nytaxaide.orgnytaxaide.org/wp-content/uploads/2017/09/… · XLS file · Web view ·...

Detailed Description of issue/suggestion Federal or State

S1 State N

S2 State 1040 Y

S3 NA N

S4 Joint federal and separate state returns State All N

S5 State All Forms N

S6 K-1 information does not populate to State Rtn State K-1 Y

Form Schedule/Number

Computation Issue (Y/N)

Should not have to reenter data in state section that was already entered in federal section. Where applicable, allow federal information to roll into the appropriate state forms.

All Forms/Schedules, etc.

If customer is getting a refund from federal but owes state - if you put in the bank information it automatically does a debit for the state even if you mark the state to mail payment

Some serious work needs to be done on the procedures to do multi-states. Sometimes there are no issues and sometimes there are no reasonable solutions. We serve a large student population that does summer work somewhere and work at school here. Also the high-tech crowd may work in 4 or more states and we are trying to add in all those NR returns. Fix it.

Transition from Federal to State

It would be good to see the state return without having to print preview and be able to manipulate data easier.

S7 State W-2 N

S8 Federal/State NA N

S9 State NA N



Make the state default into the w2 state information section based on which state is attached to the return

Need to be able to change return status when rejected return becomes a paper file

When e filing state return only, State return needs to drop into transmission que

When filing back years software should pull information from first return completed and auto fill next year's return

Unable to see status of return for both Fed and State we need to see the rejects and accepts for both Fed and State

S12 State NA N

S13 State NA N

S14 State NA N

S15 State W2s Y

S16 State Local Returns N

Error Messages on State Returns. If a preparer selects a state return option, starts to complete the data entry and then decides that that particular form is not needed, there is no Cancel option to back out. TaxSlayer then gives an error message for an incomplete form.

Save each state page when continue button is clicked. Each state page should be saved when the continue button is clicked – just as it is done in the Federal Section

Ability to see status of state returns without opening each federal return. Allow users the ability to see status of state returns. This function is also needed for prior year returns.

Multiple W2s from multiple states, are not accurately transferring or being applied to the appropriate states for income tax purposes. (Ex: We helped taxpayer do Fed and California return with the agreement that he will handle the other 2 states. We all input W2s but all income was transferred over to CA 540 including the out of state.)

S17 State State primary tax form N

Provide Interactive State Screen (similar to existing 1040) that allows direct access to respective State input screens.

Why should issue/suggestion be adapted?

1 Online Usability Improvement

1 Online Your software should work correctly

1 Online Efficiency, usability, accuracy Yes

1 Online

3 Online

1 Online To ensure returns are processed correctly Performance

Rating of Priority(between 1 - 3; 1 is the highest)

Software Type (Desktop or Online)

Performance/Usability Improvement

Consistency and accuracy of information transferring to state returns.

Fix your softwares so it works

If federal return is joint, there is no way to file both state returns unless you go back to change the return after federal filing, in which case the filing record will always be wrong with respect to at least one return.

Must be fixed so that all returns can be correctly filed within the product and with the same return preparation.

It is time consuming and frustrating having to go to print preview to see the state return while working on it.

3 Online

1 Desktop/Online yes

2 Desktop yes

2 Desktop preparer efficiency yes

2 Online Inventory management

time consuming to use the drop down menu everytime you enter a W2

Site Coordinator is unable to effectively manage return status

Site Coordinator is unable to effectively manage return status

2 Online Performance


2 Online Usability

2 Desktop and Online

2 Desktop and Online

The only obvious option to get past this is to delete the state and start over – a waste of time – and increases the likelihood of an incorrect return as the preparer is frustrated by this problem.

Saving data should be done in a consistent manner. The current process sometimes results in data being missing on the state return

ERO needs ability to track the status of returns.

Basic Software Preparation Capabilities for Volunteer Preparation Software should include: 1. Ability to support multiple states, local, and municipal return preparation capabilities.2. State return preparation capabilities for full and part year residents and non-residents.

Many taxpayers file multiple W2s from multiple states and we need to make sure these issues can be fixed before next filing season.

The program should be able to support multiple state, local, and municipal return preparation capabilities.

Allow local tax returns to be completed within the state section of the software.

1 Online DefinitelyWill speed up input and QR process. Current process is totally unacceptable.

Quality Improvement

Yes

No

If not Computation issues, is more

training needed? (If so, what would

you suggest?)

Yes, add to training manual. We do these on a daily basis.

Critical for volunteers to make sure that the return

in being input and calculated correctly

andfor quality review purposes.

N/A N/A

N/A

Improve return preparation efficiency; improve return accuracy

DuplicateEliminates potential errors

TaxSlayer's Responses

This is not correct. We need specific examples of this to research.

This is dependent on the capabilities of the new state engine being rolled out. The goal is to transfer more data

Need more detail. I don't know what problem we are trying to solve. This may inherently be better with the roll out of the new state engine

This is dependent on the capabilities of the new state engine being rolled out. The goal is to transfer more data. Based on the information entered in the specific state tabs, we have entered enhancement request for various states to allow MFJ on the federal and MFS for either taxpayer or spouse on the states

Proposal: Add a View Results feature that is available from anywhere inside the return similar to desktop that allows the user to select the form to view, select the return to view, or the state forms to view

Is this state or line specific. Based on entering information on the K-1 for interest and dividends the information flows to the state for the ones we loaded. This could be related to states that have their own K-1 form This is dependent on the capabilities of the new state engine being rolled out. The goal is to transfer more data

Proposal: Automatically default the first state in the State Information Section of the W-2 to the state listed as the resident state in the personal information section. Reason: time consuming to use the drop down menu everytime you enter a W2 Use Case: As a user that has the ability to create/edit returns, I want the first line in the state information section of the W-2 to default to the state entered as the resident state in the personal information section Use Case: As a user that has the ability to create/edit returns, I do not want the state information to be defaulted when to the resident state entered in the personal information section when I add an additional state in the state information section of the W-2 Use Case: As a user that has the ability to create/edit returns, I want to have the ability to clear the defaulted state in the state information section of the W-2 (currently exists)

Proposal: Add a way to easily identify and filter on paper returns from the client list. The sites do over 50,000 paper returns collectively.

Reason: There are a couple of scenarios where a paper return is completed and the preparer continually goes to those returns because there is no indicator they are paper. The return is rejected and the site changes the return type to paper, the return is still filtered with rejected and continues to show in the rejected report even though it will never be fixed and resent electronically. The return is marked complete and the return type is paper. Even though it never shows up to be submitted, there is no easy way to identify that it is a paper return. From the client list the return looks like a return that is waiting to be electronically filed.Use Case: As a user that has the ability to view the client list, I want to see a visible indicator that the federal return has been marked as paper so stop trying to open the return and make changes to it.

Use Case: As a user that has the ability to view the client list, I want the ability to filter my client list view by paper returns.

Training issue: If they are filing a state only return without a federal filing requirement, the state e-file is displayed for the user to submit under the transmission menu. If they are filing a state only return after the federal return has been accepted, they send it via Save and Transmit.

No Action Required: The sites will have prior year carry forward from desktop 2016 to desktop 2017

Proposal: Add a "status" column on the client list so users can easily see if state returns have been transmitted, accepted, or rejected. Also, include the ability to filter the client list by state status.Reason: Currently, Client List only shows status of Federal returns. If a user needs to know if a state return has been transmitted, accepted, or rejected, they either need to view Client Status or run state ack reports, etc. Displaying state status on Client List will reduce clicks and reduce user burden.

duplicate

This is dependent on the changes made to the state development tool.

Proposal: Clicking the Continue button actually saves the data entered on the screen where continue is selected rather than waiting until you get all the way through the state to saveReason: This prevents the application from timing out after 20 minutes if the preparer spends more than 20 minutes in the state return. When this happens, the data they have entered is lost. Saving after each continue would also clear any outstanding errors on the page when they are corrected. Reason: Currently if the user receives an error on the page and subsequently corrects it, they continue to see the error until they click continue all the way through the state. This leads to a lot of frustration in the field because they continually try to fix the same error even though it has already been correctedDependency: Changes to the New State Forge

Proposal: Clicking the Continue button actually saves the data entered on the screen where continue is selected rather than waiting until you get all the way through the state to saveReason: This prevents the application from timing out after 20 minutes if the preparer spends more than 20 minutes in the state return. When this happens, the data they have entered is lost. Saving after each continue would also clear any outstanding errors on the page when they are corrected. Reason: Currently if the user receives an error on the page and subsequently corrects it, they continue to see the error until they click continue all the way through the state. This leads to a lot of frustration in the field because they continually try to fix the same error even though it has already been correctedDependency: Changes to the New State Forge

We need specifics, this topic is too generic. The software already does the items listed under column H

duplicate

TFS ID Number Status Comments/Notes TaxSlayer 2016

227349

Need more Info

Need more Info

224852

227349

The ability for the state developers to do this at the state level has been implemented

Variety of numbers, on the individual state spreadsheets

(07/31) Not part of 2017 implementation of View Forms

The ability for the state developers to do this at the state level has been implemented

227416

224862 (07/31) work effort sized at 2 Yes

228074

Large work effort because we have to be able to easily remove the entry to avoid negative impacts on the return

Closed: No development Action Required

(07/06) Developer researching to size

Verify query can pull State with Latest Transmission along with Federal Status. I.E. (FD - A, SC - R, WI - A, etc.)

227592 No

227592 No

Need more Info

(07/31) This is part of the state development tool overhaul (08/17) Production Ready

(07/31) This is part of the state development tool overhaul (08/17) Production Ready

Duplicate

TaxSlayer 2017 Future Implementation

Yes

No Will re-evaluate in TS2018

Yes

No We will revisit this for 2018

Yes

No Will re-evaluate in TS2018



Yes

Yes

duplicate

Need more Info

No Review for TS2018

duplicate

Detailed Description of issue/suggestion

AL1 AL 1099R Y

AL2 AL 40AL Y

AL3 AL AL40 N

AL4 AL al40 Y

Federal or State



Need to be able to show 1099R’s that are to be taxed in Alabama from entry of 1099R in the federal section and not have to add independently when doing State. Lumping them together on Additions to income doesn’t show Alabama where they are coming from….

I JUST FOUND OUT THAT IF YOUR CLIENT HAS PMI, PRIVATE MORTGAGE INSURANCE, IT DOESN'T AUTOMATICALLY GO TO ALABAMA RETURN. YOU HAVE TO ENTER IT IN THE ALABAMA RETURN BY HAND. IT GOES UNDER THE SAME HEADING AS LAST YEARS SELF EMPLOYMENT TAXES

Many problems with State of Alabama – need more transparent view of what is being carried forward and what isn’t.

When making correction to Federal – often Alabama return had to be deleted and then recreated to get the right calculations

AL5 AL AL40 Y

AL6 AL AL40 Y

AL7 AL N

AL8 AL N

State filing status does not always correlate to federal filing status. Some HOH filers on the federal return should be MFS on the AL return

State dependency exemptions do not always correlate to federal dependents

State section>Adjustments to Income>Taxable Portion of Pensions

Disability Retirement is not always taxable on the state return but automatically pulls through as taxable

AL9 AL Y

AL10 AL Y

AL11 AL AL40 Y

AL12 AL

AL13 AL AL-40 N

For full year AL residents, W-2s without state information (FL, TN, etc.) do not pull through to the AL return

For part year AL residents or non residents, there is no way to manually assign certain income (1099MISC) to the AL return

AL does not allow HOF for a foster child. Filing status defaults to Single, even if Filing Status Wizard entries indicate married , but separated.

There is no option for entering "no" - under support question. A dependent may qualify under IRS rules, but not Alabama. For example, parent claimes HOH for federal return. HOF for AL. Support provided by custodial parent is 40%, lives with other parents who provide30% of support. AL rules-no one can claim child as a dependent because no one provide 50% support.

AL40-Page 2 Part III-Dependent Support

The TP has selected direct debit. On page 2 of the AL-40, direct deposit is filled in with the account number. This should be removed

AL14 AL N

Alabama state ID rejected when there is no Expiration date checked (and sometimes even when there is an expiration date is included from the ID). The State ID starts with the letter I, followed with 7 digits. The reject message is: "If Driver's License State Code equals "AL" then the ID number must be exactly 7 digits in length (Primary) or State Identification cannot be greater than 8 digits in length.

Using the work-around default ID does not help prove identity


1 Online

1 Online

2 Online

1 Online



This causes calculation issues when you miss a 1099R that should or should not be taxed in ALABAMA

Calculations are incorrect - needs to be fixed

Can lead to easy errors when you cannot see the return clearly and match back to federal

Caused errors on state returns - had to re-input which was time consuming

1 Online

1 Online

3 Online

3 Online

There is no way to manually change the state filing status in the software. Cannot use the workaround by filing the federal return first, allowing the federal to get accepted and then changing the filing status and filing the state return. *AL40 page 1, line 12 (federal tax deduction) might be incorrect. *AL40 page 2, Part IV, Line 4 (federal taxable income) might be incorrect. Only solution is to do the state return by hand outside of the software

If a TP does not provide more that half of the individual's support, they cannot be claimed on the AL return. There is no way to remove dependents. If you file the federal first and then change to AL; *AL40 page 1, Line 12 (federal tax deduction) might be incorrect; *AL40 page 2, Part IV, Line 4 (federal taxable income) might be incorrect

This language is misleading. "Pensions" should be replaced with "Retirement Income"

Clarifying the question in the software would be helpful

1 Online

1 Online

1 Online

This could result in a calculation error.

2 Online

Requires manipulation or paper filing the return

Mismatch when absent spouse files MFS and taxpayer files S. Even though the exemption for both statuses are the same. The taxpayer will need to provide the name, address, and SSAN of the spouse

This could be confusing to the volunteer and the TP if the copy provided has the information in the wrong place.

2 Online

The state may question the identity of the tax payer. Many of our clients would be confused by correspondence from the state on this issue.

Quality Improvement

Performance

Performance

Performance/Usability

Improvement



you suggest?)

Appears to be fixed - Training

Yes Yes

Performance Yes

No N0

Yes Yes

Yes Yes Training

Yes Yes Training

Yes Yes

Usability

Performance


Dependent on a Federal Enhancement and the new abilities in the state development tool. We have made a federal proposal to add a box to the 1099R for the preparer to mark if the 1099-R should be excluded from the state

No Action Required: Verified that PMI carries from the federal to the state itemized deductions

Really need more details of what issue they are having. However, This is dependent on the capabilities of the new state engine being rolled out. The goal is to transfer more data

The only time they need to delete the state return when chaning the federal is when the filing status changes. If there are other instances, we need specifics. Proposal: Do not require the state return to be deleted when the federal filing status changes. Pass the filing status to the existing state return(s) and recalculate them based on the federal filing status.

Reason: Incorrect filing status's are often caught during the quality review process. Deleting the state return requires that quality reviewer to either send the return back to the preparer or to recreate the state return during the quality review process.

Use Case: As a user that has the ability to prepare returns, when I change the federal filing status, I want it to reflect the new filing status and appropriate calculations in the state return(s) already loaded in the return.

Proposal: Need the ability to change AL Filing Status from HOH to MFS for AL Returns for the taxpayerReason: There are circumstances where the site is having to prepare MFS Alabama return by hand due to the special circumstances where the taxpayer does not qualify as Head of Family for AlabamaUse Case: As a preparer that completes a HoH federal return, I want to have the ability to create a MFS return for the taxpayer so I do not have to prepare the return by hand

Proposal: Allow the ability to remove a dependent from the AL return if the taxpayer did not provide more than half of the individual's support. Reason: If a TP does not provide more that half of the individual's support, they cannot be claimed on the AL return. There is no way to remove dependents. If you file the federal first and then change to AL; *AL40 page 1, Line 12 (federal tax deduction) might be incorrect; *AL40 page 2, Part IV, Line 4 (federal taxable income) might be incorrectUse Case: As a preparer completing an Alabama return, I want to have the ability to remove dependents that do not meet Alabama dependency qualifications even though they met the dependency qualifies for the federal return.

Proposal: Change the wording on State section>Adjustments to Income>Taxable Portion of Pensions Reason: This language is misleading. "Pensions" should be replaced with "Retirement Income"Use Case: As a preparer completing an Alabama return, I want to see the wording: "Taxable Portion of Retirement Income -- Enter the taxable portion of Retirement Income to Alabma" on the Adjustments to Income page.Use Case: As a preparer completing an Alabama return, I want to see the wording "Is your Federal taxable Retirement Income FULLY EXEMPT from AL Income......" on the Adjustments to Income page.

Dependent on a Federal Enhancement and the new abilities in the state development tool. We have made a federal proposal to add a box to the 1099R for the preparer to mark if the 1099-R should be excluded from the state

Duplicate

Duplicate

Wrote up as a defect

Training Issue: The AL Resident instructions has the following requirement: *NOTE: If you are a resident of Alabama and you earnwages in more than one state, include the total “State Wages” from all states. This means that if box 16 is blank, because the state does not have income tax, then they enter the amount from box 1 into the state field. Alabama e-file specs utilize box 16 of the W-2 in their schema. If they do not enter the information in Box 16 then the return will reject for: Total Alabama Wages, Form 40 Pg. 1, line 5, must equal the total amount of all State Wages (including Wages Earned Out of State) as reported in Box 16 of the NEW ELF 2010 (4) STATE WAGE AND LOCALITY Federal 1040 W-2 (State Wages 1, State Wages 2, State Wages 3 and State Wages 4). Note: plus/minus +/- $3.00 variance allowance has been added to TotalWagesSalariesTips to allow for rounding errors.

No Action Required: The application currently allows the preparer to do this under Income Subject to Tax. For 1099MISC that was carried to a C or E in the federal return

We need examples of this so we can look into what happened


223769, 227673, 227349

227349

221719

(10/10) Implementation may cross years, but at a minimum the federal information will be rendered to the preparer in the state program

Closed: No development action required

(10/03) may be resolved by changes to state dev tool (10/10) We will be displaying more federal information on the state screens

227694: Yes

227698

227700 Yes

223769

Desktop: 227694 Pro Online: 227695

(06/22) 227694 Dev work Complete (06/22) 227694 Test on Dev (08/08) 227694 Production Ready (08/24) 227694 Live in Production

(06/28) Assigned to developer (06/29) Dev work Complete (06/29) Ready to Test (Passed Testing, Integrate to PreProd (08/31) Live in Production


6883 TFS ID: 237072

227694: Yes

227698

227738 Yes


Closed: No development action required 9/5 - Reported to Development (10/10) work approved by product owner

May want to get further clarification of what they are looking for if this does not satisfy their request 9/5 - Received Feedback PY AL Sch B menu is blank. Entered Defect to address this with development


(06/22) 227694 Dev work Complete (06/22) 227694 Test on Dev (08/08) 227694 Production Ready (08/24) 227694 Live in Production

(06/01) Work Complete, ready for QA (06/05) Test on QA (06/22) Live in production

Need More Info

(06/27) Received feedback/Need to review (06/29) Received definition from AL DOR for DL/State ID entry requirements but did not receive EFIN/Last 4 for a return in order to review entries made for State ID within e-file menu to determine if issue exists


Yes

Yes



227694: YES 227695 Yes

yes

YES

Yes: See Notes

Yes

227694: YES 227695 Yes

Yes

YES


Need More Info

AR1 AR AR1 Y 1

Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

AR2

AR AR1 y 1

AR3

AR AR-OI Line 3 y 2

AR4

Scholarships should flow to state AR AR-OI line 8. y 2


Federal or State



Rating of Priority

(between 1 - 3;

1 is the highest)

UNABLE TO EDIT NON-RESIDENT STATE RETURN. WHEN DOING A FED 1040NR RETURN, AR STATE RETURN CAN BE ADDED TO THE RETURN, BUT NOT EDITED.

Add a box to the 1099R forcing 1040 Line 15 and 16 totals to the AR state penson exclusion worksheet. The words in the Pension Exclusion are also misleading. Any qualified distribution on 1040 line 15 or 16 is eligible for the State exclusion.

Income subject to Tax Gambling winings and Lottery winnings

AR5

Disable Dependent RC3 AR AR1000RC5 y 3

AR6

AR AR1000D y 3

AR7

AR AR3 Line 19 Y 3

AR8

AR AR1 Y 4

AR9

AR AR1000D second page Y 4

AR10

AR AR3 Line 19 Y 4

Capital Gains (Add Taxpayer, Spouse, or Joint) to fed cap gains worksheet

Tuition Deduction: Add a caution or note: Tuition Deduction has beenused on the Federal, does your state have a Tuition Deduction.

Select the desired filing status for your joint return. Recommend follow the tax return and have filing status 2 and then filing status 4.

Income subject to tax Capital Gain (losses) Worksheet. Remove this work sheet. Is only used if Capital Gains are over $10,000,000.

Tuition Deduction: Add a caution or note to the state return. Tuition Deduction include tuition cost only. Do not include fees, books, or anything else.

AR11

AR AR1000DC Y 4

AR12

AR AR1 Y 3

Disable Ind. Cert Change Statement to read: ("If you care for a permanently disabled dependent in your home, select YES below and complete all of the following information"

State 65 Special deduction: Have deduction disallowed if a retirement income exemption on Line 17 is taken.

Online Performance

Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheetOnline Reduce errors

Online Reduce errors

Online Missed Often Reduce errors

Software Type

(Desktop or Online)

Why should issue/suggestion be

adapted?


ImprovementQuality

Improvement

If not Computation issues, is more training

needed? (If so, what would you

suggest?)

CANNOT COMPLETE RETURN CORRECTLY

This was the most missed section on the AR state return

Winning should flow to the state return.

Online Cannot print RC5






Add print option

AR has three options (TP, SP, or Both)

Deduction missed often

Makes tax prep easier.

No one used this program if they have 10 million income.

Counselors do this wrong everytime.

Online Just a helpful hint. Performance

Online Causes state rejects if both 65 Special and Pension exclusion used.

Performance and Usablitliy

Never give 65 Special deduction since is it only worth $25.

TaxSlayer's Responses TFS ID Number Status

219836


235774

Defect: 239658

Proposal: Allow the states added to a 1040NR return to be edited. There are situations where the site needs to make additions or subtractions to the state return.

(07/31) Assigned to developer (07/28) Dev work complete (08/04) Test on QA (08/08) Passed Testing, integrate to PreProd (08/24) Production Ready (09/27) Live in Production

Proposal: Allow Resident and Nonresident AR returns to present questions to the preparer when creating an AR return if 1099-R income is reported on the Federal return. The questions will ask if the TP/SP wish to take the pension exclusion and if Yes, the amount reported on the Federal return will be displayed for each taxpayer allowing the preparer to enter the allowable exclusion amount.

(9/26) New Backlog Item

Verified gambling and lottery winnings reported within AR>Income Subject to Tax carry to Line 3 of AR-OI and to Line 20 of AR1000F

(9/26) No Development Action Required

Proposal: Scholarship income reported on Federal return to automatically carry to Line 20 of AR1000F and Line 8 of AR-OI instead of requiring manual entry within AR>Income Subject to Tax menu. This would also address an issue where scholarship income currently carries to Line 8 of AR1000F

(9/26) Newly Reported to Development

239736

239762

239990

AR1000RC5 according to AR instructions is only required to be included with the return for the first year the Disabled Dependent personal credit is claimed and again every 5 years when AR DOR notifies the taxpayer. This particular form is not supported by AR via e-file and requires a Doctors or Examiners signaure that must be obtained by the taxpayer. If a taxpayer needs this form, recommendation is to print a blank AR1000RC5 from AR DOR website for the taxpayer to take to their doctor or examiner to complete and to paper their state return.

(9/27) Will not be implemented

Previously requested enhancement that should be implemented for the upcoming season

223768 (Desktop) 233791 (Pro Online)

(9/14) 223768: Work Finished. 233791: New - Approved

Proposal: If a Federal return has a completed 8863, when creating a new AR return, provide a warning to visit the Tuition Deduction menu within the state return. This will help reduce preparers overlooking this potential deduction for the taxpayer(s)


AR Filing Status within AR Basic Information provides both option 2 and 4. Swapping the order presented in the drop down would require back-end programming to ensure the correct box would still be marked on the AR1.


Proposal: Only generate Page 2 of AR1000D when needed based on return entries.


Proposal: Add wording to match Line 2 instructions for AR1075 to indicate to preparers what expenses to not include when reporting the Tuition Deduction


239987

Proposal: Update wording in the blue box above Disabled Dependent menu to match recommendation from volunteer.


Instructions within AR Basic Information state, "You cannot take both the 65 Special Tax Credit and the retirement Exclusion. If you check this box, the retirement exclusion will not calculate". Forcing the Special 65 Tax Credit is a manual election and proper wording is provided for on-screen guidance


Comments/Notes TaxSlayer 2016

Yes, delivered



(10/10) Dependent on Federal Program adding T/S/J designators. Currently on their implementation plan


yes


yes: see notes

(9/26) No Development Action Required

Yes

No

yes: see notes Wil notify COR if slips to TS2018

No

No


yes

Review for TS2018. May solve itself with the state knowing more about the federal return

Yes

No

AZ1 AZ AZ-A Y 1


Federal or State

Form Schedule/Num

ber


Rating of Priority

(between 1 - 3;

1 is the highest)

Line 13 on form AZA (subtraction for charitable contributions for which a credit is taken) doubles the adjustment from form 348

Online Performance

Software Type

(Desktop or Online)


adapted?


ImprovementQuality

Improvement



you suggest?)

This entry could result in an error on the return

TaxSlayer's Responses Status Comments/Notes TaxSlayer 2016

223776 Note: Fix in 2016 Yes

TFS ID Number

Defect - Production Ready waiting to be pushed

06/06 -- Production Ready (06/21) Live


Yes

CA1 CA N

CA2 CA 540X y 1

CA3 CA Form 3532 N 1

CA4 CA N 1

CA5 CA CA3532, L4 N 2


Federal or State



Rating of Priority

(between 1 - 3;

1 is the highest)

Provide California Accepted and Rejected on same page

540x pre-populate original return amounts when the return has been completed at the site doing the ammendment just like the 1040x currently does

When it said it is incomplete, you click on the link and it didn't take you to the item.

Deceased TP. PL allows a return to be efiled without completing the information required by California.

Cannot find where to enter the income of a person who qualifies the TP for HOH filing status.

CA6 CA Y 1

CA7 CA State:CA:Basic Info N 1

CA8 CA CA3514, L9a and 9b Y 1

CA9 CA CA3514, 12a N 1

CA10 CA N 3

On a MFJ return, if only the spouse is listed as a dependent on the federal return PL awards a California personal exemption. If the situation is reversed then neither taxpayer gets a California personal exemption. The only correct treatment occurs if neither or both taxpayers can be claimed as a dependent. NOTE: The dependency questions in the CA section seem to do nothing.

Basic Info:Personal Info &State:CA:Basic Info:Addl Personal Info

No way to change filing status if it differs from federal, e.g MFJ for a Registered Domestic Partner relationship.

Instructions are to leave these boxes unchecked if the child meets certain requirements, but even though the child met the requirements the two No boxes are checked.

California requires a physical address for a QC for EIC purposes.

Sometime the California forms and schedules are not included on a "Preview Return."

CA11 CA Y 2

CA12 CA CA Sch CA N 2

CA13 CA N 2

CA14 CA Y 2

CA15 CA Y 2

CA16 CA N 3

VPDI is limited and if too much is withheld due to multiple employers the TP is entitled to a refund of the overpayment. Unclear how to determine or enter this information.

State:California F540, L74

All additions/ subtractions are entered in the "Other" line. If more than one entry is needed, only one description prints.

TS gives HOH TP the option of completing CA3532. A California return (e-filed or paper filed) by a HOH TP requires CA3532. There should be no option offered.

State:CA:Basic Info:CA3532

CA issue is similar to federal issue #34 as CA also has a "Kiddie Tax." However, the definition of unearned income for CA applies to that income subject to CA taxation so could differ from federal definition.

CA>Dependent>Kiddie Tax (CA Form 3800)

PL allows a non-numeric entry into both dollar fields for Additions or Subtractions from income. Such entry changes the value when transferred to CA Sch CA to zero.

ADJUSTMENTS TO INCOME AND ADJUSTMENTS TO DEDUCTIONS

No place to enter a private mail box (PMB) which is part of the address field on a CA 540

Basic Info:Personal Info

Online Reduce partner burden Usability Training

online Training

Online Performance Accurate return Training

Online Performance

Online Usability

Software Type (Desktop or

Online)Why should issue/suggestion be

adapted?


ImprovementQuality

Improvement



you suggest?)

it will avoid error and speed up the ammendment process

Volunteers don't get frustated looking for the form

This issue could cause the CA return e-file to reject or TP may be contacted for more information.

Currently a Training Issue, but should be addressed.

CA EIC could be declined for a person if their dependent's income isn't entered. TP may be contacted for more information

Online Performance

Online Performance

Online Performance

Online Performance

Online Performance

TSO doesn't handle the CA Senior exemption correctly if one spouse can be claimed as a dependent.

If only the TP can be claimed then TSO awardes zero Senior exemptions; if only the Spouse can be claimed then TSO awards two Senior exemptions.

This issue could cause an inaccurate return based on CA law

This issue could case an inaccurate return or result in a rejected return

This may differ from the TP's mailing address, in particular if a PO box is used. California may not award EIC due to incorrect physical address.

Found that CA return is not included in the Print set when originated from a data entry page but is included when originated from the Calculation Summary page.

Online Performance

Online

Online Usability

Online Performance

Online Performance

Online Performance Y

TP may not get refund due to overpayement.

This could result in calculation errors for the user

Performance/Usabiity

This form is required by all CA HOH filers. The could result in the errors in the return.

Users can fail to recognize that the CA Kiddie Tax should apply.The Kiddie tax is dependent on the parent's income but PL defaults this to zero. Users could prepare return incorrectly.

Failure to do a character check could result in a zero being transferred to Sch CA instead of the intended value.

If the correct address is not entered, could result in errors on the return for the purposes of quality

TaxSlayer's Responses TFS ID Number

228074

228076

228109

Enhancement 228074: Proposal: Add a "status" column on client list so users can easily see if state returns have been transmitted, accepted, or rejected. Also, include the ability to filter the client list by state status.

Enhancement 228076: Proposal: When a CA return has been electronically filed and accepted, have the original CA amounts pre-populate within the CA amended menu just like the Federal 1040X functions.

IRS Action Required: Please provide screenshot of the error message received indicating form is "incomplete" showing the link. We were unable to reproduce error

No Action Required: Verified that when TP is deceased, e-file is blocked for CA until Decedent Representative, Type of Representative, and/or Guardian/Executor Name is provided. If additional information is required for CA, please provide further details of exact information required by CA so we can review.

Enhancement 228109 - Proposal: Add ability within the CA HoH worksheet to report dependent's AGI to carry to Line 4 of Form 3532

228146

Reported as Defect 228125 (Desktop) 228130 (Pro Online) - Proposal: Correct the issue where the Dependent indication within Basic Info for Spouse provides necessary senior exemption (or not) on CA 540, Line 9 based on what is selected.

Defect: 228125 Pro Online 228130

No Action Required: Both filing statuses MFJ or RDP use the same line on CA 540 (line 2 for MFJ/RDP Jointy) (line 3 for MFS/RDP Separate). According to CA law, if RDP and file Federal as Single, you must file CA as RDP Joint or Separate. To do this, CA>Misc Forms>CA Schedule RDP. Complete applicable information to change CA filing status.

IRS Action Required: Please provide EFIN and last 4 of SSN for a return that shows the issue described. We were unable to reproduce error.

Enhancement 228146: Proposal: Within F3514 entry menu for CA, provide entry fields to enter a Physical Address to carry to Line 12 that is different than what automatically carries from Federal Basic Information

No Action Required: Preview Return option from data entry menus currently not available. However, when that was an option, it was designed to only display Federal forms. State forms were only included when PDF viewed from the Summary/Print page.

228158

228162

228177

Enhancement 228158: Proposal: Have CA VPDI entries shown in Box 14 of W-2 work like CA SDI entries. Any applicable excess CA SDI payments according to CA law automatically carries to Line 74.

Enhancement 228162: Proposal: Within CA menus for "Other Additions" and "Other Subtractions" have 9 entry fields available to match Desktop program. If more than one entry has been made within each menu, show an itemized spreadsheet in the PDF to individually list the descriptions and allocated amounts. The statement would be for Schedule CA, Line 21-f.

No Action Required: CA HoH worksheet must be completed if Federal filing status is listed as HoH. An e-file block is in place that will not allow CA to be filed unless HoH worksheet is completed

IRS Action Required: Please provide EFIN and last 4 of SSN for a return that shows the issue described. We were unable to reproduce error.

No Action Required: Verified that characters entered within the dollar field for "Other Additions/Subtractions" were blocked when attempting to exit/save CA return. State entries are not "saved" until exiting th state return from the main state menu. This is when the validation check will catch the character entry when a numeric entry is required.

Enhancement 228177: Proposal: Add entry field within CA return>Basic Information for "PMB/Private Mailbox" to carry to the below circled area of the CA 540.

Status Comments/Notes TaxSlayer 2016

(07/12) sized at an 8 (large)

IRS Action Required

(06/20) Dev work done

(10/4) There are reports that accommodate this request, along with State Acknowledgements

This is not handled by the state development team, but the federal team so we will have to weigh this against other federal priorities

Closed: No Development Action Required

(07/05) Live in Production Yes

IRS Action Required


(07/10) Assigned to developer (07/11) Dev work complete (07/12) Test on Dev (10/04) Production Ready


(07/18) Work started

IRS Action Required

(06/16) Assigned to Developer (06/21) Test On Dev (10/04) Producton Ready



(06/16) Assigned to Developer (06/21) Dev work complete (06/21) Test on Dev (10/4) Production ready


No


n/a

yes


Yes

yes




yes

yes

yes



Federal or State

CT1 CT N

CT2 Nonobligated Spouse Claim CT CT-8379 N

CT3 CT State




On CT state return, credit for property taxes paid, accept the date when the date is originally input with the incorrect format and then subsequently corrected

Credit for Property Taxes Paid

Automatically carry real estate taxes to Ct state return

CT4 CT Y

CT5 CT Y

CT6 CT Line 24 Y

CT7 CT CHET Y

CT8 CT Amended Returns Y

System allows charitable contribs, CHET contribs, refund applied to next yr return in excess of current refund amount

Refund AllocationLines 22-25

CT contribution limit is $5,000 for single, HOH or MFS and $10,000 for MFJ or QW. System applies $10,000 cap to all filing statuses and does not identify cap until return completed.

CHET contributions, line 48

On CHET contribution screen, allows you to enter "no" to the question do you want to complete a CT Schedule CT-CHET but still enter a CHET contrib at the beneficiary level? "CT Schedule CT-CHET" is a required CT form.

Within the beneficiary section of CHET, the system will allow you to enter yes to BOTH plan types, the CHET advisor and direct plans.

Data entered as "Amount paid with Original return" does not flow into amended return (line 23, column B and C).

CT10 CT Y

CT11 CT Part Year Returns N

CT12 CT Part Year Returns Y

CT13 CT Resident


CT14 CT Y

CT15 CT Y

CT16 CT N

Federal column (A) of Schedule 1040-AW not calculating per state instructions.

Part Year Returns Schedule CT1040-AW

Data entry pages combine 2 different types of transactions on a single page.

Data entry allowed for invalid transactions, not accepted for some valid entries, data not transferring from CT-1040AW to CT-SI

Allow change of Filing Status MFJ to MFS

Allocations of refund can exceed available refund: TS ID:4440. See col R for suggested fix.

Refund Allocation Lines 22-25

Federal Column A of Sched 1040-AW not calculating per state instructions. See emails dated 9/27/16, 11/2/16 & 5/15/17. See col R for suggested fix.

Part Year Returns Sched CT1040AW column A

Federal request submission shows in Client Status but state request submission is not. Add in Client Status history that submission made with Federal request for extension.

Request for Filing Extension

2 Online Reduces input time

1 Online Y

2 Online



Online)Why should issue/suggestion be

adapted?Performance/Usability

Improvement

Eliminates the need to cancel the state return and redo input

Taxslayer has the Federal Injured Spouse form but missing the state of CT Nonobligated Spouse Claim. It causes the client to have to file the state return in paper and fill out the form by hand.





1 Online This could result in a calculation error Performance

There has been several responses on how to handle this issue.Changes are being made to entry without a warning. Which could impact quality and tax calculations if the volunteer is unaware

Changes made by changing preparer's data entry without warning change made. This could result in a tax calculation error

If answer no, system revised to ignore tax preparer's data entry without warning preparer. This could result in a calculation error

Should limit each beneficiary entry to only CHET Advisor Account number or CHET direct account number.



2 Online This could result in calculation errors

Both




2 Online Usability

This could result in a calculation error Federal column supposed to be reduced by values in Schedule 1 of return.

This could result in calculation errors and impact on efficiency

System addresses issue with three different inconsistent responses depending upon data entered.

Violates CT-DRS instructions for this form.

No way for administrator to confirm that request submitted.

Quality Improvement

Y



suggest?)


Y

Y


227592

Dependent on the changes allowed by the redesign of the tool we use to develop states Proposal: Clicking the Continue button actually saves the data entered on the screen where continue is selected rather than waiting until you get all the way through the state to saveReason: This prevents the application from timing out after 20 minutes if the preparer spends more than 20 minutes in the state return. When this happens, the data they have entered is lost. Saving after each continue would also clear any outstanding errors on the page when they are corrected. Reason: Currently if the user receives an error on the page and subsequently corrects it, they continue to see the error until they click continue all the way through the state. This leads to a lot of frustration in the field because they continually try to fix the same error even though it has already been corrected

No Action Required: The Non-Obligated Spouse Claim, Form CT-8379 was added during the season and can be accessed via Connecticut State Return>>Miscellaneous Forms>>Non-obligated Spouse Claim, Form CT-8379

Proposal: Automatically carry real estate taxes entered on the Schedule A (Real Estate taxes on your principle residence, not listed above) line to CT 1040 Schedule 3 Primary Residence Amount Paid for the Property Tax CreditReason: Prevent keystroke errorsUse Case: As a preparer that has the ability to create/edit returns, I want the amount entered for real estate taxes on your principle residence line of Schedule A to automatically transfer to the Primary Residence Amount paid entry for the Property Tax Credit so I do not have to enter it again.


227754

227769

227804

227805

Proposal: Display a warning when the CHET contributions exceed the CT RefundReason: Confuses the preparers because they cannot see the state refund while they are preparing the state and do not know the contribution has been limited by the refund amount until they view the PDFUse Case: As a preparer that is completing a CT return, I want to see warning when I enter CHET contributions that exceed the CT refund so I can enter a modified amount.Note: Desktop gives a warning and does not allow the preparer off the page until they enter an appropriate amount

Proposal: Add verbiage to the CHET entry page that indicates the contribution calculation will not exceed the limits established by the CT instructions based on Filing StatusReason: The preparer enters an amount higher than the maximum amount for single, HoH and MFS and do not realize the amount is limited to 5,000.Use Case: As a preparer completing a CT return, I want to see verbiage on the CHET entry page that indicates the contribution amount entered cannot exceed the limits established by the CT instructions based on Filing StatusNote: The calculation and return is correct. Desktop already does this.

Proposal: Add an error message if the preparer completes the beneficiary information for CHET contributions and does not mark the add Schedule CT-CHETReason: No marking Yes will prevent the return from properly calculating the CHET contribution. Use Case: As a user that is preparing a CT return, I want to see an error message that I missing something a required entry if I complete the beneficiary information on the CHET contribution entry page so I know that I need to answer the question in order for the contribution to be calculated properly.Note: Desktop does not ask this question, it automatically calculates the schedule if a beneficiary is completed.

Proposal: Do not allow the preparer to enter information for both CHET Advisor and CHET Direct plan per benficiaryReason: Only one is allowedUse Case: As a user that is preparing a CT return, I do not want to be able to enter information for both the CHET Advisor and the CHET Direct plans on the CHET contribution entry page.Note: Desktop does not allow both.

No Action Required: Verified that an amount entered (I used 888) flowed to the CT 1040X line 23, columns A, B and C

Defect 230377

Defect 230377

Allow Change of Filing Status MFJ to MFS


230377

We need a sample return to look at with a detailed explanation. We cannot reproduce

We need a sample return to look at with a detailed explanation. We are not sure what we are supposed to be looking for

We need a sample return to look at with a detailed explanation. We are not sure what we are supposed to be looking for


Within the CT Contributions to Charities screen, wording was added that reads, "Do not enter an amount greater than your Connecticut refund". Within the CHET Contribution screen, wording was also added to not enter an amount greater than the CT refund. However, if an CHET contribution is added that is higher than the allowable CT refund, the CHET contribution carried to the PDF is limited to the CT refund amount.

Previously reported defect with Development and is being addressed for the 2017 software. Making adjustments with 2016 would impact previously filed CT returns.

The information displayed in Client Status is displayed exactly as received from both the IRS and state agencies for electronic submissions, which include extensions. We are unable to alter what the IRS and state acknowledgements. We recommend utilizing Return Tags to track CT Extension submissions.


(10/3) Work Complete

No


(07/11) Assigned to developer for further research (07/17) This would mean significant changes at the federal level and then a change to all states as some states allow this and some do not

We are looking to see if this needs to be done at the federal level rather than at the state level

Yes

(10/10) committed

(06/21) Dev work Complete (06/22) Test on QA (06/29) Production Ready (08/24) Live in Production

(Note the return is calculated and e-file correctly even without this change)

(06/26) Assigned to developer

We currently do not have a way of allowing only one type at a time. We can add some verbiage that states you cannot do both. Will revisit after we start using updated state development tool (Note: the return calculates correctly even if both plans contain information)



Duplicate of Item CT10 N

6/21 - Received Feedback, need to research 6/22 - Reported as Defect 6650 (06/29) Assigned to developer

Closed: Not Implementing

6/21 - Received Feedback, need to research 6/22 - Redesign of requested CT entry screens would impact underlying code causing currently prepared CT returns to now be incorrect. Not going to implement at this time

6/21 - Received Feedback, need to research 6/22 - Reported as Defect 6650 (06/29) Assigned to developer

(07/17) 227748 Dev work complete (07/18) Test on Dev

(10/03) No development action required




Yes

No Will review for TS2018



yes

Yes

yes


Yes


Yes

227748: Yes 227749 Still Open


Yes




DC1 DC N 2

DC2 DC Y 1

DC3 DC Y 1

DC4 DC Form 2440 Y 1

DC5 DC Schedule I Y 1

Federal or State

Form Schedule/N

umber


Rating of Priority

(between 1 - 3;

1 is the highest)

Schedule H - often the form doesn't fill properly so the pdf is wrong but the worksheets are correct. Don't know if the right data is being transmitted. Taxpayers filed on paper with hand filled fields.

Survivor's benefits (DC or US gov't - box 7 = 4) does NOT convey to DC subtractions. Have to do this manually

DC allows "married filing separately on the same return" where the TP and spouse (MFJ) can specify which of the itemized deductions gets assigned to whom. I don't see any way to do this inn TaxSlayer.

DC disability - not done correctly for < age 65 - there is no form 2440 in the software so can't calculate the up to $5200 amount for Schedule I line 2.

DC disability - only get to put in 1 number and it always ends up in Schedule I, line 7a. For > age 65 this is okay but it is incorrect for < age 65

DC6 DC Y 1

DC7 DC Schedule H Y 1

There doesn't appear to be any way to create a DC non-resident return. We have clients who live in MD and work in DC and have DC withholding by mistake and need to file a non-resident return for DC to get their withholding back.

Non resident return

DC Schedule H worksheet did not show line 21 negative income Therefore his income was too high to qualify for a homeowner's tax credit. This is an error - the negative amount (alimony taken directly from pension income) included in his agi would have qualified him for the DC credit.

Online Performance

Online Performance

Online Performance

ONline Performance

Online Performance

Software Type

(Desktop or Online)


adapted?


ImprovementQuality

Improvement



you suggest?)

Without knowing if the information is being filled in properly, this could impact the accuracy of the return

This could result in calculation errors




Online Performance

Online




228932

227506

227506

No Action Required: I tested this for both rent paid and real property tax paid, and had no issue. All forms appeared correct and calculations were correct based on entries.


Enhancement 228929 (Pro Online) 228930 (Desktop) - Proposal: Prompt user to enter a subtraction within the DC return for "DC and Federal Gov't Survivor Benefits" if they have a 1099-R, Code 4 listed in Box 7 and are age 62 or older.


Enhancement 227504 - Proposal: Need the ability to change DC Filing Status from Joint to MFS for DC Returns and to at least create and print a MFS DC return for the taxpayer.

Enhancement 227506 - Proposal: Add Form D-2440

Reason: DC disability - not done correctly for < age 65 - there is no form 2440 in the software so can't calculate the up to $5200 amount for Schedule I line 2.

(07/11)Asssigned to developer (07/12) Dev work complete (07/13) Test on QA (07/17) Production Ready (08/24) Live in Production

Enhancement 227506 - Proposal: Add Form D-2440

Reason: DC disability - not done correctly for < age 65 - there is no form 2440 in the software so can't calculate the up to $5200 amount for Schedule I line 2.

