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Enhancement Status DefinitionsNew – Item first reported to DevelopmentReady for Test – Development has implemented item on pre-production ground level and is scheduled to be pushed to “Test on Dev” Test on DEV – Item is on 1st level of our testing environmentIntegrate to QA – Item passed “Test on Dev” and is scheduled to be pushed up to our 2nd level of internal testingTest on QA – Item is on 2nd level of our testing environmentIntegrate to PreProd – Item passed “Test on QA” and is scheduled to be pushed up to our 3 rd level of internal testingTest on PreProd – Item is on 3rd level of our testing environmentProduction Ready – Item passed “Test on PreProd” and is scheduled to be pushed liveLive – All testing is complete and item is available in the software

– Development has implemented item on pre-production ground level and is scheduled to be pushed to “Test on Dev”

level of internal testing

level of internal testing

Detailed Description of issue/suggestion Federal or State

S10 Federal/State NA N

S17 State State primary tax form N

S1 State N

S5 State All Forms N

S12 State NA N

S13 State NA N

Form Schedule/Number

Computation Issue (Y/N)

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

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

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.

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

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

S7 State W-2 N

S11 Federal/State NA N

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

Why should issue/suggestion be adapted?

2 Desktop preparer efficiency yes

1 Online Definitely

1 Online Usability Improvement

3 Online

2 Online Performance


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

Software Type (Desktop or Online)

Performance/Usability Improvement

Will speed up input and QR process. Current process is totally unacceptable.

Consistency and accuracy of information transferring to state returns.

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

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

3 Online

2 Online Inventory management

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

Quality Improvement TaxSlayer's Responses

Duplicate duplicate

If not Computation issues, is more

training needed? (If so, what would

you suggest?)

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

Eliminates potential errors

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

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

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 ForgeProposal: 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: 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 "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.

Status Comments/Notes TaxSlayer 2016

Duplicate

Closed: No development Action Required

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

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

(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

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

(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.)

TaxSlayer 2017 Future Implementation

Yes

No Will re-evaluate in TS2018

Yes

Yes

No We will revisit this for 2018

No Will re-evaluate in TS2018

Detailed Description of issue/suggestion

AL2 AL 40AL Y

AL5 AL AL40 Y

AL9 AL Y

AL10 AL Y

AL13 AL AL-40 N

Federal or State



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

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

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

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

AL5 AL AL40 Y

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


1 Online

1 Online

1 Online

1 Online

2 Online



Calculations are incorrect - needs to be fixed

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

Requires manipulation or paper filing the return

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

1 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

Quality Improvement

Yes Yes

Yes Yes Training

Yes Yes Training

Usability

Performance/Usability

Improvement



you suggest?)

Appears to be fixed - Training

Yes Yes

TaxSlayer's Responses

Wrote up as a defect

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

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

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

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

Status Comments/Notes TaxSlayer 2016 TaxSlayer 2017

YES

Yes YES

Closed: No development action required

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



May want to get further clarification of what they are looking for if this does not satisfy their request

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

227694: Yes YES

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

Future Implementation

AR1 AR AR1 Y 1 Online


Federal or State

Form Schedule/N

umber


Rating of Priority

(between 1 - 3;

1 is the highest)

Software Type

(Desktop or Online)

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.

Performance

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

TaxSlayer's Responses Status Comments/Notes

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

TaxSlayer 2016 TaxSlayer 2017 Future Implementation

Yes, will deliver yes

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

Note: Fix in 2016 Yes

Defect - Production Ready waiting to be pushed

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


Yes

CA4 CA N

CA5 CA CA3532, L4 N

CA6 CA Y

CA7 CA State:CA:Basic Info N


Federal or State



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.

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.

CA10 CA N

CA11 CA Y

CA13 CA N

CA15 CA Y

CA16 CA N

CA9 CA CA3514, 12a N

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

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

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

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

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


2 Online Usability



Rating of Priority

(between 1 - 3;

1 is the highest)

Software Type (Desktop or

Online)Why should issue/suggestion be

adapted?


ImprovementQuality

Improvement

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

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

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



2 Online Usability


3 Online Performance Y


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.

