Opening comments (TaxSlayer)
- Electronic Filing opened on Monday, January 28th
- Federal acknowledgements are taking around 30 minutes
- State acknowledgements will take longer…most states do not consider them late until after 5 days
- Reject Code R0000-019
- This was resolved in a software update, open the return and resend
- Link to Blog Article
- 11 states where the state return received a validation error due to the federal SIDN not carrying to the State SIDN field
- All sites have been notified via email
- Link to Blog Article
- Send State Only returns is on
- Reporting potential defects
- If calling support, be in front of the computer
- If emailing support, need the EFIN/SIDN and last 4 digits of the SSN, along with a detailed explanation
- DO NOT submit a defect via the Suggestion Box
- All orders received by the IRS has been processed
- Orders are processed on a daily basis when received
- Instructions if the site admin changes and they need to setup their login credentials
- EFIN Changes
- DO NOT just change the EFIN in the software, this will result in IRS Reject 202
- Submit the change in writing to TaxSlayer support and your SPEC Relationship Manager
- Must be approved before TaxSlayer can make the change
Questions and Answers received during the call:
Q: Has the Federal Direct Debit issue been fixed where the date of filing was being included in the transmission instead of the requested payment date?
- Yes, the fix went live as of 1/31/2019.
- Link to Blog Article
Q: 1099-R issue with carryforward showing numerous irrelevant 1099-R’s that do not belong to the TP/SP. Have you heard of that?
- We have previously opened Issue 2527 and is actively being worked by development
- Suggestion: Uncheck the extra 1099-R’s while you are on the Carry Forward Data page, this is a much faster resolution than deleting the actual 1099R’s from inside the return.
Q: How do I go about getting our FSA sites and Traditional sites linked together when ordering?
- Please refer to your SPEC RM to assist in entering them into IRS system to appropriately provide to TaxSlayer. They will be listed together within the IRS ordering system.
Q: Getting “Do Not Mail” on a Federal Print Set. How to remove that watermark from Federal returns?
- This is intentional on the Taxpayer Copy Print Set. Per IRS regulations, to save paper when stacking the new 1040 and new schedules, they must be watermarked so they are not inadvertently paper filed by the Taxpayer.
Q: How to remove preparer name from Federal and State Returns?
- There is a checkbox in Configuration>Office Setup to hide preparer name
Q: Processing returns with EITC/CTC to issue refunds. When does that begin?
- Generally, these returns will not be processed by the IRS to begin issuing refunds until February 15th.
Q: Update on Health Insurance Coverage/exemption checkbox issue?
- This was reported as Issue 2230 and is currently in development to be resolved. We do not have an ETA at this time.
Q: How to access Suggestion Box?
- The Suggestion Box is available when logging into your site from the left-hand navigation menu. Please note the Suggestion Box is to only report enhancement ideas related to the software and NOT to report bugs/defects.