(07/11)Asssigned to developer (07/12) Dev work complete (07/13) Test on QA (07/17) Production Ready (08/24) Live in Production

No Action Required: After you select DC as a state, you are prompted to select from Resident/ PY/Non Resident. DC Non Resident returns must be paper filed. The preparer sees a warning message that the DC return will not be included in the efile, however the DC non resident return is included in the print of the tax return so it can be printed and mailed.


No Action Required: Verified that line Federal line 21 negative income and it carried over to DC return.

Use Case: Taxpayer has a federal line 21 adjustment that when carried over to DC return will qualify the taxpayer for a homeowner's tax credit.


Comments/Notes TaxSlayer 2016 TaxSlayer 2017

No

No

Yes Yes

Yes Yes




Future Implementation

Review for TS2018

Review for TS2018

DE1 DE Y 1

DE2 DE Y 1

DE3 DE N 2

DE4 DE Y 1

DE5 DE Y 1


Federal or State

Form Schedule/N

umber



DE – non-resident return is missing a lot of data that was entered - especially pension exclusion

DE non-resident can file MFS even if filing MFJ on Fed return. No way to do it in TaxSlayer.

Same is true for DE resident. Should be able to file as MFS for DE when fed is MFJ and at least be able to e-file the primary taxpayer and preferably both.

Capital Gains Entry- There is no place to indicate ‘ownership’, i.e. taxpayer, spouse, joint

Railroad Retirement Income must be processed manually for DE allowances. Currently user has to manually exclude from DE income.

DE6 DE Y 1

DE filing status, MFJ vs MFSC (Married filing separate /combined on one form)


Online This issue could cause calculation errors Performance



Online Performance



Online)


ImprovementQuality

Improvement

For DE returns, best result for taxpayer when filing ‘separate on same return’ cannot be achieved without system knowing the correct income split

Online Performance

When switching between filing status choices, all split income is not put back into the joint column. Instances of tax-free interest were seen left in the separate column. When switching from MFSC to MFJ, make sure all income is returned to the joint column. Check the total vs the original total.


Dependent on a change to the federal program

Dependent on a change in the federal program



you suggest?)

No Action Required: We need specific examples. Pension income for anyone over 60 is automatically exluded for a DE non Resident return

Proposal: Need the ability to change DE Filing Status from Joint to MFS for DE Returns and to at least create and print a MFS DE return for the taxpayer or SpouseReason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where DE allows MFJ for the federal and MFS for the state.Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for either the taxpayer or spouse even if they have to print out and mail the state.Note: Desktop already does this.

Proposal: Need the ability to change DE Filing Status from Joint to MFS for DE Returns and to at least create and print a MFS DE return for the taxpayer or SpouseReason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where DE allows MFJ for the federal and MFS for the state.Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for either the taxpayer or spouse even if they have to print out and mail the state.Note: Desktop already does this.

Unable to reproduce. We tried it under several different scenarios. If problem still exists in the field, we will need EFIN and last 4 of a return where it is not going back

TFS ID Number Status Comments/Notes

228716

228716

Closed: No Develoment Action Required

If this is occurring in the field, we need specific items that are missing, not just generic






TaxSlayer 2016 TaxSlayer 2017


(10/10) Still Open

(10/10) Still Open

yes: see notes

yes: see notes


Wil notify COR if slips to TS2018


Federal or State Form Schedule/Number

GA1 GA Y

GA2 GA Y

GA3 GA GA form 8453 N

GA4 GA GA Low Income Credit Y

GA5 GA N



In PY returns the GA return has no where to either designate Capital Gains as GA taxable, or to exclude them from GA tax

In PY returns where retirement exclusion needs to be adjusted because not all income is jointly owned, and only a portion of such exclusion is available in GA, cannot allocate correctly allowing for both issues

Box is checked showing we are paid preparers

The Credit Calculates automatically, but we are not asked if taxpayer received food stamps or was incarcerated in 2016 both of which would disqualify them from receiving the credit

GA taxable pension exclusion prints out on wrong row of return. Shows up on line 13 instead of 12, so appears to be partnership income excluded

GA Retirement Income Exclusion worksheet printout

GA6 GA GA Retirement Exclusion Y

When adding GA tax to non GA munis the taxed amount does not get added to the GA retirement exclusion for taxpayers 62 and over with available exclusion


1 Online








ImprovementQuality

Improvement

Cannot complete an accurate PY GA return if the return includes GA income not reported on W-2, or not interest/dividends,business income or a federal adjustment.

This information does not apply and could lead to confusion for the volunteers

This could result in an overpayment of credits that the TP may not be entitled to

This could cause confusion for the volunteer/TP and impact quality of the return

1 Online PerformanceThis could result in a calculation error


220735

If not Computation issues, is more training needed?

(If so, what would you suggest?)

No Action Required: Capital Gains is automatically included in the GA PY return because it starts with Federal AGI. Per the GA instructions, subtracting capital gains is not a valid subtraction from taxable income

Need more specific information and a return in the state where they think it is wrong. For example: What are the specific items they are looking for?

Cannot reproduce this. I cannot make the paid preparer box display with a check mark. And I cannot get any information to print in the paid preparer section of the 8453

No Action Required: Food stamps is not a determining factor for this credit per the 2016 insturctions. Verified that if I answer Yes to being incarcerated on the Basic Information Section of GA, the low income credit is not allowed.

It is actually printing on the correct 12th line down. We use the State's PDF to for printing so it appears misaligned but it actually is not. This does not impact the calcualtions of the tax return

Created a return for TP/SP 62 with W-2 income, 1099R income and Municipal bond issued by ID. TSO automatically excluded the retirement based on TP/SP age. Added back the non GA Municipal Bond and the application calculated the correct tax liabiity. The add back of non GA interest should not be included with GA Retirement Exclusion per state instructions. Program calculates and prints correctly. Verified same scenario calculations in multiple software

Status Comments/Notes


Need documentation where they feel this is an allowable subtraction


(06/27) Received Feedback/Need to Review (06/29) PY GA residents manually allocate retirement exclusion amounts b/t TP/SP in Subtractions from Income>Georgia Retirement Exclusion>1st entry fields. If no allocation is made on PY return, GA Retirement Exclusion is fully allowed based on GA required qualifications

Need more Info 6/27 - Received Feedback 6/29 - Assigned previously entered TFS ID Number

(06/27) Received Feedback/Need to Review (06/29) Related to previous enhancement to remove Due Diligence requirement




TaxSlayer 2016 TaxSlayer 2017 Future Implementation

Yes







HI1 HI1 N

HI2 HI2 Y

HI3 HI3 HI Schedule J Y

HI4 HI4 HI Schedule X N

Federal or State



There is no “General Income Tax Credit” as it is called in TaxSlayer. It is really the Food and General Excise Tax Credit.

Form N-311 (formerly HI Schedule X Part I)

The “General Income Tax Credit” only allows one Yes or No regarding eligibility for the credit (meeting the residency requirements, etc)

Form N-311 (formerly HI Schedule X Part I)

This schedule is automatically being generated whenever a pension exclusion is claimed. This is not appropriate. The form is only prepared once by the taxpayer in the first year he/she begins to claim a less than 100% exemption of a pension where both the taxpayer and employer made contributions to the retirement plan.

Part II, Renter Credit. Input format for “Month Occupied From” and “Month Occupied To” is not specified -

HI5 HI5 HI Schedule X N

HI6 HI6 HI Form N-11 N

HI7 HI7 N

HI8 HI8 HI Form N-11 N

Part II, Renter Credit. Landlord’s General Excise Tax Number is required, but if left blank, no error is identified until the entire return is complete.

Line 24 does not have a visual indicator when the value is negative.

After error on one of the credits is reported on this screen, screen does not refresh to show that error has been corrected. After correcting a credit input error on the supporting screen, you press Continue and it returns you to this screen, but this screen continues to show that an error exists. There is no way to refresh the screen.

Hawaii State Return Credits Screen

Additions to Income and Deductions to Income are misleadingly titled.

HI9 HI9 HI Form N-11 Y



HI12 HI HI Form N-11 Y

HI13 HI HI Schedule CR N

Taxable State Refund is not listed as a possible Addition to Federal AGI

Annual Pension Exclusion only allows one entry. If taxpayer has multiple pensions, some of which are fully excludible and some of which are not, it will be hard to track which were excluded and which were not.

“Deductions from Income” section seems to include both Hawaii subtractions from Federal AGI and Itemized Deductions. This is very confusing

Itemized Deductions on state return: screen only shows title State and Local Taxes Paid. Not clear whether this is HI taxes or taxes paid to other jurisdictions.

This form is completely absent from the software. It is needed when claiming credits for income taxes paid to other states and carryover of the nonrefundable renewable energy technology credit

H14 HI HI Form N-11 Y

H15 HI HI Schedule X N



H18 HI Form N-11 line 21b Y

HI19 Allow MFJ to MFS Split HIBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Itemized Deductions Worksheet is printed out but shows wrong value on line 32 when total itemized deductions are limited on the state return.

In Part III, Care Provider’s full name is not shown when SSN/ITIN is provided.

In Part III, Tax-Exempt is not shown in column c when care provider is tax-exempt

In Part III, it is not possible to input “Tax-Exempt” in column d as the state general excise tax number or leave it blank

Not correctly carrying taxes you paid from Schedule A

HI20 HI Form N-11 Y

HI21 HI Form N-311 N

Taxable State Refund can be either an addition to federal AGI or a subtraction and should be listed in each section.

When a dependent is not eligible for the Food & Excise Tax Credit, the entry required can be confusing to the tax preparer.

3 Online/Desktop

2 Online

1 Online

3 Online



3 Online

3 Online

3 Online

3 Online

1 Online

2 Online

2 Online

2 Online

2 Online/Desktop

1 Online

3 Online

3 Online

3 Online

1 Online


Online


This should be renamed to be consistent with the state information Performance

Performance


TS assumes that the taxpayers and dependents listed on the return either ALL meet the credit requirements or ALL DO NOT meet the requirements. We need ability to identify specific persons who meet the credit requirements or type them in ourselves. Example of a dependent who does not meet requirement is college student attending mainland school and not present in state for 9 months of year as required.

Schedule should not be generated. Additionally, the Schedule is not being correctly completed by the software. Which could result in an inaccurate return

This could cause the volunteer to be confused and impact the quality of the return


Usability Improvement

Performance

This will confuse preparers. Performance


Need to flag input omission immediately. Might help to add verbiage that input is required on the input form itself. This impacts the efficiency.

N-11 instructions state that negative number should be indicated by filling in negative sign on paper copies. This impact the quality of the return and could confuse the volunteer

These should properly be labeled Additions and Subtractions to Federal AGI to be consistent with terminology used on N-11 Form and in instructions

Performance

Performance

Performance

Performance


Because of low state standard deductions, it is very common for taxpayers to itemize on state return but not on federal. If taxpayer deducted state income taxes on state return, taxpayer’s state tax refund may be taxable on state return. Need to add this. See State Tax Refund Worksheet on p. 37 of N-11 instructions.

If possible, allow us to indicate on each 1099-R whether pension is fully excludible or not. Alternatively, we would like a form that shows all pensions entered (payer and taxable amount), with another field to enter excludible amount for each pension. Otherwise we will have to generate a local paper form to track this. This could improve the quality of the return and efficiency of the preparer

Need to split these two apart into 1) Subtractions from Federal AGI and 2) Adjustments to Itemized Deductions. This could impact the accuracy of the return

I think this is meant to have taxpayer subtract state and foreign income taxes paid to non-Hawaii jurisdictions if claiming a credit on line 1 of HI Schedule CR. Verbiage needs to be made much clearer and this particular adjustment needs to be included in the Itemized Deductions section, not as part of Subtractions from Federal AGI. This could impact he accuracy of the return

The form is needed to ensure that we are providing the correct information to the TP and impacts quality

Performance

Performance

Performance

Performance

Performance


Line 1 of the Total Itemized Deductions Worksheet (which figures any limitation) shows the correct amount that should be on line 32 of the Itemized Deductions worksheet. But when the Total Itemized Deductions Worksheet results in a lower total deduction to be entered on line 22 of N-11, this lower amount is also reflected incorrectly on the Itemized Deduction worksheet line 32. This does not cause a calculation error, but it is misleading to taxpayer and preparer.

This input comes from Federal input to Form 2441. Not sure why Last name, First name input is requested on that form rather than simply name. This could impact the quality of the return

This input comes from Federal input to Form 2441. You can mark provider as tax-exempt to avoid entering an SSN/ITIN/FEIN. But instructions for Schedule X say to enter “Tax-exempt” in this field. This could impact the quality of the return

This input comes from Federal input to Form 2441. You can mark provider as tax-exempt to avoid entering an SSN/ITIN/FEIN. This should also override rule that Hawaii general excise tax number is required. Currently software returns error if no general excise tax number is entered. Schedule X instructions say to enter “Tax-Exempt” in this situation.

Preparer must click Taxes You Paid button in TSO State section and manually add amount from line 5 of Schedule A and indicate whether amount is from state/local income taxes paid or sales taxes paid. This could cause errors on the return

Hawaii's standard deduction is much lower than the federal standard deduction, so taxpayers are more likely to itemize deductions on the state return and not on the federal return. As a result, when there is a prior year state refund it will not be taxable on the federal return, but it could be taxable on the state return. This taxable amount must be added to federal AGI. The additional taxable state refund is included in line 10 of HI Form N-11 as an Other addition to federal AGI. Currently, Taxable State Refund is only included in the Subtractions from Federal AGI section of TaxSlayer and the entry here flows to line 18 of Form N-11 as an Other subtraction from federal AGI.

As currently programmed, the preparer must enter the ineligible dependent's SSN, then answer a question phrased as "Dependent is not eligible for credit". This type of negative question is easily answered incorrectly. The question should not really be necessary, as the only reason a preparer would access this section would be to make the dependent ineligible. Suggest that the question be removed. If a Yes/No question is required to confirm the ineligibility of the dependent, suggest that it be phrased instead as "Are you sure this dependent is not eligible for the credit?" to make it less likely to be answered incorrectly

Quality Improvement



suggest?)



227971

Proposal: Add more clarification the Low Income Refundable Credit so that it reflects the change in the form name to Food/Excise Tax CreditReason: The volunteers had a hard time locating the creditUse Case: As a user that is preparing a HI return, I want to easily identify where to access the Food/Excise Tax Credit when I select the Refundable Credits menu. Proposal for Online: Remove the General Income tax Credit option from the Hawaii Credits MenuReason: It was removed from Hi Schedule X, Part I and replaced with N-311 Food/Excise Tax CreditUse Case: As a user preparing a HI return, I do not want to see the General Income Tax Credit as an option on the Hawaii Credits page


Training Issue: Select Begin on the Food Excise Tax Credit line. This allows you answer the incarcerated question, as well as make modifications for dependent eligibility

We currently load the Schedule J because part II has to be computed for the remainder of the years. We need an example return and more specifics on what they believe is not being correctly computer by the software on Schedule J

Proposal: Add format indicators to Part II, Renter Credit. Input format for “Month Occupied From” and “Month Occupied To”Reason: It causes confusion and volunteers try to type the name of the month instead of the numerical month valueUse Case: As a user that is preparing a HI return, I want to see a format example for the Month Occupied From line on the Low Income Household Renters entry page.Use Case: As a user that is preparing a HI return, I want to see a format example for the Month Occupied To line on the Low Income Household Renters entry page.

228002

Defect: 228110

This is dependent on the changes to the new state development tool 227592

227593

Proposal: Display error message when the user clicks continue on the Renter's Credit page when a required entry (in this example the Landlord's Tax Number) so the user can immediately correct the error rather than waiting to display the error until the user gets back to the state menu pageReason: Less confusing to the user and makes preparing the return more efficient if they receive immediate feedbackUse Case: As a user preparing a HI return, i want to see an error message as soon as I click continue off a page if I have left off required information.Dependency: Changes with new State Forge

This is a cosmetic defect. The 2D Barcode for printing is correct if they were going to mail in a copy of the return. This does not impact the calculation of the return.

Proposal: Change the menu title for Additions to Income to Additions to Federal AGI and Subtractions from Income to Subtractions from Federal AGIReason: This makes the terminology consistent with desktop and consistent with terminology used on N-11 Form and in the instructions.Use Case: As a user that has added HI as a state return, I want to see a menu item that reads "Additions to Federal AGI" so the wording is consistent with Hawaii forms and instructionsUse Case: As a user that has added HI as a state return, I want to see a menu item that reads "Subtractions from Federal AGI" so the wording is consistent with Hawaii forms and instructions

227596

228113

227619

Proposal: Add Taxable State Refund and corresponding entries to make the calculation to the Additions to Federal AGI (i.e. Income) menu

Reason: Because of low state standard deductions, it is very common for taxpayers to itemize on state return but not on federal. If taxpayer deducted state income taxes on state return, taxpayer’s state tax refund may be taxable on state return. Need to add this. See State Tax Refund Worksheet on p. 37 of N-11 instructions.

Use Case: As a user that adds a Hawaii Resident to my return, I want to have the ability to select a menu item for Hawaii Tax Refund Adjustment from the Additions to Income (Federal AGI) menu

This is dependent upon the changes to the underlying changes to the state development tool


Proposal: Change the Hawaii Main Menu to separate Deductions from Income (Federal AGI) and Itemized Deductions into two menus more similar to desktopReason: It is more intuitive to the preparerUse Case: As a user that is preparing a HI return, I want to see a separate option for Itemized Deductions so it is more intuitive to prepare the tax return.

Training Issue: These are for taxes and local taxes paid that you included on the Federal itemized deductions. The on screen instructions tell the preparer that they should not enter income taxes paid to another state here if they are claiming a credit for taxes paid to that state

Proposal: Add Schedule CR to HawaiiReason: The form is needed to ensure that we are providing the correct information to the TP and impacts qualityUse Case: As a user that has has added Hawaii to the return, I want to have the ability to enter information for Schedule CRNote: This is already in desktop

Wrote this up as a defect Defect: 228175

Written up as a defect Defect: 228163

Defect: 228166

Duplicate


Defect 228168 9/5 - New Defect 6884

Wrote this up as a defect. The scenario is that it must be an EIN and Tax Exempt to by pass the Hawaii ID

Proposal: Need the ability to change HI Filing Status from Joint to MFS for HI Returns and to at least create and print a MFS HI return for the taxpayer or SpouseReason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where HI allows MFJ for the federal and MFS for the state.Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for either the taxpayer or spouse even if they have to print out and mail the state.


240954

241204

Proposal: Add the Form N-11 State Tax Refund Worksheet to the Additions to Federal AGI menu from Page 37 of the N11 Instructions.

Proposal: Update wording to read, "Select YES if Dependent is not eligible for credit".


No Action Required

Need Additional Information

(06/16) Dev work Finished

(06/16) Online: Dev work complete (06/16) Desktop Dev work complete

(06/19) Dev work complete

Note: Fix in 2016 Yes

(10/3) Dev Work complete

Added a Relationship if the owner name for the rental is present then the tax license is required 9/5 - Received feedback this did not work. Correct, as indicated in the "TaxSlayer Responses" column it is dependent upon the release of the new state programming. Once the new state programming is rolled out, the validation will show when clicking continue from the entry screen rather than when exiting the state return.

06/06 -- Dev work complete, ready for testing (06/09) Test on QA (06/22) Live in production

(06/15) Development work complete (07/11) Test on Dev

No


Deliver with 2017

(07/17) Dev work complete (07/18) Test on Dev


Made the adjustments in 2016 state forge which should be transferred to the 2017 state forge/ Deliver in 2017


(06/28) Assigned to Developer (06/29) Ready to Test (06/29) Passed QA (08/31) Production Ready

yes

Yes

Duplicate


(07/03) Assigned to developer (07/03) Work Complete (07/06) Live in Production

06/06 -- Dev work complete, ready for testing (06/09) Test on QA (10/03) Production Ready

(06/22) Waiting on a federal fix that is causing the issue on the state side 230064 / Note: Will fix in 2016

06/06 -- Dev work complete, ready for testing (06/09) Test on QA (06/20) Production Ready (06/21) Live in Production

Note: Will fix in 2016 9/5 - Received feedback that Column D needs to also reflect Tax-Exempt and to not require HI Tax ID in this circumstance. Reported to development to correct

(07/07)Work effort to make a change is 2

(07/05) Assigned to developer for research (07/17) 227952 Dev Work Complete (07/18) 227952 Test on Dev

(10/03) New backlog item

(10/03) New backlog item (10/10) Assigned to Developer


No Action Required

yes

Desktop: Yes Pro Online: Yes

yes

yes

Yes

yes

Yes

Yes: See Notes

yes

Yes


Yes

Yes

Yes


Duplicate


227952: Yes 227953 Still Open

Yes

Yes

IA1 IA Iowa 1040 N 1

IA2 IA IA Sch A Y 1

IA3 IA Y 1

IA4 IA Y 1

IA5 IA Y 1


Federal or State

Form Schedule/N

umber


Rating of Priority

(between 1 - 3;

1 is the highest)

Under MFS (status 3) Janice’s 1099-DIV, box 2a Capital Gain Dist. should be directly assigned to Spouse before splitting the remainder of the joint Capital Gain Dist. from Fed Schedule D, line 13 50/50.

Sales tax was used on federal Sch A (better than state withholding) but did not carry over to IA Sch A

LTC insurance premium is not included in health ins deducted on line 18 on IA return

Pension exclusion of $6000 is not shown on line 21 of IA return

Error message says that union school district is not in Benton County (Union school district 1935 is actually associated with 4 counties: Benton, Tama, Buchanan, and Black Hawk)

IA6 IA Y 1

IA7 IA Iowa Sch A Y 1

IA8 IA N 3

IA9 IA Y 1

IA10 IA Iowa 1040 Y 1


Iowa misc income is incorrect. $1500 of gambling winnings is all spouse’s income. Fed entry did not allow designation of T, S, or Jt. Iowa adjustment of other income (-750, +750) did not change anything on the IA return.

Incorrect amount on Iowa Schedule A Line 1. Should be $4023, and $6152 (health ins) should be on Iowa 1040 page 1, line18

Can’t tell whether it is better to do Iowa return as MFJ or MFS on a combined return

If filing jointly (#2) is chosen as filing status, then correct tax liability if 2344, not 1706. See Iowa tax table.

Since the amount $5 is not actually line 42 minus line 46, the words “tax reduction” must be printed on line 47

Iowa 1040 line 14 is other income and line 24 is other adjustments. Explanation is required for amounts on these lines. Supporting documents for these lines must describe what type of other income or other adjustment is being taken

IA12 IA Y 1


IA14 IA Y 1

IA15 IA Y 1

School district numbers are not printing correctly. I enter Union School Dist. It should print 1935 but comes out 6536.

Any health insurance entered from 1099-SSA input or itemized deduction input should flow to line 18 of Iowa Form 1040 (in appropriate taxpayer or spouse column)and not be included with itemized deductions

Dollar amount was listed on 1099-INT form line 3 (US interest). This amount should not be included in interest taxed by Iowa. No state taxes interest on US bonds.

Federal adjustments that will be carried to Iowa MFS (combined) returns. Since Federal input does not let us indicate taxpayer or spouse, will not be in correct column on Iowa MFS on a combined return (which uses 2 columns)

Online Performance

Online Performance

Online Performance

Online Performance

Online Performance

Software Type

(Desktop or Online)



ImprovementQuality

Improvement



suggest?)

This could result in an error on the return

Not correct tax liability on IA return. This could result in a calculation error

This could result in a tax calculation error in the tax liability


Cannot efile and school district surtax may not be correct

Online Performance

Online Performance

Online Usability

Online Performance

Online Performance

Online Performance



Need to be able to see tax liability both ways to choose best filing status for a married couple

Taxpayers will get a letter from the Iowa Dept of Revenue billing them for additional tax, not telling them to change to filing status 3.

As for now, not following Iowa expanded instructions for Iowa Form 1040. Also confusing for preparer and client.

Right now the supporting statement just gives the amount, not a description of what type of adjustment is being claimed.

Online Performance

Online Performance

Online Performance

Online Performance

There is a surtax adding to Iowa tax liability depending on what school district you are living in. Also now when trying to efile get error message that certain school districts are not in certain counties, so will not be able to efile many returns.

Even when I check TS box to report health insurance on Iowa line 18, it is not happening. This means that tax liability is incorrect and usually much higher.

Incorrect amount of income is taxed. Iowa tax liability would always be too much for any client who received some US interest.



Added a defect Defect: 228272

Training issue portion: If something has to be split, the preparer has to split all of it. Once an entry is made it bypasses the 50/50 split. However, if we complete an enhancement request of allowing the preparer to designate T/S/J and the changes to the state development tool allow, the program will make the allocation based on entries.


Training Issue: Sales Tax from the Federal Schedule A is not an allowable deduction on IA Schedule A. Because they chose the Sales Tax in the federal they will need to make an adjusment in the Itemized menu to Adjust state and local income tax paid (+/-)


06/06 : Dev work complete and ready for test (08/31) Production Ready

Created a return with $6,000 taxable retirement, excluded it from IA and selected yes to the question to exclude it. The $6,000 prints on line 21 and is excluded from line 26 net income


This was fixed and released in January. Verified that you can enter Benton county and Union school district


This appears to be a duplicate of IA3

Need Return

Need Return

Training Issue: If they are filing Married filing separate but combined, then they make the total adjustment on Additions to Income. In this scenario, they would enter $0 for the taxpayer since they had no Misc Income and enter $1500 for the spouse since all the misc income was the spouses.


Training Issue: The program automatically calculates the best filing status for the return if they are MFJ for the federal. The instructions above the selection tells them this


We need a return where this is an issue to look at

We need a return to look at that is using the tax reduction worksheet where they feel this should be printed. This does not impact the calculation of the return and is not required to be printed for electronic filing

Verified that the supporting statements print out appropriately based on the selection the preparer makes when selecting the additions and subtractions from income


This was fixed and released in January. I verified that the information is still printing correctly on the IA return


Verified that health insurance premiums are flowing to Line 18, with the exception of LTC enterd as a defect above


Training Issue: They must complete the interest section in the federal and enter the amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return and select the state. If the federal is completed with this information, the interest is shows as not taxable on Iowa 1040 Schedule B. If they do not enter the amount to subtract from the state, it will show as taxable to the state


Training issue portion: If something has to be split, the preparer has to split all of it. Once an entry is made it bypasses the 50/50 split. However, if we complete an enhancement request of allowing the preparer to designate T/S/J and the changes to the state development tool allow, the program will make the allocation based on entries.



Release with IA 2017 yes



223639: yes: 223768 yes: see notes





Duplicate



6/29 - We still need an EFIN/Last 4 for a return that supports this issue. Was not provided in feedback received

6/29 - We still need an EFIN/Last 4 for a return that supports this issue. Was not provided in feedback received






223639: yes: 223768 yes: see notes



ID1 ID Form 40, Line 14

ID2 ID

ID3 TS erroneously applies limits from Line 15 to this line. ID

ID4 ID

ID5 ID


TS doesn’t seem to add foreign taxes or mortgage interest credit to Idaho itemized deduction.Idaho instructions: “If an itemized deduction allowable for federal income tax purposes is reduced for the mortgage interest credit or the foreign tax credit, the amount that would have been allowed if the federal credit hadn’t been claimed is allowed as an itemized deduction.”

the standard deduction on the Idaho return. This is necessary if the standard deduction plus total health and LTC insurance premiums are greater than the itemized deduction plus un-deducted premiums.

Form 40, Lines 15 or 16, and Form 43, Lines 33-36

Form 39R Line 9: Technological Equipment Donation, and probably Form 39NR

TS allows the deduction even if the taxpayer is under the qualifying age.

Form 39R, Line 8 and Form 39NR, Line 22

Lottery Winnings-Deductible only if claimed on federal return.

Form 39R, Line 16: Idaho Lottery Winnings

ID6 Income earned on a reservation by an American Indian ID Form 39R, Line 17:

ID7 ID

ID8 ID

ID9 ID

Would be nice to list requirements: main home, built after 2001, insulation, windows, weather stripping.

Form 39R, Line 4: energy efficiency upgrades

I get an error message if I try to deduct more than $2000 ($4000 MFJ). These were the amounts in effect prior to 2015.

Form 39R, Line 4: energy efficiency upgrades

Idaho doesn’t require driver’s license info, but it will delay the refund of any taxpayer who does not include driver’s license info on their return. Would like to be able to enter it.


Y 1 Online This could result in a tax calculation error

Y 1 Online

Y 1 Online

Y 3 Online

Y 3 Online


Rating of Priority

(between 1 - 3; 1 is the highest)

Software Type

(Desktop or Online)

Idaho allows health (and LTC) insurance premiums as subtractions if the premiums were not actually deducted as an Idaho itemized deduction. So, sometimes, it is beneficial to take the standard deduction on Idaho even though the Idaho itemized deduction is greater. TS calculates Idaho itemized deductions and uses the larger of standard or Idaho itemized, but we need to be able to force the standard deduction or have TS test to see if standard plus total health insurance premiums is larger than itemized plus non-deducted premiums. Also true of Form 43.

There is no limit to deduction for technological equipment. Text and error message are both incorrect.

Idaho allows this deduction only if the recipient is over 64 (or disabled and over 61) Need an warning message or verbiage on screen.

Need a warning message if there are no gambling winnings on Line 21—or add verbiage to screen.

Y 3 Online

N 3 Online Improve Efficiency

Y 1 Online This could result in a tax calculation error

N 2 Online

Also needs to LIVE on a reservation. Could you add that requirement to the screen?

This could result in delay to the TP getting their refund if the DL information is not included on the return

Performance

Performance

Performance

Performance

Performance


ImprovementQuality

Improvement



you suggest?)

Performance

Performance

Performance



Defect: 228599 (07/06) Production Ready

Defect: 227609 (07/06) Production Ready

228963

229006

Reported as Defect 228599 - Proposal: Provide a menu within ID return to enter Foreign Tax Credt claimed on Fed return to include into ID Itemized Deductions (line 13) - Appropriate entries within Federal, Schedule A, line 5 carry to Idaho Line 14

No Action Required: ID Return > Deductions from Income > Standard Deduction. This menu allows the preparer to force the ID Standard Deduction on the return


Reported as Defect 227609 - Proposal: Do not limit the numerical entry for Technological Equipment Donation on Form 39R, line 9.

Enhancement 228963 - Proposal: State Section>Deductions from Income>Retirement Benefits Deduction>Retirement Benefits included in Federal Income. Add verbiage here to match ID instructions that state "This deduction can only be taken if recipient is over Age 64 or Disabled and over Age 61".

(06/16) Development Work complete (06/16) Ready for Test (06/22) Production Ready (08/24) Live in Production

Enhancement 229006 - Proposal: State Secton>Deductions from Income>Idaho Lottery Winnings....Add verbiage at end to say "only if ID winnings were included in Federal AGI".


229009

229010

Enhancement 229009 - Proposal: In the state section >> Deductions from Income >> Income Earned on Reservation by American Indians, request to add the verbiage "and lived on a reservation".


Enhancement 229010 - Proposal: Request to add verbiage for what is included as an energy efficient upgrade in accordance with ID tax law


No Action Required: Verified that an entry over 2000 (4000 MFJ) was not flagged by the program. Entered 6,000 and it carried to Form 39R, Line 4 as it should.


No Action Required: State ID entry is available on the 1st e-file page for every state.



Yes Yes

Yes Yes

yes yes

yes yes



yes yes

yes yes




IL1 IL Sch ICR

IL2 IL Form 1099-R

IL3 IL IL Schedule M

IL4 IL

IL5 IL

Federal or State


Concerning State of Illinois integration: a: Real Estate taxes from 1040 Schedule A should move to property tax credit Sch ICR

For Illinois tax returns, retirement income that is taxable on the federal return is not taxable on the state return.

IL Sch M has a long list of adjustments - TaxSlayer Sch M input screen only allows for a very few of these to be included in the tax return. We need to be able to handle any Sch M item (go to IL Revenue online to view the form)

TAXABLE STATE INCOME REFUND IS NOT BEING AUTOMATICALLY DEDUCTED FROM STATE RETURN NEEDS MANUAL ENTRY IN 2016 PRACTICE LAB, WORKED IN 2015 PRACTICE LAB

Retirement Income is not being exempted from State Return

IL6 IL IL Schedule 1299C

IL7 Allow change of filing status (MFJ to MFS) IL

IL8 IL IL 1040

IL9

IL IL 1040

IL 1299C allows for other adjustments, for example, certain corporations dividends are exempt from state taxation, but this form must be used to accomplish this

Approx. 7/1/17, the IL legislature passed new legislation to change the IL income tax rate - 3.75% for all income earned first six month of 2017, 4.95% for last six months. IL indicates they will have multiple methods available to taxpayer to apply the rate change (blended rate for the year vs. specific accounting). IL is still determining methodology. Not an issue for tax withholding on wages as assume employers will handle correctly, but this issue is unresolved for 2017 filing. TaxSlayer will need to address in software.

Approx. 7/1/17, the IL legislature passed new legislation to change the IL income tax rate - 3.75% for all income earned first six month of 2017, 4.95% for last six months. IL indicates they will have multiple methods available to taxpayer to apply the rate change (blended rate for the year vs. specific accounting). IL is still determining methodology. Not an issue for tax withholding on wages as assume employers will handle correctly, but this issue is unresolved for 2017 filing. TaxSlayer will need to address in software.

N 1 Online

Y 1 Desktop and Online

Y 1 Online

Y 1 Online

Y 1 Online





If this information is not included the TP will not get the credit that they are entitled to.


Cannot complete these returns if not fixed

This could result in a tax calculation error

This could result in a tax calculation error

Y 1 Online

Both

Y 1 OnlineY 1 Online

When testing in 2015 Practice Lab, made entries in 1299C entry screen. 1299C totals have to feed Schedule M which then carries to IL 1040. However, after making entries, when viewing a print pdf of the return, 1299C, Schedule M, and the IL 1040 do not reflect the entries and the fields are all blank

Methodology and forms still under development by state of IllinoisMethodology and forms still under development by state of Illinois.

Performance Y

N/A

Performance

Performance

Performance


Quality Improvement



suggest?)

The software should be able to calculate off of the 1099 data and insert it into the correct place on the return.

Improve return accuracy

Performance


229021 (10/10) Dev team committed

227673

229027

Closed: No Implementing

Duplicate of Item IL2 Duplicate

Enhancement 229021 - Proposal: Automatically carry over Real Estate Taxes entered on Fed, Sch A to IL Schedule ICR with ability to adjust if needed.

Enhancement 227673 - Proposal: Currently requires a manual entry in the state section >> Subtractions from Income. Requesting a selection be available within 1099-R and RRB-1009-R menus to exclude taxable amounts from state returns

Enhancement 229027 - Proposal: An entry spot needs to be added for Export Development Act of 1983 bonds under Additions and Subtractions to Income (Sch M) >> Schedule M, Other Subtractions >> Interest on the Tax-Exempt Obligations of Illinois State and Local Government. All other Schedule M items are supported within IL return.

(06/27) Assigned to developer (06/27) Work Complete (06/29) Test on QA (07/03) Production Ready (08/24) Live in Production

Enhancement 229030 (Pro Online) 229031 (Desktop) - Proposal: Automatically carry amount from Federal 1040, Line 10 to IL>Subtractions from Income>State Income Tax Refund.... with ability to edit carryover.



Allow filing status change from MFJ to MFS

No Action Required: Verified entries made within IL>1299-C menu carried to the PDF 1299-C, Schedule M, and IL-1040 based on applicable entries.

Desktop: 229046 Online: 229049

(07/17) Dev work complete (07/17) Test on QA

No Action Required: IL will distribute final specs to software vendors





Yes

Yes: See Notes

Yes Yes

No

Duplicate

Changed status from previous report


Note: We currently do not have the ability to determine if the state refund all goes to the resident state. The refund could be there from multiple states


Added allocation worksheet to desktop. Must complete in desktop first

229046: yes 229049 still open

Closed: No development action required at this time

Closed: No development action required at this time


Will review again

IN1 IN Entity section N 3 Online


Federal or State

Form Schedule/Nu

mber


Rating of Priority

(between 1 - 3;

1 is the highest)

Software Type

(Desktop or Online)

For Indiana state tax returns eliminate school district question as the state volunteer guide for 2016 returns says it is no longer necessary.

Why should issue/suggestion

be adapted?


ImprovementQuality

Improvement



you suggest?)

Unnecessary information requested.

Comply with state requirements.

Does not affect quality.

Request that this question is

eliminated from software


Proposal: Eliminate the dialog box that requires the preparer to select the school district code after they select the where the taxpayer livesReason: Based on Indiana instructions "The school corporation information previously reported on the state income tax return is no longer requested."

Desktop: 227643 ProOnline: 227644

(06/06) 227643 -- Dev work complete (06/13) 227643 Live in Production for desktop (06/29) Live in Production for ProWeb


Yes Yes



KS01 KS

KS02 KS

KS03 KS

Federal or State

(Initially reported 6/8/16) For pensions that are non-taxable in Kansas, preparers must track the amount and make the appropriate adjustment to KAGI using Schedule S Line A19

(Initially reported 6/8/16) W2G; Non Resident State Returns, Kansas K-40 Line 13 and worksheet W2G income is state source income. For Kansas, the ratio of a nonresident state income to KS income on a state by state basis is used to determine the credit for taxes paid to other states. Nonresident state income requires manual adjustment to accurately report on the Non-Resident State Income Tax return. Although TaxSlayer provides a field for entering the paying state when entering the W2G, it does not allocate this income to the source state when preparing the nonresident return (Missouri and Oklahoma tested). This requires the preparer to makes a subsequent adjustment when preparing one or more affected nonresident state returns, increasing the opportunity for omission, transcription, and addition errors. {Tax withheld transfers correctly to the nonresident state returns}

(Initially reported 6/9/16) TaxSlayer combines RRB-1099 Tier 1 benefits with Social Security Benefits without retaining the RRB identity. On the K-40, RRB-1099 (Tier 1) benefits could be improperly taxed in Kansas when combined with Social Security benefits. Tier 1 benefits are excluded from Kansas income tax regardless of Federal AGI while Social Security is subject to Kansas income tax when Federal AGI reaches $75,000.

KS04 KS

KS05 KS

KS06 KS

KS07 KS

(Initially reported 1/4/17) On the printed form there is an "X" indicating that the taxpayer authorized the state to discuss the return with the preparer. In Kansas we would like for this box not to be checked. The preparers do not retain any taxpayer information.

(Initially reported 1/9/17) Form 200 Line 14 Household income. TaxSlayer originally used Federal AGI then stopped calculating an amount. Instructions call for the: Total income received from ALL sources during 2016 by you, or you and your spouse. Include wages, Social Security (except Social Security Disability payments), railroad retirement, and any other pension income; interest, dividends, salaries, commissions, fees, bonuses, tips and any gain from the sale of property. Include also your share of income received from partnerships, estates, trusts and royalties, net rental income, and business or farm income. Net operating losses and net capital losses may not be used to reduce total income.

(initially reported 1/11/17) We need a way for taxpayers with K-40H or K-40PT claims to receive refunds via direct deposit. If it matters, many of our early filers have no federal or state taxable income, refunds, or balance due. These early filers are filing only for the property tax refunds. We use $1 other income for a $1 Federal AGI.

(Initially reported 5/8/17) If taxpayer died in 2017, TaxSlayer calculates Homestead property tax refund as if taxpayer died in 2016. For example: Taxpayer died 3/16/2017. 2016 property taxes were $1,200. TaxSlayer shows only $300 on K-40H resulting in an understated refund amount.

KS08 KS

KS09 KS

KS10 KS

(Initially reported 5/8/17) TaxSlayer could greatly assist preparers by correctly computing Household income for these forms using information from the Federal and Kansas income input sections and providing for preparer adjustments as necessary

(Initially reported 5/8/17) Forms K-40H and K-40PT. If both forms are selected, TaxSlayer will print a completed K-40H and, if the taxpayer is eligible, an incomplete K-40PT. For individuals eligible for both programs, only one form may be filed. To determine the best taxpayer benefit, the K-40H refund must be compared to the K-40PT refund. TaxSlayer asks the preparer to select the form to be filed before calculating the refund amounts.

We suggest that TaxSlayer (1) collect information only for the programs the taxpayer is eligible for (neither, K-40H only, K-40H and K-40PT) , (2) determine all refund amounts, and (3) select and file the form that provides the best benefit for the taxpayer.

(new) Kansas MFS needs to have an option to select "itemize" even when the standard deduction is favorable.

KS11 KS

KS12 KS

KS13 KS

KS14 KS

KS15 KS

KS16 KS

KS17 KS

(Initially reported 1/10/17) A red error message shows on the Kansas State Return page and sub- pages when there is an error. When the error is corrected the message remains until the preparer continues all the way back to the State Return page. As a result the preparer gets no immediate confirmation that the error has been corrected.

(Initially reported 1/17/17) W2 box 14 drop down list -- edit to KS KSPERS and description. The box should be “KS KPERS - KS Public Employees Retirement System”

(Initially reported 5/8/17) State related questions are reset when returning to a data entry screen. For example drop down boxes with “Select, Yes, No” options reset to “Select” on the Kansas Basic Information page address change and disability questions, and the Authorization to Discuss Return questions on the K-40H and K-40PT Heading Information pages.

(Initially reported 5/25/16) School districts are presented by name on input screens but the printed K-40 uses a number code. Also, all school districts are presented for the entire state rather than for the selected county. As a result, the preparer and reviewer must refer to an external document to verify county, school district, and school district number are appropriate.

(Initially reported 6/18/16) K-40H and K-40PT These forms are available for data entry regardless of whether taxpayer meets basic eligibility requirements. TaxSlayer could assist preparers by preventing these forms from opening when taxpayers do not meet age (or dependent) requirements or if the K-40 KAGI exceeds the eligibility maximums.

(Initially reported 1/9/17) Form 200 Line 12 date of birth is not printed. Form says that it must be completed or the exemption will not be allowed.

(Initially reported 1/9/17) Form 40H/40PT Excluded Income and Heading Information (added 5/4/17) These are the same items regardless of which form is filed. Could it be one screen for both forms (like household income) instead of a duplicated screen?

KS18 KS

KS19 KS

(Initially reported 1/10/17)K-40H/PT Household income lines need clarification. For single taxpayer the field is preceded by a $. For MFJ it is not. If it is a dollar share, it would seem that it should be entered after the household income is known. Please review and clarify the description of the box.

(Initially reported 5/8/17) Navigation: For state returns, Kansas and non-Resident state, we would like to be able to go to any of the left side menu items after clicking on “continue” button rather than having to click “continue” on multiple pages to return to the State Section page before being allowed to go elsewhere, “Print Summary” for example.


K-40, Schedule S Y 1 Online

Y 1 Online

K-40, Schedule S A-19 Y 1 Online




Online)

K-40-Line 13 and taxes paid to other states worksheet.

Non-resident state returns

K-40H y 1 Online

Form 200 Line 14 Y 1 Online

K-40H, K-40PT N 1 Online

K-40H Y 1 Online

K-40H, K-40PT Y 1 Online

K-40H, K-40PT y 1 Online

K-40 y 1 Online

State income screens N 2 Online

W2 input box 14 N 2 Online

all KS Y 2 Online

K-40 N 3 Online

K-40H,K-40PT N 3 Online

Form 200 Line 12 N 3 Online

K-40H, K-40PT N 3 Online

N 3 Online

Kansas input screens N 3 Online

Kansas State Return>K-40H/PT Homestead Claim>K-40H>Heading Information>Share of Household Income field(s)


yes yes

yes yes

yes yes

Performance/

Usability Improve

ment

Quality Improve

ment

Because the adjustment cannot be readily made when the 1099R is entered as Federal Income, there is an increased opportunity omission, transcription, and addition (if more than one) errors in completing the Kansas return.

Because the adjustment cannot be readily made when the W2g is entered as Federal Income, there is an increased opportunity omission, transcription, and addition (if more than one) errors in completing the out of state and Kansas return.

For taxpayer with RRB-1099 income and Federal AGI in excess of $75,000, TaxSlayer will include a portion of the RRB-1099 income in KAGI when it should be exempt from Kansas Income Tax. A complex workaround is required to arrive at the correct KAGI.

N yes

yes yes

yes yes

yes yes

TaxAide Policy issue--preparer retains no taxpayer informationNo workaround available

Return preparation efficiency would be gained and consistency ensured it TaxSlayer used information previously entered for the 1040 in completing the Household income portion of this form.

Taxpayers should have choices on how refunds are received for any form filed separate from choices made for a different form included with the return package.

Condition results in an incorrect calculation of the homestead refund

yes

yes yes

yes yes

Many of our preparers abandoned TaxSlayer for preparing these forms in TY2016 and used the state online system instead. Until the very end of the season, the state system was the only way to electronically file the K-40PT, This is inefficient and in addition loses the TaxAide controls for second party reviews and preparer documentation.

The TY2015 software, evaluated when TaxSlayer came onboard, included the KAGI and adjustments but did not provide for excluding disability amounts from household income and did not include RRB Tier 1 and the federal non-taxable portion of retirement benefits in household income. In addition, we were unable to get the K-40PT to generate at all.