TP may not get refund due to overpayement.

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

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

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.

TaxSlayer's Responses Status



you suggest?)

Currently a Training Issue, but should be addressed.

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.

Closed: No Development Action Required

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

(06/20) Dev work done

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.

(07/05) Live in Production

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.


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.


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.

(06/16) Assigned to Developer (06/21) Test On Dev

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


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.

(06/16) Assigned to Developer (06/21) Dev work complete (06/21) Test on Dev

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

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

Comments/Notes TaxSlayer 2016 TaxSlayer 2017

n/a

yes

Yes Yes

n/a

n/a

yes

n/a

n/a

yes

yes


Federal or State

CT2 Nonobligated Spouse Claim CT CT-8379 N

CT5 CT Y

CT7 CT CHET Y

CT8 CT Amended Returns Y

CT11 CT Part Year Returns N




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

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).

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

CT3 CT State

CT5 CT Y

Automatically carry real estate taxes to Ct state return

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

1 Online Y



1 Online This could result in a calculation error Performance




Online)Why should issue/suggestion be

adapted?Performance/Usability

Improvement

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.

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

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

This could result in calculation errors and impact on efficiency

2 Online


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

Quality Improvement

Y



suggest?)


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: 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: 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

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

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.

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.


(06/26) Assigned to developer

Closed: Not Implementing


(06/21) Dev work Complete (06/22) Test on QA (06/29) Production Ready)

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

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)


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

No

Yes

(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

(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)


n/a

yes

yes

n/a

n/a

No Will review for TS2018

yes


DC1 DC N 2

DC6 DC Y 1

DC7 DC Schedule H Y 1

DC4 DC Form 2440 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.

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.

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.

DC5 DC Schedule I Y 1

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

Online Performance

Online Performance

Online

ONline Performance

Software Type

(Desktop or Online)


adapted?


ImprovementQuality

Improvement

If not Computation issues, is more training needed? (If so, what would 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 PerformanceThis could result in calculation errors


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.


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.


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


n/a

n/a

n/a

Yes Yes

Yes Yes

DE1 DE Y 1

DE6 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 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

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.




you suggest?)

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

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


Closed: No Develoment Action Required

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

Closed: No Develoment Action Required


n/a

n/a

Federal or State Form Schedule/Number

GA1 GA Y

GA2 GA Y

GA4 GA GA Low Income Credit Y

GA5 GA N

GA6 GA GA Retirement Exclusion Y



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

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

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








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 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

This could result in a calculation error

TaxSlayer's ResponsesQuality

Improvement

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?

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



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





n/a

n/a

n/a

n/a


HI1 HI1 N

HI2 HI2 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)

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

HI5 HI5 HI Schedule X N

HI11 HI11 HI Form N-11 Y

HI12 HI HI Form N-11 Y

HI13 HI HI Schedule CR N

HI15 HI HI Schedule X 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.

“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

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

HI16 HI HI Schedule X N

HI6 HI6 HI Form N-11 N

HI8 HI8 HI Form N-11 N

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

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

Additions to Income and Deductions to Income are misleadingly titled.


3 Online/Desktop

2 Online

3 Online



This should be renamed to be consistent with the state information

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.

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

3 Online

2 Online

2 Online

2 Online/Desktop

3 Online

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

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

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

3 Online

3 Online

3 Online

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

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


Quality Improvement



suggest?)


Usability Improvement

Performance

Performance


Performance

Performance

Performance



No Action Required

(06/16) Dev work Finished

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

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

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

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.

(06/19) Dev work complete


Written up as a defect

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

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 CR Note: This is already in desktop

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

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

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

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.

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

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

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


Desktop: Yes

n/a

yes

yes

yes

n/a

Deliver with 2017 Yes

Yes

Added a Relationship if the owner name for the rental is present then the tax license is required

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

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

Note: Will fix in 2016 yes

Note: Fix in 2016 Yes yes

yes


IA2 IA IA Sch A Y 1

IA3 IA Y 1

IA4 IA Y 1

IA5 IA Y 1

IA6 IA Y 1

IA7 IA Iowa Sch A Y 1

IA8 IA N 3


Federal or State

Form Schedule/N

umber


Rating of Priority

(between 1 - 3;

1 is the highest)

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)

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

IA11 IA Iowa 1040 Y 1

IA12 IA Y 1

IA13 IA Iowa 1040 Y 1

IA14 IA Y 1

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

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.

