Tag: Updates

The next time you visit the Submission page inside of a return, you will notice the “Save and Return” button shown below. When clicked, this directs users to the Summary/Print page inside of the return without having to click the “Back” button to return to the first page of E-file then click “Back” once again to go back into a taxpayers return. Selecting “Save and Return” also saves data entered on the Submission and is also logged in Client Status under the Return Audit History.

We will be placing the site in maintenance on Tuesday, May 15th at 5:00am ET to release a series of updates.   This is a change from the original post on Friday.

• 1040-PR using 1040 – Phase I released: Added the “Taxable Earned Income for Form 8812” entry field within the Credits menu. This allows users with 2 qualifying dependents or less to adjust the applicable earned income to calculate CTC/ACTC
• Zip Code Update
  • 99354 – Richland, WA (Issue #1980)
• 1040-NR/Schedule OI – Text update within the “Travel Dates” menu to clarify only travel dates specific to the current filing year should be provided
• GA – Remove the automatic e-mail pre-fill entry within GA Basic Information (Issue #2000)
• KS – Correct an issue where excluded SSS disability income was not removed from K-40H household income calculation (Issue #407)
• MI – Correct a PDF display issue where the percentage entry for Veteran Disability (1040-CR2) was not carrying to the return (Issue #1991)
• VT – Correct a PDF display issue where the Form 144 entries for additional household members (if more than 2) were not carrying to a new statement in the PDF (Issue #1999)

SPEC released the following information about Closeout/Backup Procedures;

TaxSlayer Online Closeout Procedures:

1. Do not delete or inactivate any returns if carryforward tax return data is desired for the next filing season

2. The TaxSlayer server will secure all data…..

Click here to download PDF

We will be putting the returns in maintenance at 5:00 am ET on Wednesday, April 11th for a series of updates.

• 2016 – Corrected a navigational issue where clicking “Continue” from the state amended return was not redirecting users back to the main amended return menu (Issue #1910)
• 1040NR – Fixed an issue where searching Schedule NEC in the Form Finder would show a “404 Cannot be found” error when clicking to go to the Schedule NEC (Issue #1636)
• 1009-R/1099-MISC – Now allows a Payer entry of at least 3 characters instead of a minimum of 4 characters (Issue #1875)
• Zip Code Updates (Issue #1877)
  • 31719 – Americus, GA
  • 33579 – Riverview, FL
• State Returns in Internet Explorer – Corrected a display issue where “date” entry fields (part year residency dates for example) showed as “Invalid Date” instead of showing the entry format (Issue #1611)
• PA – Fixed an issue where the PA Sch A wasn’t taking into account the adjusted basis when carrying to PA Sch A, Line 11 (Issue #1849)
• MN – Fixed an issue where the EIN entry for Schedule KF, KS, or KPI was not staying inside the MN state program when exiting (Issue #1885)
• OH – Added a page validation within the Subtractions from Income menu, specifically for “Unreimbursed Long-Term Care Insurance Premiums, Unsubsidized Health Care Insurance Premiums, and Excess Health Care Expenses” to require an answer to the 2nd question if the first question in that menu is answered as YES (Issue #1912)

We will be putting the returns in maintenance mode at 5:00 am on Friday, April 6th to perform a series of updates.

• Zip Code Updates (Issue #1851)
  • 39840 – Cuthbert, GA
  • 77498 – Sugar Land, TX
• Fix with ACA when filing MFS and claiming spouse exemption (Issue #1542)
• Correct a print issue where F5695 was not generating in the PDF when no credit was being taken and it was all carryforward to next year (Issue #1848)
• GA – Added a Interest Income adjustment field within the GA Retirement Worksheet menu (Issue #1570)
• AL – Update to AL PY returns where non-allocated rental income was carrying to the AL Schedule E (Issue #1865)
• HI – Entries for Spouse AGI within Food Excise Tax Credit menu were not saving inside the state program (Issue #1855)
• MO – Added page validation for qualification questions for Property Tax Credit within Basic Information menu (Issue #1834)
• OH – Resolved an issue where the Resident Credit was not calculating based on Gambling Winnings earned in Indiana (Issue #1823)

We will be placing returns in maintanence on Wednesday, April 4th at 5:00am ET to release a series of updates.

• 2016 F5695 – Part II total not showing on grid after saving entry (Issue #210)
• F8283 – Correct a page validation when saving certain entries using Google Chrome “auto-fill” (Issue #1561)
• F8889 – Add ability to adjust employer contributions from W-2 (Issue #1767)
  • Negative entries can be made within the “Employer Contributions made to your HSA for 2017” field. Text will be updated with the next update
• 2016 F1116 – Fix a calculation issue with line 20 – was not including Line 46 amounts from 1040, if applicable (Issue #1769)
• KY MFS – Update text for MFS menu – added a space between two words (Issue #1806)
• MA – Update text inside Nonresident MA basic information menu (Issue #1821)
• VT – Fix an issue where the SAVE button not showing on HI-144 income and adjustments menu (Issue 1826)
• AL – Fix issue where Schedule E opens blank (Issue #1813)
• AZ – Fix for Reject Code 702 (Issue #1832)
  • Any impacted AZ returns with this Reject Code can be resubmitted
• PA – Add ability to access Part D of Schedule UE within PA Schedule UE menu (Issue #1722)

We will be putting the return in maintenance mode at 5:00 am on Monday, April 2nd for a series of updates.

• Locate the W-7 from Forms Search.  Enter W and scroll down or ITIN to pull up Go to Application for ITIN
• Correction to the wording on Adjustment Code D on Capital Gains page

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