For TY2016 TaxSlayer provided a workaround for household income that required preparers identify and enter all adjustments to Kansas AGI for these forms. Again the K-40PT did not properly generate until the last few days of the season. This introduces infficiencies and potential for errors caused by duplicate date entry and inconsistent analysis of income.

The current process is inefficient because the preparer must enter the data for both forms, deal with determining the refund by jumping to the pdf for the forms and jumping back to the entry forms to make adjustments for the best benefit to the taxpayer.

Kansas requires both spouses to itemize if one itemizes -- TaxSlayer does not provide this as an option

yes yes

Organization should be correctly titled N yes

yes yes

yes yes

Yes No

N yes

Improve preparer efficiency by eliminating duplicate entry yes yes

Improve preparer efficiency by eliminating troublshooting and error that has been corrected

When selections are not retained on the input screens, neither a preparer reviewing data entry or the quality reviewer knows what criteria was used in preparing the form. Inefficiencies are caused in both cases when the preparer/review must make a selection and then check to see whether the prior results changed/

Input efficiency could be improved if the number of school districts available for selection was reduced from the almost 300 in the state to the 4 or 5 for the county. Reviews of return accuracy would be more efficient if the county letter code and the school district code were included in the input section so the information on the printed return could be compared to the input without consulting an external document.

Reduce preparers' uncessary analysis of taxpayers' household income

Should automatically be printed to have a complete form. Since this is a paper file for the preparer can manually enter the date but should not have to since it has already been entered in the basic information.

Similar data entry items should have similar formatting N yes

yes yesThere is a lot of inefficiecy in navigating the system to make a change in the state entries and review the effect on the pdf of the return

If not Computation issues, is more training needed? (If so, what would you suggest?)

TaxSlayer's Responses Status

6/16/16 Online: Do not enter state information on pension entry menu, and it will not carry over Desktop: Subtraction must be made within state program, under State Return>>Subtractions from Federal AGI

6/16/16 Tested issue, does not appear to be a problem. Does not pull to paying state, but easily entered as an adjustment in state program.

6/16/16 Online: According to Kansas DOR no RRB are taxable, but the k-40h and k-40pt forms want the combined amount on line 6. Line 7 is for RRB-1099-R amounts (railroad pension). 6/29/16 This issue has given me a headache. I believe development has pushed out an enhancement for these forms, however at least one issue still remains. I tested the program this morning and it appears the issue with railroad retirement benefits populating on the incorrect line has been resolved. If possible, you can test these forms as well and let me know if you experience any problems7/28/16 Covered in our conversation last week. Sent to development. I apologize for the delay in recognizing the issue

1/5/17 I have requested that this be removed from the PDF or to have an option to select or deselect it within the state return menu. Issue number 4878 for your reference. –CANDY

2/24/17 - We will need to address this issue next year. We give the desktop users the ability to adjust this figure. I will give the web the same and we need to add this to the enhancement list to work on for next year. If we change how we calculate this field now, we could mess up users that have already adjusted it. Enhancement reported as item #5758

2/21/17 Craig – Enhancement to add in the off season. Current work around would be to add $1 as “Other State Withholdings” within the Payments & Estimates menu of the Federal Section. KS, like the IRS, would not issue a refund of $1 to a taxpayer but having $1 listed in the return will allow the Direct Deposit option in e-file for the state return type.

2/21/17 Craig – Sent this to testing. Fixed live 2/24

2/21/17 Craig – Possible enhancement during off season

2/21/17 Craig – This is as designed with current state programming. Will be overhauled in the off season

2/21/17 Craig – This is correctly reflected in the W-2, Box 14 drop down

6/2/16 Issue added to list and will be sent to development2/21/17 Craig – Current programming does not allow this enhancement. Could be addressed in off season

6/16/16 Online: Allows access regardless Desktop: Does not allow access if TP does not qualify2/21/17 Craig– On the web we do not have a way to not include items. It is currently a limitation. This will be addressed when state returns are overhauled in off season

2/21 Craig – Within household income menu, I see “$” for each entry field when Single and MFJ. Maybe I am looking in the incorrect place – screenshot?


7/18/16 JE We do not understand the Online response. The workaround is the Desktop description.

7/18/16 JE We believe that it is more efficient to carry one entry to all required forms. In addition to improving data entry efficiency, accuracy can be improved by avoiding errors caused by omitting the entry on one of the forms, entering inconsistent amounts, or making an error adding an amount to other amounts summarized on any of the forms.

6/26/16 JE sent an email with additional detail of the effect.7/10/16 JE Sent email with two returns illustrating a $500 KS tax overstatement caused by the combination of SSA and Tier 1. Including a worksheet showing the adjustments.1/10/16 JE K-40H issues resolved but K-40 issue remains for federal AGI over $75,000

1/12/2017 JE – fixed on K-40, not on K-40H

5/3/17 Update: The workaround was used for TY2016. We are expecting the “enhancement” for TY2017 so that preparers can discontinue submitting fictitious estimated tax payments in order to have property tax refunds directly deposited. In addition, taxpayers with a direct deposit or direct debit of their state income tax refund or amount due should have the option to receive a check for the K 40H/PT property tax refund claim.

2/22/17 JE – Condition still as described

2/27/17 JE – Date did not print for disability claimant dob 10/10/1957

2/22/17 JE – Sorry, it is the Kansas State Return>K-40H/PT Homestead Claim>K-40H>Heading Information>Share of Household Income field(s)



KY1 KY

KY2 KY

KY3 Kentucky

KY4 Kentucky

KY5 Kentucky

Federal or State

A problem that I have encountered with the software involves the system matching the Federal AGI and Kentucky AGI in this case and them not matching. The rejection code reads that the Form 740, line 5 must match the Form 1040 line 37 and it clearly does. The system appears to be matching Form 740, line 9 with Form 1040 line 37 and not taking into effect the schedule M deductions. This is the first instance I’ve had with this scenario. Considering that we have several taxpayers that file both federal and state returns in which the Kentucky AGI becomes a negative value after the schedule M is taken into consideration, I look for this issue to become pretty common.

Provide a built-in computation for exempt and excluded federal and Kentucky pensions.

There two questions for before 1998 and two questions for after 1997 listed when you bring up the adjustment for Schedule P. What if I have a TP that has five qualifying pensions that I need to put on Sch P. (We do have TPs that have that many qualifying pensions at our site.)

All married taxpayers have a choice to file KY as MFJ or separately on one return. This necessitates that all Federal AGI data, as well as KY Adjustments shown on Schedule M, be captured separately by spouse.

Long Term Care Premiums entered on Fed Sch A do not carry over to KY Schedule M: they must be entered manually.

KY6 KentuckyBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

KY7

KY

KY8

KY

KY9

KY

TSO does not print a Form 740-NP-R, which is needed to obtain a refund of incorrectly withheld state taxes for taxpayers residing in states with reciprocal agreements with Kentucky.

Medical and Dental Insurance that is deductible on Federal Schedule A should be entered by spouse and transferred to KY Schedule A by spouse.

Currently, the person paying the Medical and Dental Insurance cannot by identifed during data entry into the Federal Schedule A. All such payments are transferred to the taxpayer column on KY Schedule M. There is no way within TS to change this when it is incorrect

TaxSlayer does not check the appropriate box on KY Form 8879-K when direct debit is requested and fails to show the debit amount or date. Also, an unneeded KY payment voucher is still printed.

The taxpayer has no record of the payment amount or date and may pay the amount owed twice by submitting the unneeded payment voucher. This is especailly a problem because no other record of the direct debit is printed for the taxpayer.

On the KY Form 8879-K, TS should check the appropriate box, include the debit amount/date.

All data input into Federal AGI (Form 1040, Lines 7-37 need to be identified by spouse in order to prepare a correct KY return

Currently, the taxpayer/spouse split must be calculated manually for many items, which can be very difficult to do correctly thus leading to incorrect returns, eg capital gains. The current process for making these adjustments is also cumbersome and leads to mistakes.

NOTE: KY permits married taxpayers to file either jointly or separately on a combined return, whichever is better for the taxpayers. To do this comparison, it is necessary to have the separate individual returns prepared with a correct taxpayer/spouse split.

KY10

KYWhen the Federal return is filed "Married Filing Jointly," there is no way in TS to file the KY returns (Form 740 or 740NP) "Married Filing Separate". (Not to be confused with "Filing Separately on a Combined Return.")

Because KY has no inujured spouse options, taxpapers can file separate returns for KY even when they file jointly for federal. TS does not provide this option, so paper returns must be prepared for both taxpayers.

TS should provide the capability for the taxpayers to file all legal filing statuses electronically

740 Y 1 Desktop

Y 1 DESKTOP

Sch P Y 1 Online

Y 1 Online

KY Schedule M Y 1 Online




Software Type

(Desktop or Online)


adapted?

To allow the electronic filing of Kentucky returns, as requested by the Taxpayer.

740 Sch P and 740 Sch M

To allow staff and other return preparers to more quickly and accurately prepare returns with federal and Kentucky pensions.

This limits the number of pensions that can be handled by the KY return.

Many items needed for KY are not currently captured by spouse including: Capital Gains/Losses, royalty income, many federal adjustments to AGI, etc. Calculating these manually will lead to numerous errors.

LTC Premiums should carryover to Schedule M just as Self-Paid Medical Insurance carries over. Both should be carried over by spouse.

KY Form 740-NP-R Y 1 OnlineBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

KY Schedule M Y 1 Online

KY Form 8879-K Y 1 Online

Form 740; Sch M Y 1 Online

This will cause the preparers to have to prepare the forms on paper. This impacts efficiency

Currently there is no way to prepare a correct return

Taxpayer is currently receiving incomplete information and may double pay taxes.

Currently it is very difficult to prepare a correct joint return

KY Form 740 N 3 Online To prevent need for filing paper returns

Quality Improvement

Performance

Performance

Performance






Ability to file a correct return


228911

We need a return that was rejected for this (and the reject code). We also need to know if the preparer was able to correct the return and resend

This is going to be dependent on a federal enhancement that will allow an exclusion checkbox at the federal level for 1099R and 1099RRB


The Schedule P that is issued by Kentucky has 3 spots for before January 1, 1998 and 4 spots for after December 31, 1997. In the Kentucky state section, the software has the same number of data entry boxes.

These changes depend on the functionality of the changes we have made to the state development tool. We have also added a federal enhancement request to allow T/S/J on capital gains


Proposal: Automatically carry the Long Term Care Premiums entered on Schedule A to Kentucky Schedule MReason: Reduce manual entriesUse Case: As a user creating a KY return, I want the information entered for long term care premiums for both TP and SP carried to KY Schedule M automatically

228966Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

241823

242142

Currently supported for filing status of Single: Proposal: Allow the preparer to choose between Taxpayer or Spouse for a non resident reciprocal returnReason: This would limit the number of returns they have to prepare by handUse Case: As a user that is creating a KY Non Resident return with the filing status of MFJ, I want to have the option of selecting Taxpayer or Spouse so I do not have to prepare the return by handNote: Desktop already allows this option

Proposal: Within the KY Subtractions to Income screen, include an entry for preparers to designate what amount of Health Insurance Premiums (Federal Schedule A) were paid for by the Spouse to correctly allocate to Schedule M, Line 14.

Correctly display the Direct Debit Amount and Date on Kentucky Form 8879-K for the benefit of the Taxpayer and preparers

Previously entered enhancement from the Federal spreadsheet to allow T/S/J designation on forms that currently do not support those selections. These include Sch D, Sch E, Cap Gains, F4797, F6252, F8824, F6781. All other forms/schedules support Taxpayer or Spouse designation

Pro Online: 234336 Desktop: 223768

228899Enhancement request previously entered to allow KY MFS returns to be prepared and filed when Federal is MFJ.

Status Comments/Notes TaxSlayer 2016 TaxSlayer 2017

No


(06/29) Issue presented is from a Desktop site. We are unable to reproduce in Pro Online


(10/10) This may be a 2 year process, at a minimum the federal information will be displayed at the state level

223769: No 227673: Yes, see notes



(10/10) This may be a 2 year process, at a minimum the federal information will be displayed at the state level

223769: No 227673: Yes, see notes

Closing PBI No Action RequiredBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

(10/6) New Backlog Item Yes

(10/9) New Backlog Item yes

(06/29) Feature already exists

(10/9) 234336: Commitment made by the dev team 223768: Live in current 2017 Desktop build

Yes, based on completion of T/S/J at the federal level

Yes(10/9) Commitment made by the team


Review for TS2018


Will notify COR if falls to next year


LA1 LA

LA2 LA

LA3 LA

LA4 LA

LA5 LA

LA form IT540, Sched E, lines 4A-4H must be filled in with the descriptions and codes shown at the bottom of Schedule E. TaxSlayer does not include the codes on the “Retirement Benefits” nor the “Other Subtractions” page, so the preparer must guess which line to enter the exempt income on.

LA form IT540, Sched E. Codes 02E, 03E, 04E and 05E must be able to accept retirement dates for both TP and spouse.

LA form IT540, Sched E has room for up to 8 exemptions, but the lower part of TaxSlayer’s Other Subtractions screen has space for only 3. Instead of having 3 exemptions here, I suggest having only one with an ADD button similar to the way dependents, W-2’s, etc. are handled.

LA form IT540, Sched G, Line 2. “LA allows a nonrefundable credit for the taxpayer, spouse or , has lost the use of a limb, is mentally incapacitated, or is blind. Only one credit is allowed per person. … The names of qualifying dependents must be entered on line 2C.”

LA for IT540, line 13. “ A credit of $18 is allowed for each dependent child claimed on Line 6C who attended school in Louisiana from kindergarten through 12th grade for at least part of this year. This credit is not allowed if the deduction for Elementary and Secondary school tuition is claimed on Schedule E. Enter the number of qualified dependents in the space provided. Multiply the number of qualified dependents by $18 and enter this result.”

LA6 LA

LA7 LA

LA8 LA

LA9 LA

LA10 LA

LA11 LA

LA IT540, Sched D. “Individuals who file an individual income tax return and have overpaid their tax may choose to donate all or part of their overpayment shown on Line 31 of Form IT-540 to the organizations or funds listed below. Enter on lines 2 through 24, the portion of the overpayment you wish to donate. The total on line 25 cannot exceed the amount of your overpayment on line 31 of Form IT-540.

Preparer should have to enter only the amount of the assessment. The computer can calculate the refund amount, and the insurer name and policy number are no longer required. A note to remind the taxpayer to attach a copy of declaration page from his/her homeowner policy should be included on the screen.

TaxSlayer screen needs additional entry ports for spouse (if she/he also purchased a hunting or fishing license), and for taxpayer and spouse state ID numbers (if either does not have a driver’s license). Also, the first port on the screen is not used in the credit calculation, so it should be removed. Also, the only $ amount needed on the screen is the second port, and a clearer wording might be: “Enter the total paid for all single-year, noncommercial hunting and/or fishing licenses for which credit is claimed.”

Credit Descriptions are not carried forward to IT540 Sched F lines 2-6.

The Milk Producers credit is not affected by the Act 125 credit reductions, so the “Other Refundable Credit” amount should not be multiplied by 0.72.

The “Historic Residential” credit IS affected by the Act 125 credit reductions, but the “Other Refundable Credit” amount should be multiplied by 0.74 only once, not by 0.74 twice. Note: every credit which is affected by Act 125, except this one, multiplies by 0.72 to get the reduced credit. This one uses 0.74

LA12 LA

LA13 LA

LA14 LA

LA15 LA

LA16 LA

LA17 LA

The “Conversion of Vehicle to Alternative Fuel” credit IS affected by the Act 125 credit reductions, but the “Other Refundable Credit” amount should be multiplied by 0.72 only once, not twice.

The selectable list of refundable credits lists “Sugarcane Trailer Conversion or Acquisition,” which no longer exists. It should be removed from TaxSlayer’s list.

Credit Descriptions are not carried forward to IT540 Sched G lines 5-10.

The last entry port on the screen is labeled: “Child Care Credit Carried from 2010-2013.” For the 2015 tax year, it should have been “Child Care Credit Carried from 2011-2014,” and for the 2016 tax year, it should be changed to “Child Care Credit Carried from 2012-2015.”

If either the taxpayer or spouse is 65 or over, and has tax exempt income from any of the four categories mentioned in 33 above, an additional $6000 of exempt income (code 06E) appears in IT540, Sch E, Lines 4A-4H (see case TESTA, SSN 650-00-3746).

If both taxpayer and spouse are 65 or over and have retirement income not from any of the four categories mentioned in 33 above (e.g. from IRA distributions), there is no way to make the code 06E exemption appear in IT540, Sch E, Lines 4A-4H.

LA18 LA

LA19 LA

LA20 LA

date of the training, the topic covered, the duration of the training, and name and contact information of the person providing the training to support the continuing education requirements. 16E Voluntary Retrofit Residential Structure. The exclusion is for 50 percent of the cost paid or incurred on or after January 1, 2007, less the value of any other state, municipal, or federally sponsored financial incentives and is limited to $5,000 per retrofitted residential structure. To qualify, the voluntary retrofitting must not be a construction, reconstruction, alteration, or repair of an existing residential structure and must comply with the State Uniform Construction Code. See Revenue Information Bulletin 09-007 for more information. 49E Other. On a separate schedule, list the source and amount of other income included in Schedule E, Line 1, which Louisiana cannot tax. You must attach copies of supporting documentation in order to verify the exemption claimed on this line. Do not list income earned in another state. a. Disabled individuals claiming an exemption under R.S. 47:59.1 for making adaptations to their home should use this line to deduct the expenses from their gross income. b. Persons receiving disability income (R.S. 47:44.1(B)) for a permanent, total disability may exclude up to $6,000 of annual disability income from their taxable income. c. Persons claiming an S Bank shareholder exclusion should use this line to report the exclusion, which is equal to the S Bank shareholder’s nontaxable income from Louisiana taxable income. “S Bank nontaxable income” means the portion of the income reported by an S Bank on Federal Form 1120S, Schedule K-1, or the portion of the income reported by an S Bank on an equivalent document, which is attributable to the net earnings used to compute the S Bank’s shares tax as provided in R.S. 47:1967. This was originally submitted on 21Jul2016, and the reply from TaxSlayer Support indicated that an enhancement was submitted to have the above codes limited.

Twelve of the credits on this form (08E, 09E, 10E, 11E, 13E, 14E, 16E, 20E, 21E and 3 different 49Es) must be entered in the lower part of the Other Subtractions screen, but TaxSlayer provides only 3 spaces there.

TaxSlayer does not provide a way to enter the number of qualifying dependents who attended school in Louisiana from K-12. Instead, it automatically counts the children aged 5-18. These are the same in most cases, but not all. TaxSlayer response of 11Apr2017: "This will not be adjusted this late in the season as it's too risky based on LA returns already created and filed."

LA21 LA

LA22 LA

LA23 LA

LA24 LA

LA25 LA

Dates entered on the state forms should be consistent with the dates entered on the federal forms. If some states require different formats on the submitted forms, program the computer to do the conversions.TaxSlayer response in early Aug2016: "We have received similar requests for other VITA/TCE and development has been made aware of this."

Should get birthdates of named dependents from federal inputs. TaxSlayer response in early Aug2016: "Enhancement requested."

Preparer should have to enter only the amount of the assessment. TaxSlayer should calculate the credit amount. A note to remind the taxpayer to attach a copy of declaration page from his/her homeowner policy should be included on the screen. TaxSlayer response in early Aug2016: “Will submit this to development”

The following credits are no longer available, so they should be removed from TaxSlayer’s selectable list: Wind and Solar Energy Systems, Sound Recording Investment, and Research and Development.

The following credits are available, so they should be added to TaxSlayer’s selectable list: Inventory Tax (code 50F) and Solar Energy Systems – Leased (code 74F). In addition, a Transferable, Refundable Priority 2 credit for Musical and Theatrical Productions (code 62F) can be claimed (up to three instances can be claimed, and for each instance the amount of the credit and the LDR State Certification Number (max of 26 characters) from Form R-6135 must be entered). I also suggest the Other Refundable Credits screen be divided into three sections, similar to the Other Nonrefundable Credits screen: titled “Refundable Priority 2 Credits” (codes 52F-80F, except 62F), “Transferable, Refundable Priority 2 Credits” (code 62F) with room for three instances, and “Refundable Priority 4 Credits” (codes 50F & 51F) with room for five instances.

LA26 LA

LA27 LA

LA28 LA

The Prison Industry Enhancement credit is limited to 72% of the state sales and use tax paid by a taxpayer on purchases of specialty apparel items from a private sector Prison Industry Enhancement contractor. Contact LDR for further information regarding this credit.

Historic Residential allows a refundable credit for the amount of eligible costs and expenses incurred during the rehabilitation of an owner-occupied residential or owner-occupied mixed use structure located in a National Register Historic District, a cultural district, a local historic district, a Main Street District, or a downtown development district. The tax credit is limited to one credit per rehabilitated structure and can not exceed $18,500 per structure. Taxpayers must apply to the Louisiana Department of Culture, Recreation, and Tourism, Division of Historic Preservation for certification. A copy of the certification of the credit must be attached to the return.

Solar Energy Systems – Leased allows a refundable credit for taxpayers who purchased and installed, through a lease with the residence owner, a solar electric system at a single-family detached residence located in the state. Only one credit is allowed per residence including prior installations for which a credit was received. The credit is equal to 38 percent of the first $20,000 of the cost of such system. For the purpose of determining the amount of the credit on leased systems, the cost of a system is limited to no more than $2 per watt for a system purchased and installed on or after July 1, 2015. Since the system is limited to providing for no more than six kilowatts of energy, the maximum credit base for leased systems is $12,000. Form R-1086, available on LDR’s website, must be attached to your return as documentation for this credit. When taking this credit, the taxpayer will not be eligible for any other state tax credit, exemption, exclusion, deduction, or any other tax benefit for that property. See Revenue Information Bulletin 15-026 on LDR’s website. If you are claiming the solar credit, you must file your return electronically.

LA29 LA

LA30 LA

LA31 LA

LA32 LA

LA33 LA

Premium Tax (code 100) provides a credit for 72 percent of the premium taxes paid during the preceding 12 months by an insurance company authorized to do business in Louisiana. The credit may be passed to individuals through certain legal entities such as partnerships. A schedule must be attached listing the entities that paid the premium tax and generated the credit on behalf of the individual.

Commercial Fishing (code 105) provides a credit for 72 percent of the gasoline and special fuels taxes paid for operating or propelling any commercial fishing boat. Attach a schedule listing all invoices and taxes paid. Do not claim the credit if you have already received a fuel tax refund.

Family Responsibility (code110) provides a credit for the amount contributed in a family responsibility program under the provisions of R.S. 46:449. The amount of this credit is equal to 24 percent of the contribution, not to exceed $144.

Small Town Doctor/Dentist (code 115) provides a credit for certified medical doctors and dentists licensed to practice in certain areas of Louisiana. The credit is limited to $3,600.

Bone Marrow (code 120) provides a credit to employers authorized to do business in the state who incur bone marrow donor expense by developing a bone marrow donation program, educating employees related to bone marrow donations, mak ing payments to a health care provider for determining tissue types of potential donors, and paying wages to an employee for time related to tissue typing and bone marrow donation. If the wage expense is used to obtain the credit, it cannot be deducted as an expense for income tax purposes. The amount of the credit is equal to 18 percent of the bone marrow donor expense paid or incurred by the employer during the tax year.

LA34 LA

LA35 LA

LA36 LA

LA37 LA

LA38 LA

Law Enforcement Education (code 125) provides a credit for certain law enforcement officers and specified employees of the Louisiana Departments of Public Safety or Corrections for specific post-secondary educational expenses incurred in the pursuit of an undergraduate degree related to law enforcement. The credit is limited to $540.

Bulletproof Vest (code 135) provides a credit for the purchase of a bulletproof vest for certain law enforcement personnel. The amount of this credit is equal to 72 percent of the purchase price, not to exceed $72.

Owner of Newly Constructed Accessible Home (code 145) provides a credit for a taxpayer who owns a newly constructed one or two-family dwelling on which the homestead exemption is claimed. The dwelling must include certain accessible and barrier free design elements. The credit is for the lesser of $720 or tax, and is taken in the taxable year that the construction of the dwelling completed. Form R-1089, available on LDR’s website, must be attached to your return as documentation for this credit.

Qualified Playgrounds (code 150) provides a credit for donations to assist qualified playgrounds. The credit is for the lesser of $720 or 36 percent of the value of the cash, equipment, goods, or services donated. For more information on this credit, see Revenue Ruling 02-020 posted on LDR’s website.

The last entry port on the screen is labeled: "Child Care Credit Carried from Prior Years." Child Care Credit Carryover is allowed for only 4 years, so last line should read "Child Care Credit Carried from Prior Four Years."

LA39 LA

LA40 LA

LA41 LA

According to your error message, the following special characters ARE allowed in the two text spaces on this screen: asterisk, hyphen, underscore, at sign, percent sign, left & right parentheses and forward slash. All except underscore are carried forward to IT-540, Sched E. Also, if period, comma or underscore are entered, they are stripped out (not carried forward to IT-540), but NOT flagged as an error. If any special characters are allowed, then why not all of them? If only a few are allowed, then make them the most frequently used. But be consistent throughout the federal and all state returns.

During the weekend of 15-16Apr2017, the state refund of a client looked suspiciously high. After several hours, we were able to find that the problem started at IT540, Sched E, Line 5A, but we were not able to see any entry which might have caused this value to be 0 instead of (Line 3 – Line 4K) like it should have been. I called the Help Desk, gave all the relevant info, got out of the account so they could examine it, and after about 15 minutes, the tech came back on the line with the answer that the 2nd question on the Louisiana State Return > Basic Information screen had been answered “No,” they had changed it to “Yes,” and the return was now correct. After hanging up, I got back into the account to verify that changing that seemingly unrelated entry would cause what we had seen. The first thing I noticed was that the Basic Information button on the Louisiana State Return landing screen was BEGIN, not EDIT (meaning that it had not been edited). When I clicked the button to go to the Basic Information screen, the selectable entry ports all said “—Select—“ (meaning none of them had been selected). THESE PORTS SHOULD RETAIN AND DISPLAY THE LAST VALUE SELECTED SO PREPARERS CAN SEE THEIR CURRENT STATE.

If TP has two dependents who attended K-12 for at least part of the tax year, and claims the Elementary and Secondary School Tuition Deduction (code 17E on Sched E) for only one, TaxSlayer should allow a credit of $18 for the other one here (TaxSlayer currently does not allow any Line 12 credit for this case).

LA42 LA

LA43 LA

LA44 LA

The drop-down list in the bottom section of the screen should also include “21E – Employment of Certain Qualified Disabled Individuals”.

LDR Schedule J allows six instances of this type of credit, but TaxSlayer allows only two.

LDR Schedule J allows four instances of this type of credit, but TaxSlayer allows only one.

IT540, Sch E Y 1 Online



IT540, Sch G Y 1 Online

IT540 Y 1 Online





IT540, Sch D Y 2 Online

N 2 Online

N 2 Online

N 2 Online

Y 1 Online

Y 1 Online

Louisiana State Return > Military Servicemen screen

Louisiana State Return > Other Refundable Credits screen

Louisiana State Return > Other Refundable Credits

Louisiana State Return > Other Refundable Credits

Y 1 Online

N 3 Online

IT540, Sch G N 2 Online

N 3 Online

IT540 Y 1 Online

IT540 Y 1 Online

Louisiana State Return > Nonrefundable credits > screen

Y 1 Online

Y 1 Online

IT540, Line 12 Y 1 Online

Other Subtractions screen


Various N 3 Online

N 3 Online

Y 1 Online

N 2 Online

Y 1 Online

Military Serviceman screen

Citizen Property Insurance Assessment screen

Other Refundable Credits screen


Y 1 Online

Y 1 Online

Y 1 Online




Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Other Nonrefundable Credits screen





Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

N 2 Online





Nonrefundable Credits screen

N 2 Online

N 1 Online

IT540, Line 12 Y 1 Online

Retirement Benefits screen

Basic Information screen

Y 1 Online

Y 1 Online

Y 1 Online


Other Nonrefundable Credits screen > Nonrefundable Priority 3 Credits section

Other Nonrefundable Credits screen > Transferable, Nonrefundable Priority 3 Credits section


Performance

Preparer may not be able to prepare a complete state return in some cases. Performance

Performance

Performance


Since codes cannot be seen by the preparer, the subtractions will probably not be correctly identified by the quality assurance person. Both initial preparation and quality assurance will require longer and will be be more error prone.


Only one retirement date can now be entered for these exemptions. No way to correctly prepare a return with this type of exemption.

If more than one person in a tax family has a legitimate disability, TaxSlayer allows only one to be entered, so all the nonrefundable disability credits cannot be taken. Also, if the spouse has a disability, TaxSlayer indicates that the taxpayer has it (so the state return will be incorrect), and if dependent(s) have disability(s), the name(s) cannot be entered, so the state return cannot be completed.

TaxSlayer appears to allow the credit for any dependent child below age 20. If the child were too young or did not attend K-12 for some other reason, the credit would be erroneously granted. If the child were >19 years old, but still in high school, the credit would be erroneously denied. In either case, the state return would be incorrect.


Minimize the entries required of volunteer preparers.

To include all necessary information and ensure that the return is accurate Performance

Performance

Reduces the taxpayer’s refund. Performance


TaxSlayer’s Louisiana State Return > Donations screen lists the following entities which are no longer supported and should be removed: 1)National Lung Cancer Partnership,2) Chapter of the National Multiple Sclerosis Society Fund, 3)Bicentennial Commission, 4)Center of Excellence for Autism Spectrum, 5)Alliance for the Advancement of End of Life Care, 6)New Opportunities Waiver Fund, and 7)Friends of Palmetto Island State Park. The following entities were added in 2015 and should be added: 1)The Louisiana Youth Leadership Seminar Corporation, 2)Lighthouse for the Blind in New Orleans, 3)The Louisiana Association for the Blind, 4)Louisiana Center for the Blind, 5)Affiliated Blind of Louisiana, Inc. and 6)Louisiana State Troopers Charities, Inc.


Makes quality review more difficult and more error-prone. Possible rejected state return.


This information could cause confusion for the preparer Performance

Performance

Performance

Performance

Makes quality review more difficult and more error-prone. Possible rejected state return.

Mislabeled entry ports will mislead volunteer preparers causing at least waste of time, or at worst incorrect returns.

This causes the exempt income to exceed the federal AGI (an impossible situation), which can lead to an incorrect return.

This decreases the exempt income by as much as $12,000, either increasing the amount owed or decreasing the refund.

If these exclusions are not limited, the state return will be incorrect.

If TaxSlayer does not provide enough spaces, the return cannot be completed correctly.

If the number of qualified dependents who attended school in Louisiana from K-12 cannot be entered, the return will not be correct.

Consistency makes the program easier to learn and to use.

If preparer enters an incorrect refund amount (by mistake or on purpose) that amount is carried to IT540, Line 18, making the return incorrect.

If the TP is eligible for any of the missing credits, they cannot be claimed, making the return incorrect.

If the preparer enters too large a value, and TaxSlayer does not limit the credit, the return will be incorrect.








On-screen instructions should be as clear and concise as possible.





The return is incorrect in this case.

If data disappears after being entered, how can a user trust the program to be correct?

If the TP is eligible for this exclusion, the return cannot be completed correctly.

If the TP is eligible for more than 2 instances of this credit, the return cannot be completed correctly.

If the TP is eligible for more than 1 instance of this credit, the return cannot be completed correctly.

TaxSlayer's ResponsesQuality

Improvement



suggest?)

No Action Required: The "Retirement Benefits" and "Other Subtractions" page inside TaxSlayer Pro Online provide the description of the item being reported by the user. The correlated 3-digit code carries to the PDF (Schedule E) wL2:L8hen printing. Within "Other Subtractions" menu, the drop down menu also displays codes with the descriptions.

No Action Required: When MFJ is the filing status, menu has retirement date entries for both TP/SP. When filing status Single or HoH, there is no need to have entry field for Spouse retirement date.

Enhancement 228189: Proposal: Add ability to enter up to 8 "Other Subtraction" items to match what is supportedin the desktop software.

No Action Required: This is IT540, Sch C and not G. Verified that LA>Credits>Nonrefundable Credits provides entries for TP/SP and up to 3 dependents. All entries carry correctly to IT-540, Sch C based on entries within LA return.

No Action Required: Verified dependent entries in Federal>Basic Information ages 4 and under do not receive $18 credit on IT-540, Line 12. Also verified dependent entries in Federal>Basic Information ages 20 and older do not receive $18 credit on IT-540, Line12.

No Action Required: Verified the list of organizations listed within the LA>Donations menu matches exactly what is listed within IT-540, Sch D instructions.

No Action required: A Form/Schedule was not provided but based on description, assumption is made in reference to the Citizen Property Insurance Assessment. The entry menu within the software only asks for the "Insurance Assessment Refund Amount" and "LA Citizens Insurance Credit amount prior to Reduction". Insurer Name and Policy Number is not asked or required by the software.

No Action Required: LA>Credits>Refundable Credits>Military Servicemen. Entry fields for the Spouse are available when a MFJ return is being prepared. Verbiage on screen previously updated for clearer instruction for the end user.

No Action Required: Verified that the correct descriptions selected within Other Refundable Credits menu carried to Schedule F, lines 2-6, along with correlated numeric entries and correct Credit Codes.

No Action Required: Verified Milk Production entry is not impacted by credit reduction and is not being multiplied by 0.72. Full entry was carried to IT-540, Sch F.

Reported as Defect 228277 - Proposal: Historic Residential refundable credit is limited to $18,500 per IT-540 instructions for 2016. Software currently allows full entry if over $18,500 without limitation and is not mulitplying entry by 0.74.

Reported as Defect 228281 - Proposal: Verified entry made within LA return was not multiplied by 0.72. Entered defect to have entry within state program for Code 71F multiplied by 0.72 and for that amount to carry to IT-540, Sch F.

No Action Required: Previously resolved. Sugarcane Trailer Conversion or Acquisition no longer available in software for 2016

IRS Action Required: According to IT-540, there are Schedules C, D, E, F, H, I, and J. There is not a Schedule G for 2016. Schedule G last shown on IT-540 for 2015. What is the correct Schedule we should reference for 2016 if still an issue?

Enhancement 228287: Proposal: Currently, the entry reads, "Child Care Credit Carried from Prior Years". Recommended the addition of verbiage "2012-2015" and to be updated accordingly moving forward.

IRS Action Required: The referenced item in the description "33" is not on this spreadsheet. We could also not find the referenced return provided. Please provide EFIN and last 4 of SSN that outlines issue presented so we can further review if it is still an issue. Unable to re-produce based on information provided.

IRS Action Required: The referenced item in the description "33" is not on this spreadsheet. Please provide EFIN and last 4 of SSN that outlines issue presented so we can further review if it is still an issue. Unable to re-produce based on information provided.


228189



(06/29) Assigned to Developer



Defect 228277 yes






(10/3) Live in Production

Defect 228281 yes

Defect 230608 yes

228287 Yes




(06/29) Entered as a defect to fix issue where credit descriptions are not carrying to PDF

(06/28) Assigned to Developer (06/29) Dev Work Complete (06/29) Ready to Test (07/05) Passed Testing (07/06) Production Ready (08/24) Live in Production


(06/29) - Identified by volunteer as no longer an issue


(06/29) - Identified by volunteer as no longer an issue

TaxSlayer 2017

Yes






Yes






Yes

Yes

yes




MA1

MA2

MA3

MA4

MA5

MA6

MA7

MA8

MA9

MA10

MA11

MA12

MA13

MA14

MA15

MA16

MA17

MA18

MA19

MA20

MA21

MA22

MA23

MA24

MA25

MA26

MA27

MA28

MA29

MA30

MA31

MA32

MA33

MA34

MA35

MA36


Add ability to Link to 1040 forms and schedules from tax return input screen

Ability to toggle the Refund Estimator to display or not display on the TaxSlayer header

Add ability to delete a form/ return permanently

Add Statement of Foreign Financial Assets

The Preview return function does not include all ACA information

Remove ACA questions listed in health care section for dependents

Add validation alert when validation errors occur at the time of the return (i.e. ERO address).

Add list of Reject codes added to software menu

May the Division of Taxation contact your taxpreparer? For VITA, this should be answered no automatically.You only see the question when you print the return on page two of the RI resident return. Right now the only answer is yes, but the box is no longer selected.

Improvement to blog- I.e. Adding a list of what can and cannot be efiled for each of the states.

Add a box for state withholding on F1099-INT that link to the state return

Fix the TS custom print sets so 30 pages do not print for each return

State-Only returns were not transmitting, and not listed under the “State Returns not Transmitted” list.

Too many screens- Need quicker input

Exiting a return and signing back into the software should bring you to where you last left off.

Correct Circuit Breaker credit-Calculations are incorrect.

Not all MA forms can be printed in a custom print package.

IRAs must be manually added to MA income.

MA return is not saved until the last state entry screen is complete which has resulted in lost data.

It’s trial and error to figure out if short-term carryover losses should be entered as a positive or negative number.

Tax-exempt pensions must be manually excluded from the MA return.

Mass bank interest must be manually identified so that appropriate exclusion ($100/200) can be taken.

1099 INT/DIV screens have entries to exclude Savings Bonds and Treasury Obligations from MA return, but they don’t work.

There is no ability to pull down data in Box 14 of Form W-2.

1099-INT/DIV has an entry for state exempt interest, but it doesn’t transfer to MA return.

Schedule SC input forms refer to the incorrect line on the prior year return.

In some cases, Non-Resident/Part-Year returns are calculated incorrectly.

Wages are not transferred to MA if the state section is left blank.

MA Refund Calculator was turned off early in the 2016 tax year season and never reinstated.

Direct Debit Information - There is no printed record of direct debit information.

The question about age on Schedule HC is superfluousas it is already known. This is a duplication. Schedule HC calculators were not implemented.

There is an inability to prepare a MA MFS return if the federal is MFJ.

Changing Filing Status - If the preparer changes filing status, the state return is deleted and all the state specific data must be reentered.

Lack of Summary Page. There is no way to preview a MA return without creating a PDF.

Prior Year MA software does not include all changes made to the current year software.

Ability to View Any Form - There is no way to view all the forms in a return or to link from the forms back to the appropriate data entry screen.

Area

All forms N 3 All Online 1 10

Y 1 All Online 1 10

Federal No 2 All Online 1 10

Federal Y 3 All Online 1 10



Federal N 1 All Online 1 10

N 2 All Online 1 10

N 3 All Online 1 10

Federal or State


Computation Issue

(Y/N)

Rating of Priority

(between 1 - 3;

1 is the highest)

Program Type

(Military, VITA, AARP, etc.)

Software Type

(Desktop or Online)

Territory-Branch

(ex. 00-10)

Federal and All States


All forms and

schedules

All Forms and

Schedules

Federal-F8938

F8962 and F8965

E-File Section

E-File/Transmissi

on Section

State of Rhode island

E-File Section


Helpful Information section

All forms N 3 All Online 1 10

Y 1 All Online 1 10

N 1 All Online 1 10

N 2 All Online 1 10

Federal N 2 All Online 1 10

N 2 All Online 1 10

Y 1 All Online 1 10

States of Maine,

Vermont, Massachu

setts, Rhode Island

Federal and state

of MA

F1099-INT/ MA Schedule

B


F1040 and State

Form 1 and all

schedules

State of Maine

Maine Form 1040

Input of all forms and schedules

Federal and States of Maine, Vermont, Massachu

setts, Rhode Island

All forms and

schedules

State - Massachusetts

Massachusetts Form 1 - Schedule CB

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10


Massachusetts Form 1 - Schedule X and Schedule X - Line 2 Worksheet


Massachusetts Form 1


Massachusetts Form 1 - Schedule B


Massachusetts Form 1 - Schedule CMS, Form M1310 and Schedule X, Line 2 Worksheet



Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10


Massachusetts Form 1 (main form) and Schedule B.


Massachusetts Form 1 Schedule B


Massachusetts Form 1 Lines 11a/b


Massachusetts Form 1 Schedule B


Massachusetts Form 1 Schedule SC


Massachusetts Form 1-NR/PYPR





Y 1 All Online 1 10

Y 1 All Online 1 10

Y 1 All Online 1 10

Y 2 All Online 1 10

Y 3 All Online 1 10

Y 3 All Online 1 10




Massachusetts Form 1 - Schedule HC









Y 3 All Online 1 10




Set Up of quality review process easier and making corrections to the tax return

Prepare accurate return

Difficult to complete ACA questions without ability to review F8962 and F8965

Improve preparation time of returns

Avoid stock piling due to errors with the software configuration

Ability to correct errors and inform taxpayers

For the taxpayer and the tax preparer is convenient to see the amount of increase/decrease of refund while the deductions/credits on the return are being added. That way, the preparer can identify changes on the return compared with

prior year's return/refund.

This will reduce the number of unnecessary forms /returns due to clients deciding not to file

During the filing season the answer YES was selected. But it should be NO and the option to select NO should be available

To ensure that state returns are actually filed

Reduce amount of input screens

Update efile information ; Partners would call TS and TS would respond that they are aware of the issue but no message or blog post was available

The state refund amount is incorrect without the state withholding calculated from the 1099-INT

Partners are going through paper and toner cartridges which is wasteful and costly

Reviewing the entire module is time consuming; especially ACA and E-File sections

• Do not include distributions marked as G or 6 in Box 7 in the Circuit Breaker calculation.• Allow manual input of both CB lines 6 and 11 (they cannot be negative numbers).• Display the amount of the CB credit on the screen.

• Transfer all IRA entries (typically codes 7 and 4) in the Federal section as potentially taxable (i.e., the default is taxable, not non-taxable).• Include a worksheet for Schedule X, Line 2 comparable to the one on Page 18 of the 2016 MA Form 1 instructions to determine how much of the distribution is not taxable and use that information to determine the taxable amount. Unless this is done, a taxpayer whose IRA distribution is not taxed may be audited because there will be a disparity between Federal and MA income. This worksheet should be printable as part of a custom print package so the preparer can print it as part of the return for the taxpayer’s records.

Save data on each page when “continue” is clicked (as is done on the federal return). Reference: TaxSlayer Entry Enhancements item 29

Explicitly say “enter short-term carryover losses as a negative number” on the MA Schedule B screen (this is already done for long-term carryover losses on MA Schedule D)

Make all forms, schedules, and worksheets printable so they can be printed as part of a custom print package. Specific forms missing are Schedule CMS, Form M1310, and Schedule X, Line 2 Worksheet.

Recommendation: Include an entry on the TaxSlayer 1099-R form (such as a checkbox) to indicate that the pension/annuity requires special handling – in this case, as “Pension income received from a contributory annuity, pension, endowment or retirement fund of the US Government or the Commonwealth of Massachusetts and its political subdivisions” and carry this information to the Massachusetts return so that it can be excluded without needing the preparer to keep track manually.

Correct entry form reference to line 15, not 16

Include an entry on the TaxSlayer 1099-INT form to indicate that the interest requires special handling – specifically, it is from a Massachusetts bank. This should be carried over to the Massachusetts return and the appropriate exclusion applied to complete Form 1, Line 5 automatically.

Enable the hooks on the 1099-INT and 1099-DIV forms to they work as expected to transfer to MA Schedule B and exclude such interest/dividends from MA taxes. Since the MA return requires a statement to explain any exclusion, include a warning on the MA section to require explanatory description of type of interest excluded.

Include an entry on the W-2 box 14 pull down menu for MA mandatory pension contributions that will transfer to MA Form 1 lines 11a/b (capped at $2000). Reference: TaxSlayer Entry Enhancement item 15

Enable the hooks on the 1099-INT/DIV Tax-Exempt form to work as expected to transfer to MA Schedule B and exclude such interest/dividends from MA taxes. Since the MA return requires a statement to explain any exclusion, include a warning on the MA section to require explanatory description of type of interest excluded.

Fix calculations – specifically the Nonresident Deduction and Exemption Ratio. Note: The partner develop specific test scenarios for this issue since it is so complex.

Transfer W-2 information to MA, even if state section is left blank because no state taxes were withheld. Reference: TaxSlayer Productivity Enhancements item 4

Fix underlying issue and enable calculators. Reference: TaxSlayer Entry Enhancements item 2.

Display all pages of main MA return on summary page (Form 1 or Form 1 NR/PY)

Create worksheet for direct debit information (date/account/amount) so that it can be printed for the taxpayer’s records.Reference: TaxSlayer Federal Defects item 4

• Remove question about age if the taxpayer is under the required age (see page HC-2 of the 2016 Form 1 instructions) and fill out line 1 only automatically.• Implement calculators found in the Schedule HC instructions.

Enable preparation of MFS MA return when federal return is MFJ. This is allowed (and sometimes required) under MA tax law.