Online Performance

Online Performance

Online Performance

Online Performance

Online Performance

Online Performance

Online Usability

Software Type

(Desktop or Online)



ImprovementQuality

Improvement



suggest?)

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



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

Online Performance

Online Performance

Online Performance

Online Performance

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

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 Release with IA 2017

This appears to be a duplicate of IA3 Duplicate

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

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


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


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



n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

n/a


ID2 ID

ID4 ID

ID5 ID

ID6 Income earned on a reservation by an American Indian ID

ID7 ID

ID8 ID

ID9 ID

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.

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

Lottery Winnings-Deductible only if claimed on federal return.

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

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

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

Y 3 Online

Y 3 Online

Form 39R, Line 17: Y 3 Online

N 3 Online

Y 1 Online

N 2 Online



Rating of Priority

(between 1 - 3; 1 is the highest)


Online)

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

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

Form 39R, Line 16: Idaho Lottery Winnings

Form 39R, Line 4: energy efficiency upgrades

Form 39R, Line 4: energy efficiency upgrades


Performance

Performance

Performance

Performance

Improve Efficiency

This could result in a tax calculation error Performance

Performance


ImprovementQuality

Improvement

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.

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.

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




you suggest?)

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

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".

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".

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.


n/a

yes

yes

yes

yes

n/a

n/a


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







IL3 IL IL Schedule M Y

IL4 IL Y

IL5 IL Y

IL6 IL IL Schedule 1299C Y

IL7 IL


Federal or State



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

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

Allow change of filing status (MFJ to MFS)

1 Online

1 Online

1 Online

1 Online

Both




Cannot complete these returns if not fixed

This could result in a tax calculation error

This could result in a tax calculation error

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

Performance

Performance

Performance

Performance


Quality Improvement



suggest?)


Closed: No Implementing

Duplicate of Item IL2 Duplicate

Allow filing status change from MFJ to MFS

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.

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

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.


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

Added allocation worksheet to desktop. Must complete in desktop first


Yes Yes

No Will review again

n/a

n/a

229046: yes

IN1 IN Entity section N 3


Federal or State

Form Schedule/Nu

mber


Rating of Priority

(between 1 - 3;

1 is the highest)

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

Online

Software Type

(Desktop or Online)

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."

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

TaxSlayer 2016 TaxSlayer 2017

Yes Yes



KY1 KY

KY3 Kentucky

KY6 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.

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.)

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.


740 Y 1 Desktop

Sch P Y 1 Online

KY Form 740-NP-R Y 1 Online




Online)


adapted?

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

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

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

Quality Improvement

Performance






Closing PBI

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


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.


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


n/a

n/a

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

(06/29) Feature already exists



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

LA15 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 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.”

LA16 LA

LA17 LA

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.

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

N 3 Online

Louisiana State Return > Military Servicemen screen

Louisiana State Return > Other Refundable Credits screen

Louisiana State Return > Other Refundable Credits

Louisiana State Return > Nonrefundable credits > screen

IT540 Y 1 Online

IT540 Y 1 Online


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

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.

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

PerformanceThis 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.

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.

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.


(06/29) Assigned to Developer





Yes






(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


n/a

Yes

n/a

n/a

n/a

n/a

n/a

n/a

n/a

yes

n/a

n/a


MA1 Federal and All States

MA2 Federal and All States

MA3 Add ability to delete a form/ return permanently Federal

MA5 The Preview return function does not include all ACA information Federal

MA6 Remove ACA questions listed in health care section for dependents Federal

MA7 Federal

MA9 Add list of Reject codes added to software menu Federal and All States

MA10

MA12 Fix the TS custom print sets so 30 pages do not print for each return Federal and All States

MA13 State of Maine

MA14 Too many screens- Need quicker input Federal

MA15

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

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

States of Maine, Vermont, Massachusetts, Rhode Island

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

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

Federal and States of Maine, Vermont, Massachusetts, Rhode Island

MA16

MA17 State - Massachusetts







Correct Circuit Breaker credit-Calculations are incorrect. State - Massachusetts

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.

