New York ID: How to handle expired drivers license (UPDATE – 3/23/18)

14 Mar 18
Kim Manuel
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No Comments

UPDATE – 3/23/18 – NY Returns where the TP or SP has an expired Drivers License can now be entered and submitted electronically.

Scenario:  You are preparing a return and the taxpayer/spouse has an expired Drivers License

Concern:  Currently you cannot enter an expired date in the driver’s license section on the e-file page

Solution:  We are making a change to the application that will allow the entry and electronic filing of returns with an expired driver’s license for the state of New York.

Recommendation:  If you have a taxpayer in this situation, the State of New York recommends you hold the return until you can enter the appropriate expired date.  You can use a return tag and the notes section to so you can go back and enter the data.

Pro Online 2017: Ohio Locality RITA 37 Form (RESOLVED)

10 Mar 18
Kim Manuel
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Update 3/13 — Resolved with morning update

Scenario:  I have added the Ohio Locality RITA 37 form to my state return.  The return will no longer render calculations and/or prints.

Alternative solution:  You will need to delete the State return and add it back.  DO NOT add this form back at this time.  You can create a custom return tag and tag the return.

Solution:  We will resolve this in a future update

Pro Online/Desktop: Information from Massachusetts

05 Mar 18
Kim Manuel
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No Comments

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