Do not delete the return; update it as required for the new filing status.Reference: TaxSlayer Entry Enhancement item 35

Update 2016, 2015 and 2014 with any fixes implemented for 2017 (in particular, the Circuit Breaker fixes). See Appendix A for the differing results seen after testing 2014, 2015, and 2016 Practice Lab software. Appendix A: Results of Testing Circuit Breaker Calculations on Prior Year TaxSlayer Online2014• TaxSlayer used the taxable amount, not the gross amount to determine total income on Sch CB.• If MA was put into the state portion of the 1099-R, the distribution was left out altogether in determining total income on Sch CB. • There was no place to put in miscellaneous income on the TS Sch CB data entry screen (or to designate whether the home was multi-use or to change the address). • If there is a rollover (code G or code 6 in box 7), the income is not included on Sch CB, which is correct. Checking the IRA box for code G had no effect, nor did putting in MA or leaving it out. 2015• Same results as 2014.• The unusual finding is there were test returns done early in May 2016 that showed the taxable amount was used to determine total income on Sch CB. However, there were test returns done in August that showed the gross amount – in other words, a fix was put in. By January 2017, TS was broken again and remains broken – only the taxable amount is used.2016• New test returns done on 2016 PL behaved like production 2016, which was very good. Specifically, gross distribution was used. If MA was put into the state portion of the 1099-R, the gross distribution still appeared on Sch CB. Lines to change the residence, add miscellaneous income and for specifying a multiuse dwelling are there. • One big change from 2014 & 2015 is a rollover with code G or code 6 shows up on Sch CB as income for pensions and annuities, which is incorrect. It should not. So TaxSlayer broke 2016 for rollovers.

Provide the ability to review each MA form/schedule easily or link to appropriate data entry screens as needed. Reference: TaxSlayer Entry Enhancement item 1

Performance/Usability Improvement Quality Improvement

Return accuracy

Performance Return accuracy

Usability Timely Filing

Usability Return accuracy

Usability Return Accuracy

Improve performance of health care section ACA

Improve response time to errors Timely Filing

Usability E-File

Usability Rejects/return accuracy

It will improve the usability of the quality review process

Usability Reduce partner/taxpayer burden

Usability Yes- Return Accuracy

Usability Reduce Waste

Usability Timely Filing

Perfomance Yes

Performance and usablity Return preparation processThis is both a performance and usability improvement.

This is a quality improvement as it will ensure that an accurate return is prepared and minimize error rate which could occur if manually input.

This is a usability improvement.

This is both a performance and usability improvement.

This is a quality improvement as it will ensure that an accurate return is prepared and done so in an efficient timeframe.


This is quality improvement as it will ensure that an accurate return is prepared.


This is quality improvement as it will ensure that an accurate return is prepared.

This is quality improvement as it will ensure that the taxpayer has an accurate print out of their return.


This is a quality improvement as it will ensure that an accurate return is prepared and minimize error rate which could occur if manually input.





This is both and performance and usability improvement.








This is a quality improvement as it will ensure that an accurate return is prepared and refunds are not misdirected.











N/A

N/A

N/A

Yes

Yes-specialized ACA Training

N/A

No

No

No

If not Computation issues, is more training needed? (If so, what would you suggest?)

No

No

Yes-additional training/ video

N/A

N/A

N/A

TaxSlayer Response TFS ID Number

234158

Previously entered bug. 227474

Functionality already exists using the 1040 View from Summary/Print screen for Federal forms and schedules

The Refund Generator was turned back on early in the off season and due to increasing capacity on our calc servers, the Refund Generator will remain

turned on during the upcoming season

This functionalty already exists from Client List if your security template allows you to delete returns from the Tools menu .

Proposal: Add Form 8938 to TaxSlayer Pro Online

All applicable ACA information (8962, 8965) is generated in the PDF when using Preview Return if it is required to support entries based on information in the

taxpayers return

We already implemented the ability to skip the Health Insurance menu when taxpayer is marked as a dependent on another return. The main Health

Insurance menu provides this option

Functionality already exists as program immediately prompts users when e-file blocks are present along with validation errors at form entry. Users can also run

the Validation Errors report which we recommend to run with the Accepted/Rejected Reports to ensure timely filing of returns

Rejected Clients tool already added to Client List to provide preparers easy access to all rejected returns, including reasons.

229636

If states do not allow specific forms to be e-filed, the program already has e-file blocks in place that indicate immediately to the user a particular state form

cannot be e-filed if it has been added to the state return.

Proposal: Add state withholdings for boxes 15, 16, and 17 for 1099-INT

Functionality already exists where users with the appropriate security template can create custom print sets specific to their needs at the site

This was addressed during season via the VITA/TCE Blog. If filing a state-only return, users must select an electronic Federal Return Type. We are planning to

provide additional on-screen verbiage for users.

We recommend taking advantage of the multiple entry methods trained on last off seasn (i.e. 1040 View, Enter Myself, Taxpayer Profiles, Quick File, etc.) All is

available in the Blog and Practice Lab mini-guides and videos

Accessing a tax return defaults uers to 1040 View which allows easy navigation to any area of return prep. Remembering last saved checkpoint would be

difficult to enable given some sites prepare hundreds to thousands of returns.

Training Issue: 1st Bullet: Functionality already exists to remove non-taxed income from carrying to Line 5 of Sch CB. Credits>Schedule CB>Qualifying

Income>Additions/Adjustments to Pensions and Annuities Not Taxed in MA. 2nd Bullet: Manual entries can be made within the Sch CB entry menu inside

the MA program for both real estate taxes and Misc Income. 3rd Bullet: Amount of CB credit will only be visible by viewing the PDF at this time

238130

6825

234219

227673

Training Issue: Manual adjustments can be made within MA returns to exempt qualifying reitrement income from being taxed in MA. 9/14 - Proposal:

Provide a prompt when accessing MA returns if taxable IRA's are reported on the Federal return. This prompt will indicate to the user of the taxable IRA's

reported on the federal return and recommend to the user they complete the Schedule X, line 2 Worksheet to determine what amount, if any, is taxable to

MA.

The new state programming being released for the 2017 program will allow state saving on each screen instead of not saving data until exiting the state

return

Proposal: Update verbiage within the MA Sch B entry menu to address short term carry over losses must be entered as a negative number

Proposal: Add the ability at the site level to add Schedule CMS to a custom print set. Form M1310 is already an available option. Please provide a URL

specific to Schedule X, Line 2 worksheet.

Previously entered enhancement request to allow state exclusions via a checkbox on the 1099-R and RRB-1099-R entry screens

229904

Duplicate of MA23

6826

Refund Generator was turned back on early in the off season for 2016

Training Issue: Current functionality of manual entry within MA return will not be adjusted at this time. We have a separate enhancement request listed for

Item MA11 to add State withholdings fields within the 1099-INT menu. We can revisit specific MA adjustments once MA11 is implemented

Proposal: If the Federal return has INT/DIV income reported with a state exclusion entry sourced to MA, when accessing the MA return, prompt the user they have excluded INT/DIV income on their Federal return that they also need to exclude from their MA return (MA requires a description for the exclusion). Currently, MA sourced INT/DIV exclusions do not carry to the MA return. The exclusions should carry to MA Sch B, Part 1, Line 6 and create a statement to show the itemized excluded amounts with corresponding descriptions.

Desktop: 234227 Pro Online:

234228

Proposal: All free form Box 14 entries on a W-2

Proposal: Update verbiage to reflect Line 15 instead of Line 16 within Schedule SC entry screen.

We would need a return (EFIN and Last 4) and more details of what they believe the issue to be

Non-issue: Resident state returns will generally pull all Federal wages (box 1) depending on individual state requirements. If filing PY/Nonres state return,

only the sourced state income will carry to the applicable state returns.

232429

229053

221719

Previously entered request actively being worked. Direct Debit information will be visible on the Client Listing Summary in the PDF

Training Issue: MA Sch HC is not going to be redesigned at this time. Applicable calculations are made based on user entry.

Proposal: Need the ability to change MA Filing Status from Joint to MFS for MA Returns and to at least create and print a MFS MA return for the taxpayer or Spouse

Proposal: Do not require the state return to be deleted when the Federal filing status is changed. Current limitation of current state programming

Training Issue: State PDF viewing from Preview Return. We are working on ways to better enhance the state return viewing process without the need to

generate the Federal return

Enhancements/Updates generally apply to the current year software and forward.

Linking to state specific forms will not be implemented for the upcoming season as it requires extensive programming for each state.


No Action Required

No Action Required

No Action Required

New Backlog Item

No Action Required

No Action Required

No Action Required

Yes

No Action Required

Production Ready - Waiting for Deploy (10/3) Live in Production

No Action Required

New Backlog Item

No Action Required

No Action Required

No Action Required

No going to implement

No Action Required

No Action Required

(10/3) Production Ready

New Backlog Item

No Action Required 9/14 - Enhancement request reported to

development


No Action Required at this time

New Backlog Item

New Backlog Item


IRS Action Requested

No Action Required

No Action Required

No Action Required.

New Backlog Item

New Backlog Item

No Action Required

No Action Required

01-Test on Dev (10/3) Production Ready

No Action Required


No Action Required

No Action Required

No Action Required


No Action Required

No Action Required

No Action Required

Yes

No Action Required

No Action Required

No Review for TS 2018

No Action Required

No Action Required

No Action Required

No

No Action Required

yes

No Action Required

Yes


Yes: See Notes

Yes to Both


duplicate

yes

IRS Action Requested

No Action Required

No Action Required

No Action Required at this time

Yes

No Action Required.



No Action Required

No Action Required

No Action Required


MD1 add the HTC and RTC-60 forms to the TaxSlayer library. MD

MD2 MD

MD3 MD

MD4 MD

MD5 MD

Need to automate the Maryland pension exclusion (MPE) when a single taxpayer is disabled and under age 65 or, in the case of a joint return, when one or both of the taxpayers is under 65 and one or both is disabled. The simplest way to handle these situations would be to add a check box to the personal information page labeled: The taxpayer (or spouse) is totally disabled. When this box is checked on a single return, TaxSlayer should give the MPE. On a joint return, checking the box for either the taxpayer or spouse would cause TaxSlayer to give the MPE to qualifying pensions for both.

Need to differentiate qualified pensions from purchased annuities so the latter won't be given an undeserved Maryland pension exclusion (MPE). Easiest way to do this would be to add a checkbox to the 1099-R input form labeled "Purchased annuity." When this box is checked, TaxSlayer would not include that 1099-R in the MPE calculation.

On the W-2 input form, there are two lines in the box 14 drop-down list box for the Maryland state pick up. Remove the first one.

regarding the Maryland additions and subtractions drop-down list boxes, first, make sure that all of the additions and subtractions are included. Second, make sure that they are listed in the same order as in the Maryland instructions. Third, include the code letters from the Maryland instructions on each line.

MD6 MD

MD7 MD

MD8 MD

MD9 MD

MD10 MD

Regarding the school teacher credit, when a joint return, add a second line to handle the situation in which both the taxpayer and spouse are teachers and both are eligible for the credit. Also, make sure that all of the credits that we are likely to experience are included in the list of Maryland credits.





MD11 MD

MD12 MD

MD13 MD

MD14 MD

MD15 MD






MD16

MD

MD17

MD

Need to fully automate the calculation of the Maryland two-income subtraction. As part of implementing this feature, TS will need to add the capability to attribute capital gains, capital losses, and capital gain distributions to the taxpayer, spouse, or joint. “Fully automate” means that there should have to be no preparer intervention of any kind other than correctly attributing the various forms of taxable income to the taxpayer, spouse, or as jointly held.

Need to automate the granting of the Maryland Pension Exclusion (MPE) when a single taxpayer is disabled and under age 65 or, in the case of a joint return, when one or both of the taxpayers is under 65 and either one is disabled. The simplest way to implement this fix would be to add a check box to the personal information page labeled, “The taxpayer (or spouse) is totally disabled.” When this box is checked on a single return, TSPO should automatically calculate the appropriate MPE given there is one or more qualifying pensions. On a joint return, checking the box for either the taxpayer or spouse should cause TSPO to automatically calculate the appropriate MPE based on the qualifying pensions, if any, of both the taxpayer and spouse.

MD18

MD

MD19

MD

Need to be able to differentiate qualified pension income from purchased annuity income so the latter won't be given an undeserved Maryland pension exclusion (MPE). The most straightforward and easiest way to do this would be to add a checkbox to the 1099-R input form labeled, "Purchased annuity." When this box is checked, TSPO would not include income reported on that 1099-R in the MPE calculation.

On the W-2 input form, there are two lines (4 and 5) in the box 14 drop-down list box used for identifying the amount in the adjacent text edit box as being a Maryland State Pickup Contribution. Wording of the first, line 4, is: MD MSRS C - MD Pickup Contribution. Wording of the second, line 5, is: MD PICKUP - MD Pickup Contribution. For TY 2016, counselors had to know to use only line 5 to get the correct result, i.e., send the value in the text edit box to line 3 of the MD 502. Line 4 was actually for use with Minnesota tax returns. Presently, both lines 4 and 5 do the same thing. To prevent confusion and to facilitate TY 2017 training, recommend removing the first one, i.e., line 4.

MD20

MD

MD21

MD

MD22

MD

Regarding the Maryland Additions to Income drop down list boxes for TY 2107, first, need to make sure that all of the appropriate additions are included. Second, need to make sure that they are listed in the same order as in the Maryland instructions. Third, need to include the code letter(s) from the Maryland instructions at the beginning of each line item.

Regarding the Maryland Subtractions from Income drop-down list boxes for TY 2017, first, need to make sure that all of the appropriate subtractions are included. Second, need to make sure that they are listed in the same order as in the Maryland instructions. Third, need to include the code letter(s) from the Maryland instructions at the beginning of each line.

When having to amend both a federal and MD return, need to have the capability to provide different explanations on the 1040X and the MD 502X for any changes made to the original federal and MD returns. As presently designed, TSPO does not allow this.


HTC/RTC 60 N 3 Online

Y 1 Online

1099R Y 1 Online

W2 N 3 Online

N 3 Online




N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online

Y 1 Online

Y 1 Online

MD Two-income Subtraction Worksheet

MD Pension Exclusion Worksheet; MD 502, line 10

Y 1 Online

MD 502, line 3 N 2

MD pension Exclusion Worksheet; MD 502, lines 10 and 39

N 2 Online

N 2 Online

N 1 Online1040X, Page 2, Part III; MD 502X, Page 4, Part III


Usabilty

This would reduce errors on the return Performance

Performance

This would eliminate confusion for the preparer Performance

This would improve efficiency Performance


the HTC-60 is the most often used. These forms are used by poorer clients to use the Maryland tax forms to recover some or all of their property taxes.

This would prevent errors that will allow those who do not qualify for the exclusion

Performance

Performance

Performance

Performance

Performance

This would improve the quality of the return to ensure the TP and spouse get all the of the credits they are entitled to





Performance

Performance

Performance

Performance

Performance






Performance and Usability

Performance and Usability

As presently designed, TSPO automatically calculates a number that quite often looks correct, but may need to be adjusted manually. So, the first problem is that the counselor must recognize when adjustment is needed—something that quite often didn’t happen. Second, while it is technically possible to do these adjustments manually, the process is extremely complicated. The MD quality review (QR) experience during the 2016 tax season was that, more often than not, and regardless of the amount of training they received, counselors got the calculation wrong when manual adjustments had to be made. Knowing this also put more pressure on the QR process because all of the affected two-income subtractions had to be manually verified—an inordinately time consuming process. Failure to get the calculation right results in one of two consequences, i.e., the taxpayers pay either too much or not enough MD tax. When the latter occurs, the taxpayers may get a notice from the MD Comptroller’s Office asking for extra payment and an interest penalty.

Using TSPO as presently designed, making sure the deserved MPE is granted when there is a disability situation is not intuitive, is unduly complicated, and is easily overlooked both during tax return preparation and by QR. In the worst case situation, failure to give the MPE when deserved would cause the taxpayers to pay $4,616 more MD tax than actually owed.

Performance and UsabilityMD grants a pension exclusion of up to $29,400 (TY 2016) for income from qualified pensions reported on a 1099-R if certain age and/or disability criteria are met. Income derived from a purchased annuity—also reported on a 1099-R—is not considered a qualified pension. As presently designed, TSPO treats all non-IRA 1099-Rs the same in that it includes all amounts reported in Box 2a in the calculation of the MPE if other qualifying criteria are met. TS developed a workaround for TY 2016 that requires counselors to manually subtract out non-qualified 1099-R income from the calculation of the MPE. This workaround is not intuitive, is easily forgotten, and increases counselor workload. And, should a counselor neglect to make this subtraction or do it wrong, the result would be an underreporting—sometimes, by a substantial amount—of the total MD tax on line 39 of the MD 502. Should this occur, the taxpayer will most likely get a notice from the MD Comptroller’s Office asking for extra payment and what could be a significant interest penalty. Failing to make the required subtraction is a mistake easily made and difficult to detect during QR. Adding the recommended check box to the 1099-R input form would obviate the problems..

As originally configured for TY 2016, line 4 should have read: MN MSRS – MN Pickup Contribution and was for entering a Pickup Contribution for the state of Minnesota. When doing a MD return, clicking on line 4 either purposely or accidentally would not send the value from the text edit box to line 3 of the MD 502 and the taxpayer would have paid less MD tax than actually owed. Clicking on line 5 was required to make the correct entry. Due to the similarity of the wording of lines 4 and 5, this was an easy mistake to make and would be difficult to detect during QR. Recently, apparently in recognition of the MD/MN mix-up, TS added a new line 7 to the drop down list box labelled MN MSRS – MN Pickup Contribution. However, it appears that TS neglected to remove the mislabeled line 4 as part of fixing the Minnesota problem. Now, clicking on either line 4 or 5 will send the amount in the text edit box to line 3 of the MD 502. This behavior is confusing and constitutes a training problem, especially for returning counselors. While not the highest priority, the fix is easy, would require little effort to implement, and should be done.

Usability

Usability

Usability

In preparing TY 2016 returns, numerous counselors reported difficulties finding items in these lists because the wording was different than what was printed in the MD Instructions. Ordering was the same as in the instructions, so that was not a problem. Code letters were not included, and, since not all additions are accessed using the list boxes, the consensus was that having the code letters would have been very helpful for finding things. Workload issue.

In preparing TY 2016 returns, numerous counselors reported difficulties finding items in these lists because the wording and ordering were different from that found in the MD Instructions. Ordering was especially problematic because all but the last two line items were listed alphabetically. The last two items, which were late additions, were simply tacked on at the end. Last, in addition to the search difficulties caused by the alphabetical ordering of line items, not all subtractions are accessed using the list boxes. So, the consensus was that having the code letters would have been very helpful for finding things. Workload issue.

When doing an amended return, there is only one place to enter the reason(s) for change(s). Whatever is entered for federal flows from the 1040X to the MD 502X. Convenient, but fails to recognize that the required explanation(s) may be different for MD than for federal. For example, a taxpayer gets an additional 1099-INT after filing and, additionally, realizes that they failed to take the $500 MD credit for entering into a long-term care insurance contract. The former affects both the federal and MD tax computations, but the latter affects only MD. Thus, would need different explanations on the 1040X and the MD 502X which, presently, cannot be done. Therefore, we need to have the capability to enter an explanation for MD changes separately.

Quality Improvement



This is not a training issue; it is a product of poor user interface design and should be remedied by an appropriate redesign.

Not a training issue.




Added request to add both forms to Desktop and Pro Online

This is dependent on addding the ability to select the exclusion on the 1099R

This is dependent on addding the ability to select the exclusion on the 1099R. If implemented this would require the preparer to check the box to have the taxaable amount excluded from the state

Proposal: Remove MD MSRS C from the W-2 Box 14 drop down listReason: Eliminates confusion for the preprarer even though both items do the same functionUse Case: As a preparer that has the ability to create/edit a return, I only want to see one MD option (MD PICKUP) in the box 14 drop down list on the W-2.Note: MD MSRS C not available in desktop...it automatically prompts the user for the MD PICKUP option

This was multiple requests all rolled into one!! For starters we have asked for the additions and subtractions in ProOnline mimic what is available in desktop. We have also requested that the letter codes be added

Teacher Incentive Credit: Verified that the program does allow the credit for both taxpayer and spouse. The credit section will display both TP/SP entries if MFJ return

TFS ID Number Status

223769, 227673

223769, 227673

228314 (07/17) Work effort sized as 0.5

228309, 228310, 228311, 228312

(06/29) 228311 Assigned to developer (07/05) 228311 Dev work started (07/12) 228309 Dev Work Started (07/12) 228311 Dev work Complete (07/17)228311 Code review complete, Test on Dev (07/17) 228309 Dev work Started (07/18) 228309 Dev work completed (07/25) 228309 Test on QA

(10/10)…227673 May be a 2 year process. At the minimum, the federal information will display at the state level

(10/10)…227673 May be a 2 year process. At the minimum, the federal information will display at the state level

228340, 228343, 228388, 228389

228411,

228412

228413,

228415

228417

(07/10) 228413 Dev Work Complete (07/11) 228413 Test on QA (07/19) Failed on QA (07/21) Ready to Test (08/24) Live in production

228412 Dev work complete (07/13) 228412 Test on Dev (07/17) Production Ready (08/24) Live in Produciton

(07/10) 228413 Dev Work Complete (07/11) 228413 Test on QA (07/19) Production Ready (08/24) Live in Production

(07/10) Assigned to Developer (07/10) Dev work Complete (07/11) Test on Dev (07/11) Test on QA (07/19) Production Ready (08/24) Live in Production


228425

228431 (07/10) Assigned to developer

228432

228445

228465


(07/10) Assigned to Developer (07/10) Dev work Complete (07/11) Test on Dev (07/11) Test on QA (10/10) cannot support the PDF attachment, will have to defer to TS 2018

(07/17) Dev work complete (07/18) Test on QA (07/18) Production Ready (08/24) Live in Production

(07/10) Assigned to Developer (07/10) Dev work Complete (07/11) Test on Dev (07/11) Test on QA (07/17) Test on PreProd (07/31) Production Ready (08/24) Live in Production

Comments/Notes



Federal Team, not state team

RTC-60 Desktop: 228309 RTC-60 Pro online: 228310 HTC-60 Desktop: 228311 HTC-60 Pro Online: 228312

Additions to Income: 228340 Adding Letter codes to Additions to Income choices: 228343 Subtrations from Income: 228388 Adding letter codes to Subtraction from Income choices: 228389

Community Investment Tax Credit: 228413

Endow Maryland Tax Credit: 228415

Preservation & Conservation Easements Credit: 228411

Health Enterprise Zone Practitioner Credit: 228412

Preceptors in Areas with Health Care Workforce Shortage Credit: 228417

IRC Section 1341 Repayment Credit: 228445

Neighborhood Stabilization Credit as Certified: 228425

Heritage Structure Rehabilitation Tax Credit: 228431

Refundable Business Income Tax Credit: 228432

Form 1041 Schedule K-1/RES PTE Tax Credit: 228465


223769: No 227673: Yes

223769: No 227673: Yes

No

228340: No 228343 Yes 228388: Yes 228389: Yes

228311: Yes 228309: Yes 228310: No 228312: No

Yes yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes

No

Yes yes

Yes Yes


Will review Pro Online items for TS2018

Review for TS 2018

Review for TS 2018

Review for TS 2018


ME1 ME

ME2 Maine

ME3 ME

State-Only returns were not being submitted, and not showing up in the “State Returns not Transmitted”.

When entering an amount in "Interest on U.S. Savings Bonds and Treasury obligations (Box 3)" and then selecting the state to which you'd like to subtract an amount from state income, there is a sense that you have completed that step and will not need to make a manual entry in the state section. The amount entered on the 1099-INT screen identifying a state subtraction from income does not flow through to the state return.

State-Only returns were not being submitted, and not showing up in the “State Returns not Transmitted”.


Maine Form 1040 N 2 Online

1099INT N 2 Online

Maine Form 1040 N 3 Online




Usability No

Performance

Usability No



Quality Improvement


This information could cause errors on the return. If the information is not transferred to the state return



Training Issue

If not Computation issues, is more training needed? (If so, what would you

suggest?)

Verified that ME can be sent as a state only return. This seems to be site specific

Proposal: Automatically subtract the amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" for the designated state Reason: It appears that entering the information in the federal section with the designated state is the only step the preparer needs to take. The need for the preparer to manually subtract this amount from income leads to missed information and inaccurate returns. Use Case: As a preparer that has the ability to create/edit returns, I want the amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" to be automatically subtracted from the designated state.

No Action Required: This was addressed early in the season on the blog. For state-only transmissions, the Federal return type selection must be marked as electronic (i.e. mail payment, direct deposit, direct debit, etc.) We previously entered Enhancement 224916 to provide additional guidance when state-only is selected so preparers know what federal return type to select to ensure state-only submissions are sent


227440

Closed: No Development Action required



no Review for TS2018




MI1 MI

MI2 MI

MI3 MI 1099R


Update software to populate income into city return from W-2.

MI Common City Form

Need to be able to put work address on it and not have it carry over from the W2.

MI Common City Form

MI State Returns-PROBLEM: Re-entry of 1099Rs it's annoying to re-enter one 1099R in the MI's subtraction section, and becomes a huge time-waster and error prone section when there are multiple 1099Rs (Claudia had nine 1099Rs on one return yesterday) SOLUTION: 1099Rs should carryover from Federal

MI4 MI

MI5 Save each state form when completed MI

MI6 MI

MI7 MI

MI8 MI

MI9 MI

Review the function of adjustments to income carrying over to the common form.

MI Common City Form

Allow for the selection of Full year, part year or non resident

Data entered in the Federal should populate the State and Local Forms

Allow an error message to disappear when the correction is made

Allow for a quick view of each form after completion

MI10 MI

MI11 MI

MI12 MI

MI13 Interest and Dividends not calculating properly MI

MI14 MI Form 5121

MI15 MI

Match line numbers of questions to the line number of the actual form

Remove the question “Does the taxpayer qualify for……..”

Allow Preparer/Quality Review to decide if they want to continue or not

Detroit form #5121 is required by the State of Michigan

Need reference on the Household Resource data entry form to match the MI-CR

MI16 MI

MI17 MI

MI18 MI

MI19 MI

MI20 MI

MI21 MI Sch 1

MI22 Navigation to State Errors MI

MI23 Allow more flexibility in the Practice Lab MI

Status window for State return on the Client Search page

Don’t delete the State return if we change filing status

Open each screen at the very top of the page, not the middle

Auto fill City and State on State and Local forms

Allow exiting the State Return even if there are errors in forms

Taxable State Refund from 1040 should populate Schedule 1

MI24 MIAdd a “view” on each line that may have data populated from other forms

N 1 Online

N 1 Online

Y 1 Online




N 1 Online

N 2 Online

N 2 Online

Y 1 Online

N 2 Online

N 2 Online

N 3 Online

N 3 Online

N 3 Online

Y 1 Online

N 1 Online

N 2 Online

N 3 Online

N 2 Online

N 3 Online

N 3 Online

N 3 Online

N 2 Online

N 3 Online

N 3 Online

N 3 Online


Increased return prep., to much manuel input for city returns. Yes No

Yes No

The would improve efficieny and create less errors


Quality Improvement

Increased return prep. This could impact the your tax liability based on where you live.

Yes No

Performance

Performance

Performance

Performance

Performance

Possible software defect, increase productivity. Often could not get the adjustments to carry into the common form. Even though the input for the adjustment was entered it did not carry to the common form. It seemed you had to delete the entire city return and start over. Sometimes that worked, other times it did not, please review.

This would improve efficiency and create less errors.The software forces the user to hit continue until they exit the state return.

When selecting a School Code when exiting the Basic section of the Federal return, a full year Michigan Resident return is loaded. If the person is a part year, non-resident or just moved from another State, we have to delete the State return and start over. At this point, we are given the option to select the type of return we are filing.

Data entered in the federal return is not flowing to the state resulting in a lot of additional typing (increasing the chance of error). There are many for ex: Retirement Income recorded on a 1099R. If a taxpayer has 8 1099R forms, we must enter the same information 24 times. We enter it 8 times on the Federal, 8 times on the State and another 8 times on the Local Forms; Military Pay should flow from the Federal to the Michigan Schedule 1 as a subtraction– Would require a place on the federal 1099R to identify it.

If something is entered wrong on Michigan forms, we can’t leave the section until we fix it. The leads to the error are not user friendly and once we fix it, the error message remains. We don’t know if it has been corrected until we go through the whole Michigan return (click after click after click) so we can print a PDF. If not corrected we have to go back into the State return again. If the error message cleared after the correction is made, we would know it was corrected.

We cannot review a form until the State section is complete and we print a PDF. We need a link from each data entry screen to view the PDF of the form we are working on. The State is so difficult to maneuver, it is easier to let a small mistake go than it is to correct it.

Performance

Performance

Usability

Performance

Performance

Performance

We basically answer questions when entering data, and it would be very beneficial to the tax preparer if a line number from the actual form was referenced, or match the wording. For example the State of Michigan amended questions refer to line 9h, but this line doesn’t exist on the actual Michigan form.

In order to answer the questions, we need to see the return. Most of these questions are related to the taxpayer’s age, AGI or Household Resources. We can’t answer the question so we say yes, and if the form (Michigan CR- for example) is not needed, it prints anyway. This is an extra cost in preparing the return (Paper and Toner)

There are times that we go into a return for a check on something. Once we review what we are looking at and if correct, we have to hit continue until we exit the State return. Offer the option and recommendation to continue, but allow us to make that final decision.

Tier 1 taxpayers may deducted Interest, Dividends, and Capital Gains that exceed the amount of retirement benefits if it doesn’t exceed the max. Taxslayer is bringing the data to the State form, but it is giving a deduction of the entire difference between the retirement income and the Cap on the deduction instead of the actual amount. This has caused returns to be rejected because we are subtracting more income than the taxpayer has.

If a taxpayer is a resident of the City of Detroit, and has income reported on a W-2, a form 5121 must be filled out. TaxSlayer fills it out unless the amount of taxes withheld is zero. TaxSlayer will not print the form, will not enter it in the e-file and Michigan rejects the return.

Total household Resources determines the eligibility of a taxpayer qualifying for the Michigan Property Tax Credit. We needs to see the total household resources to determine if the taxpayer qualifies.

Usability

Performance

Performance

Performance

Performance

Performance

Usability

Usability

Determining the Status of a State return requires additional steps. We can view the “Client Status” under the Tools menu, but quite often we have to look at various reports which is both time consuming and the reports are not always accurate

Head of Household and Qualifying Widow filing status are not available for the State of Michigan returns. If we change the filing status from Head of Household on the Federal return to Single, nothing on the State form changes so why are we deleting it

When switching screens in the State of Michigan returns, the screens open up in the middle instead of the top which requires additional scrolling

When entering a Zip code on State of Michigan and local community forms, we are also required to enter the City, and State. Link those fields to the same database used when entering the Zip code in the Federal forms

IF there is an error message on a State of Michigan form, we cannot exit the return. Let us make the decision if want to exit the return. A warning message would be beneficial

The taxable portion of a State and local refund is calculated and entered on Line #10 of the Federal Return. That income is not taxable to the State of Michigan, so align that line of the Schedule 1 to line 10 of the Federal Return

When receiving an error message in the State of Michigan, it is at times very difficult to determine what and where the error is. Need a method to allow quicker navigation to the error

When creating a practice problem or trying to duplicate a specific situations, the requirement of filling out the complete data entry form discourages us from trying. We don’t need an EIN number, we don’t need a Employer name etc. to see if the numbers are flowing from the Federal forms to the State of Michigan forms.

UsabilityIf data populates from other forms, have a window showing those numbers. That feature is available on some lines, but not all


No

No


suggest?)

No Action Required: Blog post was published during season for users to reference requirements for City entries on W-2 to automatically carry to CF-1040. (i.e. GR = Grand Rapids). W-2 menu also lists required entries when MI is selected from State drop down menu.

No Action Required: CF-1040 menu provides "Address Schedule" menu allowing up to 4 different addresses to be entered for the tax year.

Enhancement 228307 - Proposal: When user clicks to enter the "Retirement Benefits that are Exempt from MI Income Tax" within the "Deduction for Taxpayers Born before 1953" menu, prompt the user with a YES/NO question asking if they wish to pull in 1099-R info from Federal return. This will eliminate re-entry for preparer

No

No Action Required: Made several entries within Adjustments to Income of the CF-1040 and all carried to the PDF correctly. If specific return can be provided to highlight an issue, we would be happy to review. At this time, unable to produce a carry-over error.

No Action Required: Current limitation of state programming already being addressed by development to enhance prior to next tax season. Previous Enhancement 227592

No Action Required: A standard Resident state return is created based on the state selection from the "Resident State as of…." drop down located within Basic Info>Personal Info page. If not a full year resident of a state during the year, select "None". You then have the ability to initially create Resident/PY/Nonres when in the State Section.

No Action Required: Duplicate of Item MI4 pertaining to carrying 1099-R information from Federal return specifically to Form 4884 for Pension Exclusion. Military: Each state handles military retirement differently which is why military subtractions take place directly in state return when applicable rather than on the Federal return entries.


Enhancement 228313 - Proposal: Ability to view only state return PDF's from state return grid instead of having to navigate to Summary/Print>Preview Return to view state forms which are found after the Federal return.

Reported as Defect 228338 - Proposal: Update Line references for Line 9h (should be 9e), Line 21 (should be Line 22), Line 22 (should be Line 23) and all Sch 2 line references to ensure accuracy.

No Action Required: MI-1040CR question related to eligibility of the Property Tax Credit is tied to state programming behind the scenes. If its deemed the credit is not applicable to the return, indicate within the state return the TP is not eligible and the form will not generate in the PDF.


IRS Action Required: Provide an EFIN and last 4 of SSN portraying issue for us to review.

No Action Required: City Form 5121 instructions indicate this form must be completed IF city income tax was withheld to claim the withholding on the City income tax return. The instructions do not indicate this form must be filled out just to report city income (that is what the res/py/nonres Detroit forms are for). We would like to see a rejected MI return that did not include City Form 5121 with zero listed for Detroit withholdings.

Enhancement 228329 - Proposal: On the page mentioned in the description display the descriptions and amounts carried over from the Federal return for household resources so preparers can easily see what was carried over to determine eligibility to determine if they need to complete MI 1040CR or not.

Enhancement 228074: Proposal: Add a "status" column on client list so users can easily see if state returns have been transmitted, accepted, or rejected. Also, include the ability to filter the client list by state status.

Enhancement 221719 - Proposal: Do not require the state return to be deleted when the federal filing status changes. Pass the filing status to the existing state return(s) and recalculate them based on the federal filing status.

No Action Required: Unable to reproduce what is described. Each state menu I accessed I was delivered to the top of the page and not the middle. Consistent function through each menu of the program

Enhancement 228346 - Proposal: Incorporate the Zip Code DB used in the Federal Section into every state return (and locality menu) so City/State fields auto-populate based on zip code entry in state and local menus.

No Action Required: State returns cannot be exited (saved) with active validation errors. If allowed, failure to correct validations prior to filing would result with incorrect return and/or rejected status.

No Action Required: Federally taxable state and local refunds could come from multiple state returns filed in the previous year. Line 16 of MI Schedule 1 is specific to MI issued state or local refunds. Automatically subtracting amounts from 1040, Line 10 to carry to Schedule 1, Line 16 could provide higher subtraction than allowed by MI law resulting in incorrect state return. User requirement to manually enter the MI portion of taxable state and local refunds within Subtractions from Income menu inside MI return.


No Action Required: Intention of PL is to mimic the live environment to better understand/learn functionality and navigation when preparing live returns to increase efficiency and product knowledge.

Enhancement 227349 - Proposal: All applicable data entered into the federal return should automatically flow to the state return without having to navigate to state menus to re-enter data.


6885

228307


9/5 - Received feedback users had to manually round local withholdings in order for them to carry to CF-1040. Tested multiple entries and all entries that required rounding take place within the W-2 when selecting "Continue". Continue saves the entry and rounds cents to the nearest whole dollar. Each rounded entry carried to CF-1040 as expected

Closed: No development Action Required 9/5 - Defect Reported to Development

9/5 - Received feedback the data entry fields do not carry to PDF. It appears TaxSlayer and the volunteer were referencing different entry points. The Address Schedule listed within CF-1040 menu carries to the Address Schedule area of the PDF. A defect has been entered to address an issues where the address listed within the W-2 area of CF-1040 is not carrying to Line 7 of Wages and Excludible Wages Schedule

Kim/Craig to get clarifying info for developer

228313





9/5 - Received feedback requesting clarification. With the new state programming set to release for the upcoming tax season, we hope to provide prompts at the state level for users to be immediately made aware of retirement subtractions available to the state as soon as the state return is created to ensure common subtractions/deductions are not missed. This will eliminate the need for the preparer to manually determine if a subtraction would apply


Defect 228338

No Action Required

No Action Required

Defect 6684 6/29 - QA's View

228329


(06/29) - Reported as defect with proposal to add ability for preparer to adjust the amount that is automatically carried to line 26 of Schedule 1


228074

221719

228346

The preparer should be using State acks and reports to manage their state returns






227349





(10/10) Still open







Yes

No Action Required

No Action Required

(10/10) Still open



No

No







Yes


MN1 MN

MN2 MN

MN3 Property tax statement requests state of property MN

MN4 MN

MN5 MN

MN6 MN

MN7 Have not been able to find in TaxSlayer package MN

Federal or State


Renter information sheet requests state of rental property

M1PR (Renter Property Tax Refund)

Household Income sheet has preparer enter the Retirement Account Subtraction.

M1PR (Renter Property Tax Refund / Homestead Credit

M1PR (Homestead Credit)

TaxSlayer incorrectly adds employee mandatory contributions to retirement plans (in box 5 of 1099-R) to household income for MN credits (re p49 or MN Volunteer Manual) Note: Currently, TSO reduces the MN income by the line 5 amount. This removes the issue of adding the mandatory contributions, but my understanding is that line 5 may contain other information which is to be treated differently.

1099-R; M1PR household income calculation

TaxSlayer First Column Information Input Form requires that the Preparer enter the Previous Year’s property tax after State-Paid Credits Line 5.

M1PR Intake form for homeowner

Instructions for last 2 entries are incorrect: The upper of the 2 should be the Long Term Care Premiums Paid (not the amount allowed on Schedule A Line 1) and the lower should be the Long Term Premiums included on federal Schedule A Line 1 (not line 4)

MN – Long Term Care Insurance Premiums Credit

MN Form M23 – Claim for a Refund for a Deceased Taxpayer

MN8 MN MN Schedule M1ED

MN9 MN

MN10 MN

MN11 MN

MN12 MN

MN13 MN

MN14 MN MN – M1CD

Entry “Enter any additional nontaxable income” is inactive. Note: inactive entry remains.

Entry “B) Enter the amount of rent paid to the Owner, … (GRH) …” is inactive.

MN – MN-CRP (Owners Information)

TaxSlayer adds back all of non-taxable amount from 1099-R; some non-taxable amounts, for example roll-overs and certain items in box 5 of the 1099-R, are not to be added back to the household income.

MN - Household income

Entries must be made in both of these locations to report MN withholding which is not automatically entered from W-2, 1099-R, etc. documents

FED/Payments/Other ST Withholding and MN/Payments/Other MN withholding information

MN – Data entry for non─MN muni bonds can be entered in both the Fed and MN sections of the tax return. The MN location is MN/Additions/Fed exempt interest income from other state

MN – Data entry for Federally tax-exempt Div income from other state bonds can be entered in both the Fed and MN sections of the tax return. The MN location is MN/Additions/Fed exempt dividend income from other state bonds

Entry for nontaxable portion of SSA or RRB benefits is inactive. Information requested is collected from Federal return automatically, so entry should be removed.

MN15 MN

MN16 MN

MN17 MN

MN18 MN

MN19 MN

MN20 MN M1PR

There are no references to M1PR in the efile section. Although specify whether to efile M1, M1PR, or both in state section, efile section appears only to recognize the M1. EXAMPLE: when specify to file M1PR only in state section, efile section reports, and only reports, the M1 status

Instructions incorrect; calculation incorrect Instructions specify to enter line 11; correct line is 20.

MN – M15 – Underpayment of Estimated Tax

Cannot separate Taxpayer and spouse income to calculate separate credits

M1PR – Property Tax Refund

Does not enter correct income for part-year residents. Part-year information from M1 Income Tax is not carried to the M1PR Property Tax Refund

P1PR – Property Tax Refund

TSO requires dates to be entered in different format than the Federal return

Account information is entered within the state module. The entry does not require account/routing verification

MN21 MN

MN22 MN

MN23 MN

MN24 Add Schedule KF, KS and KPI MN

There is no worksheet showing entries for CRP’s from renters. This is one of the most requested enhancements.

TaxSlayer requires that the volunteer enter data which is presented or generated in the Federal section. In some cases, for example the infamous Tier 1 RRD retirement, the carry-over is static – if the Federal section is changed, the earlier information entered into the MN section is incorrect. Others require that the data be copied from the PDF

The instructions state to enter the amount and type of income with no additional guidance. There are approximately 30 types of income which may appear – TaxSlayer enters some of them automatically while the volunteer is to add others. On occasion, TaxSlayer incorrectly adds non-taxable amounts to thie calculation. To complete the situation, the Line 5 income additions are different for the different credits which makes it impossible to create correct returns if the taxpayer qualifies for real estate refund and one of the other credits and also receives certain types of non-taxable income.

Entry of Line 5 additions to household income calculations.

N 2 Online

N 2 Online

N 2 Online

Y 1 Online

Y 2 Online

Y 2 Online

N 3 Online



Software Type

(Desktop or Online)


This could cause confusion for the preparer. The only response should be Minnesota.

Data from W2’s are already carried forward by software – not obvious this field need be used

This could cause confusion for the preparer. The only response should be Minnesota.

This results in an incorrect amount for the MN credits.

The previous year Line 5 information is not required for the M1PR only the Previous Year’s Line 2 information is required.

If preparer enters data as directed, incorrect credit may occur

If cannot efile with tax return, the tax return must be delayed until MDOR receives by alternate method.

Y 3 Online

Y 1 Online

Y 1 Online

N 2 Online

Y 2 Online

Y 2 Online

Y 3 Online Confuses the preparer

This entry has been superseded by the worksheet “Additional Nontaxable Income …”. If it remains on the M1ED schedule, then preparer will not be aware that data entered here is not used in return

Rent credit for occupants of nursing homes, etc .is calculated incorrectly if such payments were mad

Adding these items incorrectly calculates the credits

Process to enter these data correctly is not explained or intuitive for preparers

If preparer incorrectly enters data at both locations, then the MN addition will be incorrect

If preparer incorrectly enters data in Federal section, then entry is added to incorrect line of M1M. If entered in both Fed and MN, then incorrect amount to added to M1M

N 3 Online

N 1 Online

Y 2 Online

Y 1 Online

N 3 Online

N 3 Online

Depending on efile communications we haven’t yet seen, ERO has no assurance that proper state returns will be submitted.

Calculations fail to apply 1.1 factor for income exceeding $150,000

Cases exist for which TP and SP file separate M1PR’s. TaxSlayer has no means to separate incomes although they can be entered in Fed section. Volunteer must currently prepare these return on paper.

Cannot assist part-year residents to complete M1PR

The exceptions/ differences that we are required to use in the state section unnecessarily increases the probability of incorrect entries

Lack of requiring verification increases potential for error. There are also many volunteers who wish that account information for M1PR be in e-file section with M1

N 3 Online

N 2 Online

Y 2 Online

The lack of a review worksheet and the onerous navigation in the state section greatly increases the time/effort for review which in turn increases potential for error.

data calculated in the Federal section is not carried over. This could result in errors on the return

This could result in errors on the return.

Performance

Performance

Performance

Performance

Performance

Performance

Performance


Quality Improvement


suggest?)

Performance

Performance

Performance

Performance

Performance

Performance

Performance

Usability

Performance

Performance

Performance

Usability

Performance

Usability

Performance


228496

Enhancement 228375 (Pro Online) and 228373 (Desktop): Proposal: Within the M1PR Renters Address menu for CRP, default the state selection to MN.


No Action Required: Retirement Account Subtraction within M1PR is for "additional" amounts meaning they may not be reported on a W-2. If you contribute to a qualified retirement plan not through your employer.

Enhancement 228375 (Pro Online) and 228373 (Desktop): Proposal: Within the M1PR PROPST menu for owners, default the state selection to MN.


No Action Required: Verified that entries made within Box 5 of 1099-R's did not carry to Line 5 of M1PR as Additional Nontaxable Income.

No Action Required: Verified that Column One entry for Line 5 (Property Tax after State-Paid Credits) is not a validated entry - meaning it is not a required entry.

No Action Required: Provided description no longer applicable to current LT Care Premium Credit menu. Required entries now are only First/Last Name and Insurance Company/Number and LTC amounts reported on Fed, Schedule A carry over to perform applicable calculations on Form M1LTI

Enhancement 228496: Proposal: Add Form M23 to the MN program. Currently not supported.

228510

Defect: 228605

228592

228604

Enhancement 228510: Proposal: Remove "Enter any Additional Nontaxable Income" entry field from within M1ED menu as it is no longer an active and field and entries made DO NOT carry to Line 5 of M1ED.

