Blog Detail

Below are bullet points from our opening presentation of the All Partner Call before opening up for Q&A from the field. Q&A notes are at the bottom of this post.

Updates since the Last All Partner Call:

• American Rescue Plan
  • The IRS has already started having calls with industry
  • First priority will be distributing EIP3
    • Will issue 1444 C for EIP3 amounts
    • Will be reconciled on TY2021 returns
  • IRS must interpret the updated law in regards to handling the unemployment changes
    • Committed to issue public guidance on how already filed returns with unemployment should be handled
    • We are adding a column to the Pro Web Returns – Detailed Returns report
  • The majority of all changes will be handled via the TY2021 returns
    • Reconciliation of advanced CTC payments
    • Reconciliation of EIP3
  • As the IRS releases information we will assist in distributing it via the blog and Message center
• Scanned Documents
  • We have started the process of automatically deleting the docs after 14 days
• 8915-E
  • Can now add the form to your custom print sets
• E-file volume
  • Seeing pretty significant increases in return prep and e-file volume
• Suggestion Box
  • Reminder that this is a good time to be entering software suggestions as you are preparing returns
    • What would make a process easier
    • Most of you are implementing new processes this year, so how can we help from an application level
  • FSA URLs
    • Messaging around who to contact for support has been much better since our last call
  • Volunteer Times Blog post
    • Opportunity to share your best practices for making appointments, virtual processes, hybrid processes.

IPPIN – How is the best way for a taxpayer to get one?

• Reach out to your Relationship Manager for guidance for best steps to request an IP PIN for the taxpayer.

If we send a return with a wrong RTN number, can we correct that with the IRS before they issue any refunds?

• Generally, no, TaxSlayer (nor any software vendor) can retransmit updated banking info to the IRS after an accepted ack.

8915-E – Are there any known issues still or are we good to e-file?

• All 8915-E updates at this time are live in the software.

State sometimes loading blank page?

• We have an active defect reported with development to look into this, but in the meantime, if this happens at your site, you can refresh the browser page and it will load.

Any update on extending the filing deadline past April 15^th?

• No statements or guidance has been made regarding the filing deadline at this time.

Do we need to use the EIC Checklist as volunteer sites?

• No, the checklist is for paid professionals only.

Can we e-file 2019 amended Federal returns now?

• Yes

Can we elect not to spread taxable income over 3 years with the 8915-E yet?

• Yes