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:

• State Only e-file has been turned on
  • Remember you still have to select a Federal e-file type
• Watch the blog for e-file messages from the state(s)
• Watch the blog for trending rejects
  • Taxpayer SSN is locked by SSA, you will need to paper file the return (IND-941-X)
• Watch the blog for instructions on trending support calls
  • How do I deactivate a return
    • Correct security template
    • In Progress/Review failed
  • Do Not Mail Banners on State forms
    • States are all over the place with approving forms due to late changes with Cares Act
    • Once we receive print approval, we remove the strip
      • Does not prevent you from e-filing the return
    • Setting up your Ad Hoc Sites
    • What to do if the taxpayer doesn’t know the Spouse SSN for MFS returns
    • Tips on where to find 2019 Earned Income
  • 1040X returns
    • Hold them until we resolve sending the e-file without the 1040X indicator
    • IRS is still working on the 1040X schema, so changes will be occurring over the next few weeks
      • They are currently using 2019 schema
    • Form 8915-E
      • The ability to use Form 8915-E now available for all distribution codes and not just early distributions
      • If Payer died in 2020, distribution is fully taxable on the 2020 return and cannot be spread over 3 years. This is triggered if a TP/SP is marked as deceased in 2020 in Basic Information.

Sites using a FSA Kiosk URL:

• We strongly recommend using the URL we sent you rather than using a URL shortener
  • We cannot control where a URL shortener redirects the URL
  • Tiny URL definitely redirects to something other than the VITA/TCE Kiosk landing page
  • Bit.ly seems to be hit and miss
  • Make sure if you are embedding the URL on an Intranet site, it does not add anything before or after the URL
• Make sure you are communicating how to reach a certified volunteer when sending out the URLs
  • Consumer (TaxSlayer.com) support does not have direct access to their information and they will get messaging to reach back out to where they received the URL from

1040NR:

• On for Pro Online
• Received ATS approval for the FSA Kiosk URL
  • Will create a timeline on when the e-file block will be removed

Form 8915-E – How are withholdings handled? Are they spread over 3 years?

• From our current understandings, Form 8915-E does not account for withholdings so any withholdings are included only in the current year.

Form 8915-E and if it will be added to print sets?

• Yes, we are actively working to make it available as an option to add to a print set.

How to remove EIC from a return?

• In the Federal Section go to Credits > Claiming Refundable Credits After Disallowance > Not Eligible for EIC.

Can TaxSlayer Pro Online be accessed on an iPad?

• Yes.

Can we e-file state amended returns for 2020?

• E-filing state amended returns is not supported in TaxSlayer Pro Online or FSA Software at this time.

Can the FSA product support 1040-NR filings?

• Yes.

Is there a reason why a 1099-R cannot be marked as a Corrected 1099-R like you can for a W-2?

• Adding this checkbox is on our Enhancement backlog for future implementation.

Is State Only filing supported in the FSA software?

• No.