Reported as Defect 228605 - Proposal: Correct issue where GRH entries are not being considered when calculating correct M1PR refund.

No Action Required: Verified that 1099-R entries for rollovers and box 5 amounts were not added back to household income on line 5 of M1PR.

Enhancement 228592- Proposal: Other MN Withholdings reported either in Federal Section > Payments & Estimates or MN Return > Payments > Other MN Withholdings should carry to the MN return independently of each other.

No Action Required: The entry within MN return states it is "from obligations of other States". This is a training issue at the site level to ensure preparers fully read and comprehend what the entry fields are asking for prior to making entries..

No Action Required: The entry within MN return states it is "tax-exempt income from Other State Bonds". This is a training issue at the site level to ensure preparers fully read and comprehend what the entry fields are asking for prior to making entries.

Enhancement 228604 - Proposal: Remove the entry field within M1CD for "Enter the Nontaxable portion of Social Security and/or Railroad Retirement Benefits" because entries here do not carry to the PDF and are not added to line 2 of M1CD. This information carries to the M1CD automatically based on Federal entries.

228608

228618 228617

228661

Enhancement 228608 - Proposal: Within State Return section of E-file, provide confirmation or acknowledgement to end user that M1PR is being transmitted with the M1 based on selections made within State Return program.

Reported as Defect 228618 - Proposal: Update line reference to Line 20 to match M15 instructions. Enhancement 228617 - Proposal: Within M15 menu for Underpayment of Estimated Tax, add this in parentheses "Note: If 2015 AGI was over $150,000, multiply line 20 by 1.1 (110%)" after the sentence "Enter the 2015 tax liability, Form M1, Line 20" to account for the 1.1 factor.

Enhancement 228632 (Desktop) and 228634 (Pro Online) - Proposal: Ability to file separate M1PR's for TP/SP on a joint M1 return.


No Action Required: TaxSlayer fully supports PY M1PR's. If creating a PY MN return and needing to complete M1PR go to Minnesota Property Tax Rebate>Enter Your Household Income form Forms M1PR and M1H>M1PR Use Only - Federal AGI while a part year resident....Here the preparer would enter as a positive number the allocated income specific to MN to carry to the M1PR.

No Action Required: Software vendors must follow schemas provided by the state DOR's which may include different date entry format requirements. If incorrect format is entered based on example provided on screen, the software will validate entry until user provides correct format

Enhancement 228661 - Proposal: Within M1PR>MN Property Tax Credit Direct Deposit Information add a verification check for RTN to ensure a valid RTN has been entered to avoid a failure to deposit Property Tax Rebate.

227349

Proposal: Add Schedule KF, KS & KPI 229853

Enhancement 228662 (Desktop) and 228663 (Pro Web) - Proposal - Add CRP Worksheet to program so the CRP will generate in the PDF.


Enhancement 227349 - Proposal: All applicable Federal Information flow to State

IRS Action Needed: Line 5 of what MN form/schedule? Where in MN program are they referencing?

Status Comments/Notes

(10/10) We have added a question if the renter address is the same as the 1040 so they do not have to re-enter it


(06/21) 228373 assigned to developer

(10/10)We have added a question if the renter address is the same as the 1040 so they do not have to re-enter it




(07/11) Assigned to developer (07/12) Dev work complete (07/13) Test on Dev

(06/22) Dev work Complete Removed field from 2016 state forge


(06/21) Dev Work Complete Removed field from 2016 state forge


Closed: Will not implement based on MN requirements

MN requires the 7 digit MN State ID number related to the withholding. We do not capture this information on the federal so it must be entered at the state level/ Add to knowledge base (07/13) We will add to the federal developers backlog as an enhancement request to review and prioritize with the other federal enhancement request



Fixed in 2016 State Forge

(07/05) Dev is doing research in order to size this request

Dependent on other changes made to the M1PR

(06/21) 228617 Dev work Complete (06/21) 228618 Dev Work Complete



(06/19) Assigned to Dev (06/21) Dev Work Complete (06/21) Test on Dev

IRS Action Required

(06/26) 228662 Assigned to developer (06/29) 228662 Development work Complete (07/03) 228662 Test on Dev

We do not typically add the input worksheets, so we are looking to see if there are any alternatives


(07/05) Work completed (07/06) Ready for Tes


Yes

Yes

No Yes





yes

Yes

No

yes




yes

yes


No yes



yes

Yes (see notes)

IRS Action Required

Yes


MO1 No place to add “In care of” in address section. MO

MO2 MO

MO3 E-234 is incorrectly titled E1 St Louis Profits MO

MO4 MO

MO5 MO

MO6 MO

MO return can be sent with missing information resulting in reject. The credit for renters must include Form CRP. According to the Missouri DOR, the CRP form must include the landlord's name, address and telephone number. If the name and address are not completed, there is a warning message when attempting to create the efile. There is no similar message when the telephone number is blank.

Property Tax Information includes input for number of acres and percentage shown from MO 948. Real Estate Tax is not reduced to the percentage shown.

Household income includes section for Veterans Payments and Benefits. Suggest adding note on this line to read “Unless received for 100% Service Related Disability”. See 2015 MO 1040 Instructions, page 37 Instructions for line 5.

Household income includes section for “Enter Public assistance, AFDC and Unemployment not included in Federal Adjusted Gross Income” Suggest changing wording to match instructions in MO 1040, p37, Line 6 as shown. “Include the amount of public assistance,Supplemental Security Income (SSI), child support, unemployment compensation, and Temporary Assistance payments received by you and your minor children.

MO7 MO

MO8 MO PTC is not available in software MO

MO9 MO

MO10 There is no way to input information into the MO TC form. MO

MO11 MO

MO12 MO

MO PTS requires all income to be included in the calculation. Exempt interest shown on 1099 INT line 8 and 1099 DIV line 10 entered in Federal section, is not added back to PTS income on MO PTS line 3

Contribution is limited to 8,000 for a single taxpayer and 16,000 for a couple, If more than 8,000 is entered for a single taxpayer, software adjusts amount down to 8,000. If more than 16,000 is entered for a couple, the entire amount is shown as a deduction.

Couple is resident of Missouri but the spouse works in Kansas. The MO CR allows a credit against MO taxes for the KS taxes paid. The KS income is identified as spouse on the W2. The KS tax is calculated as a nonresident and carried to the MO CR for the KS tax. In that process, the credit loses it’s identity as belonging to the spouse and is completed on the MO CR as if it belongs to the taxpayer not the spouse. The credit is limited to the tax on the taxpayer no credit is given to the spouse.

Mo PTS input requires preparer to check qualification for filing, 65 or over, disabled, etc.

MO13 MO CRP requires physical rental address to be completed. MO

MO14 MO

MO15 MO

MO16 MO

MO

MO18 MO

Line 9, box a is incorrectly checked but correct deduction is made as if box b had been checked

Input screen asks if taxpayer is related to the landlord. If none, leave blank.

LTC premium must be reduced if included in Federal Itemized Deductions

When taxpayer is Married Filing Separate, there is no way to choose the correct amount of standard deduction. TaxSlayer automatically chooses the smaller deduction

Simplify input for MO return if the taxpayer receives a RailRoad Retirement. Current input requires multiple inputs of the amounts in the MO return in order to get a correct return. The sum of taxable Tier 1 and taxable Tier 2 is input by spouse in one place and in total in the Property Tax Credit form in total then Taxable Tier 1 and Taxable Tier 2 are input individually by spouse in another place.

Basic Information N 3 Online

MO CRP N 2 Online

St Louis Earnings Tax Y 3 Online

MO PTS Y 1 Online

MO PTS Y 1 Online

MO PTS Y 1 Online





Online)

MO PTS Y 1 Online

MO PTC N 3 Online

Y 1 Online

N 2 Online

MO CR Y 1 Online

MO PTC N 3 Online

MO-A 529 Part 1 Line 11, Deduction for a Contribution,

MO TC Form has been added but no way to enter data

MO CRP N 3 Online

MO PTS N 3 Online

MO CRP N 3 Online

MO Long Term Care N 1 Online

MO 1040 Y 1 Online

MO 1040 and MO A Y 1 Online


Performance

Performance

Usability

Performance

Could result in overstated refund. Performance


Quality Improvement

Large number of MO Property Tax Credit Returns done for disabled adults who have a guardian who is filing the return on behalf of the person.

This missing information will cause the return to be rejected in the state processing. It would also be more useful if the warning messages were shown when attempting to save the Form CRP.

The form E1 titled StLouis Profits should be titled the E234 St Louis Profits in 2 places. This could cause some confusion for preparers

Credit is limited to amount of Real Estate Tax which represents the home and 5 acres up to $1,100. If you have more than 5 acres, you are required to have a Form 948 from the County Assessor. This contains the percentage of your tax which represents the house and 5 acres and is entered on the Property Tax Information form. 2015 MO 1040 Instructions, page 37, instructions for MO PTS, line 11. Worksheet should also be included

Performance/UsabilityImprovement

Inclusion of these benefits will result in incorrect refund.

Results in incorrect refund. Performance

Usability

This results in incorrect MO tax. Performance

Performance

The tax is overstated. Performance

Performance

MO PTC is a standalone form that must be “paper filed”

Missouri has a number of tax credits available which are entered on form MO-TC and then flow to MO-1040 line 37.

If taxpayer is under 65 and the 65 and over qualification is checked, no error message is given. Return will be rejected by MO DOR.

Performance

Will cause reject by MO DOR Performance

Usability

Performance

Missouri Income could be overstated Performance

Performance

If rental address is left blank, the amount of rent is included in the calculation with no error message on the CRP input screen. Return will be rejected by MO DOR.

When relationship is entered, the printed form still shows “NO” in answer to the question. MO DOR uses the answer to investigate potential fraud.

MO 1040 Instructions include a worksheet on page 7 to calculate the amount of LTC premium allowed. Input of the LTC premium in the MO return is not reduced when Federal Itemized Deductions are present.

If Tier 1 is split from other Social Security, as promised, this should be able to be simplified.




No Action Required: If TP is single and marked as deceased within Basic Information in Federal Return, selecting continue presents the entry field for "In Care Of" which carries to the MO return.

Enhancement 229120 (Pro Online) 229121 (Desktop) - Proposal: Add e-file block for Landlord Phone Number for MO-CRP if it was not provided within the MO-CRP menu.

Enhancement 229123 - Proposal: Change "E-1 St Louis Profits" to the correct form label "E-234 St Louis Profits" to avoid preparer confusion.

No Action Required: If more than 5 acres is reported, the applicable percentage shown on MO 948 is multiplied by the amount of property taxes paid. I used 10 acres at 60% and taxes paid of $1,000. $600 was carried to Line 11 of MO-PTS since it was below $1,100.

Enhancement 229133 (Pro Online) 229132 (Desktop)- Proposal: Add “Unless received for 100% Service Related Disability” to the Veteran Payments and Benefits line to avoid any confusion and to avoid getting an improper refund. Currently in both DT and Online the line just says, "Veteran Payments and Benefits".

Enhancement 229133 (Pro Online) 229134 (Desktop)- Proposal: Suggested change is for the software to match line 6 instructions. "Include the amount of public assistance,Supplemental Security Income (SSI), childsupport, unemployment compensation,and Temporary Assistance paymentsreceived by you and your minor children."

No Action Required: Federally tax-exempt interest with a portion reported as taxable to MO within the Federal Section does carry to MO-PTS included in MO AGI for resident MO returns. PY and Nonres require manual entries within the state section>MO-PTS>Household Income

Enhancement 229139 (Pro Online) 229140 (Desktop) - Proposal: Add Form MO-PTC for Property Tax Credit Claim

Reported as Defect 229164 - Proposal: Limit the annual exempt contribution for Taxpayer and Spouse to $16,000 when filing a MFJ return.

Enhancement 229161 - Proposal: Add Form MO-TC within MO>Credits

Enhancement 229171 - Proposal: Provide a pop-up warning inside the MO return if the Federal return has wages sourced to a different state other than MO by the SP. Note: MO Credits menu provides instructions all wages will defualt to TP and that a manual entry is required to allocate wages to the SP

Reported as Defect 22979 - Proposal: Provide validation check when exiting MO return for MO-PTC qualification against DOB listed in Federal Basic Information.

Enhancement 229176 - Proposal: When completing the MO-PTS, CRP menu, automatically carry over the mailing address listed in Federal Basic Information to the Rental Property Address fields. Note: E-file block is already in place that forces preparer to complete address info if not filled out.

No Action Required: Unable to reproduce described issue. Tested multiple scenarios and MO-PTS, Line 9 was marked appropriately with applicable figure carried to the line.

Enhancement 229180 - Proposal: Add a YES/NO question within the MO-CRP menu that states, "Are you related to the landlord?" and the answer provided will carry to Line 1 of MO-CRP for "Are you related to your landlord?"

No Action Required: LTC Premiums carry to MO return with "Qualified Health Insurance Premiums" menu within Subtractions from Income to make adjustments.

IRS Action Required: Searched MO-1040 instructions to find evidence of a different Standard Deduction for MFS but we are requesting further clarifying information to better determine the issue. MO-1040 indicate the Standard Deduction for MFS is the same as Single - 6,300.

IRS Action Required: To further understand the presented issue, we would like to see a return that reflects the description provided.


Desktop: 237112, Pro Online: 229139


229123 (06/16) Dev Work Complete



Closed: No development action required 9/5 - Reported Enhancement Request to Development

(06/26) Assigned to developer


(06/19) Dev work complete for both

(07/10) Dev work completed for both


229164

229161

229171

Defect: 229179


(07/10) 229140 Assigned to developer (07/10) 229139 Assigned to developer (08/31) 229140 Dev Work Complete

(07/07) Dev work complete and live in program

(07/10) Assigned to developer (07/12) Dev work complete (07/13) Test on QA

229176

229180 (06/19) Dev work complete

Desktop: 229048; Pro Online: 229050

No Implementing for TS 2016

(07/13) work complete in TFS 230776 (07/13) Test on Dev




9/5 - Additional Feedback Received. This is actually related to the need to file MO-PTC instead of MO-PTS which is attached to MO-1040 for MO-1040P. MO-PTC is not supported at this time. Will had as an enhancement request.

(06/26) The MO schema and the MO handbook does not have an element that makes this required. / IRS Action: Need return with the reject to see what is really going on

No

Yes

No

9/5 - Received feedback that exempt income from both Fed and MO should be included on Line 3, MO-PTS. Research concludes Line 3, MO-PTS says to only inclue tax exempt interest from Form MO-A, Part 1, Line 8. This is already supported by manual entry within MO>Subtractions From Income>Enter Federally Exempt U.S. Obligations. Entries here carry both to MO-A, Line 8 of Part 1 and MO-PTS, line 3

(07/07) When MFJ and 529 Contribution subtraction is claimed in MO return above allowable subtraction, an e-file block has been added that tells the user to adjust the 529 Contributions under the allowable amount (if entered for both TP/SP). If contributions are listed for only one spouse over allowable limit, the limited amount is carried to MO-A, Line 11 automatically.

No

(06/29) Previously entered enhancement to allow changing of the filing status. This would incorporate MFS (Spouse not filing).

(06/29) A current redesign for 2016 would impact already prepared/filed MO returns. The overhaul of current state programming for 2017 filing season should address these concerns


Yes

no

yes

yes

Yes


Yes

yes


(10/10) Still open


Desktop 229140: Yes Pro Online 229139:Yes

Yes

yes

(10/10) Still open

Will review




MS1

MS2

MS3

MS4

MS5

Compute the amount that should appear on Mississippi Form 80-108, Part II, line 1 for ALL taxable and nontaxable interest/dividends. Provide any input screen to determine the amount to be reported on Line 2 to offset the amount on Line 1 (such an adjustment,was at least available in Practice Lab 2015, but has now disappeared). The entry screen in the Federal exempt interest income menu does not properly flow to the Mississippi return - there are input fields, but they are ignored by the software.

Cannot claim allowable gambling losses as an itemized deduction on the Mississippi return with respect to gambling winnings from non-Mississippi sources. The losses reported on the state return will likely differ from the allowable Federal deduction.

Cannot adjust the Long Term care premium amount reported on the Federal return and the state return as an itemized deduction to enable Mississippi residents to alternatively claim the legally permitted (and preferred) long term care credit.

EXEMPTION AMOUNT: Miss Form 80-105, Line 11 amount is inaccurate in relation to the taxpayer filing status. Proper amounts are listed on the face of the tax form,

FILING STATUS: Federal Qualifying Widower vs. State Spouse Died During the Year. Federal Filing Status - when you select Qualifying Widower, the next question is the year of the spouse's death. I chose 2015 in my practice problem and entered the rest of the Basic Information including one dependent child. For the state menu area, an adjustment entry was made in the Basic Information menu by answering NO to the question "Was taxpayer married and spouse died during the year?" All necessary "Continue" buttons were entered. TSO did not change the state filing status from "Married - Spouse Died in Tax Year" to "Head of Family" after being told TWICE that the death did not occur in 2016. The exemption amount on Line 11 was reported by TSO as $12000 (MSDTY) rather than the proper HOF amount of $8000.

MS6

MS7

MS8

Deceased Spouse: When filing a return for a current year deceased spouse, TSO drops the deceased spouse's income from the return. In the preparation of the return, if the deceased spouse's retirement income has been "subtracted" (Enter the amount Pension Income Exempt from Mississippi tax), the amount of taxable income is INCREASED by the amount of the $$ "subtracted".

Itemized Deductions for MFS Filing Status: If a couple files MFS, and itemizes, the MS return shows the Standard Deduction of $2300 for the Taxpayer not the amount of the itemized deductions. To fix the problem, rather than choosing "Use better of Standard Deduction" or "Force to use Itemize Deduction", the Counselor must choose a third option that showed up in mid-March "Must Itemize because Spouse Itemized".

Filing Status: If the married couple chooses a "Combined" return, the software does not allow an adjustment to (and does not choose) the most advantageous division of the exemptions and deductions . This often results in a larger State Tax bill than would otherwise be created.

Federal or State

MS 80-108 N 1

MS Y 1

MS Y 1

MS 80-105 Y 1

MS Y 1




MS Y 1

MS Y 1

MS Y 1


Online Cannot prepare an accurate return due to this issue









Quality Improvement

Performance

Performance

Performance

Performance

Performance



suggest?)

Performance

Performance

Performance


Proposal: Automatically subtract interest amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" Reason: To keep the preparer from having to enter the information twice or forgetting to make a manual adjustmentUse Case: As a user that is preparing a MS return, I want the amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" to be automatically subtracted on the MS 108. Desktop: 228978 Pro

Online: 228979

Training Issue: From the State return, go to Dedcutions and enter the amount onn the "NonMississippi gambling losses (Itemized Deductions) line

Proposal: Allow the preparer to adjust the amount of federal itemized deductions by the LTC included so they can claim the LTC credit for the stateReason: The credit cannot be taken if LTC is used in itemized deductionsUse Case: As a user that has the ability to create/edit returns, I want to be able to make an adjustment to the amount of itemized deductions being used for LTC so I can take the LTC credit


tested all filing statuses and the exemptions were all correct according to the 80-105 instructions

Verified that QW with spouse dying in 2015 on the federal will result in Head of Family status and take the $8,000 exemption amount on the MS return appropriately

Written up as a defect Defect: 229094

Training Issue: In this tax scenario, The preparer must go to Federal Section>>Deductions>>Itemized Deductions>>Use Standard or Itemized Deduction>Then select the third option (Must itemize because spouse itemized)

Training Issue: This adjustment can be made by going to the MS state section>>Deductions>>Then enter the appropriate adjustment.


No Action Required

(06/28) 228978 Assigned to devloper (07/17) 228978 Dev Work Complete (07/18) 228978 Test on Dev (10/10) 228978: Production Ready

Craig is tasked with doing further research

(06/28) 228980 assigned to developer (06/29) 228980 Work complete (07/10) 228980 Test on Dev (10/10) 228980: production Ready







228978: Yes 228979: Yes

No Action Required

Desktop Yes 228981: Yes



yes




MT1 MT

MT2 MT

MT3 MT

MT4 MT

Rental and Royalty Income- No ownership shown on Federal Return unless input document is a K-1 or 1099-Misc.; Otherwise flows 50/50 as income to TP and Sp when MFS on state.

Capital Gain -No ownership shown on federal return. Defaults 50/50 to state when filing MFS. Work-around when necessary to correct ownership required on state return.

Without 1099 Misc, W-2G, etc. has no place for ownership when entering on federal return. Defaults 50/50 to state return when filing MFS. have all federal income and adjustment line entries have provisions for ownership (T, S & J on the federal return), it would then roll properly to the state return.

Railroad Retirement Social Security does not automatically flow as a subtraction on state return because when entering on federal return, there is no line item for Railroad Retirement Social Security. It is entered as regular social security. When applicable, need to make a manual subtraction on state return. A check box identifying the Tier 1 social security exclusion to Montana would be the best fix

MT5 MT

MT6 MT

MT7 MT

MT8 MT

MT9 MT

MT10 MT

State Pension Exclusion-Preparer must show eligibility for each taxpayer for all return when applicable. Suggest that TS allow admin the option to default this with the caution that some retirement distributions may not qualify for the exclusion, and would need to be changed.

TS limited the LTC premiums to the federal limit on the state, but should allow the total premium paid.

Montana has a state HSA provision of up to $3,000 for TP and SP each that is separate from the Federal HSA. There is no provision in TS for reducing the itemized medical expenses when a deduction needs to be made for any of those expenses that were paid from a Montana Medical Savings Account.

When filing MFS on same form, the ability to move Dependent Exemptions (in the MT Subtractions menu) works only one way – Taxpayer to Spouse. Needs to work both ways.

Tax-Exempt Interest gets doubled when MFS in the MT Worksheet VIII (Taxable Social Security Benefits for Form 2).

There needs to be a provision for entering the 4th quarter federal tax estimate when paid in December rather than having to include it with the 3rd quarter payment as a workaround to qualify as a deduction on the state return.

MT11 MT

MT12 MT

Estimated Tax Payments default 50/50 for MFS returns with no option to change. Does not affect the joint tax due or refund. Can affect which TP is liable for tax due or who gets a refund.

Qualified Tips do not flow to state return as a subtraction from the W-2. Must manually enter on state subtractions. When entering manually on state return (MFS), and tip is entered on the spouse side, if the preparer elects to go back to MFJ, the tip exclusion drops off, and has to be reentered under MFJ. If tips were to be defaulted to the state as an exclusion from a W-2, we need to be aware that the tips exclusion only applies to those who work in a food, beverage or lodging industry.




Form 2 Sch III, Line 23 Y 1 Online





Online)

Why should issue/suggestion

be adapted?

Cannot prepare an accurate return due to this issue




Form 2, Sch II, Line 11 N 2 Online

Y 1 Online

LForm 2 Sch III Line 1 Y 1 Online

Form 2 Line 6C N 3 Online

Form 2 Worksheet VII Y 1 Online

Form 2 Sch III Line 7b Y 1 Online

Not consistent with policies and could lead to errors

Form 2, Sch III, Lines 1-6



Could impact the accuracy of the returnq




Form 2 Sch II Line 13 Y 1 Online



Quality Improvement

Performance

Performance

Performance

Performance



suggest?)

Performance

Performance

Performance

Usability

Performance

Performance

Performance

Performance


No Action Required - Preparer must complete allocations within state return menu. Montana>>Enter Myself>>Federal Total Income. There is a Rents/Royalties field for both taxpayer and spouse.


Enhancement 223768 (Pro Online) 223639 (Desktop) - Proposal: Allow preparer to designate T/S/J when entering capital gain items on Federal return when MFJ. Note: Preparer needs to allocate the capital gain/loss to the appropriate spouse under Montana>>Enter Myself>>Federal Total Income. There is a Capital Gain/Loss field for both taxpayer and spouse.

Desktop: 223639 Pro Online 223768

No Action Required - Supported for both 1099 MISC and W-2G.. Federal has ownership field. Carries to state, no additional entry necessary. For other 'other income' no ownership on federal but can be allocated on state under Montana>>Federal AGI>>Total Income. There is an 'other income' field for both taxpayer and spouse.


No Action Required: This would require significant changes to federal SSB menu and impact MT returns already prepared. Amount of Tier 1 that is SSEB must be determined by taxpayer within MT menu. Federal taxable amount will pull over to state. Nontaxable portion can be subtracted under Montanta>>Subtractions from Income>>SSB that are Tier 1 RRB. Enter as a positive number. Closed: Not

Implementing

229182

Defect: 229468

No Action Required

Enhancement 229182 - Proposal: Add a prompt when creating a MT return to complete the Pension Exclusion menu (answer the YES/NO eligibility question) if the Federal return has pensions reported on the Federal return (1040, line 16b).

Reported as Defect 229468 - Proposal: Fix defect to allow entries made within MT>Itemized Deductions>Medical and Insurance Expenses>Long-Term Care Premiums to carry to the MT return instead of calculated Fed amount from Sch A


IRS Action Required: Need more information. Is the contribution being claimed on the federal return? Why are you attempting to reduce medical expenses? Was a distribution made and used for these expenses? Federal HSA/MSA contributions are an adjustment on form 1040, not an itemized deduction. Both will pull to state and sum on line 37 of Form 2. Montana specific MSA contributions are entered under Montana>>Subtractions>>MSA Deduction.

IRS Action Required

No Action Required: This is actually in the Itemized Deductions menu. Tested and works just fine between TP/SP and SP/TP.

IRS Action Required: To fully research this issue, we'd like to see a referenced return so we can review the entries made by the preparer to ensure what we are researching is the exact issue described. EFIN and last four of an SSN would be great.

IRS Action Required

Enhancement 229187 (Pro Online) 229188 (Desktop) - Proposal: Within Federal Estimated Payments page add an entry field for "Estimated Federal Tax Paid ON or BEFORE (12/31/2016)" and change verbiage on Line "Estimated Federal Tax Paid (1/15/2017)" to "Estimated Federal Tax Paid AFTER (12/31/2016) but BEFORE (1/15/2017)".


229189

229193 229195

Enhancement 229189 - Proposal: Add ability with MT>Payments menu to allocate state estimated payments from the Federal Section between TP and SP on a MT Separate on a Combined Return.

Proposal: Add warning message when switching filing status (Enhancement 229193). Also add note about what tip income qualifies for subtraction (Enhancement 229195). (07/12) 229195

dev work complete



223639: Yes 223768 yes: see notes




Yes: See Notes

Yes Yes

IRS Action Required

No Action Required

IRS Action Required

No


yes

229195: yes 229193: Yes


Will notify COR if Online is at risk

Review for TS2018


NC2

NC3

NC4 Allow MFJ to MFSBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

In NC, some state retirees are covered by the Bailey settlement, which exempts their 1099-R income from state taxation. While it is nice that there is a way to address this in the state section, that is many, many screens away from entering the 1099-R. There should be a way to indicate right there on the 1099-R screen that this income is exempt from NC taxes. This is another reason why we should be able to skip to other sections of the return without completing everything in the way. It is too easy to forget to do something else with a form.

NC Part year resident: Have something added when beginning State Section to indicate if it will be multi-state so preparer doesn't have to go back to NC return and delete it to get to a screen that can be marked part-year or NR. All states should start the same, not just the state the current address reflects. Add the county or other state info required at this point. Would solve the NR Alien problem.

Need to view Sch A when preparing- The software does not default to NC Sales Tax when the tax payer does not owe any NC income tax, (Federal Pensioner and NC Bailey State Pensioner), if the tax payer is itemizing. Our tax preparers would like to view Schedule A as it is being completed.

NC5

NC6

NC7

NC8

NC9

Under "General Questions", the NC D-400Sch AM says "Federal audit change (Attach federal audit report.)" However, the TaxSlayer question is much broader saying "Are you amending your North Carolina tax return to show a Federal Change?"Most NC amendments "show a Federal Change". But if this box is checked, then TaxSlayer checks the box for "Federal audit change (Attach federal audit report.)" This will cause the return to be rejected, since the NC Dept of Revenue will be looking for a copy of the federal audit report.This can easily be fixed by inserting the word "audit" into the TaxSlayer question (to match the actual question on the NC D-400 Sch AM).

When there is more than one "Credit for Taxes Paid to Another State", the instructions at the top of form NC D-400TC say "Important: If you claim a tax credit for tax paid to more than one state or country, do not fill in Lines 1 through 6. " (image at bottom of this row)TaxSlayer still fills in lines 1-6 on the printout. This could cause a reject on a paper return.This can be fixed by not printing lines 1-6 on form NC D-400TC when there's more than one tax credit for tax paid to more than one state or country. The "Out-of-State Tax Credit Worksheets" are supposed to be attached.

On the Client Search page, there's a "Show by Status", where we can quickly search for federal returns that are In Progress, Transmitted, Rejected, Accepted, etc.We need the same search function for NC returns. It is really difficult to find problem situations on the state returns without this function.

For NC D-400 Sch S line 13 "Other deductions from federal adjusted gross income (Attach explanation or schedule….)", TaxSlayer offers only one entry box under "Other Subtractions from Income". More entry boxes are needed so that the different explanations can be attached. There's no way for NCDOR to know how much was subtracted for what – resulting in hassle for taxpayer and Tax-Aide.

Line 2 of the D-400TC says "The portion of Line 1 that was taxed by another state or country." Line 6 says "Amount of net tax paid to the other state or country …."TaxSlayer provides entry boxes to enter the state, income, and tax for the credit. Similar entry boxes are needed to enter the the country, the income, and the tax.

NC10

NC11

NC12

An entry box for an IRA Qualified Charitable Distributions (QCD) on the 1099-R like the new entry box for Public Safety Officer insurance on 1099-R pensions is needed. Then the amount of the QCD could flow automatically to the two places needed on the NC return (NC D-400 Sch S line 5 and line 20).

Under federal Itemized Deductions, the state and local sales tax deduction needs to be automatically set according to the NC county selected for the state return. Then when the Itemized Deductions are completed and the preparer clicks "Continue", there should be a warning statement/question "The sales tax deduction is based on the county of residence. If this is not correct, go back to the sales tax deduction entry page and make corrections."

TaxSlayer has appropriately made the "Credit for Children Under 17" automatic. Unfortunately, there's also an entry box for preparers to enter it manually. Some preparers will forget their training and fill in the manual box for this credit.This can easily be remedied by removing the manual entry for the "Credit for Children Under 17" .

Federal or State

NC 1099-R Y 2

NC NA N 1

NC 1040 Schedule A Y 3





NC NC D-400 Sch AM N 1

NC NC D-400TC 1

NC 2

NC NC D-400 Sch S 2

NC D-400TC 2

TaxSlayer "Client Search" page

NC 2

NC/Fed Sch A Taxes You Paid 3

NC NC D-400TC 3

NC D-400 Sch S line 5 and

line 20


Online Efficiency, usability, accuracy

Online Efficiency, usability, accuracy

Online Improve quality and efficiency



Online Possible reject

Online Possible reject on paper returns

Online

Online

It is really difficult to find problem situations on the state returns without this function.

Lack of a way to document deductions is likely to lead to rejects or audit letters from the NC DOR.

Not being able to indicate country as required by NC could lead to audit letters from the NC DOR.

Online

Online

Online

Requiring two manual entries for something that should be automatic undoubtedly will lead to errors in NC returns. An added benefit would be to document the amount of the QCD on the federal return.

Errors in Calculated TaxIn NC, the state sales tax is the same throughout the state and the "local" sales tax is always based on the county of residence (unless the taxpayer moved in or out of a different county).Since TaxSlayer requires a manual entry (with no warning if not completed on returns with itemized deductions), in 2016 there were many errors made -- accidentally omitting the sales tax deduction for those who itemized. A sample of 2016 itemized returns revealed that the manual sales tax deduction was omitted and resulted in a significant difference in the amount of tax calculated for over 10% of the returns with itemized deductions!

Eliminate possibility/likelihood of the NC child tax credit being entered twice (once automatic and once manual) and doubled


Yes Yes No

Yes Yes No

Improved performance and usability increase quality Move to Federal Spreadsheet





224852


This is dependent on addding the ability to select the exclusion on the 1099R


Training Issue: If NC Is not the resident state, then do not select it on the taxpayer information page. This will prevent the preparer from having to delete the NC Resident return and adding the NC Part Year return

Proposal: Add a View Results feature that is available from anywhere inside the return similar to desktop that allows the user to select the form to view, select the return to view, or the state forms to viewReason: Many volunteers have requested being able to view each form after it has been completed, instead of always having to generate the PDF on the Calculation Summary screen. One example: After entering the information from the 1095-A, they would like to be able to look at the Form 8962, in order to see how the information entered displays on the form.

Proposal: Need the ability to change NC Filing Status from Joint to MFS for NC Returns and to at least create and print a MFS NC return for the taxpayer or SpouseReason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where NC allows MFJ for the federal and MFS for the state.Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for either the taxpayer or spouse even if they have to print out and mail the state.


Proposal: Add the word "Audit" to the identified question f Defect: 7006In this example, the "Out-of-State Tax Credit Worksheet" is generated and included with the e-file. The IRS and state agencies do not "reject" paper filed returns.

This will not be implemented as it is not included in our developers roadmap for the upcoming tax season. It is also not feasible based on the implementation to include the ability for every state to also be sorted by status. We recommend utilizing the multitude of reports available to each site that easily track needed state information.

Proposal: Allow up to 4 separate entries for Other Deductions from Federal Taxable Income to carry to Line 13 of Schedule S

243245 (Pro Online) 243244 (Desktop)

NC D-400-TC does not provide a line item on the form itself to identify the country for which tax is paid. It is on the due diligence of the taxpayer to mail in a copy of the return filed with the country with their NC to support the credit. By the taxpayer included the required return to the DC DOR, they will have the required documentation to know the amount and country the taxes were paid.

Claiming a QCD on the Federal return may not always only apply to NC which is why it is up to the preparer to make the determination within the NC return. Claiming the QCD on the NC return is also only allowed when itemizing on the Federal Return. If claimed properly on the Federal return, the QCD indicator is carried to the PDF next to line 16.

Implementing what is requested would impact returns already prepared and would be too risky from a development standpoint. Wishing to have the program calculate the General Sales Tax is determined by the preparer at the return level. The program is designed to provide the best benefit based on entries (State income tax withheld, general sales tax, or actual sales tax paid). This needs to be a training issue at the site level to ensure preparers also complete the General Sales Tax Worksheet when itemizing deductions.If one qualifying child is entered within Basic Information and the Credit for Children Under 17 is also entered within the state return, the applicable credit allowed on the NC return is not doubled. The program recognizes the allowable amount allowed based on qualifying dependents listed.


NoBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet



(07/03) 228503 assigned to developer (07/05) 228503 Dev work complete

(10/13) New Item Reported

No

(10/13) New Item Reported No

No




No

No





Yes

No at the state level

Desktop: yes Online: Still OpenBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet


No


No


No

No



NE1 NE 1040N Sch I, Lines 1, 2,

NE2 NE 1040N Sch I, Line 1

NE3 NE

NE4 NE 1040N Sch I, Line 1


List type description does not carry into the pdf printout. Out of state tax exempt interest is an addition to Fed AGI. e.g. 1099-INT Box 8 > should be described on Line 2 amount is correct, just no description

Input: Federal Section> Interest> Tax Exempt Interest Income, Box 8: TaxSlayer does not carry the description to the Nebraska return

Railroad retirement income is not taxable for Nebraska (nor any other state). 1040N it must be manually addressed and input to reduce the Federal AGI which is the basis of the Nebraska Tax.

1099-R Substitute for RRB-1

Bond Interest Addition Reported without a Description. Federal Section> Interest> Tax Exempt Interest Income, Box 8: TaxSlayer does not carry the description to the Nebraska return. Out of state tax exempt interest is an addition to Fed AGI.

N 3 Online

N 3 Online

Y 1 Online

N 3 Onle





Not consistent with the polices in place and could lead to error

Problem creates a Nebraska efile error that must be corrected. Potential for double counting the NE Sch 1 Fed AGI addition

Cannot prepare an accurate due to this issue

A creates State Validation Error that does not allow efile Nebraska return. Potential to double count the NE Sch 1 Fed AGI addition

Performance

Performance

Performance

Performance


Quality Improvement


suggest?)


Duplicate

Resolved by TaxSlayer during last seasonFrom the Nebraska menu, select Additions to income. Enter the Interest Income Exempt From Federal Tax menu, select an Interest Income Item (there are two, one for line 1, one for line 2). Type in any relevant description. Selecting "Other State and Local" will fill line 1, selecting "Nebraska Obligations" will fill line 2. If it is too long, it will refer the reader to an attached statement, where it itemizes the information.

Verified that this prints the description. If they enter the amount in the federal program that is taxable to NE, it prints FED EXEMPT STATE AND LOCAL OBLIGATIONS on line 1a

This is dependent on federal changes being made. However the preparer has the ability to exclude the pension income from the NE return under Subtractions



Yes, see Notes

Duplicate Duplicate








NH1 NH

NH2 NH

NH3 NH

NH4 NH

TSO does not generate Form 2210/2220 OR calculate the penalty on DP-10 line 13(d) when required by the instructions (i.e., taxes owed exceed $500 and estimates are underpaid) and preparer selects “Yes” at DP-10>Additions to tax>Do you wish to complete NH DP-2210/2220-Underpayment of Estimated Tax?

There is no way to indicate that a client will pay electronically. There is no entry field on TSO for this data.

TSO does not generate a DP-10 or business forms when state residency is entered to Personal Information and the relevant interest/dividend or self employment income is entered in the Federal Section.

Entries made regarding state returns on the the Interest Income, Taxable State Interest and Dividend Income screens do not carry to the DP-10.

NH5 NHBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

NH6 NH

There is no way to prepare the supplemental schedule of non-taxable income (i.e., when a client has more items to list than can be included on line 4).

TSO does not provide a way to generate a supplemental schedule of non-taxable income (i.e., when a client has more items to list than will fit on line 4 of the DP10 you enter the total on line 4(b) and attach a supplemental schedule)


DP10 Y 1

DP-10 line 14(f) N 3

DP-10 and Business Profits Tax forms N 3

N 3



Interest Income Taxable State Interest & Dividend Income screens

N 2Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

DP10 N 1

NH State Return Non-Taxable Interest and Dividends Line 4(b)

Software Type (Desktop or Online) Why should issue/suggestion be adapted?

Online

Online

Online

Online

NH requires the penalty on DP-10 line 13(d) be calculated and Form 2210/2220 to be included with the return if applicable. If this is not corrected then we cannot use TSO to prepare the DP-10 for clients with taxes owed >$500 and an underpayment of estimates.

If a field is not provided then a payment voucher is generated. The voucher implies that regardless of what is reported on the DP-10 line 14(f) a client can go to the DRA site to make an electronic payment.

This increases the chance that a required form will not be prepared for the client

The wording on these screens and in TaxSlayer documentation indicates that these entries will carry to the state forms, but they do not impact completion of the DP-10 at all. The necessary entries must be made in the State Section

OnlineBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Online

It is not possible to properly prepare a DP-10 for these clients using TSO.

If this is not corrected these more complicated DP10s cannot be prepared using TaxSlayer.

Quality Improvement

Performance

Performance

Usability

Performance



suggest?)

PerformanceBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Performance


228825

228826

229146

Training Issue: The DP-2210/2220 is located in the New Hampshire State Return program. Select Additions to Taxes>>Underpayment of Estimated Tax (DP-2210/2220). You must select Yes that you want to complete the form and then at a minimum enter the prior year's tax under the Exceptions to Penalty option

Proposal: Add the ability to select Direct Debit for NH balance due returnsReason: Easier for the taxpayerUse Case: As a user that has preparer a NH return with a balance due, I want to have the option of selecting Direct Debit and enter any applicable direct debit information when I am on the e-file page.

Proposal: Automatically load any additional basic state questions page and load the resident NH state when New Hampshire is selected as the resident state in personal informationReason: It is consistent with the behavior of the other states and reduces a step for the taxpayerUse Case: As a user that has the ability to create/edit returns, I want resident New Hampshire to load and calculate when I select New Hampshire as the resident state for the taxpayer in the Personal Information section

Proposal: Automatically subtract interest amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" Reason: To keep the preparer from having to enter the information twice or forgetting to make a manual adjustmentUse Case: As a user that is preparing a NH return, I want the amount entered in the "Amount of Interest on US Savings Bonds and Treasury Obligations that you want subtracted from your state return" to be automatically subtracted on the MS 108.


Duplicate of NH5

Proposal: Allow an unlimited number of non taxable interest and dividend entriesReason: Allows the sites more flexibility and they do not have to turn taxpayers away or complete the NH forms by hand for taxpayers with more than 6 entries.Use Case: As a user that preparers NH returns, I want to have the ability to enter an unlimited number of non taxable interest and dividend entries so that i can prepare the return using the software.Dependency: Capability of New State Forge


(10/10) Still Open

(08/24) Live in Production yes Yes

(10/10) Still Open



(07/06) Assigned to developer to size request

Need to do additional research for developer

NoBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Duplicate of NH5


Review for TS2018Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet


NJ1 NJ

NJ2 NJ

NJ3 NJ

NJ4 NJ

NJ5 NJ

NJ6 NJ

Correct the labels on the NJ Income subject to tax page. Make the labels reflect the lines on the NJ 1040 that will be modified by the value in the field. Add the words 'adjustments to line 19a" to the front of label beginning "Enter military pensions..." Add the words "adjustments to line 19b" to the front of the label beginning "Tax exempt Pensions and annuities" replace the label beginning "Taxable amount of scholarships' with the label "Adjustments to line 25 other income"

Add field to 1099-R to exclude the distribution as non-taxable in the state return 1099-R screen should have an indicator of whether the distribution is taxable in the state. If the indicator is checked the distribution will not be sent to the state

Add field to W-2 to indicate amount of medical costs that are café 125 in the W-2 Make an entry on the W-2 for the cafe 125 medical deductions, then add those pre-tax medical deductions to any other state pre-tax medical deductions on the Subtractions from Income screen.

TaxSlayer should forward gambling winnings and losses to the NJ state form (with the ability to exclude individual NJ Lottery winnings of $10,000 or less).

There is no mechanism to input gambling income that is not reported on a W2-G. TaxSlayer only recognizes amounts on the "Other income" as gambling winnings if those winnings are entered on a W2-G form. Therefore, when TaxSlayer populates line 25 (other income) on the NJ 1040, it includes any amounts that were gambling winnings not entered via a W2-G form.

Create a screen with entries for the distribution of a 414h pension, the date when the pension started, and the taxpayers contribution to the pension

NJ7 NJ

NJ8 Increase number of box 14 selections NJ

NJ9 NJ

NJ10 NJ

NJ11 NJ

NJ12 NJ

Cancellation of Debt is entered in TaxSlayer under the title "Less common income". It appears as Other Income on both the Federal return and the NJ return, but is NOT taxable in NJ. With no place to delete in NJ

Automatically exclude interest on federal treasury obligations from NJ state interest

Add field to 1099-R to exclude military pension as non-taxable in the state return

Allow for multiple "Credit for taxes to Phila". If you have two W-2's for Philadelphia you need to combine them into one entry.

As soon as the preparer selects Itemize Deductions, TSO should automatically calculate the Sales Tax Deduction or, at the very least, prompt the preparer to enter the data.

NJ13 NJ

NJ14 NJ

NJ15 NJ

NJ16 NJ

NJ17 Currently, 1099-C amounts are included in NJ-1040 line 25 NJ

NJ18 NJ

NJ19 NJ

NJ20 NJ

Compute the info for NJ line 19b from our box 1 and 2a entries of 1099-R's.

Override capability. In those cases where workarounds don’t work (NJ renters credit) there should be a way to force the correct number.

the W2 should default to the home state, with a drop down box for additional state W2's.

Currently, the Federal line 21 amount is carried to NJ-1040 line 25 as-is. There needs to be a way to adjust the NJ-1040 line 25 amount.

Currently, the Federal line 13 amount is carried to NJ-1040 line 18 as-is. There needs to be a way to adjust the NJ taxability of capital gains/losses (either on capital gains entry screen or on NJ Other Income screen)

The Property Taxes Paid value (from the NJ Property Tax Credit/Deduction screen) seems to be used for two purposes: a) NJ-1040 line 37a; and b) calculation of either NJ-1040 line 38 or NJ-1040 line 49 (based on Worksheet F).

The Municipality Code entered on the NJ Basic Information Screen seems to be used for both NJ page 1 and NJ-1040 line 37c. There needs to be a way to enter two separate Codes in some situations

NJ21 NJ

NJ22 The dropdown for “Select the Other State” needs to change NJ

NJ23 NJ

NJ24 NJ

NJ25 NJ

There needs to be a way to signify that the employer is using a Private Plan for UI/HC/WD, SDI, and FLI (instead of the default state plans); and, in this case, to enter the associated Private Plan Number (PP#) from the paper W-2.

NJ Instructions say that if TP is disabled and not over age 65, then disability income should NOT be included on the NJ return; if TP is over 65, then disability income is included with other pensions.

Contributions to and withdrawals from IRAs are treated differently. - Federal: Contributions tax-free (deducted from income); Withdrawals taxed 100%. - NJ: Contributions are taxed; Withdrawals – portion attributable to original contributions not taxed

There are two boxes (TP & SP) with instructions which read: “Enter Military Pension or Survivor's Benefit Payments received; enter the excluded amount as a negative number”


N 3 Online

N 3 Online

N 3 Online

N 2 Online

Y 1 Online

N 3 Online




Y 2 Online

N 3 Online

Y 2 Online

1099R Y 1 Online

Y 2 Online

Y 2 Online

1099R Y 1 Online

Y 3 Online

N 3 Online

NJ-1040 line 25 Y 1 Online

NJ-1040 line 25 Y 1 Online

Y 2 Online

Y 1 Online

Y 1 Online

NJ-1040 line 18 (Net gains or income from disposition of property)

NJ-1040 line 37a (Total Property Taxes), NJ-1040 line 38 (Property Tax Deduction), NJ-1040 line 49 (Property Tax Credit)

NJ 1040 line 37c (County Municipality Code

W-2 box 14 NJ Form 2450 Y 1 Online

N 2 Online

Y 1 Online

1099-R IRA withdrawal Y 1 Online

Y 3 Online

NJ Credit for Taxes Paid to Another State Screen

1099-R with code 3 (disability)

NJ Income Subject to Tax Screen


Aid in preparing accurate returns Usability

Usability



Usability



This is useful in processing military and disability pensions. Aid in preparing accurate returns

There is currently no mechanism to remove / adjust these gambling winning amounts from the "Other Income" line 25 of the NJ 1040.

Aid in preparing accurate returns Performance

Performance

Performance

Reduce possibility of error or preparer forgetting to do this. Performance

Cannot track multiple W2s for QR Performance

Performance

There are a number of box 14 items with tax implications beyond SDI, FLI, and UI that should be addressed

Interest on treasury obligations is fully NOT taxable in New Jersey. Its exclusion should be automatic and not require the preparer to say so on the 1099-INT entry screen.

Preparers are not always completing the Sales Tax Worksheet. As a result the refund is less than it should be or amount owed is more than it should be



This would improve efficiency Performance

Performance

Performance

Performance

Performance

Without a way to adjust the NJ-1040 line 25 amount, there is no way to prepare a correct return in certain situations where federal line 21 amounts should not be included on NJ-1040 line 25

Rather than forcing the preparer to remember to make a manual adjustment for 1099-C amounts it would be better if 1099-C amounts were not automatically included in the default amount on NJ-1040 line 25.

Without a way to adjust the NJ-1040 line 18 amount, there is no way to prepare a correct return in certain situations. [e.g. NJ Exempt Obligations – see NJ GIT-5]

According to the NJ 1040 Instructions, if the TP is in the NJ PTR program, then the PTR base year amount (not the actual property tax paid) should be used for the Worksheet F calculation. The actual property tax paid, however, is still entered on NJ-1040 line 37a. There needs to be a way to both the Actual Taxes Paid AND the PTR base year amount. Otherwise we cannot prepare accurate NJ returns for many of our seniors.

The Municipality Code (Code) for current residence (NJ page 1) may not be the same as the Code for where NJ-1040 line 37a property taxes were paid (NJ-1040 line 37c). (e.g. if TP sells home mid-year and moves to a rental unit in a different County, then the Code for the rental used should be used on NJ page 1 and the Code for the prior owned home should be used on NJ-1040 line 37c.) There needs to be a way to enter a second Code for NJ-1040 line 37c (if different from the NJ page 1 Code) in order to prepare an accurate NJ return.

Performance

Performance

Performance

Performance

Performance

If the employer is using a Private Plan for these amounts, then the amounts cannot be included on Federal Sch A, but can be used to calculate excess payment refunds using NJ Form 2450. The PP# needs to be included on NJ Form 2450 or NJ may disallow the refund.

See the valid Jurisdiction Codes in the NJ Instructions. - States with no Income Tax (e.g. Florida) should be deleted from the list - Special jurisdictions (e.g. Philadelphia, Other, Multiple) need to be added to the list, Without this change we cannot prepare correct returns for the many people who work in Philadelphia.

Current 1099-R disability income is always included on the NJ return no matter what the TP’s age is. Note: minimum retirement age is NOT a factor for NJ.

Need something like Worksheet C from NJ-1040 Instructions to calculate and adjust taxable portion of each 1099-R entered on the NJ-1040 (note: for IRA withdrawals only). Taxable portion goes on NJ-1040 line 19a; Untaxed portion goes on NJ-1040 line 19b. Otherwise, we cannot prepare a correct NJ return for many retirees

It seems that values entered here (either positive or negative) adjust NJ-1040 line 19a, but the instructions on the screen are misleading. There are other situations when one needs to adjust NJ-1040 line 19a in addition to the Military Pension case. [e.g. when using the 3 Year Rule (still allowed in NJ); IRA withdrawals with NJ taxed contributions (see Issue 7); etc.]

Quality Improvement




228666

227673

228678

228686

Enhancement 228666 - Proposal: Add line references to NJ-1040 on the Inc Subj to Tax menu to aid in return prep.

(06/26) Assigned to developer for review

Enhancement 227673 - Proposal: Allow the preparer to make a selection within 1099-R/RRB-1099-R that automatically excludes the taxable amount from the state

No Action Required: Line 30 of NJ-1040 is not specific to only Café 125 medical deductions. If NJ TP has valid deductions to carry to line 30, entry is made in NJ>Subtractions from Income>Enter any medical insurance premiums that you……Results carry to Line 30 after being adjusted through Worksheet E.


Enhancement 228678 - Proposal: Gambling Winnings reported in Federal return that are sourced to NJ should display within the NJ Income Subject to Tax menu so preparer can easily report the taxable portion to NJ (line 23).

Enhancement 228686 - Proposal: Add an entry field within NJ>Subtractions from Income that will reduce amounts automatically carried to NJ-1040, Line 25 (Other Income).

(07/11) Assigned to developer (07/13) Dev work complete

IRS Action Required: Need additional information to accurately report an enhancement request to development. Would this "entry screen" be an addition, subtraction, credit, deduction, etc.? What is the intended calculation in relation to a NJ return?


227673

No Action Required: Verified 1099-C entry made within the Federal return did not carry to NJ-1040, Line 25 if reported correctly on the Federal return within the 1099-C menu.


No Action Required: Spacing limitation based on IRS published W-2. If W-2 has more than 4 Box 14 entries, a second W-2 needs to be created for the same employer to report the additional Box 14 items. Must make sure to reduce the original W-2 Box 1 by $1 and then only report $1 in Box 1 of the duplicate W-2 to ensure total income matches IRS records.


No Action Required: Users are able to subtract interest on treasury obligations directly from the 1099-INT menu from the applicable state return.


Enhancement 227673 - Proposal: Allow the preparer to make a selection within 1099-R/RRB-1099-R that automatically excludes the taxable amount from the state

(10/10) Possible 2 year implementation. At a minimum the federal information will be visible to the user at the state level

Enhancement 228694 (Desktop) 228695 (Pro Online) - Proposal: Allow up to 4 "Credit for Taxes paid to other Jurisdictions" entries specifically for Philadelphia.


(07/10) 228694 Assigned to developer (07/10) 228694 Dev work complete (07/11) 228694 Test on Dev (07/10) 228695 Assigned to developer (07/10) 228695 Dev work complete (07/11) 228695 Test on Dev (10/3) 228694 production Ready

IRS Action Required: Is this intended as an enhancement for the Federal return? We could not locate within NJ-1040 instructions a "Sales Tax Deduction" specific to NJ. Additional information about this request would be appreciated. If this is specific to Federal, Schedule A, an automatic completion of the General Sales Tax worksheet is not feasible due to many unknowns that must be provided by the user (zip code(s), how many days lived in the state(s), local and state sales tax rates, etc.)


227416

228686

Duplicate of Item NJ7 Duplicate

228705

No Action Required: Boxes 1 and 2a of 1099-R collectively does not provide enough details to accurately carry figures to NJ-1040, Line 19a/b without additional information that is asked of within NJ Pension Exclusion menu.


IRS Action Required: Please provide specific return/example where the renters credit is not calculated correctly or another specific example where override capabilities would be beneficial.

Enhancement 227416 - Proposal: Ability to Default the state within State Section of W-2.

Enhancement 228686 - Proposal: Add an entry field within NJ>Subtractions from Income that will reduce amounts automatically carried to NJ-1040, Line 25 (Other Income).

(07/11) Assigned to developer (07/13) Dev work complete

No Action Required: Within NJ>Subtractions from income entry field labeled "Adjustments to Capital Gains or Losses" provides requested functionality to make adjustments to figure carried from 1040, Line 13 to NJ-1040, Line 18

Enhancement 228701 (Desktop) 228702 (Pro Online) - Proposal: Add an entry field within the Property Tax Deduction/Credit menu for Property Tax Reimbursement applicants (PTR) to carry to NJ-1040, Line 49 specifically for calculating the Property Tax Credit.

desktop: 228701 Pro Online: 228702

(07/11) 228701 Assigned to Developer (07/11) 228701 Dev work Complete (07/12) 228701 Test on Dev (10/3) 227801 Production Ready

Enhancement 228705 - Proposal: Within the Property Tax Deduction/Credit menu, add the option to select a municipality specific to the residence being claimed for the deduction/credit which may be different from the municipality selected within NJ>Basic Information


228714

228666

228666

Enhancement 228714 - Proposal: Add NJ Form 2450 - within the Payments menu of NJ program to determine if any W-2, Box 14 amounts are from Private Plans, and if so, offer the ability to enter Private Plan #'s. If marked as Private Plan, the correlated figures will not carry to Federal, Schedule A

(07/06) Assigned to developer (07/07) Researching options to see what is feasible.

No Action Required: Credit for Taxes Paid to Philadelphia has its own menu within the Credits menu.


Enhancement 228828 (Desktop) 228830 (Pro Online) - Proposal: When a return has a 1099-R with Code 3 in Box 7 for "Disability", automatically calculate the applicable NJ Pension Exclusion to carry to Line 27A of the NJ-1040 if the TP and/or SP is under age 65. Note: Current functionality requires the preparer indicate if the TP/SP is disabled according to SSA Guidelines within the NJ Pension Exclusion menu.

Destop: 228828 Pro Online 228830

(07/12) 228828 assigned to developer (07/13) 228828 dev work complete (07/13) Test on Dev (10/3) 228828: Production Ready

Enhancement 228666 - Proposal: Add line references to NJ-1040 on the Inc Subj to Tax menu to aid in return prep. Note: Also recommended verbiage update to include "IRA Withdrawals"


Enhancement 228666 - Proposal: Add line references to NJ-1040 on the Inc Subj to Tax menu to aid in return prep. Note: On-screen reference provides "Military Pension, Survivor's Benefit Payments, or other Qualifying Income Exempt from NJ Tax" as examples currently.


Comments/Notes TaxSlayer 2016 TaxSlayer 2017 Future Implementation

No No

Yes

Yes

No yes

Will not implement the addition of the actual line numbers, but will continue to review for verbiage updates



(06/29) - No Additional Information provided by Area 1


Yes (see notes)

No




228694: yes 228695: yes



No

No yes

Duplicate

yes





228702: Doing further research

228701: yes 228702: Still Open

Yes

No No

No No

(08/08) we will have a place for them to enter in the Federal EIN and then the plan number and it will carry to the NJ-2450 if the form is applicable based on the information entered on the Federal W-2


Getting additional info for developer

228828: Yes 228830: Still open




NM1 NM

NM2 NM

NM3 NM NM Pit-ADJ lines 1-5

NM4 NM NM PIT-ADJ lines 6-21

NM5 NM

NM6 NM NM PIT-RC line 15

NM7 NM NM PIT-RC line 15

Federal or State


Distinguish between SSEB & Social Security. Required for those states that tax social security but not railroad retirement benefits. Modify TaxSlayer so that SSEB amounts are deducted from state return. Same for amounts included on RRB-1099-R

NM PIT-ADJ ln 9, Taxable Railroad Retirement Act annuities and benefits, …”

NM instructions for line 16b state to indicate whether the total rent paid on line 16a included rent a government entity paid on behalf of the taxpayer.

NM PIT-RC line 16 Property Rented

Charitable deduction amount claimed on Federal Form, Schedule A …” is not listed on the TS “Additions to Income” entry screen

Items on TS entry screen are out of sequence and some items are missing compared to NM Form PIT-ADJ lines 6-21

NM asks the taxpayer to identify which person(s) is a registered member of an Indian nation, tribe or pueblo.

NM PIT-ADJ line 10 does not have the supporting lines 10a or 10b

NM form and instructions only mention property tax “due” or “billed” with no mention of the taxes actually being paid. NMAC 7-2-14.3 only states property taxes incurred or imposed, again with no mention of actual payment. Recommend changing the verbiage to “Property taxes billed . .. “ to match the NM form.

Add clarifying language at the end of “Credits-> Property Tax Rebate-> for persons over 65 or older -> Property Taxes paid” to read “… on your primary residence.”-

NM8 NM NM PIT-1 line 16a

NM9 NM

NM10 NM

NM11 NM

NM12 NM

NM13 NM PIT-B line 1

NM allows the medical/dental expense income adjustment for medical/dental expenses only when the provider is licensed or certified in New Mexico. Need an adjustment line somewhere in the NM return to adjust for these Federal allowable but NM unallowable expenses. It is not clear to me where it’s best to do this on the Taxslayer NM entry screens.

When doing tax returns for multiple states, income and certain expenses need to be allocated to the respective state.

Federal age limit for children is under age 13, whereas the New Mexico age limit is under age 15, While Federal limits to two qualifying individuals, there theoretically is no NM limit on qualifying children

PIT-RC Section IV New Mexico Child Care Credit

Can enter the $3,000 exemption, and the exemption will appear on the .pdf even though the taxpayer is under age 65.

NM Pit-Adj line 17 Medical care expense exemption for persons age 65 or older

Update allows us to adjust out AD military wages for a non-resident on PIT-B line 1 column 1. However, as PIT-B line 11 (usually) must be at least the amount on PIT-1 line 9, programs reports an error and will not create the state efile.

Inability to efile because of PIT-B.

Instructions for PIT-B line 1 state that the amount in column 1 is the total wages reported on Fm 1040 line 7, and column 2 is the same as column 1. Program ignores wages earned in another state and enters only wages with NM in W2 box 16

NM14 NM PIT-RC line 19

NM15 NM

NM16 NM

NM17 NM

NM18 NM

NM19 NM

Completing columns A – G of the worksheet is by the qualifying child but a better description is “qualifying child event”. If a child received care with different daily rates during the year, instructions pg 9RC state to use multiple lines on the worksheet, with sequential items labeled “Same”. Additionally, more than two line entries per child may be needed for each of the presently allotted 4 persons. Also note the Child Care Credit Worksheet specifically allows ‘supplemental pages’

Federal Child Care Credit recognizes two individuals, but there does not appear to be a limiting number in NM instructions. Also note the Child Care Credit Worksheet specifically allows ‘supplemental pages’ . Present program allows credit calculation for only four NM qualifying children, with same concerns about multiples lines per individual required.

PIT-RC line 19 Source document: TSPO internally generated Child Day Care Credit Worksheet (Instructions, pg 11RC).

NM PIT-D allows for fifteen (15) instances of voluntarily contributing one's tax refund to a charitable cause. TaxSlayer lists only thirteen (13) of these instances on the online form. Need to add: Line 14 Animal Care and Facility Fund. Line 15 Supplemental Senior Services.

PIT-D Schedule for New Mexico Voluntary Contributions

When the applicant is not the surviving spouse of the deceased taxpayer for whom a refund is due, the NM form RPD-41083 must be filed with the tax package. This form is not available in the TS library of forms. Need to add this form.

NM Form RPD-41083: Affadavit to obtain refund of New Mexico Tax due a deceased taxpayer

When filing a Rural Health Care Credit for MFJ, TS does not allow you to enter which TP the Credit applies to and just puts in the info for the first TP on the return. Also, TS only enters data for the first year the Credit is applied, most of these credits apply for 3-5 years and have carry-overs. Lastly, TS does not seem to allow for both TPs to apply a credit

NM Rural Health Care Credit

This credit is not listed on the NM listing of available credits. Instead, it is erroneously shown on the deductions from income page, which – even if completed – does not transfer anywhere to the return itself.

NM Credit for Adoption of Special Needs Child

Y 1 Online

N 3 Online

Y 1 Online

N 3 Online

N 3 Online

N 3 Online

N 3 Online




Y 1 Online

N 2 Online

Y 1 Online

Y 1 Online

N 3 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

N 2 Online

Y 1 Online

Y 1 Online



Performance

Performance

Performance

Performance

Performance

Performance


ImprovementQuality

Improvement

Program does not have such an indicator block, s/b added for technical accuracy and comply with NM instructions.

Lack of this entry line may result in an incorrectly lower taxable NM income

Easier to enter data if the input screen matches the NM form.

There is only one entry line to list this information. Need this to comply with NM requirements, Either of or both taxpayer and spouse may be a qualified person for this deduction. One might presume that if both qualify they would belong to the same Indian nation/tribe/pueblo but this may not be true based on the specific facts and circumstances of this tax family.

There does not appear to be an actual statutory requirement for the property taxes to be paid to qualify for the property tax rebate, only that the taxes be billed. Confusion could result in not filing for this tax credit, which will affect adversely a very low income segment

NM allows this partial rebate of property taxes billed only on the taxpayer’s main/primary home.

Performance

Performance

Performance

Performance

Usability

Performance

Inability to adjust medical/dental expenses not allowed by NM will result in a inappropriately low NM AGI and affects all other NM calculations.

Data from source documents such as W2s may flow to the correct state, but other incomes such as SS, interest, dividends , CG, CGD, etc., stuff that must be allocated to the state where earned or the date received. At present, it appears the only way to do this is through a pencil/paper effort with manual calculations. Highly unprofessional looking and subject to a great deal of error and variability of accuracy.

Inability to use more than 2 individuals for the NM Child Day Care Credit results in a lower refund.

May cause inappropriately low NM AGI with incorrectly calculated tax or refund. Note: the >age 100 income exemption (ln 11) prevents printing of exemption when no one is >age 100

Policy is to efile all returns, unless the instructions state that it must be paper filed

Results in under-calculation of total income on line 11 column 2, inappropriately low percentage of NM income, and inappropriately low NM allocated tax.Note that any out-of-state wages reported on line 1 column 2 are used when calculating any credit for taxes paid to another state.

Performance

Performance

Performance

Performance


Performance

Possible under or over statement of child care expenses with impact on credit calculation. Inability to comply with state instructions.

Possible under statement of child care expenses with impact on credit calculation.

Inability to comply with state refund contributions statute

Cannot locate form within TS, meaning form must be filed by paper.

Need to add the credit to its proper place on the credits menu so that the return can be correctly completed




No Action Required: This is currently a manual entry in the state menu in both the online and desktop versions. Previous enhancement 227673 to allow the preparer to make a selection in 1099-R/RRB-1099R to exclude taxable amount from state return.

Enhancement 229452 - Proposal: Add question within the PIT-RC menu for rent paid asking if any of the rent was paid on your behalf by a government entity.

No Action Required: This is located within Additions to Income listed as Donation of Land for Conservation Purposes which is what PIT-ADJ, Line 4 references.

Enhancement 229456 - Proposal - Add PIT-ADJ entries to Pro Online that are currently not supported for Deductions from Income.

Enhancement 229459 - Proposal: Add a Spouse entry field within NM>Deductions from Income>Income of an Indian Wholly Earned on a Reservation for the spouse to confirm to PIT-ADJ, line 10.

Enhancement 229461 - Proposal: Change "Paid" to "Billed"

Enhancement 229461 - Proposal: Add requested verbiage to end of Property Taxes Paid….

Enhancement 229462 - Proposal: Add an entry field within the Deductions from Income menu for Medical Care Expense Deduction - Line 16a/b of PIT-1

No Action Required: NM handles this through the PIT-B and requires manual entry within the state menu.

No Action Required: We need verification to support no limit of children that may qualify for this credit. NM Instructions did not indicate a limit but also did not indicate there is not a limit. Current supported entries are based on schemas received from NM.

Enhancement 229466 (Pro Online) 229467 (Desktop) - Proposal: Add DOB check when claiming Medical Care Expense Exemption for Persons Age 65 or older

No Action Required: Entered a bug for this because it should not be giving a validation error

No Action Required: Tested this on a resident return and it works fine. Column 2 pulled in all the wages and I had 3 states entered in 3 differnent W-2's in box 16.

Duplicate of Item NM10

Duplicate of Item NM14

Enhancement 229472 - Proposal: Add Animal Care and Facility Fund and Supplemental Senior Services to PIT-D menu for NM Contributions.

Enhancement 229473 - Proposal: Add requested form.

Enhancement 229475 (Pro Online) 229476 (Desktop) Proposal: Offer the ability to allocate who qualifies for this credit and to make it available to both the tax payer and the spouse. Currently there is only one option that forces the taxpayer. In addition, there is no place to enter a carry over amount

Enhancement 229477 - Proposal: Move the adoption credit to the credit menu and remove it from the deduction menuReason: It isn't a deduction, it is a credit and it's location doesn't pull anything to the return.



229456


229461

229461




(07/03) Assigned to Dev (07/05) Dev work complete

(07/03) Assigned to Dev (07/05) Dev work complete

229462

No Action Required

(07/03) Assigned to Dev (07/05) Dev work complete (07/11) Test on Dev



(07/10) 229467 assigned to developer (07/10) 229466 assigned to developer (07/12) 229467 dev work complete



Duplicate

Duplicate

229472

229473 (10/10) Committed by dev team

229477

(07/03) Dev Work Assigned (07/05) Dev work completed


(06/26) 229475 Assigned to Developer (07/11) 229475 Dev work complete (07/13) 229475 Test on Dev (07/13) 229476 assigned to developer

(06/27) Assigned to developer (06/28) Work complete (06/29) Test on QA (07/06) Production Ready (08/24) Live in Production

Comments/Notes

(06/30)NM deductions not specifically referenced within NM Deductions from Income menu carry over from Federal entries (ie: Int on US Govt Obligations, Net Cap Gains Deduction, State/local refund from Line 10 of 1040)

(06/26) Based on the NM schemas they only allow one 41326 to be filed electronically and I did not see anything in the instructions for the form that states to file separate forms. The issue also states if they have carry back credits but I did a test return and it allows you to enter the information on Schedule A and it calculates those credits so not sure what they are stating is wrong with the desktop. I think we need more information related to this issue. They have to enter in the certification numbers so they would be different for taxpayer and spouse. Also the tax is not separated by taxpayer or spouse it is all together. (06/26) Need More Information


Yes

No No

Yes

yes

Yes



No yes

No Action Required

Yes




Duplicate

Duplicate

No Yes

Yes

No No

Yes Yes


NY1 NY

NY2 NY

NY3 NY

NY4 NY

NY5 NY

NY6 NY

NY7 School district code #s are faster than scrolling through list NY

Carry forward data from 2016 to 2017 must include ID Information, like the NYS required drivers license/state ID numbers for each taxpayer

Program needs to automatically subtract pension income from NYS taxable income. Now the preparer has to make the adjustment manually. Include a check box for exempt pensions

Currently the summary view shows form 1040 with clickable links. The same should be available for NY IT-201 and IT-203.

Eliminate the calendar on the NY driver license ID – it is not helpful at all.

State ID information. If you select 'none available' the system refuses to remember that and requires you to revisit and reselect 'none available'.

No opportunity to set debit dates for federal and state payments differently. Must use Federal date for both returns.

NY8 NY

NY9 NY

NY10 NY

NY11 NY

NY12 NY

NY13 NY

NY14 NY

NY education credits - can only enter 1 institution per student. Some go to 2 in same year.

Names and SS#s of children (students) should carry from Fed info to NY education credit form.

If you have to go back into a completed return for whatever reason (prior to transmitting), the NYS Driver's License information has to be re-entered.

When sending state-only returns, the button you click says, "Save and transmit return to IRS." This is not intuitive.

There is no way to input a date for a state balance due payment to be automatically withdrawn from a bank account

Program should stop requiring that preparer respond to multiple iterations of ID requirement everty time any section of the return is revisited or amended. This now happens multiple times for every return and every time anything changes on the return even though the ID has been seen and verified by the preparer at the initiation of every session

FIX the NYS 272 and 214 so if an error is made entering that it gets totally “erased” in the background. If an error is made such as entering dashes in the SSN or “slashes” in the dates even if it gets corrected, there is an error message and you get in a loop that can only be remedied by deleting the form entirely and starting over

NY15 NY

NY16 NY

NY17 NY

NY18 NY

NY19 NY

Correct the definition of full year NYS resident, per instructions in tax.ny.gov website

Ensure that returns get e-filed; there are periodic, ongoing instances of Federal and NYS returns (after federal return has been accepted) not getting e-filed by TS.

Carry forward of data from federal to New York forms is very poorly implemented. Long term care premiums must currently be entered 3 times (in federal Sch A, in NY itemized deductions subtractions and on Form IT-249). New York Pension exclusions must currently be manually calculated and entered separately. All of these entries should be extracted from the Federal inputs and entered automatically onto the NY forms. It is often not clear to the counselor what data transfer and what data do not transfer, especially since we cannot view NY forms in real time. Another example is the transfer of the Student's name, Institution and EIN for the Federal Education Benefit to the NYS IT-272, Tuition Credit.

Client list does not include state information. We need to have a column that gives the status of the state returns.

Carry forward data from 2016 to 2017 must include ID Information, like the NYS required drivers license/state ID numbers for each taxpayer

NY20 State

NY21 State

NY22 Simplify / clarify two-state resident return State

NY23 State

NY24 State

NY25 NY

NY26 NY

NYS ID verification in eFile Section: Need to include a "save" function for the :None Available" option in the ID Type field.

Multiple attempts have been made to e-file a NYS only return following a rejection of the federal return. (This has been successfully done on other returns that had been rejected by the federal IRS.) There is no indication that the NYS e-file was ever sent, and there is no acceptance or rejection indication. As a result, I have had to create a paper return for the client to file. TS should provide an indication of the status of a return that had been (supposedly)_ e-filed.

In NYS, flag presence in Federal of 1099Rs, Long term care ins, Tuition credit or deduction

Make it easier to complete returns that qualify for the Military Spouses Residency Relief Act and include a place for comments to submitted with these returns as some states require that an explaination be included to qualify for a refund of erroneously withheld wages.

Allow New York returns with the M2 Code (MSRRA) to be electroncially filed even if the taxable income turns out to be zero income after subtracting the income subject to the Military Spouses Residency Relief Act.

Include the ability to add MFS state returns to a MFJ federal return without having to first submit the Federal return and then adjust the return to create the state returns or allow more than customer entry with the same social security number.

NY27 NY

NY28 NY

NY29 NYS data does not flow through to amended return questions. NY

NY30 NY

NY31 NY

NY32 Automatically record "Credit for Taxes Paid to Other States" NY

NY33 NY

NY34 ability to view whole return NY

NY35 NY

NY36 NY

NY Non-Custodial EIC - Date of birth format awkward. Many errors in beginning of season regardless of format used.

NY NCEIC - child's SSN is optional and should be noted as optional.

2013 - 2015 Client Status view does not reflect the State refund acmount in the state acknowledgement section. It does appear for the current year.

Automatically create state returns based on state input on W2 or 1099G

When a site is not using Form 8888, the state refund/balance due must be deposited/withdrawn from the same account listed on the federal return

Under NY State Return: New York 529 College Savings Plan Distributions (Additions to income). This asks for "Distributions" when it really is asking for NON-QUALIFIED distributions. This is a huge difference. Entering all distributions here will add tax liability when none is warranted. I understand that this line merely quotes the NY IT-201, but it is clearly misleading.

When entering phone # in NYS direct debit info, it shouldn't need to be entered twice

NY37 NY

NY38 NY

NY39 NY

NY40 NY

NY41 NY

NY42 NY

NY43 NY

NY44 NY

NY45 automatic NYS exclusion fields being added to 1099R. NY

NYS pension exemption should go to form automatically or we should at least be able to get to the page to enter the information without having to click through 14 screens to enter it and have it be saved.

NYS Pension subtractions shoud be done automatically with some kind of entry on the 1099-R screen

Have the Federal tuition credit info on form 8863 automatically populate the IT 272 tuition credit for NYS.

A way to note if the pension is private or public so it pre-fills the proper line on the State form

State: Would like to be able to view it before printing it or have to view in print mode. I learned the hard way (very embarrassing) not to tell the client what the refund was from the summary because by the end the figures had changed

NYS Debit Card. After 3-4 years of convincing them to take the card as oppose to a check they want to know why. Is it a possibility?

New York returns- automatic subtraction entry for pensions, distinguishing public and private pensions.

Dropdown menus for County and School District- should be able to default in county and quicker to type in school district

NY46 NY

NY47 State

All New York public and military pensions are tax exempt which the software does not calculate.

Currently the summary view shows form 1040 with clickable links. The same should be available for NY IT-201 and IT-203.

N 1 Online

Y 2 Online

NY IT-201, IT-203 N 1 Online

efile page N 3

efile page N 3 Online

efile page N 2 Online

N 3 Online





IT-272 N 2 Online

IT-272 N 1 Online

N 2 Online

State-only N 3 Online

N 1 Online

Online

NYS 272 and 214 Y 1 Online

IT-201 Y 1 Online

All N 1 Online

N 1 Online

N 1 Online

N 1 Online

1099-R, Sched A, NY IT-249

N 1 Online

IT-201 N 1 Online

IT-201 N 2 Online

IT-201, IT-272, IT-249 N 2 Online

N 1 Online

IT-203 N 1 Online

N 1 Online

eFile Section - State ID area

IT-209 3 Online

IT-209 2 Online

2 Online

n/a N 2 Online

State 2 Online

State 2 Online

N 2 Online

n 3 Online

NY 529 & NY IT-201 N 2 Online

Online

Online

NY 201 Y 1 Both

F8863 and IT 272 Y 2 Both

NY 201 y 1 Both

NY 201 N 1

N 1

y 1

Y 1

Y 1

N/A Y 2 Desktop and Online

NY IT-201, IT-203 N 3 Online


Yes Yes

Yes Yes

The state return rejects without this information less frustration, less entry, faster

Address taxpayer wish

time saver


Quality Improvement

A lot of time was spend this year entering state ID information, and carrying it forward to next year will be a big time saver and will improve accuracy of returns

This is a public pension which are tax exempt. This will assist with the preparation accurate return

TaxSlayer is very deficient with respect to State forms. Counselors receive no feedback on the effect of state entries. There needs to be a similar process for state as there is for federal entries. Again, this will greatly enhance productivity and accuracy of returns.

Dates are at least one and up to 10 years in the past or future so a calendar field is not helpful

Calendar gets in the way of seeing what is being typed.

less frustration and error

Makes the taxpayer have a quality

experience

Taxpayer circumstances may be that they would like the pay dates to be set differently.

Accommodate taxpayer

avoid errors; time saver

avoid errors; time saver

This appears to be an error in the programming

X

This information should not disappear just because you re-

opened a return.

When the button says it's transmitting to the IRS when it's a state-only return, it's disconcerting. The label should be revised.

Have a separate button that says "Transmit to state agency," or, "Transmit state only" - something that reassures you you're not also transmitting the federal return.

Taxpayers can't plan their finances to ensure they have money in their account if they don't know when the money will be withdrawn

Add a field in the state section to schedule automatic payments of

balance due.

Not allowing the software to make real time correction and saving those corrections impacts efficiency and can cause some confusion. You have go all the way to the end of the state return to know if the error has been fixed.

Yes Yes

No Yes

Yes Yes

Yes Yes

Yes Yes

It is wrong in TS, which causes confusion and erroneous returns

Without receiving an acknowledgement of a NYS e-filed return, it is impossible to tell if TS actually e-filed the return. This has happened a number of times. The ERO has to wait days for an ACK, and then try to e-file a second time. This can lead to returns getting rejected, and is a waste of time.

Productivity and accuracy enhancement. Currently, many of our counselor errors involve not knowing what information carries from the federal to the NY return.

It is difficult for counselors to determine if their state returns have been accepted. Reports do not seem to work properly for counselors, and so the only way they can view state return status is to view the Status of returns one by one. This is tedious and unacceptable.

A lot of time was spend this year entering state ID information, and carrying it forward to next year will be a big time saver and will improve accuracy of returns

Yes Yes

Yes Yes

Yes Yes

More accurate state returns Yes Yes

Usability

Performance

Usability and efficiency

Currently when the "None Available" option is selected in the State ID Type field for NYS the entry is NOT saved and every time a Counselor returns to the eFile section they have to re-enter this information or get an Error Message. Very time consuming and wasted energy.

This causes extra work for the ERO. Additionally, if a return is not e-filed as expected, the client may miss a refund or may be subjected to late filing penalties.

The TS help line could not understand the multi-state return questions! One question is particularly misleading: "How many days did you work outside of NYS?" The question should read "How many days did you work outside of NYS WHILE you were a NYS resident."

This would make preparing state returns easier for all of the military VITA sites.

It would create a better experience for the customer. Customers hae come to expect that as a VITA site, we can e-e-file both their state and federal returns.

Quality of Customer

Experience

This would make preparing returns more efficient and provide more flexibility, especially to military VITA sites.

Error prone.

Y Y

This is a productivity gain

Many Non Custodial parents do not have access to their child's SSN. This is not a requirement and it should be obvious.

The site coordinator can not be certain that state has the same refund amount as the transmission without this field filled in correctly.


The software does not detect that you haven't input this information

State tax returns will be more

accurate

To allow taxpayers to distribute their refunds as they please.

Creating a separate bank account entry for the state returns to allow multiple

accounts to be used

Following the instrutions as written makes you enter an incorrect value that increases tax liability. This error can only be caught by reviewing the "ready to print" version of the NY state form IT-201.

Affects accuracy result of NYS return

minimized errors on state returns yes

This saves volunteers from forgetting to re-type the same tuition info twice

Yes Yes


Add a check box to simplify the process of the NY return.

Improve return accuracy

Counselors receive no feedback on the effect of state entries. There needs to be a similar process for state as there is for federal entries. Again, this will greatly enhance productivity and accuracy of returns.




Additional training will not help. This issue involves poor software implementation, which no training can overcome. TaxSlayer has often recommended training as a solution to reported problems, but this is a cop out to avoid making necessary improvements.

No Action Required: If NY is listed as the state on the State ID menu in E-file, an entry is required before moving to next screen. State ID/DL info is used to help curb identify theft at the state level. Remembering this data for carryforward would be counter productive and could cause refund delays.

Maybe add a warning that will alert the preparer

Enhancement 223769 (Desktop) 227673 (Pro Online) - Proposal: 1099-R and RRB-1099-R - Allow the preparer to make a selection that automatically excludes the taxable amount from the state if selected.


Enhancement 221420 - Ability to search for state specific forms and Enhancement 221877 - Display a 2-page State Summary similar to the current Federal 1040 View.

No Action Required: Calendar appears below the entry field and does not block what has been entered. Calendar also provides a drop down menu to select applicable year.

Reported as Defect 228895 - Proposal: When selecting "Save" on 1st e-file page, save entries made within the State ID section.

Enhancement 228844 - Proposal: Allow the ability to set Direct Debit dates for Federal and State payments independently of each other.

Enhancement 228850 (Desktop) 228852 (Pro Online)- Proposal: Add the ability to manually enter the School District Code in addition to the School District drop down menu. If a valid school district code is entered, it will auto-select corresponding school district name from the drop down.

This is inconsistent software behavior

No Action Required: According to IT-272, Line E instructions, if student attended more than 1 institution during the year, taxpayers only enter the EIN and Name of the last undergraduate college or university attended and combine all qualified education expenses on line G.

Enhancement 228856 - Proposal: When completing the College Tuition Credit (IT-272), ask the user if they wish to pull forward the Student Name/SSN from the Federal 8863 entry to reduce re-entering data the program already has recorded

No Action Required: State ID/DL information is remembered by the system. Remember that you must click "Save" to continue to the Submission page. This is what saves entries on the 1st e-file page. After saving properly, this information will be remembered each time you return to the applicable menu

Enhancement 228862 - Proposal: Change "Save and Transmit Return to IRS" to instead reflect "Save and Transmit Return" to provide a more universally accurate description for end user

No Action Required: Most states require the Direct Debit date be the same as the submission date. States that do allow future payment dates have the option within the e-file menu. However, any return submitted after tax day must be debited on the date of submission

Reported as Defect 228895 - Proposal: When selecting "Save" on 1st e-file page, save entries made within the State ID section.

Training will be needed to show them how to properly input the information as well as correct the information


No

Duplicate of Item NY1

IRS Action Required: Please provide a screenshot of TaxSlayer showing incorrect Resident definition for NY to ensure appropriate adjustments are made in the appropriate area.

suggest that if an ACK has not been received for several days, re-file the return.

Enhancement 228074 - Proposal: Add a "status" column on the client list so users can easily see if state returns have been transmitted, accepted, or rejected. Also, include the ability to filter the client list by state status. Note: Users should also use the available reports such as State Acknowledgement Report, Validation Report, State Returns Not Transmitted Report, State Non-accepted Returns Report, etc.


Duplicate of items previously reported individually - Items NY2 and NY9




Duplicate of Items NY5 and NY13

Warn users about this issue.

Duplicate of Item NY17

No

No


yes; demonstrate two state return preparation

IRS Action Required: Please provide screenshot(s) of where clarification is needed within NY return and referenced evidence from IT-201 instructions to support claims

No Action Required: Each state may have different requirements pertaining to MSRRA making a uniformed change to states not efficient. Specifically for NY, PY and Nonres returns within "Income Subject to Tax" menu provides an entry field to enter qualifying MSRRA income which negates the entered amount from the NY column. It is also advised that qualifying spouses file Form IT-2104-E with their employers along with proper documentation to be exempt from NY withholding going forward

No Action Required: This is an e-file block placed on software vendors by the NY Department of Taxation. We are unable to allow an e-file the state department does not support via e-file

Enhancement 221265 - Proposal: Add the ability to create a MFS state independent of MFJ Federal

No Action Required: Unable to reproduce any errors when entering dates based on format provided on screen (yyyymmdd)

No Action Required: NY IT-209, Line 3 instructions state each child must have a correct and valid SSN.

Enhancement 228886 - Proposal: When a NY return has been electronically filed and accepted, have the original NY amounts pre-populated within the NY amended menu just like the Federal 1040X functions.

No Action Requirement - We pass along what the state sends us in the ack for prior years. Most states do not include the refund/balance due amount in their acknowledgement file for prior year e-files.

No Action Required: A standard Resident state return is created after Personal Information menu based on selection made for "Resident state as of 12/31/16".

No Action Required: Credit for Taxes Paid to Other States is already automatically calculated when Resident/Nonresident state returns are in the State Section (we indicate this within the entry menu). If Resident/PY state returns are prepared, manual entry by the preparer is required.

Enhancement 228847 - Proposal: Add banking information for Direct Deposit and Direct Debit to be entered for both the Federal and any state returns.

Enhancement 228313 - Proposal: Ability to view only state return PDF's from state return grid instead of having to navigate to Summary/Print>Preview Return to view state forms which are found after the Federal return.

Enhancement 228889 - Proposal: Within the 529 Distributions page for NY, add "non-qualified" so the sentence would now read, "Enter non-qualified distributions from your New York 529 Savings account".

No Action Required: Direct Debit menu for State Return only has 1 entry field for Taxpayer phone number. Previous enhancement request to auto-fill based on phone number entered within Basic Information of Federal Section

no

no Duplicate of Item NY9

no

no Duplicate of Item NY34

no

no

no

no




No Action Required: Per NY Department of Taxation and Finance website, they no longer issue tax refunds on debit cards. To find out why, we recommend contacting NY directly


Enhancement 228850 (Desktop) 228852 (Pro Online)- Proposal: Add the ability to manually enter the School District Code in addition to the School District drop down menu. If a valid school district code is entered, it will auto-select corresponding school district name from the drop down.


N/A


Enhancement 221420 - Ability to search for state specific forms and Enhancement 221877 - Display a 2-page State Summary similar to the current Federal 1040 View.



221420 221877

Defect: 228895

228844

Desktop: 228850 Pro Online: 228852 Deliver in 2017




(06/20) Dev work complete (06/21) Test on QA passed (06/22) Integrate to PreProd (07/12) Live in Production

(07/10) Assigned to developer for research.

this is a federal change that would be applicable for all states if implemented

(06/21) 228850 Dev work complete (06/21) 228850 Test on Dev

228856

228862 (10/04) Live in Production

Defect: 228895




(06/20) Dev work complete (06/21) Test on QA passed (06/22) Integrate to PreProd (07/12) Live in Production


230607

228074

Duplicate

228074

Duplicate

(06/29) Entered enhancement to update NY Resident verbiage to match definition provided by NY

Duplicate

228074

Duplicate

221265


(06/29) No additional information provided by Area 1 - Provided additional information for NY15 only



228886

228847

228313

228889 (06/21) Dev Work Complete



(07/12) Work effort sized at 8 (large)

(06/19)Reassigned to Federal side to be prioritized. Not controlled by state devs




(07/10) Assigned to developer for research.

this is a federal change that would be applicable for all states if implemented




Duplicate


Duplicate









(06/21) 228850 Dev work complete (06/21) 228850 Test on Dev



221420 221877



Yes

No

yes yes


No 228850: yes 228852: yes




Yes Yes

Yes yes





(10/3) Active Defect

No

Duplicate

No

Duplicate

Duplicate

No

Duplicate





No No Review for TS2018


No

yes







Yes: See note

Yes: See note

Duplicate

Yes: See note

Duplicate

Yes: See note

No Desktop: Yes Online: Yes

Yes: See note


Yes: See note

No


OH1 OH

OH2 OH

OH3 OH

OH4 OH

OH5 OH

have several OH forms activate and auto-populate directly from Federal inputs. Currently these entries require manual activation within the State Section.

OH Retirement Credit should activate whenever there is an entry in Federal lines 15b or 16b and the sum of these two apply as qualifying income for the OH Retirement Credit. The qualifying income entry in the OH section should become an ADJUSTMENT to that amount, not a REPLACEMENT. This allows the preparer to reduce the amount carried from Federal as needed.

OH School District Form SD-100 should activate whenever a SD entry is made on State line 2 of the Federal W-2. And, the amount withheld should auto-populate from the W-2 to form SD-100. Withholding entered once on Federal, done.

OH Medical Worksheet (Subtraction from Income) should activate whenever a medical expense entry is made on Federal Sch A – Medical Expenses.

School District drop down list should include both name and SD number.

OH6 OH

OH7 When entering Carlise(8301), TS changes it to Franklin(8304) OH

OH8 OH

OH9 OH

OH10 OH

OH11 OH

ALL railroad retirement benefits (Tier I and II) are exempt from Ohio income tax. Retitle State/Subtraction/Item to “SS and RR Benefits”.

Form IT-BUS Part 4 requests data by individual business entity.

Drop Down list of school districts only includes one of two Manchester School Districts, there are two, and both needed. Manchester – Adams County is missing.

Drop Down list of school districts shows Lake Local - 8704 - which is in Wood Count, as being in Ottowa. County.

Transfer Retirement income (sum of 1040 15B and 16B) to Ohio Return (Credits > Non Business Credits > Retirement income in Ohio AGI)

N 2 Online

Y 2 Online

SD100 N 2 Online

N 2 Online

N 3 Online





#101, #102, #103 #104 and #24; #26: #27.

Y 1 Online

N 1 Online

N 2 Online

N 2 Online

N 2 Online

N 2 Online

Quality Improvement

Usability

Performance

Performance

Performance

Performance



Currently these entries require manual activation within the State Section.

Inconsistent application of the Retirement Credit. Current manual process is cumbersome and can easily be missed.

School District is identified before the Federal entries are made. Current process requires entering the same withholding data twice – once on the W-2 and again on the SD-100. Easy to miss even creating the SD-100. Potential of entry errors due to duplicate entries.

Use of the Medical Worksheet often missed by preparers. Current process requires manual activation.

Ohio has several school districts with the same names in different areas of the state. To help insure the selection of the correct one, add the SD code - which is required on the W-2 for withholding and in filing the OH IT-1040.

Performance

Performance

Performance

Performance

Performance

Usability

Information already entered in Federal income section. Link to Ohio will reduce errors and insure adjustment is taken

Income tax reported to wrong School District

TS does not provide option to enter multiple business entities, just a single total across all entities and for both TP and SP.

Had to either paper file with manual fix or not e-flie SD and get warning error message.

It had been confusing for our preparers in trying to determine the appropriate SD.

Increase productivity and reduce errors. Approximatly 50% of Ohio Tax-Aide returns are effected by this issue




IRS Action Required: Cannot locate any of the Forms referenced in this request. Need to find out which forms they are referring to. We searched the OH Dep. Of Taxation website with zero results for every form listed - http://www.tax.ohio.gov/Forms.aspx

Enhancement 229197 - Proposal: Pull the retirement income amount from 1040, Lines 15b/16b into the OH Nonbusiness Credit menu and prompt user to ensure amounts are correct or adjust as needed.

Enhancement 229199 - Proposal: In the online program, automatically pull amounts entered for School District withholdings on Federal Form W-2(s) to OH Form SD-100. Also, display a warning message if the preparer exits the OH return without filling out School District Form SD-100 when school district withholding is found on the Federal W-2.

Enhancement 229201 (Desktop) 229200 (Pro Online)Proposal: For desktop program, ask to fill out the worksheet when entering an OH return that contains medical expenses and/or insurance premiums paid on Federal Schedule A. For the online program, carry amounts from Federal Schedule A to the worksheet when created. Add a warning when the preparer exits the state return without filling out the medical worksheet when medical expenses and/or Insurance Premiums are found on the Federal return.

Enhancement 229205 (Pro Online) 229206 (Desktop)Proposal: In both the desktop and online programs, identify school districts that have the same name in multiple counties with the school district code next to the name.

Enhancement 227673 - Proposal - Allow the preparer to make a selection that automatically excludes the taxable amount from the state if selected

No Action Required: Created OH SD-100 for Carlise and Code 8301 carried to the PDF correctly.

Enhancement 229208 - Proposal: Add the ability to enter more than one business so that IT-Bus Part 4 is completed properly. The Form currently supports 18 business entries and instructions state to list each seperately. Note: TP/SP designation can be made within the IT-BUS entry menu if MFJ Return.

Enhancement 229209 (Pro Online) 229210 (Desktop) - Proposal: For both the desktop program and the online program, add all school districts to the dropdown lists that are printed on pages 44-49 of the OH 100 Instructions. In addition, for the online program, break down the school district picklists per county as the desktop program does.

Enhancement 229209 (Pro Online) 229210 (Desktop) - Proposal: For both the desktop program and the online program, add all school districts to the dropdown lists that are printed on pages 44-49 of the OH 100 Instructions. In addition, for the online program, break down the school district picklists per county as the desktop program does.


IRS Action Required

229197

229199



(07/13) 229201 dev work complete (07/13) 229201 test on Dev (07/13) 229200 Assigned to developer (07/31) 229201 Production Ready

(07/03) 229205 Assigned to developer. Waiting to see if they have the ability to do this with the new state development tool (07/03) 229206 assigned to developer

227673


229208



duplicate

(07/03) 229210 Assigned to developer (07/13) 229210 Live in Production (07/13) 229209 assigned to developer (07/17) 229210 Live in Production

(07/03) 229210 Assigned to developer (07/13) 229210 Live in Production (07/13) 229209 assigned to developer (07/17) 229210 Live in Production


IRS Action Required

No

Getting more information (10/10) Still Open

229201: Yes 229200 No

No

Yes: See Note

Yes

229210: yes 229210: yes 229209: Yes

229210: yes 229210: yes 229209: Yes

duplicate




Review for TS2018

229200 Review for TS2018

Review for TS2018


OK1 OK OK 538S Y

OK2 OK W2G NBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

OK3

OK OK 511 & 511NR Y

OK4

OK OK 538-S Y

OK5

OK OK Sch 511-H N

OK6

OK OK Sch 511-H N

Federal or State



Dependent income cannot be reported on 538S

Form does not automatically populate with name and address information when entering a subsequent form with the same EIN

TSO incorrectly calculates gross income when determining if the taxpayer has a filing reqmt; the Not Required to File (NRTF) box will be incorrectly checked

Unable to remove a subset of the members of the tax family from the OK 538-S that have already received their $40 Sales Tax Credit prior to the return being prepared.

When filing an amended OK return the amendment reason is NOT carried from the Fed Return or if there's no amended Fed return there's no way to enter the reason on the OK 511-H

Even if an amendment reason WERE carried forward from an amended Fed return there's no way to alter the amendment reason on the OK 511-H to reflect Line Nos. on the OK 511/511NR

OK7

OK OK 511NR Sch 511-A Y

OK8

OK Y

If an OK non or part year resident has a Net Operating Loss (NOL), TSO prompots the preparer for the Fed and OK portions of the NOL but does NOT transfer the OK amount to the State form

TSO incorrectly calculates the State income or sales tax itemized deduction amount for taxpayers whose Fed itemized deductions were limited due to high income (see instructions on how to calculate the value in the OK 511/511NR instruction booklets)

OK 511 Line 10B & OK 511NR Line 11B


1 Online Sales Tax Relief will not be correctly calculated

3 OnlineBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

1 Online

1 Online

3 Online

3 Online See OK3 above



Currently this issue requires Extra data entry. This could improve efficiency

TSO will prepare an OK return showing the taxpayer does not need to file a return and owes no income tax when it is highly likely they will owe some state tax. Fed 1040 Sch C or D losses should NOT be used in calculating if the taxpayer has an OK filing reqmt. Any such losses that cause the gross income to fall below the filing reqmt will generate an incorrect NRTF answer.

TSO will prepare a return that incorrectly calculates the Sales Tax Credit amount. Some individuals receive their $40 Sales Tax Credit from the State prior to their tax return being submitted. In thoses cases they may NOT again claim the credit on their return. TSO DOES allow you to remove ALL of the members of the tax family but not just some of them. For example a taxpayer may not have received their $40 credit but their spouse has. TSO can NOTR handle this situation.

A correct amended OK return can not be electronically prepared; it must be printed out and the amendment reason handwritten in and the return mailed in.

2 Online An incorrect State return will be prepared

2 Online An incorrect State return will be prepared. For high income taxpayers who had their itemized deduction amount limited on their Fed return a special calculation is required when preparing their OK State return

Quality Improvement

Performance


Tax Calc Error

Tax Calc Error

See OK3 above



suggest?)

Incorrect/incomplete information put on the State return

If this is not fixed then preparers need to be taught they must hand write in the reason and prepare a paper return

Incorrect/incomplete information on the State return

Tax Calc Error

Tax Calc Error



Defect: 7003

This already exist. Edit the state and go to Credits>>Property Tax Credit/Sales Tax Relief Credit>>Dependent Income When you get here you can list income for up to 4 dependents

Verified that the EIN database works for the W-2G. Add a W-2G and enter never before used EIN, entered company information, etc. completed W-2 and clicked Continue. Added a second W-2 and entered the EIN that was created with the prior W-2G and the company information populated

We would like an example return supporting the issue described as incorrectly marking the NRTF box. Based on OK instructions, an OK filing requirement is determined if a Federal filing requirement exists or not based on gross income. Federal filing requirement is determined by gross income over a certain threshold based on filing status and age.

Proposal: When MFJ, present the ineligibility question on a per taxpayer level. Ask the question for both the Taxpayer and Spouse separately.

From the main Amended Return menu, the "Explain Changes" entries do carry to Schedule 511-H. This is also indicated within the OK Amended menu of where to enter the explanation.See OK5 above. OK line items would be referenced within the "Explain Changes" menu and would carry to OK Schedule 511-H.

Defect: 7005

Unable to replicate issue described. Within the OK return (PY and Nonres)>Additions to Income>Net Operating Losses> entries made within the Fed and OK columns correctly carried to the OK return for each column on Schedule 511NR-A.

The need to support the OK Itemized Deduction Worksheet was not previously expressed based on current customer base. Entered request to add OK Itemized Deduction Worksheet for applicable returns to impact the figure carried to Line 10B of F511/NR







(10/13) Need more information

(10/13) Need more information

(10/13) New item reported to development







(10/13) New item reported to development




OR1

OR2 No way to correct the Federal tax subtraction for an RDP return

OR3

OR4 File Extension for Oregon and Voucher has incorrect box checked for payment type

Form 2441 Child & Dependent Care Expenses includes qualified expenses for child care expenses paid by the taxpayer. The total amount paid for qualified child care expenses on line 1 of Form 2441 is reduced by amounts shown on Form W-2, Box 10, Dependent Care Benefits, along with amounts that may be in excess of $3,000 per child to calculate the Federal credit for dependent care. The amount that flows to Oregon Working Family Credit line 6 is the total child care expenses paid (from Line 1, Federal form 2441) and is NOT REDUCED by the amount from box 10 on the W-2. This is not an issue UNLESS part of these funds have been paid by the employer, in which case you will need to reduce those funds paid by the employer for child care expenses. TaxSlayer DOES NOT appear to allow one to reduce that portion of child care expenses that have been paid by the employer.

Tax exempt bond interest in one state may be taxable in another state. There is a place on the federal 1099-INT input form to record this, but the amount doesn't carry onto the state (Oregon) return. This is in contrast to the handling of Savings Bond information which when entered in the 1099-INT input form does carry over to the state return.

OR5

OR6

OR7

OR8

In some situations, TaxSlayer’s calculation of the Special Oregon Medical Subtraction amount is incorrect. For example, when the taxpayer(s) are not itemizing on the Oregon return, TaxSlayer uses the WORKSHEET from the Oregon instructions, but does not follow the LINE 1 INSTRUCTIONS for that worksheet, which state, in part “If your medical expenses were not included in your itemized deductions (federal Schedule A, line 1) or you didn’t itemize your deductions, skip lines 2–4, enter the amount from line 1 on line 5, and go to line 6.” (Refer to the 2016 Instructions for Schedule OR-ASC, page 3). Even when taxpayer(s) do not itemize on their Oregon returns, TaxSlayer fills out lines 2-4 of the worksheet, which results in an incorrect calculation.

Although TaxSlayer provides a “Federal Pension Income Subtraction Worksheet” data entry screen, the calculated subtraction amount when the preparer uses that worksheet is not correct.

Preparers who use TaxSlayer’s Federal Pension Income Subtraction Worksheet (instead of calculating the correct amount(s) themselves by hand) will probably produce a return with an incorrect subtraction amount – if the subtraction amount is too high, the return may understate the Oregon tax liability; if the subtraction amount is too low, the taxpayer may not get the entire tax benefit to which he or she is entitled.

Although TaxSlayer calculates the correct income and adjustment amounts for the Federal column (lines 7F through 29F on Form OR-40-N or OR-40-P), TaxSlayer does not display those amounts on the “Oregon State Return Income Subject to Tax” or “Oregon State Return Adjustments to Income Subject to Tax” pages. When the preparer is entering the “Oregon portion” of income or adjustments, it is helpful to see the federal amount for each line.

OR9

OR10

Currently, TaxSlayer’s “Interest Income” page includes a line item, “Interest on U.S. Savings Bonds and Treasury obligations (Box 3)” and another line item for “Amount of Interest on U.S. Savings Bonds and Treasury Obligations that you want subtracted from your state return.” Amounts entered in either of these fields are not included in an Oregon nonresident or part-year resident return, even though they could be.

Currently, the preparer must enter taxable amount of Railroad Retirement Board tier 2 benefits twice for an Oregon taxpayer: once on TaxSlayer’s “RRB-1099-R” page and then again as an “Other subtraction” on the Oregon return.

Federal or State

OR Line 36 Code 893 Y 2

OR Y 1

OR Line 8 Code 158 Y 1

OR N 2




OR Code 351 Y 1

OR Code 307 Y 1

OR Code 351 Y 1

OR N 2

Form OR-40-N and Form OR-40-P, lines 7 through 29F

OR Code 315 y 1

OR Code 330 Y 2


Online

Online

Online This inconsistency is very confusing and will lead to errors.

Online


Online)

As a result of this issue, the Working Family Credit will be calculated incorrectly -- too high -- in those circumstances where part (or all) of the funds in Box 10 of the W-2 have been paid by the employer.

On an Oregon return for Registered Domestic Partners, either RDPJ or RDPS, the Federal tax liability subtraction must be the actual Federal tax paid, not the tax calculated on the "As If" Federal return used to create the MFJ or MJS Oregon return. There is no way to correct the amount carried over to line 10.

Manually fix the voucher for client to reflect the payment is made with file extension for Federal and State

Online

Online

Online

Online

For some Taxpayer(s) with eligible medical expenses and insufficient schedule A deductions to itemize in Oregon, the Special Medical Subtraction amount TaxSlayer calculates is too low, often resulting in higher amount due or lower refund

Preparers who use TaxSlayer’s Federal Pension Income Subtraction Worksheet (instead of calculating the correct amount(s) themselves by hand) will probably produce a return with an incorrect subtraction amount – if the subtraction amount is too high, the return may understate the Oregon tax liability; if the subtraction amount is too low, the taxpayer may not get the entire tax benefit to which he or she is entitled.

some volunteer preparers do not know (or do not remember) to enter eligible expenses on the Oregon return in TaxSlayer. This results in eligible taxpayers not getting the tax benefit to which they are entitled

Federal amounts displayed on TaxSlayer’s the “Oregon State Return Income Subject to Tax” or “Oregon State Return Adjustments to Income Subject to Tax” remind counselors to enter Oregon amounts when needed. With no federal amounts displayed, preparers are more likely to forget to enter some Oregon amounts, and quality reviewers using those pages for review are less likely to notice the error. Displaying federal amounts where Oregon amounts are entered increases counselor and quality reviewer accuracy.

Online

Online

When a preparer enters an amount in a field labeled “Amount of Interest on U.S. Savings Bonds and Treasury Obligations that you want subtracted from your state return” and then selects “Oregon,” that preparer has a reasonable expectation that the amount entered will actually be subtracted from the Oregon return. In the case of an Oregon nonresident or part-year resident return, it isn’t, and as a result, the taxpayers do not get the tax benefit to which they are entitled

some volunteer preparers do not know (or do not remember) to enter the subtraction amount on the Oregon return in TaxSlayer.


Performance

Performance

Performance

Performance

Performance

Performance

Performance

Performance

Performance

Performance




Training issue: both Federal 2441 and OR-WFHDC instructions include language to the effect of "enter expenses you paid" child/ dependent care. This means the 2441 should opnly include what is paid by the taxpayer, not including any potion of the w-2 box 10 figure funded by the employer. Entering only taxpayer/spouse (if applicable) funded contributions on the federal side (including pre-tax dollars, per instructions) will keep the Oregon return from reflecting non-taxpayer/spouse (if applicable)-sourced payments.

Training issue: In Online program, open OR MFJ return for RDP's, go to Basic Information, then to "Filing As If Federal return." Select "Yes," then enter the actual amount in the next space.

Proposal: Automatically carry the amount designated as taxable interest to Oregon in the federal interest exempt section to the Oregon resident returnReason: The preparers assume that if they enter the amount and designate Oregon as the state, it will automatically add it to the appropriate Oregon schedule and they do not need to manually add it to incomeUse Case: As a user completing an OR return, I want the amount I enter as being taxable interest to Oregon to automatically carry to the appropriate Oregon schedule so i do not have to manually enter the amount in the Oregon program.

Proposal: Allow users to select if the payment is for an extension Reason: The program will mark the appropriate extension box on the voucher so the preparer does't have to manually change the selection once the payment voucher is printed outUse Case: As a user that is preparing an OR return, I want to have the ability to designate that the payment voucher I am printing for the taxpayer is for payment with the extension

Written up as a defect

Written up as a defect

Need more information- I suspect there's data missing, as cell 8B here is the same as cell 7H above-

Proposal: Include the whole Federal amounts displayed in OR "Income Subject to Tax" and in OR "Adjustments to Income Subject to Tax" menus, (Note) desktop currently does this with a 2-column system similar to federal.Reason: To display what the whole amounts of any given income/adjustment there supject to tax are on the federal so that preparers can allocate the relevant portions to the state without needing to write down these figures or exit to the federal to see them.Use Case: I am preparing a return for a part-year or nonresident of Oregon, I want to see the whole federal amount so it is easier to determine how to allocate certain parts of their income to the state to be taxed.

Dependent on federal enhancement Requests

Proposal: Automate the amount of interested entered to be subtracted from the state in the Oregon PY and NR returnsReason: The preparers make the assumption that if they enter the amount to be subtracted from the state return when they are in the federal section, it will be subtracted on the appropriate schedule without having to enter the adjustment again.Use Case: As a user preparing an OR PY or NR return, I want amount entered in the field to deduct from the state return to automatically deduct from the state so I do not have to remember to manually add it to subtractions from income.


No Action Required

228876

228859


(06/12) Dev work complete (06/14) Test on QA (06/21) Test on PreProd (06/21) Failed on PreProd (08/31) Production Ready

Defect: 228636

Defect: 228370

IRS action Required Need More Information

228863

(06/08) Development work complete, ready to test on QA (06/09) Failed QA (06/14) Fixed and ready for test on QA (06/21) Production Ready (06/22) Live in production

(06/08) Development work complete, (06/13) Test on QA (06/21) Production Ready (06/22) Live in Production

(10/10) These should already be displaying. We are conducting research now to determine why they are not

228875 Note: Deliver with 2017

(06/12) Dev work complete (06/14) Ready for Test (07/20) Test on QA (07/25) Production Ready

desktop: 223769 Pro Online: 227673

(10/10) This may be a 2 year process; at a minimum the federal information will be available at the state level


No Action Required

No yes

Yes



yes yes

yes yes

Yes

No yes

Yes, see notes


PA1 State

PA2 State

PA3 State

PA4 State

PA5 State

PA6 State

PA – taxable annuity and charitable gift annuities need to go to the PA Schedule A in proper amount without creative data entry.

PA - only print SP and PA-1000 forms if they are used. Having Yes/No is useless for controlling print since you need Yes to ‘test’ income limits. Not everyone wants to go to print/preview to see if income limits apply then go back to state section (multiple levels) to click NO when it doesn’t.

PA-SP – if only part of Fed tax exempt income is taxable for the state, the entire Federal amount is showing up in Tax exempt interest in PA-SP which is double counting.

PA-SP amounts entered in TaxSlayer SP form (State>Credits>SP) should be additive to what program has already calculated.

Tax exempt interest on 1099 DIV which is taxable for PA needs to go to PA dividends not interest

1099R - code 4 for PA going to PA-1000 under pension total not inheritance where it should go and not going to PA-SP. Be consistent and correct.

PA7 State

PA8 State

PA9 State

PA10 State

PA11 State

PA12 State

PA13 State

Deceased – PA-SP - deceased oval needs to be checked if single taxpayer

Deceased – PA-SP - need to be able to enter Annualized income in line 2 Non taxable income etc. Currently 2/11/2017 non taxable interest entered on form Pa>State>Credits>SP) doesn’t go anywhere on SP.

11) Deceased – PA-SP – need to be able to enter method of annualization for deceased.

PA-1000 – Annualization of income for deceased taxpayer works but Schedule G does not print.

Deceased PA-1000 - date of death on Schedule G can be anything, Should be pulled from fed date of death.

Tax-exempt Interest for PA ( a portion taxable) doesn’t fill in PA Sch A properly (but somehow the taxable amount is correct).

PA-SP - Tax-exempt Interest for PA ( a portion taxable) ), includes ALL not just the PA non taxable part in SP.

PA14 State

PA15 State

PA16 PA-1000 - Schedule F multiple owners doesn’t work. State

PA17 State

PA18 State

PA19 State

PA20 PA

Need to be able to enter direct deposit routing and account on PA-1000.

If error in PA-1000, it is not cleared until back to top of state sections; should clear when leaving form as all Fed forms.

PA-1000 - Gross gambling winnings from fed is used rather than net gambling winnings from PA Sch T.

Interest, dividend and capital gains from fed K1 do not go to proper schedules without creating a PA RK1. Interest and dividend are handled properly from PA RK1 but capital gains are not. Capital gains are duplicated – once in from federal and again in the PA RK1 section. Should go from Fed automatically to the proper schedules and proper lines. CHANGED 3/31/2017- Int and div went to correct place without PA RK1

Capital gains transactions with adjusted basis on fed not properly carried to PA.

PA treats MFS differently from Single for purposes of calculating tax forgiveness.

PA21 PA

PA22 PA

PA23 PA

PA24 PA

PA25 Add the local tax form PA

PA26

PA

Capitals gains reported on a 1099 DIV flow to PA Sch B correctly, but do not flow to PA1000

Permit adjustments to business expenses on the PA UE for entries passed from the federal Schedule A.

When multiple PA UE forms are required, allow business clothing expense amounts entered on the Federal Schedule A to flow prperly to the PA UE forms.

When both Taxpayer and Spouse have Union Dues the Spouse union dues do not appear on their PA UE form

IRA distributions are generally not taxable by PA. However, some taxpayers have the payer withhold state income tax so they don't have to make estimated tax payments. Entering state withholding without a state distribution creates an error, but entering a state distribution on this form results in the distribution incorrectly being added to line 1a on the PA-40.

PA27

Federal

PA28PA Local Earned Income Tax PA

PA29

Underpayment penalty PA

PA30

PA

PA31

PA

PA32

PA

PA33

PA

PA34

PA

PA35

PA

PA361099-R with Code 4D – PA W-2S indicates Code I should be Code K PA

PA37

PA

PA allows a taxpayer and spouse to file a joint return, but the return must treat each person’s income separately. However, there is no way to distinguish ownership of capital gain/loss transactions at any level.

There is no automatic calculation of PA Use Tax using the tables for PA Taxable Income, and no way to calculate the use tax on individual purchases greater than $1,000

Estates/Trusts are a separate income class in PA, and require PA Sch J to be completed

Permit adjustments to business expenses on the PA UE for entries passed from the federal Schedule A.

If the stock in the ESOP has been allocated to plan participants, income is dividend income to recipient of the 1099-R and should be reported on PA Schedule B. If the stock in the ESOP has not yet been allocated to plan participants, income is compensation to the recipient.

PA allows a surviving spouse to file a joint return for the year of death unless the feduciary for the decendent elects to file separately.

Additions to income should allow multiple entires to reflect where the income comes from and who received it. Example TP and spouse have additional income TPs is Jury Duty and spouse is Election Official. Currently can only sum the other income select one type.

Currently there is no way to verify the direct deposit information for state return

PA38

Unable to enter direct deposit information on PA 1000 PA

PA Sch A Y 1 Online

SP PA-1000 N 2 Online

PA-SP N 1 Online

SP Y 1 Online

1099 DIV Y 1 Online

1099R N 2 Online





Online)

PA-SP N 2 Online

PA-SP Y 2 Online

PA-SP N 1 Online

PA 1000-sch G N 2 Online

PA 1000-sch G N 2 Online

PA Sch A Y 1 Online

SP Y 1 Online

PA 1000 N 2 Online

PA 1000 N 2 Online

PA 1000-Sch F Y 1 Online

PA-1000 Sch T Y 1 Online

PA-1000 Sch T Y 1 Online

Y 1 Online

PA Sch SP Y 1 Online

PA 1000 Y 1 Online

PA Sch UE Y 2 Online



PA-40 Y 1 Online

Sch D Y 1 Online

N 2 Online

PA 1630 Y 1 Online

PA 40 Y 1 Online

1 Online


Form 1099-R Code U Y 1 Online

Y 1 Online

Y 1 Online

PA W-2S N 2 Online

PA 8453 N 1 Online

PA 1000 N 2 Online

Why should issue/suggestion be adapted? Quality Improvement

To make sure that the information is accurate Performance

This would improve the efficiency of the software Usability improvement

This could result in an inaccurate return Performance








Performance

Performance



If the Sch G is not available, could result in the TP not receiving the proper documentation

If the wrong date is unput, could result in an incorrect return

Performance

This would improve the efficiency of the software Performance


Performance

Underreporting of income on the PA 1000 Performance


Performance

This form is paper filed form and need to have the information for recordkeeping purposes.

The result is over reporting of PA income on the PA 1000

In some cases, such as taxpayers living together but filing MFS, entry of spouses data is required to correctly calculate tax forgiveness

Performance

Performance

Performance

Performance

Result is an underreporting of PA income on the PA1000

Business expenses on the Federal Schedule A flow to the PA UE. However, some of the business expenses allowed for federal purposes, such as meal expenses while not away from home, are not permitted for PA state purposes.

When entering business expenses for clothing for a taxpayer or a spouse and both the taxpayer and the spouse have PA UE forms, the PA UE forms have automatically allocated 1/2 of the expense to the taxpayer and 1/2 to the spouse, without regard to the correct assignment.

Could not find any way to create an accurate Spouse PA UE including union dues.

This IRA distribution is not taxable by PA and does not belong on the PA tax return.

PA requirement

No option to direct income to Schedule B

No option to file separate PA returns

No way to manually enter this on PA SCH W2-S

If the taxpayer had a $1,000 gain and the spouse had a $1,200 loss. TaxSlayer combines the two for a net of -$200, but PA law requires the taxpayer to pay tax on his gain and the spouse’s loss to be ignored.

Many municipalities and/or school districts in PA impose an earned income tax.

in situations of underpayment of tax, PA1630 should be generated and penalty calculated. There is a tab in the PA section to address underpayment penalty, but entering data in the fields does not cause a penalty to be calculated or PA 1630 to be added to the return.

Data from the federal K-1 entry does not flow to line 7 on pg 1 of the PA-40 and Schedule J does not complete in the PA return.

Business expenses on the Federal Schedule A flow to the PA UE. However, some of the business expenses allowed for federal purposes, such as meal expenses while not away from home, are not permitted for PA state purposes.

Unable to confirm direct deposit selection and information to the taxpayer. Unable to print PA 8453. Printing PA 8453 would show direct deposit

Need to be able to enter direct deposit information on PA 1000 with option to use same information that is on state return so doesn't have to be entered again.




suggest?)

Reported as Defect: 227829 - Within PA return > Additions to Income > Income from Form 1099-R, choosing Distribution from Charitable Annuity as payment type carried Code M to Schedule W2S instead of Code L. Correcting this will eliminate creative data entry to ensure correct code carries to proper form and listing on Schedule A.

Enhancement: 227823 - Proposal: Schedule SP and PA 1000 should generate in the PDF if entries are made within each menu. Currently they only generate in the PDF if the question in each menu to complete the form is answered as YES from the drop down.

No Action Required: Verified that only the figure entered as taxable to PA within Federal entry of tax-exempt interest (I entered 2,222) was included in Line 1 of Schedule SP and only the nontaxable portion not attributal to PA (2,778) (manually entered within SP menu of state program) carries to Line 2 of Schedule SP. End result is not double counting unless mis-entered by end user.

IRS Action Required: We need a sample return to look at with a detailed explanation to fully understand end user description Note: Sent to CORE on 6/2

No Action Required: Verified that entry within PA>Additions to Income>Interest and Dividend Income> Enter Total Exempt-Interest Dividends (I entered 33 for taxpayer) carried to PA Schedule B, Line 11 for Total PA-Taxable Dividend Income.

No Action Required - Schedule SP: Verified that entry within PA>Credits>Schedule SP>Enter Insurance Proceeds and Inheritances carries to Line 4 of Schedule SP for Insurance Proceeds and Inheritances. Enhancement: 227892 - Proposal: Add an entry menu within PA 1000 (Property Tax/Rebate) menu>Income to enter an amount for the Value of Inheritances, Alimony, and Spousal Support to carry to Line 11c of PA-1000 - See Attachments. This would be for a 1099-R, Code 4 for Death in Box 7.

Reason: No current entry method within PA 1000 entry menu to carry a figure to Line 11c

Reported as Defect: 227898 - Proposal: Add ability to choose filing status within Schedule SP menu (and to report method used to annualize claimants income). When marked as Deceased, it will mark the oval on line 4 of Schedule SP and Line 19 as "03" of PA-40.

Reported as Defect: 227898 - Proposal: Add ability to choose filing status within Schedule SP menu (and to report method used to annualize claimants income). When marked as Deceased, it will mark the oval on line 4 of Schedule SP and Line 19 as "03" of PA-40.

Reported as Defect: 227898 - Proposal: Add ability to choose filing status within Schedule SP menu (and to report method used to annualize claimants income). When marked as Deceased, it will mark the oval on line 4 of Schedule SP and Line 19 as "03" of PA-40. Will be corrected along with items PA007 and PA008

Enhancement: 227910 - Proposal: Add PA-1000, Schedule F/G to print sets for PA to generate in the PDF when completed within state program

No Action Required: Re-entry of date of death specific to claimant for PA 1000-sch G ensures form is completed for applicable spouse. Quality Review should double check entries to check accuracy of return prepared before filing.

No Action Required: This is being reported correctly. Instructions say enter the amount of tax-exempt income included on line 8b. This amount is going to be added back to PA as taxable income. When PA taxable income is included in the amount of tax-exempt income on line 8b, the PA taxable amount flows to PA Sch A, line 2 which is why the taxable amount is correct

No Action Required: Duplicate of Item PA003

Enhancements 227941 (Pro Online) and 227940 (Desktop) - Proposal: Add ability within PA return to enter Direct Deposit info to carry between lines 18 and 22 (labeled Direct Deposit) on page 2 of PA-1000 for Property Tax Rebate.

No Action Required: Current limitation of state programming already being addressed by development to enhance prior to next tax season.

Enhancement: 227910 - Proposal: Add PA-1000, Schedule F/G to print sets for PA to generate in the PDF when completed within state program

No Action Required: Verified that initial Fed entry of Gambling Winnings carries to line 1 of PA Sch T but excludable amount entered in PA return>Additions to Income>Gambling and Lottery Winnings>Excludable PA Gambling and Lottery Winnings it subtracts from amount shown on Line 1 to then only reflect net PA winnings.

Enhancement 227973: Proposal: Within PA Return for RK1's, provide a mechanism to carry the Federal K-1 entry for capital gains/losses to Line 6 instead of line 1 on PA RK1

Enhancement 228024 - Proposal: PA Sch D to take into account Federal cap gain/loss entries with adjusted basis so what carries into PA Sch D matches what reflects on 1040, line 13.

No Action Required: Verified that when MFS for Federal, within PA>Credits>Schedule SP you are asked to enter Spouse income to ensure correct calculations for Special Tax Forgiveness. Entries for TP/SP carry to the correct columnes (B/C) on PA Sch SP

Add the PA Local tax form2016: Have entered a BUG for correction for Online. Works correctly in Desktop.

Proposal: Have capital gain entries reported on 1099-DIV, box 2a carry to line 8 of PA 1000 when completed within state program.

Enhancement 228011: Proposal: Add ability within PA Schedule UE entry menu to edit amounts automatically carried over from Federal 2106 when using the W-2 EIN.

No Action Required: Verified that Federal Schedule A entry for Work Clothes was correctly allocated between TP/SP when going to PA>Adjustments to Income>Schedule UE>Part A: Employee Business Expense Deductions. Here you allocate the total Federal Sch A entry between TP/SP. Be sure to also provide the EIN's when applicable.

No Action Required: Verified that Federal Schedule A entry for Union Dues was correctly allocated between TP/SP when going to PA>Adjustments to Income>Schedule UE>Part A: Employee Business Expense Deductions. Here you allocate the total Federal Sch A entry between TP/SP. Be sure to also provide the EIN's when applicable.

2016: This Bug has already been submitted.

2016: Entered enhancement for Online. Desktop has this feature.

2016: Have entered a BUG for correction for Online. Works correctly in Desktop.



2016: Have entered an enhancement for an auto calc for the USE tax, or at least a link to the worksheet.

2016: Confirmed. Entering bug for k-1 Income not pulling to the PA-40 and for Schedule J not being generated for TSP online version. In the desktop version, it is a manual entry in the state menu and it does pull to line 7 and creates the schedul J.

2016: This is entered in the Additions to income>>Miscellaneous Taxable Income (1099-Misc)>> and then choose Jury Duty pay in the dropdown for code type. You can also chose taxpayer or spouse.


Defect: 227829

227823

227892

(06/5) Development work done (06/21) Passed QA (06/22) Production Ready (08/25) Live in Production



(06/29) From the Area: No one can decipher the issue –The territory staff have agreed to have the item removed from the wishlist since we cannot figure it out.


(06/27) Assigned to Developer (06/28) Dev Work Complete (06/28) Read to Test (06/29) passed testing, integrate to PreProd (07/21) Production Ready

Defect 227898

Defect 227898

Defect 227898

227910

Duplicate

(06/16) Dev Work Complete (06/16) Passed QA (06/22) Test on Preprod (07/06) Production Ready (08/25) Live in Production



(07/03) Assigned to developer (07/05) Developer needs a return (07/06) Return provided to developer (07/17) Assigned to federal developer for research on why not showing in print sets



227910

227973

228024



(07/03) Assigned to developer (07/05) Developer needs a return (07/06) Return provided to developer (07/17) Assigned to federal developer for research on why not showing in print sets


9/5 - Received new feedback that costs are not deducted when carrying Gambling Winnings to Line 11b of PA-1000 (new issue and not indicated on initial statement), instead gross winnings are being included. PA-1000, line 11b instructions do not indicate costs should be included in the amount reflected on line 11b.

Getting additional feedback from state


228011

221264

Desktop 228018 Pro Online 228015


6/28/17 - Line 7 instructions for PA-1000 says to report capital gains distributions portion of the income as dividends, not as gains from the sale or exchange of property. http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/Documents/Property%20Tax-Rent%20Rebate/2016_pa-1000_inst.pdf#page=6

9/5 - Entered Defect 6890 9/25 - Defect Closed

Closed: No development action required 9/5 - Reported as Defect to Development 9/25 - No Development Action Required

9/5 - Received additional feedback that allocating $0 to SP when both spouses work was not functioning as expected. Defect has been reported to development 9/25 - Additional testing verified allocating $0 to SP when both spouses worked carried accordingly to applicable Sch UE's - if still a concern for the volunteer, provide VITA Support with an example return


(08/08) Added to spreadsheet


Yes yes

No

yes




Yes yes

Yes yes

Yes yes

(10/10) Still open

Duplicate



227940: Yes 227941: Yes

Duplicate


(10/10) still open




No No

Yes

Yes




RI1 State of RI

RI2 RIBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

RI3

State RI Sked M

RI4

State RI Schedule II

RI5

Federal/State


May the Division of Taxation contact your taxpreparer? For VITA, this should be answered no automatically.

Many states allow a filing status different than the federal

For federal tax-exempt interest/dividends that are taxable by RI (i.e., out-of-state municiple bonds), the entries on the Taxable State Interest Item input screen do not carry to the the RI return...the result is an incorrect RI tax calculation. The procedure is explained in IRS Pub 4012, pg D-14. (Issue ID 5978)

RI Schedule II, Part 1, line 13 calculation is off by a factor of 10 (i.e., displays 0.0471 when is should be 0.4710). (Issue ID 6824)

Many states allow a filing status that is different than the federal fling status. In TaxSlayer, there is no means to select a state filing status that is different from the federal filing status.

Basic Information input screen

RI6

Federal Sked A

RI7

State

RI8

State

RI9

State

RI TDI is considered a tax, however, when entering on W2 entry screen the block 14 the amount does not carry to Sked A, line 5. W2 block 14 not carrying forward will lead to incorrect itemized decuctions (when used) and an incorrect federal tax calculation

TaxSlayer loads the resident state by default. This creates issues/confusion particualarly when the preparer previously deleted it. Make the auto-loading of the state an option. Rationale: some military are not required to file a residnet state return.

Basic Information input screen

Multi-state and part-year worksheets are required to ensure the proper allocation of income and expenses when multiple states are involved

For the RI amended return module, add a "where is this found link" to the Tax and Credits and the Payments input screens. Such a link is available in the federal 1040X module.

RI 1040-X input screens

N 2 Online Save time during return imput

N 2 OnlineBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Y 1 Online

Y 1 Online

N 1 Online





In TaxSlayer, there is no means to select a state filing status that is different from the federal status

Corrects an incorrect state tax calculation

Potential for an incorrect state tax calculation

Gives the preparer the ability to accommodate the taxpayer's wishes

Y 2 Online

N 2 Online Reduces the potential for error



Corrects an incorrect federal tax calculation

Quality Improvement

Usability No


Usability No


If not Computation

issues, is more training needed?


Usability No

Usability Yes No

Usability No


227474

227469 (Dekstop) and 227470 (Online)Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

227469 (Desktop) 227470 (Pro Online)

Wrote this up as a defect. It should be pulling from the federal correctly. There is no place in the software to actually answer this question

Proposal: Need the ability to change Rhode Island Filing Status from Joint to MFS for RI Returns and to at least create and print a MFS RI return for the taxpayer. Reason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where RI allows MFJ for the federal and MFS for the state. Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for the taxpayer even if I have to print out and mail the state.

According to RI instructions, the only mention of municipal bonds added back to RI income references Line 2b of Schedule M. This entry is not an automatic and cannot be an automatic carryover from the Federal return. Rhode Island>Additions to Income>RI Fiduciary Adjustment supports the entry needing to carry to Line 2b, Schedule M. The Issue ID referenced referred to automatically subtracting Interest on U.S. Savings Bonds and Treasury Obligations whichs does work as expected.

The volunteer that initially reported this issue was contacted on 8/25/17 that it was resolved.

Previously captured request to allow MFS RI returns when Federal is MFJ.

W-2, Box 14 amounts for RI TDI, must be entered within Itemized Deductions>Taxes You Paid>Additional State and Local Income Tax to carry to Sch A, Line 5. We recommend using preparer notes to ensure this additional itemized amount is not overlooked. Changing the current code would impact tax returns already prepared and could also impact the current code which includes RI TDI when determining Credit for Taxes Paid to Another State for MA.

When completing Basic Information after entering address for TP/SP, a drop down is present that asks for resident as of the last day of the year. This can be changed to "None" and a default Resident state return will not be created.

Not sure of the issue being described. Detailed examples to use as reference points in order to review would be beneficial.

Due to changes in state legislation on a yearly basis (not just in Rhode Island) that would impact line items of state returns, this would be a difficult item to support on a yearly basis. Recommendation when preparing an RI amended return is to have the hard copy original RI return in hand or the PDF pulled up on the screen.


Note: Deliver in 2016 Yes


No

(05/26) Completed and in QA for testing (06/05) Test on QA (6/20) Passed QA (6/23) Passed on Preprod (06/23) Production Ready (08/24) Live

(10/13) No development action required.


(5/25) New Product Backlog Item

No



(10/13) Need additional information



yes

No Review for TS2018Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

No Review for 2018


No




SC1

SC2

SC3


The retirement deduction for less than 65 year old does not carry automatically to the state return.

Add the SC Schedule TC Credit list

Issue: State (SC) deduction is not automatically applied by TS. Solution: SC Retirement Deduction: If the taxpayer is 65 or older there is a $15,000 deduction from all SC income that is automatically applied by Taxslayer. There is a similar deduction that IS NOT Automatically applied, and this needs to be corrected: An individual SC taxpayer under the age of sixty-five is allowed an annual deduction from SC taxable income of not more than three thousand dollars of “qualified retirement income” received. Qualified retirement income is income reported on a 1099-R that is not subject to a penalty for premature distribution. Currently, in order to get the deduction, entries in TaxSlayer is a 6-step process which most tax preparers are missing. Steps include: 1. Select the State Section on the left navigation bar. TaxSlayer will display the State Return page. 2. Select Edit and Enter Myself. TaxSlayer will display the South Carolina State page. 3. Select Subtractions From Income. TaxSlayer will display the Subtractions from Income page. 4. Select Social Security and Retirement Deductions. TaxSlayer will display the Social Security and Retirement Deductions page. 5. Enter the taxable amount from the 1099-R Box 2a into the appropriate taxpayer/spouse box. 6. If the 1099-R is for military retirement, enter the amount in the appropriate military retirement box. If the taxpayer is eligible for the additional military retirement deduction, TaxSlayer will make the correct entry.


SC SC1040 N

SC Y



3 Online

1 Online



Increase accuracy of returns prepared with this issue.

The greater than 65 deduction of 15000 does carry, but does not really split appropriately


N

Performance


suggest?)

Increase accuracy of state returns for TPs over age 65 with qualified retirement income

Improved accuracy of state returns for TP over age 65 with qualified retirement income.

TaxSlayer's Responses TFS ID NumberDesktop: 228907 Pro Online: 228906

Item SC1 and 2 are the same

230182

Enhancement 228906 (Pro Online) 228907 (Desktop) - Proposal: Automatically calculate the applicable Retirement Deduction up to $3,000 for Taxpayers under age 65 with qualifying retirement income reported on the Federal return (lines 15b and 16b).

Proposal: Add the SC Schedule-TC credit pick list just like Desktop currently supports (see attachments). When selecting a credit from the list, allow the user to manually enter the credit amount


duplicate

Yes

(07/11) Assigned to developer (07/13) Dev work complete (07/13) Test on QA (07/17) Test on PreProd (07/31) Production Ready (08/24) Live in Production



duplicate

Yes


TN1 TNBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Federal or State


Need the ability to change Tennessee Filing Status from Joint to MFS for Tennessee Returns and to at least create and print a MFS TN return for each spouse.

TN Form 250 pg 1 - Over 65 Exemption

TN2

State

TN3

State

TSO correctly prepares over 65 returns for MFJ couples and Single taxpayers, but Tennessee law permits a MFJ couple to file MFS state returns if either spouse qualifies for the exception. To qualify for the exemption, gross income, as defined by Tennessee, is below $68,000 for MFJ couple or $37,000 for Single or MFS taxpayers. Need the ability to allow a MFJ Federal taxpayer to prepare a MFS Tennessee return for each spouse. TaxSlayer needs to calculate the gross income, as defined by Tennessee (all income including social security benefits, without regard to whether the income is taxable for federal purposes and without deduction for loss.), of each taxpayer to see if they qualify for the exemption. If the criteria is met, need the ability within TaxSlayer to prepare and submit MFS returns for each of the taxpayers. To do this, all income categories need to identify whose income it is, either Taxpayer, Spouse or Joint. With the exception of Capital Gains income, TaxSlayer already identifies to whom each income element is attributable.

Need more than the six entry “forms” for Interest and Dividend income. The State DOR uses a matching system – comparing income documents against what is report on taxpayers’ returns; if they are unable to match each item that is reported to what is on the return, the taxpayer receives a letter. Can combine income from the same payer. The problem arises when there is taxable income from multiple payers – there is no way to combine these income sources in a way that allows the TN DOR to match the entries with the documentation it receives from payers.


N 2 OBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet




Online)

Tennessee tax law permits taxpayers who file a Joint Federal Return to file MFS for Tennessee. This is primarily useful for over 65 taxpayers where one spouse can qualify for the tax

Y 1 Online

Y 1 Online

To allow married taxpayers to avail themselves of the tax advantage of filing a MFS State return as allowed by TN tax code.

Using the current configuration of only 6 entry blanks for taxable interest and 6 for taxable dividends, taxpayers with more than 6 sources of interest or dividend income are unable to submit a return that is not subject to audit by the TN DOR. It is impossible to "combine" multiple income sources into 6 entries in such a way that will allow TN DOR to match those entries against the income documentation they receive from IRS.

Quality Improvement



If not Computation

issues, is more training needed?


Y Y N/A

Y Y NA



Proposal: Need the ability to change Tennessee Filing Status from Joint to MFS for TN Returns and to at least create and print a MFS TN return for the taxpayer.Reason: There are circumstances where the site is having to prepare the separate state returns by hand. There are certain tax circumstances where TN allows MFJ for the federal and MFS for the state. Use Case: As a preparer that completes a MFJ federal return, I want to have the ability to create a MFS return for both the taxpayer even if I have to print out and mail the state. Note: Desktop already allows the MFJ return to be changed to Single or MFS for TN

Duplicate of TN1

241807Proposal: Within the Interest and Dividend menus, allow 12 entries each.



(10/10) Developer needs to ensure desktop is working as expected prior to making the change in Online



No Review for TS2018Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet


UT1 UT TC-40 Amended




Amended returns/Original amounts: If you check the box next to “Check here if you are adding or removing the number of exemptions,” the first line that appears is not a complete sentence. It ends with a coma with no explanation on what to do if you filed a 1040ez.

Amended returns / Original amounts: Please consider a cosmetic change. Add a blank line after the line “Amount of refund you would like applied to next year's estimated taxes.” Currently it appears the check items below this line appear to relate to the line above.

Amended State Return/State section/Utah State Return/Amended return. At the bottom of the screen there is a paragraph that displays after pressing “Begin” for the option “How to File”. This paragraph states “DO NOT attach a copy of the original return Utah or Federal return.”

N 3

N 3

N 3





adapted?

Clarify instructions needed to properly prepare a return

It would enhance the readability of the screen.

The state of Utah requires that you attach the federal 1040X to the Utah amended tax return. Please change the verbage.

Quality Improvement

Usability

Usability

Usability





227479

227477

This is a federal defect. We entered an issue ID to get the wording completed for the 1040EZ 227799

this is a federal enhancement Proposal: Amended returns / Original amounts: Please consider a cosmetic change. Add a blank line after the line “Amount of refund you would like applied to next year's estimated taxes.” Currently it appears the check items below this line appear to relate to the line above. Reason: It would enhance the readability of the screen. Use Case: As a preparer entering the Original information for an Amended Return, I want to see extra spacing between the "Amount of refund you would like applied to next year's estimated taxes" and the "Check here to enter your originally filed....." line

Proposal: Remove the words DO NOT on the Amended State Return/State section/Utah State Return/Amended return. At the bottom of the screen there is a paragraph that displays after pressing “Begin” for the option “How to File”. This paragraph states “DO NOT attach a copy of the original return Utah or Federal return.” (06/15) Development

work done


(10/10) Active Defect

Yes

yes



VA1 VA VA 760 Non-Resident Below Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

VA2

VA VA760PY

VA3

VA

VA4

Taxslayer does not assign capital gains income to TP VA

VA5

VA

VA6

VA


Does not give the Option to have VA w/h to be automatically refunded to taxpayer as non-resident

Taxslayer’s assignment of part year income to VA and to the other state is incorrect

Taxslayer does not allow allocation of income, subtractions or deductions to the TP or spouse

VA760PY Part Year VA760NR Non Resident

VA 760 Resident VA760PY Part Year VA760NR Non Resident

1099R disability income reported as wages on the 1040 is not carried to the state form as disability wages but as a pension


Political contribution deduction is no longer allowed in Virginia


Y 1 OnlineBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online






Quality

Quality

Quality

Quality

Quality


Quality Improvement

Currently, to handle this, we need to adjust the VA 760 to subtract from the VA AGI in order to create the refund. Could result in errors on the return

VA residents are allowed subtraction from Federal AGI equal to the amount of income attributable to a residence outside of Virginia in a non-reciprocal state

Correct assignment of income items to VA or the other state, or to the TP or the Spouse, is necessary for an accurate PY or NR return.

Virginia allocates income to the Taxpayer and the Spouse in order to correctly calculate Non-Resident income, Part Year Income and Spousal adjustment.

VA residents are allowed a subtraction from Federal AGI (up to $20,000) for disability wages.

TSO has 2 places where this deduction can occur and both need to be deleted





Proposal: Add form 763-S Special Non Resident Claim for Individual Income Tax WithheldReason: To prevent preparer making errors or having to prepare by handUse Case: As a user that is preparing a VA non resident return, I want to have the ability to complete Form 763-S from the Non-Resident VA returnNote: Already Exists in desktop

We are not sure of the issue being described (vague). If income on the Federal return is allocated to a state, only the allocated figures will carry to the applicable PY state return when created. Any income/deduction item that is not specifically sourced to a state from the Federal return can be allocated by the preparer within the state itself. Would need a specific example/details to further review

TaxSlayer does support the issue described. The ability to allocate between TP/SP is available when a Married Filing Joint return has been created through Basic Information from the Federal Return.Previous enhancement request related to adding T/S/J designation within the Federal Cap Gain menu. This would allow for automatic allocation when carrying to VA

TaxSlayer does support the issue described. If reporting a 1099-R with a Code 3, be sure to check the box within the 1099-R entry menu to carry the disability income to Line 7 of the 1040. Inside the VA return>Subtractions from Income>Disability Income reported as Wages menu, preparers can make the necessary subtraction to carry to the VA PDF.

According to VA 760 instructions, taxpayers are eligible to claim a Political Contribution Credit (line 26) or donating a portion of their refund to a political party.


228515 NoBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

233791




(9/21) Approved by Product Owner - New




YesBelow Items Sent to TaxSlayer on 8/31/2017. Were not included with original spreadsheet

Yes: See Notes



Will notify COR if this slips to next year




VT1 VT

VT2 VT

VT3 VT

Two screens into VT return, it wants the 911 address on Dec 31. When I select Fed Section in the left hand menu, I get the warning "To ensure that your tax return data is saved properly, please use the CANCEL or CONTINUE buttons located at the bottom of your screen.". If you hit Continue, you go on to the next VT screen. Try to go to the Fed section again, same warning. It's like TS doesn't save the state return until you come out the other end.

When you itemize deductions, you must add back onto state AGI the amount of state income tax claimed. The amount of state and local income taxes from federal adjusted gross income for the taxable year is required to be added back to Vermont Taxable Income. However, the amount is limited to that which will reduce total itemized deductions below the standard deduction. Taxslayer doesn't appear to do this addback.

If Part A (Homestead Declaration) is filled in, the question re filing a property tax adj at a later date is answer NO, and Part B is left blank, the resulting message claims that the return will not be efiled due to errors on Section B. If Part A is filled in, it should be efiled regardless of whether Part B is filled in. All primary residence homeowners are required to file IN122 Part A; only those that qualify for the Property Tax Adjustment are required to file Part B.

VT4 Enter 100% as 10000? 55% as 05500? Not intuitive VT

VT5 VT

VT6 VT

VT7 Tax exempt interest doesn’t get carried to HI144 – Line f VT

VT8 VT

VT9 VT

Line Q2 on the printed form shows no answer checked (Yes or No); the form will be rejected by the state (or at least the Rent Rebate Claim will be denied).

I can not find any place to enter the CU-FJ or CU-FS status for taxpayers who are in a Civil Union

Incorrect mailing address in returns with one spouse deceased: surviving TP name appears in address field on IN111

Out-of State MUNI interest doesn’t get carried from 1040 to the IN-112.


N 1 Online

VT IN155 Y 1 Online

VT IN122 Y 1 Online




HI144, PR141 Y 1 Online

PR141 N 1 Online

N 2 Online

HI144 Y 1 Online

N 3 Online

IN112 Y 2 Online


Performance

Performance

Performance


ImprovementQuality

Improvement


suggest?)

It seems you can’t exit a partially completed state return without losing all the data input thus far; or perhaps it’s just hard to tell when the VT return has been saved

Incorrect return for any that require itemized deduction addback

If the question re Filing a Property Tax adjustment at a later date is answered YES to be able to efile, this error goes away but not only is the question answered incorrectly (filing Prop tax adj at a later date) it appears (from the .pdf) that Part B will be filed with incomplete information. This will trigger a letter from the Dept of Taxes. The only workaround to this whole problem is to file a paper return but we don’t have a lot of clients in this income bracket so it won’t occur frequently.

Error prone, will easily cause mistakes Performance

Renter Rebate claim will be denied Performance

This could cause the return to be incorrect Performance


Performance


This could cause the information on the return to be incorrect


Wrote up as a defect to be fixed for 2016

Proposal: Clicking the Continue button actually saves the data entered on the screen where continue is selected rather than waiting until you get all the way through the state to saveReason: This prevents the application from timing out after 20 minutes if the preparer spends more than 20 minutes in the state return. When this happens, the data they have entered is lost. Saving after each continue would also clear any outstanding errors on the page when they are corrected. Reason: Currently if the user receives an error on the page and subsequently corrects it, they continue to see the error until they click continue all the way through the state. This leads to a lot of frustration in the field because they continually try to fix the same error even though it has already been correctedDependency: Changes made to the new state development tool

Tested by creating a return with federal itemized deductions. IN-155 is generating correct figures and adding amount back into VT AGI. We need a sample return where the program is not doing this.

Verified that Q2 prints on Form PR141

Wrote up as a defect

Training Issue: This must be added back at the state level

Proposal: Allow percentages to be entered in a consistent percentage format for all statesReason: It is very confusing to the end user to enter a percentage correctly for a state even though there are on screen instructions.Use Case: As a user preparing a state return that requires a direct percentage input, I want to be able to enter the value in a percentage format rather than converting it to the on screen prompts that do not appear as percentages.Dependency: New State Forge

The filing status is pulled from the filing status on federal return. There is a selection option available in VT basic information that asks if the taxpayer has a civil union partner.

Cannot duplicate this problem. Created return with first showing the T/P as deceased and again with the spouse as deceased. IN-111 is showing correct information in the address field.


227592


Defect: 228615

(06/29) From the Area: We have reached out to the partner for clarification. The partner is unable to access files at the present time. If TaxSlayer has stated that the issue was tested and corrected, the partner will retest the issue in the upcoming Filing Season.

(06/12) Dev work complete (06/14) Test on QA (06/21) Production Ready (06/22) Live in production

228573



Defect: 228667 (10/6) Dev work complete



(10/10) Completed as part of the new state development tool


Yes

Yes yes


Yes

No Yes






WI1

WI2

WI3

WI4

WI5

Automate the calculation of the Wisconsin Retirement Income Exclusion (RIE), Subtraction Code 26. There is a provision in WI tax Law that excludes part or all of taxable IRA and/or pension or annuity income from WI taxable income. The provision is applicable if federal AGI is less than $15,000 for Single and Head of Household filing statuses and less than $30,000 for Married Filing Joint AND if the taxpayer(s) is/are 65 or older as of the end of the tax year. The RIE excludes up to $5,000 of IRA/pension/annuity income per taxpayer if the above conditions are satisfied.

Limit the following Line 11 Subtractions so that they do not reduce WI Form 1, Line 13 income below zero: Medical Care Insurance Premiums (Subtraction 01); Long Term Care Insurance Premiums (Subtraction 02); Tuition and Fee Expenses (Subtraction 03)

The Department of Revenue has a prescribed order by which Line 11 subtractions are to be entered. In large part, the order is to facilitate the limitations on subtraction codes 01, 02 and 03 discussed in Issue 2. These subtractions should be calculated only after all other subtractions have been determined.

Currently, if the preparer manually enters the Retirement Income Exclusion as a subtraction, it is automatically added back on Line 9d. There are three other subtractions from taxable income that are required to be added back on Line 9d for Household Income that could be automated if entered as a subtraction for income tax purposes by the preparer: Military and Uniformed Services Retirement Benefits (Subtraction Code 04); Local and State Retirement Benefits (Subtraction Code 05), and; Federal Retirement Benefits (Subtraction Code 06).

There is an inconsistency in how acreage is displayed within the screens on the Homestead Credit. On the Homestead Tax Credit Schedule 1 Screen, if the property consists of more than one acre of property, the decimal acres are expressed as a whole number. For instance, if the property has 5-1/2 acres, the preparer must enter it as 550 (five hundred fifty). Then, in the Property Tax Bill area, the same plot is entered as 5.50, including the decimal point.

WI6

WI7

WI8

WI9

WI10

Currently, if the preparer manually enters Railroad Retirement Benefits Tier II as a subtraction on the WI Income Tax Return (Subtraction Code 07), he must also manually enter it as an addition to Household Income on Line 9c of the Homestead Return.

Currently, if the preparer correctly enters US Government Interest on the federal return, it is automatically subtracted on Line 7 of the Wisconsin Income Tax Return. However, the preparer must also manually enter the USG Interest as an addition to Household Income on Line 9g of the Homestead Return.

According to the Schedule H Instructions, page 11, Exception 2, when there are multiple owners of a property and one of the owners occupies the property and pays the entirety of the property taxes, the resident owner’s share of the property taxes used for the Homestead Credit should be adjusted to reflect his or her ownership percentage and the remainder of the property taxes paid should be entered as Rent Heat Not Included on Schedule H Line 14c.

Currently, on the Tax and/or Rent Section, TSO says “If Homeowners – Enter Total Property Taxes regardless of whether the taxes are paid or not.” Change language to clarify, something to the effect of “If Homeowners – Enter Net Property Taxes on Your Homestead (after credits) regardless of whether the taxes are paid or not.”And, on the Property Tax Bill screen, Section 1 – Tax Bill Information for Your Home, it says “Enter property taxes” and “Enter lottery and gaming credit.” Again, clarify by saying “Enter gross property taxes before first dollar credit and lottery/gaming credit” and “Enter total of First Dollar Credit and Lottery/Gaming Credit.”

Wisconsin tax law allows a subtraction for the full amount of LTC insurance premiums, subject to the limitation of not reducing Form 1, Line 13 income below $0 (see Issue 2). Although the Federal Itemized Deduction is limited based on age, the full amount of the premium paid is entered into TSO.

WI11

WI13

WI14

WI15

WI16

Currently, on the Homestead Tax Credit Screen, it says “To complete the Wisconsin Homestead Credit select YES and complete each menu below.” And then, on the Property Tax Bill screen, it says “To enter a Property Tax Bill select and complete all of the following that apply,” whereupon it again requires you to select “Yes.” If the preparer did not want to complete the Homestead Tax Credit or if the preparer did not want to complete the Property Tax Bill portions of the Homestead Credit, they would not be on those screens in the first place. Delete the Yes/No drop down boxes.

Currently, the description in TSO for line 9h reads: “Enter Nontaxable Scholarships received.” The language is incomplete; it leaves off other types of income which should be added back to Household Income on line 9h.

Currently, all dependents claimed as exemptions on the federal return are also claimed as dependents for Schedule H purposes. There are certain rare instances when a dependent may be claimed on the federal return but the dependent is not a member of the taxpayer’s household, so, they should not be allowed as a qualifying dependent on the Homestead return.

Currently, TSO allows entries on six Schedule CS screens. We occasionally will have taxpayers who have more than six Schedule CS entries (e.g., they are making College Savings Accounts contributions for a large number of grandchildren).

Currently, TSO does not populate the correct fields on Schedule CS if the taxpayer had carryforward contributions coming from the prior year’s return. Also, TSO does not always calculate the carryforward into the following year correctly, particularly when the carryforward is a product of using some but not all of the carryforward coming from the prior year.

TSO currently adjusts federal Adjusted Gross Income by reducing it for any Educators Expenses claimed as an adjustment on Line 23 of federal form 1040 on Schedule I. This is old WI law, the Educators Expenses adjustment is now allowed as a reduction of income on the WI return.

WI17

TaxSlayer does not currently populate the Schedule TC - part year residents nor does it calculate when a client moves from "living outside, working inside" to "living inside, working inside" where the amount of wages needs to be calculated at different tax rates (.5% and 1%)

Federal or State

WI WI RIE Subtraction code 26 y 1

WI WI Form 1, Line 13 Y 1

WI WI Form 1, Line 11 N 1

WI N 1

WI WI Homestead Credit Y 2




Homestead Return, Line 9d Pensions and Annuities

WI N 2

WI N 2

WI N 2

WI Homested Return N 3

WI N 2

Homestead Return, Addition to Household income, Line 9C

Homestead Return, Addition to Household income, Line 9g

Homestead Return, Property Tax Bill with Multiple owners

LTC Insurance Subtraction code 02

WI N 3

WI N 3

WI Homestead Line 12B N 2

WI Sch CS N 2

WI Sch CS Y 2

WI Sch I Y 2

Homestead Household Income Screen Line 9h

WI Schedule TC N 1


Online

Online

Online

Online

Online


The WI Department of Revenue tells us that the RIE is a required subtraction, if applicable. Currently when th RIE calculation is not automated we must rely upon the preparer to Identify when the RIE might be applicable and then manually enter the subtraction on the WI Subtractions from Income screen. TSO collects all the necessary data to do the calculation. Automating the RIE calculation would lead to a significant decrease in the number of errors by omission when the RIE would otherwise apply

Subtractions 01, 02 and 03 are limited by WI law so that they do not reduce Form 1, Line 13 income below $0. (See worksheets in WI Instructions.) Currently, TSO relies upon the preparer to impose any limitations that apply. Often times, this results in the preparer having to complete the WI return and then viewing the WI return to see if line 13 is less than $0. If it is, the preparer must calculate what the adjusted subtractions should be, re-enter the return, make the adjustments and then repeat the process again to be sure that line 13 income equals $0. The manual process leads to the preparer spending a great deal of extra time completing the WI return and a greater likelihood of error.

TSO would automatically enter the Line 11 subtractions in the order outlined by the DOR. Taking the other subtractions in DOR order will facilitate calculating the correct subtractions for Medical Care Insurance Premiums, Long Term Care Insurance Premiums and the Tuition and Fee Expenses subtractions.

TSO collects the data for subtraction codes 04, 05, and 06 entered by the preparer on the WI Subtractions from Income screen. Automating the addition of these three subtractions to Homestead Line 9d will substantially reduce the number of errors that preparers make by failing to manually enter them on the Homestead Household Income screen.

Change the formatting of the property tax acreage on the Homestead Tax Credit Schedule 1 screen so that it is formatted with the appropriate decimal point, i.e., so that 5.50 acres is entered as 5.50 and NOT 550.

Online

Online

Online

Online

Online

TSO collects the data for subtraction code 07 entered by the preparer on the WI Subtractions from Income screen. Automating the addition of Subtraction code 07 to the Homestead Return Line 9c will substantially reduce the number of errors that preparers make by failing to manually enter it on the Homestead Household Income screen. If automated, the Railroad Retirement Benefit input line on the Household Income screen may be eliminated.

TSO collects the data for the USG Interest subtraction on the federal income tax return. Automating the addition of the USG Interest to the Homestead Return Line 9g will substantially reduce the number of errors that preparers make by failing to manually enter it on the Homestead Household Income screen. If automated, the US Government Interest input line on the Household Income screen may be eliminated

TSO appears to collect all the necessary data to do this calculation but does not do so and appears to be unable to correctly calculate the Homestead Credit with any workaround solution. Given that the appropriate data is already available, automate this calculation. See the Homestead Instructions, Exceptions: Homeowners, Exception 2 on page 11.

Current language is somewhat ambiguous and does not follow language used by the WI Department of Revenue. Clarifying language will lead to less doubt on the part of preparers as to what information should be entered in specific fields, and, therefore, greater accuracy.

Currently, when the LTC insurance subtraction calculation is not automated, we must rely upon the preparer to manually reenter the LTC insurance premium as a subtraction o the WI Subtractions From Income screen. TSO collects all the necessary data to do the calculation. Automating the LTC insurance subtraction calculation would lead to a significant decrease in the number of errors by omission when the LTC insurance subtraction would otherwise apply.

Online

Online

Online

Online Increase the number of Schedule CS entries allowed from six to ten.

Online

Online Remove the Educators Expense adjustment as a Schedule I adjustment.

Use of Select Yes or No seems redundant. If the preparer did not want to complete the Homestead Tax Credit or if the preparer did not want to complete the Property Tax Bill portions of the Homestead Credit, they would not be on those screens in the first place. Delete the Yes/No drop down boxes.

The current description leaves out other types of income that should be included, allowing more opportunity for user error. The description should be expanded to say: “Scholarships, fellowships, grants and military compensation or cash benefits

Currently, all dependents claimed as exemptions on the federal return are also claimed as dependents for Schedule H purposes. There are certain rare instances when a dependent may be claimed on the federal return but the dependent is not a member of the taxpayer’s household, so, they should not be allowed as a qualifying dependent on the Homestead return.

Review all Schedule CS issues relative to carryforward. Be sure that all lines populate correctly with any carry forward amount brought forward from the prior year’s return. Additionally, be sure that amounts calculated as being carried forward to following year’s return are calculating correctly, i.e., be sure that amounts being used in current year correctly reduce carry forward to following year.

Online

Quality Improvement

Performance

Performance

Performance

Usability

Performance


Usability

Usability

Usability

Usability

Usability

Usability

Usability

Performance

Usability

Performance

Performance



suggest?)

Enhancement 229679 (Pro Online) 229680 (Desktop) - Proposal: If reporting the Retirement Income Exclusion (REI), limit the subtraction to no more than $5,000 to carry to Form 1, Line 11, Code 26.

Enhancement 229682 (Pro Online) 229683 (Desktop) - Proposal: Limit the following Line 11 Subtractions so that they do not reduce WI Form 1, Line 13 income below zero: Medical Care Insurance Premiums (Subtraction 01); Long Term Care Insurance Premiums (Subtraction 02); Tuition and Fee Expenses (Subtraction 03)

Enhancement 229685 - Proposal: Reorder the drop down list for WI Other Subtractions to go in numerical order based on WI Form 1 instructions.

Enhancement 229687 (Pro Online) 229688 (Desktop) - Proposal: Automate applicable "Other Subtractions" to be added back as Household Income for WI Homestead, Line 9d

No Action Required: Entry formats are dependent upon the WI schema received. We provide examples of correct entry formats on each applicable menu.

Duplicate of Item WI2

Enhancement 229690 (Pro Online) 229692 (Desktop) - Proposal: Currently, if the preparer manually enters Railroad Retirement Benefits Tier II as a subtraction on the WI Income Tax Return (Subtraction Code 07), he must also manually enter it as an addition to Household Income on Line 9c of the Homestead Return.

Enhancement 229693 (Desktop) 229694 (Pro Online) - Proposal: Currently, if the preparer correctly enters US Government Interest on the federal return, it is automatically subtracted on Line 7 of the Wisconsin Income Tax Return. However, the preparer must also manually enter the USG Interest as an addition to Household Income on Line 9g of the Homestead Return.

IRS Action Required: We need to see a WI return that reflects this issue so we can accurately report and provide the necessary information to our dev team.

Enhancement 229702 - Proposal: Within the Homestead Tax and/or Rent Section, change "total" for "If Homeowners - Enter TOTAL" to "net" so it reads, "If Homeowners - Enter NET" to match the WI instructions. Will not update 2nd/3rd verbiage request because users are to enter property taxes paid as indicated and gaming/lottery credit apply, the entered figured negates from the property taxes entry carried to Schedule H

No Action Required: Current limitation of state programming which tells the WI return to perform the Homestead calcs based on entries made. Overhaul of current state programming should alleviate the requirement to answer YES/NO here

Enhancement 229707 (Pro Online) 229709 (Desktop) - Proposal: Within Homestead Credit>Household income for "Taxable Scholarships" description should be expanded to say: “Scholarships, fellowships, grants and military compensation" to match Line 9h instructions

No Action Required: Schedule H, Line 12b instructions did not provide differences in qualifications between Federal Dependent Exemptions and Homestead Dependent Deduction.

Enhancement 229712 - Proposal: Increase Schedule CS entries for College Savings Accounts (EdVest and Tomorrows Scholar) to 14. Currently supports 6.

No Action Required: All entries carrying to the Schedule CS and calculating correctly. Previous Issue # 5795 was closed

No Action Required: The software adds this amount in COL. III under line 5 of the Schedule I, adding it back to line 1 of Form 1. previous issue that was resolved.

Enhancement 229717 (Pro Online) 229718 (Desktop) - Proposal: Add Schedule TC within WI credits menu for the Wisconsin Technology Zone Credit


Deliver with 2017

229685

Deliver with 2017

No Action Required

Desktop: 229680 Pro Online 229679

(06/27) 229679 assigned to developer (06/27) 229679 Dev work complete (06/27) 229680 assigned to developer (06/28) 229680 Dev Work Complete (07/03) 229680 Test on Dev



(06/28) 229687 Assigned to developer (06/28) 229687 Dev work complete (06/28) 229688 Assigned to developer (06/28) 229688 dev work complete

9/5 - The new state programming scheduled to roll out for 2017 will provide ability to have consistance entry formats for percentage entries across all states

IRS Action Required

229702 Deliver in 2016

Duplicate

Desktop: 229692 Pro online: 229690

(07/03) 229692 Assigned to developer (07/03) 229692 Dev work complete, ready to test on Dev (07/03) 229690 Dev work approved (07/13) 229692 Test on Dev (07/31) 229690 Dev work complete, Test on Dev


(07/17) 229693 Dev work complete (07/17) 229693 Test on Dev (07/17) 229692 assigned to developer

(06/27) Assigned to developer (06/28) Dev work complete (06/29) Test on QA (06/30) Production Ready (08/24) Live in Production

No Action Required

Deliver in 2016

No Action Required

229712


(06/27) 229707 Assigned to developer (06/28) 229707 Dev work complete (06/29) 229707 Test on QA (06/30) 229707 Production Ready (06/28) 229709 assigned to developer (06/28) 229707 Work Complete (06/29) 229707 Test on QA (08/24) 229707 live in production

Closed: No develoment action required

9/5 - Reported as Defect 6893 TFS: 237728 and 237731

Closed: No develoment action required 9/5 - Reported to Development

9/5 - Received additional feedback that WI adopted the Educator Expense adjustment and it should not be added back to WI AGI from the Federal return. Reported to development to update.

Deliver with 2017

(06/26) 229718 assigned to developer (06/30) 229718 dev work complete (07/17) 229718 Test on Dev


desktop: Yes Pro Online: Yes

Yes to both

Yes

Desktop: Yes Pro Online: yes

No Action Required

No Yes

229693: yes 229692: Yes

IRS Action Required

Yes Yes

Duplicate

No Action Required

yes Yes

No Action Required


Yes


No Yes

WV1

WV2

WV3

WV4

WV5

WV6

WV7

WV8

WV9


Cannot add a WV 8379

WV allows an additional exemption by a surviving spouse for the two years after the date of death. For tax year 2017, this will be applicable for a taxpayer whose spouse passed away in 2016 or 2015. This feature is available in the desktop version for all taxpayers and in the Online version for a Qualifying Widow. However, the most frequent need for this feature is in the Online version for a single taxpayer. The year of death and the social security number must be entered

There is a problem when a joint tax return contains federally taxable interest that is exempt from state tax. This is most often a savings bond. TaxSlayer applies the addition to income on the Schedule M evenly between the two spouses even though the tax preparer has indicated that the savings bond interest belongs entirely to only one spouse.

Manual entry of RRB is required.

he WV tax code allows each taxpayer to deduct up to $8000 of their income if they are 65 and over or are disabled. This deduction is taken on the Sch M line 52. Currently, the proper application of this part of the WV tax code involves significant tax preparer input. The tax preparer must first determine if the tax preparer meets the age or disability requirement. TaxSlayer should be able to identify the eligible taxpayers based on the date of birth and disability information already entered into the federal return. Next the tax preparer must determine the correct input for “income”. The “income” should be handled automatically since the needed information has already been provided when preparing the federal return (including the allocation of each income source to each spouse) or elsewhere in the state input

The Senior Citizen Tax Credit form does not apply income limits and the page below fills in incorrectly. Currently, the preparer must first determine if the taxpayer's AGI meets the income limit for this credit. If the guidelines are met, the preparer then enters the information into the software. If the preparer enters the credit information for a taxpayer whose income is too high, The software will still give a credit

There is no way to enter credits that are claimed on the Tax Credit Recap Schedule and flow to line 15 on the WV tax return. While many of these credits are not relevant to a TCE program, some of these are important.

1. The military deduction for the state should have a better entry. Currently, $2000 must be entered in the menu under "Taxable Teachers, Military and Federal Retirement". The preparer must then subtract the $2000 and enter the remaining amount in the box for Military Retirement. It would be helpful if the full amount could be entered in one place

1. The applicability of the low earned income exclusion must be identified by the tax preparer. This has undoubtedly resulted in taxpayers who have overpaid their taxes. This exclusion should be handled automatically by TaxSlayer.


WV Form IT 140 form 8379 y 1

WV Y 1

WV Schedule M N 1



WV Schedule M Y 1

WV N 2

WV Y 1

WV N 2

WV N 2

WV N 2

Online

Online

Online


Online

Online

Online

Online

Online

Online


reduce errors

Some preparers incorrectly subtracted the $2000 as a miscellaneous deduction or as a Sch M surviving spouse deduction. Other preparers were correctly forced to prepare returns by pen and paper and manually calculated the correct tax liability.

While this does not affect the tax calculation for most "younger" people, it can result in an incorrect taxable income if the taxpayers are entitled to a senior citizen deduction. There is no work around for this. These returns must be done by pen and paper with a manually calculated tax return.

1. This is an issue with all senior citizen returns. The greatest challenge currently occurs when filing joint returns. The tax preparers must get out paper, pencil and calculators and due the income allocation by hand. If there is taxable social security, this includes using ratios to allocate this source between spouses. If there are pensions with a different amount of gross vs taxable income, this must be considered. If there are entries on other lines of the Sch M, those values must also be factored into the calculated entry. Other factors such as the PSO deduction must be incorporated. This is very time consuming resulting in a reduction in the number of taxpayers who were helped. This is likely the most significant contributing factor in the reduced number of returns done at the senior centers. Unfortunately, this has also resulted in errors on some returns. It produces a poor image of the program and a lack of comfort with the taxpayers. Many taxpayers expressed concerned this process.

The RRB calculations can be challenging with the preparer using paper, pencil and calculator to determine the portion of benefits that are included in the federal AGI

This might occur because a preparer has made an error initially or it might be that extra income is later added. The second issue is that the calculations in Part III are basically all wrong.

We have needed to complete a paper return for the Neighborhood Investment Program Credit at multiple sites in the state.

This is another area which has likely resulted in returns with an error.

This could result in errors


performance reduce errors

performance

performance

Quality Improvement


suggest?)

performance

performance

performance

performance

Usability

Usability


228674

Training issue: In Online-Complete Federal Injured Spouse, then enter the WV return, go to miscellaneous forms, and it is the fourth option down.

In Desktop, load the WV return, go to personal information (1), other categories (11), then select (3) "Filing form WV-8379 as an Injured Spouse." Then, from WV main menu, select (15) miscellaneous forms, then (2) "WV8379"

Proposal: Need the ability to, in a WV Single return, enter deceased spouse information to claim the deduction for the decedent in the two tax years on IT140 personal information line D.Reason: Per p.20 of the instructions for the form in the IT140 booklet, this is allowable on a "Single" return. In cases where spouse died in 2015 or 2016, a 2017 "Single" taxpayer is entitled to this deductionUse Case: As a preparer completing a return for a taxpayer with a spouse who became deceased in either of the two previous tax years, I want to assure that my client receives the appropriate exemption amount.Note: Desktop allows this in the WV return, menu options 1,11,6 from WV return menu

Proposal: Allocate WV Exempt Interest based on the T/S/J designation entered in the federal return on WV Schedule MReason: With taxpayers who qualify for the senior citizen or disability deduction, while a spouse may not, this can affect taxable income. Use Case: As a preparer completing a return with WV, I want the amount entered as Taxpayer for WV exempt interest to be carried to the taxpayer entry on Schedule MUse Case: As a preparer completing a return with WV, I want the amount entered as Spouse for WV exempt interest to be carried to the Spouse entry on Schedule MUse Case: As a preparer completing a return with WV, I want the amount entered as Joint for WV exempt interest to continue the 50/50 split on Schedule M


228700

Proposal: For WV Sch M, Line 52 credit for "Senior Citizen or Disability Deduction" automatically carry in income from the Federal return that is not included on Lines 39-51 of WV Sch M. Note: If completed, the deduction is not allowed if TP/SP age is under 65 and Disability Info not completed. Also, disability info is not captured within Federal return which requires manual input within WV menu specifically for Date of Disability and completing Schedule H (this information is not asked in the Federal return)


We cannot reproduce this: Need more info: An EFIN/ last 4 would help find the issue, as the system seems to calculate a taxable amount on Tier I and the simplified general rule worksheet is functional for the RRB 1099-R. 1040 Line 20b seems to be displaying the field correctly. This is also dependent upon an enhancement request to allow the preparer to exclude the taxable RRB income from the state at the federal level

Proposal: Limit the Senior Citizen Tax Credit from Schedule SCTC-1 based on the income entered in the return and the number of household members on the returnreason: It currently gives the credit regardless of income. This causes the VITA/TCE sites to have to manually determine if the taxpayer qualifies. If they add income or change the return after completing the SCTC-1 entry page, the return still gives the credit when the taxpayer does not qualify for it.Use Case: As a user that is preparing a WV return for a taxpayer and completes the Schedule SCTC-1 entry page, limit the credit if AGI falls outside of the credit requi


Proposal: Include input screen for RECAP creditsReason: Reason: Several of these forms and schedules are used by individual taxpayers and affect return totals (NIPA-2) or the return has to be completed by handUse Case: As a preparer completing a return for a client who can take credits associated with line 15 of the WV IT-140, I want to have the ability to enter these credits on a tax credit recap menu.Note: Already exists in Desktop

Training Issue: The on screen instructions give clear directions on how to enter the subtraction if the taxpayer has both: Up to $2,000 of benefits received from West Virginia Teacher's Retirement, West Virginia Public Employees' Retirement System, Military Retirement or Federal Retirement Systems can be deducted from your taxable West Virginia income. The TOTAL amounts entered below CANNOT exceed $2,000.

Proposal: Automatically calculate the low income earned income exclusion for West Vriginia based off of information entered in the federal and state return.Reason: Having to manually calculate this impacts the quality and accuracy of the returnUse Case: As a user that is preparing a WV return, I want the program to automatically calculate the low income Earned Income Exclusion so I do not have to complete the worksheet by hand.



Desktop: yes


(06/27) 228683 assigned to developer (06/28) 228683 dev work complete (06/28) 228683 test on Dev (06/27) 228684 assigned to developer (06/28) 228684 dev work complete (06/29) Test on Dev (07/18) 228683: Live in Production

228696: added e-file block if requirements not met 228696: Yes

(06/26) Added TFS ID Numbers

9/14 - More detailed info provided to us by the IRS Core Team. Detailed breakdown of request replaced description that was currently listed in the TFS ID Numbers in Column M

(06/29) From the Area: Unable to follow up and provide the additional information needed.

(06/20) 228696 Dev Work Complete (06/21) 228696 Test on QA (06/28) 228696 Live in Production

No


(06/27) 228703 Dev work Complete (06/27) 228704 Assigned to developer (06/27) 228703 Dev work complete (06/28) 228703 Test on Dev (06/29) 228704 Dev work started (06/29) 228704 Dev Work Complete (07/18) 228703 Production Ready (07/20) 228704 Test on Dev


Yes


Desktop: yes Pro Online Yes

Yes to both

No action required

Yes

228696: yes 228697: Yes


228703: Yes 228704: Yes


NR1 Need State non resident return for 1040NR State N 1

NR2 State N 3

NR3 State All Y 1

NR4 KY 740/1040NR N 1

NR5 NC NA N 1

Federal or State

Form Schedule/N

umber

Computation Issue

(Y/N)

Rating of Priority

(between 1 - 3;

1 is the highest)

State Non resident return and 1040NR

When using the Guide Me on a 1040NR or 1040NR-EZ, the state return section gives you no "Continue" or "Cancel" option, leaving you no choice but to just exit the return.

1040NR or 1040NR-EZ

State standard deduction on returns where federal itemized required

Allow e-file of KY state returns for all returns (including ones generated from a Federal NR/NREZ) -- this is already allowed, per the KY Revenue Cabinet

When doing an NR Alien return, we cannot get into the NC return to add the county oftentimes, thus we have an error that we cannot get past. Other states have other errors, but we do mostly NC returns.

NR6 CA 1

NR7 CA 1040NR 1

NR8 State N 1

NR9 State All Y 1

California return preparation is incomplete with a 1040NR federal return. Cannot address domicile questions, cannot enter California adjustments, 1099-MISC box 7 income does not flow to California return, cannot complete California return to enter bank info.

1040NR - Multiple

Non-resident or part-year resident CA returns can be efiled with resident federal return. It should be possible to efile such CA returns even with 1040NR federal forms

When preparing 1040NR or 1040NR-EZ with a North Carolina address, the software does not ask for the county; when preparing 1040, it does. Without the county, the state return is incomplete, so we have to manually add this after the return is made.

Personal info on 1040; D-400

State standard deduction on returns where federal itemized required

Why should issue/suggestion be adapted? Quality Improvement

Online Improve usability

Online It's maddening.

Online

Online

Online Usability Yes Yes

Software Type

(Desktop or Online)


Improvement

As the software astands now, the state form has to be completed by hand.

Improve usability and correctness of resulting state NR return

On nonresident alien returns, where itemized deductions are required, the state return cannot be made to use the standard deduction without going back to recompute the federal return. Thus, in the completed return file, one of them is always incorrect. Amazingly, this happens most but not all of the time

Twice as fast to complete both federal and state returns, the return record will actually be correct


To speed up processing of State refunds for non-residents and to enable non-residents to receive direct deposit of their state refunds (in KY: no e-file, no direct deposit)

Decreases errors and delays due to paper filing.

Decreases errors and delays due to paper filing.

Online Incomplete functionality Yes Yes

Online Yes Yes

Online

Online

Will enable efiling of both federal and state returns for foreign students

It leaves the NC D-400 incomplete, and the software knows how to do it for a regular 1040.

On nonresident alien returns, where itemized deductions are required, the state return cannot be made to use the standard deduction without going back to recompute the federal return. Thus, in the completed return file, one of them is always incorrect. Amazingly, this happens most but not all of the time




No 219836

219836

Not if it's fixed 219836

No 219836


suggest?)

Proposal: Allow the states added to a 1040NR return to be edited. There are situations where the site needs to make additions or subtractions to the state return.Reason: Allows the VITA/TCE sites to at least prepare and print the state return without having to prepare the state by hand



While the state of KY may allow this, the IRS has not setup the Fed/State system that will allow the State to be filed with the 1040NR


219836

Duplicate 219836

Not if it's fixed 219836


While the state of CA may allow this, the IRS has not setup the Fed/State system that will allow the State to be filed with the 1040NR




Yes Yes

Yes Yes

Yes Yes

No

Yes Yes

(07/31) Assigned to developer (10/6) Live in Production



Closed: IRS MeF does not allow


Yes Yes

No

Yes Yes

Yes Yes


Closed: IRS MeF does not allow





1

2N/A N/A


Federal or State


Aside from pulling report, no way of knowing if state was rejected.

site coordinators able to name search by last name

Federal and state

Online1

online ease of use



Online)

Why should issue/suggesti

on be adapted?


ImprovementQuality

Improvement


228074

Training


suggest?)

Proposal: Add a "status" column on the client list so users can easily see if state returns have been transmitted, accepted, or rejected. Also, include the ability to filter the client list by state status.

Reason: Currently, Client List only shows status of Federal returns. If a user needs to know if a state return has been transmitted, accepted, or rejected, they either need to view Client Status or run state ack reports, etc. Displaying state status on Client List will reduce clicks and reduce user burden.

You can currently search by taxpayer last name and preparer last name


No(07/31) Will not be implementing this year



Will review for TS 2018

Federal or State

reports for prior year returns Federal and state N/A N/A


Form Schedule/N

umber



1 online



difficult to go into every return to get reporting info

Quality ImprovementPerformance/Usability

Improvement




218595

Implement change to allow for current year and prior year reporting for Web Reports that are currently listed under Management Reports


No

TaxSlayer 2017Future

Implementation

yes, they will be able to run 2017 and 2016

Detailed Description of issue/suggestion Form Schedule/Number

1 State

2 No reason given for rejects State

3 Federal Reports

Rep4

Federal or State

Reporting - allow Management reporting of prior years and correct the management reporting summary to reflect state returns accurately.

Reports - Old State Acknowledgements

Acknowledgments disappear once you close the Acknowledgments window.

Add Preparer Column to Site Produciotn State Summary report

1 Online

N 2 Online




Quality Improvement

See detail in col. A Usability



Without a reason for rejection you don't know what needs to be corrected.

If you open the acknowledgment screen and don't get every name off the list, now you have to go into the client search list to see if there was an acknowledgment. It was better in Taxwise when the transmitter controlled when to archive a return acknowledgment.

Allow us to check that we want to archive an acknowledgment.


224818


suggest?)

Training Issue: The client status and the state ack reports have detailed information

Training Issue: The user can export the report to PDF so it doesn't disappear if they close out of the acknowlegement before they finish. They can also go to OLD IRS or OLD State acknowledgements and filter by date to see the same list of returns without going to each individual client.

we can stress more in training

Add Preparer Column to Site Produciotn State Summary report


Yes

(07/24) Assigned to developer (07/25) Test on QA (07/25) Production Ready (08/24) Live in Production


Yes, for 2017 and 2016

Closed: No action required

Closed: No action required

Yes

Date Spreadsheet Delivered

06_23

06_30

07_07

07_14

07_2107_2808_0408_1108_18

08_2609_0109_0809_1509_2209_29

10_06

10_13

Items Changed

CA6, MO9, HI7, HI14, MN24, PA10, HI19, S11, LA15, MD1, NC4, MN15, MN21, WI6, WI1, NM19, NM16, NM8, NM6, NM7, OH9, OH10, OH5, ID3, ID1, IL3, MI10, PA7, PA8, NH2

Rep4, MD1, OR9S1, S5, S12, S13, AR1, NR1, NR2, NR3, NR4, NR5, NR6, NR7, NR8, NR9, TRAINING1, MD15, OH4, WI6, SC3PA25, AZ1, AL5, NJ21 (Note the state devs are training on the changes to their development tool)S12, S13, S7, S8, S11 (Note the state devs were finishg up their two week traning on new development tool)

RI1, REP4, AL5, MD6, PA1, PA7, PA8, PA9, DC4, DC5, CT5, LA15, MD7, MD8, MD9, MD10, MD11, MD14, MD15, ID4, ID5, ID6, ID7, IL3, NM19, WI9, WI12, SC3, NH3, AR1IA3, HI13, AL7, OR3, MO8 -- State devs are verifying the states after the conversion to the new state development toolAL10, HI5, HI16, IL8, MI1, MI2, MI7, MO1, MO7, PA17, PA23, WI5, WI16, MA17, WV4 - Devs have been working on MFJ to MFS on several states this week that are no on the list as items yetNo updates on items listed in the spreadsheet. Doesn’t mean they are not working…they are working on state things that I am not tracking!!PA23, AR1-AR12,

WI All items, AZ1, ID4, ID 5, ID6, ID7, MS6, NH5, NY5, NY13, PA1, PA7, PA8, PA9, PA21, RI1, AL13, CT10, CT11, CT12, HI6, HI15, HI16, OR6, VT3, AL5, CT5, CA5,HI11, CA11, CA16, MN1,MN3,MN8, MN11, MN14, MN16, MN20, WV6, NY7, NY44, OR3, NY29, NY35, MO3, MO5, MO15

WV4, WV5, WV9, PA21, MO2, NM18, NJ1, NJ24, NJ25, MN21, CT7, WI17, AL14, GA2, GA3, IA9, IA10, KY1, LA14, LA16, LA17, MI13, MO17, MO18, NJ6, NJ12, NJ14, NY15, NY22, PA4, VT2, HI13, IN1, AL7, CT5, PA6, LA3, LA15, MN21, WV3, WV6, CT10, CT 12, NM4, KY6, MS1, MS3, IL3, NM19, WI1, WI4, WI9, WI12

NY5, NY13, HI6, DC4, HI8, CT3, CA2, CA9, MD1, MD6, MD7, MD8, MD9, MD10, MD11, MD12, MD13, MD15, MN7, MN11, VA1, NJ24, NJ25, NJ1, NJ5, NJ11, NJ19, NJ20, NJ23, NY6, NY33, NU29, WV6, MS3, MO6, MO8, MO10, MO13, MT12, OH4, OH10, NM8, NM11, NM18, WI6, SC3

PA10, MN1, MD4, MD7, MS1, IL7, WI7, WI17, CT3, DC4, DC5, MD14, MD7, MD1, MD11, MD15, MN7, OH0, OH10, MD10, SC3, HI9, CT13, HI19, PA6, CA12, MD6, MD8, MD9, WV3, NJ16, OR9, WV9, WI7

CT14, CT15, CT16, HI20, HI21, HI1, HI7, HI10, HI15, HI17, HI19, AL1, AL3, AL4, AL5, AL6, AL8, AL11, AL12, AL10, AR2, AR5, AR6, AR7, AR8, AR9, AR10, AR11, AR12, CA1, CA2, CA9, CA11, CA12, CA16, CT1, CT10, CT12, CT13, DC2, DC3, DE2, DE3, DE4, DE5, GA3, IA1, IA15, IL1, IL2, IL7, KY2, KY4, KY5, KY7, LA11, LA12, LA14, MA8, MA11, MA15, MA19, MA20, MA21, MA24, MA26, MA30, MA21, MA33, MD1, MD2, MD3, MD4, MD5, ME2, MI3, MI0, MI16, MI17, MI15, MI19, MI24, MN1, MN2, MN9, MN17, MO1, MO8, MO11, MO12, MO17, MS1, MS6, MT2, MT5, MT6, MT10, MT11, MT12,NC1, NC3, NC4, NE3, NJ2, NJ10, NJ15, NJ23, NJ19, NM2, NM5, NY2, NY3, NY6, NY11, NY16, NY18, NY21, NY26, NY29, NY33, NY34, NY37, NY38, NY40, NY43, NY44, NY45, NY46, NY47, OH4, OH6, OR10, PA18, RI2, SC1, TN1, UT2, VT1, VT4, VT7, WI3, WI14, WI16, NR8, NR1, NR2, NR3, NR5, NR6, NR9, REP1, REP2, REP3, TN2, TN3,

KY8, KY9, KY10, PA25, TN1, AL5, AL11, AL6, AL4, AL2, AL3, AL1, AL8, AL10, CT4, CT6, CT10, CT12, CT13, PA2, PA14, HI19, PA22, MD1, MD2, MD3, MD5, MN1, MN3, MN22, NC4, VT4, WV2, NJ4, NJ10, NE3, WV6, WV7, OR10, OR4, OR8, KY2, KY4, NY44, NY7, MS1, MS3, AR2, AR4, AR10, AR11, CT15, DC3, DE2, DE3, DE4, DE5, HI20, HI21, HI1, HI10, HI19, IA1, IA15, IL2, IL1, IL7, KY2, KY4, KY5, KY7, KY8, MA17, MA21, MA23, MA32, ME2, MI3, MI13, MI24, MN15, MO17, MO1, MO2, MO8, MO12, MT2, MT5, MT12, MT11, NC1, NH2, NH4, NJ2, NJ23, NJ19, NM2, NM5, NM17, NY2, NY37, NY38, NY40, NY43, NY45, NY46, OH2, OH4, OH5, OH8, OH9, OH10, PA10, PA2, UT1, UT2, WI2, WI3, WI16, WV4, S8, S6, S16, VA2, VA3, VA4, VA5, VA6, OK3, OK4, OK5, OK6, OK7, OK8, RI3, RI4, RI5, RI6, RI7, RI8, RI9, NC5, NC6, NC7, NC8, NC9, NC10, NC11, NC12

Date post:	11-Mar-2018
Category:	Documents
Upload:	trinhnhi
View:	218 times
Download:	2 times