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

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

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

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

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

No 2 All Online 1 10

F8962 and F8965 Y 1 All Online 1 10

E-File Section Y 1 All Online 1 10

N 1 All Online 1 10

N 3 All Online 1 10

All forms N 3 All Online 1 10

N 1 All Online 1 10

Maine Form 1040 N 2 All Online 1 10

N 2 All Online 1 10

N 2 All Online 1 10




Program Type(Military, VITA, AARP, etc.)


Territory-Branch(ex. 00-10)

All forms and schedules

All Forms and Schedules

E-File/Transmission Section

Helpful Information section

F1040 and State Form 1 and all schedules

Input of all forms and schedules

All forms and schedules

Y 1 All Online 1 10

Y 1 All Online 1 10

Massachusetts Form 1 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 CB

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

Massachusetts Form 1 (main form) and Schedule B.

Massachusetts Form 1-NR/PYPR

Massachusetts Form 1 - Schedule HC




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

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

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

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

To ensure that state returns are actually filed

Reduce amount of input screens

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

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.

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

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

• 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

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.

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

• 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.

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

Improve performance of health care section ACA

Improve response time to errors Timely Filing

Usability Rejects/return accuracy

Usability Reduce partner/taxpayer burden

Usability Reduce Waste

Usability Timely Filing

Perfomance Yes

Performance and usablity Return preparation process

It will improve the usability of the quality review process

This 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 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 both and performance and usability improvement.






N/A

N/A

N/A

Yes-specialized ACA Training

N/A

No

No

No

Yes-additional training/ video

N/A

N/A

N/A

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

TaxSlayer ResponseTFS ID Number

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 .

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.

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.

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

Training Issue: Manual adjustments can be made within MA returns to exempt qualifying reitrement income from being taxed in 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

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

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.

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

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

No Action Required

No Action Required

No Action Required

No Action Required

No Action Required

No Action Required

No Action Required

No Action Required

No going to implement

No Action Required

No Action Required

No Action Required

No Action Required at this time

IRS Action Requested

No Action Required

No Action Required.

No Action Required

No Action Required

No Action Required



MD6 MD

MD7 MD

MD8 MD

MD9 MD

MD10 MD

MD11 MD

MD12 MD

MD13 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.


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.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.


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.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.


MD15 MD

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

MD14 MD

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




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

HTC/RTC 60 N 3 Online

N 3 Online

HTC/RTC 60 N 3 Online


Performance

Performance

Performance

Performance

Performance

Performance

Performance

Performance


Quality Improvement

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

Usabilty

Performance

Usabilty


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.


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.




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

Added request to add both forms to Desktop and Pro Online

Added request to add both forms to Desktop and Pro Online

Status Comments/Notes

Health Enterprise Zone Practitioner Credit: 228412

Community Investment Tax Credit: 228413

Endow Maryland Tax Credit: 228415


Refundable Business Income Tax Credit: 228432

(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

Preservation & Conservation Easements Credit: 228411

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

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

Preceptors in Areas with Health Care Workforce Shortage Credit: 228417

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

Neighborhood Stabilization Credit as Certified: 228425

Heritage Structure Rehabilitation Tax Credit: 228431

(07/10) Assigned to Developer (07/10) Dev work Complete (07/11) Test on Dev (07/11) Test on QA

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

IRC Section 1341 Repayment Credit: 228445

(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

(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) Dev work completed

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

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

(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

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


Yes yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes

Yes

Yes Yes

Yes yes

228311: Yes 2283009: Yes

228311: Yes 228309: Yes


ME1 ME

ME3 ME

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

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


Maine Form 1040 N 2 Online

Maine Form 1040 N 3 Online




Usability No

Usability No



Quality Improvement




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

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


Closed: No Development Action required

Closed: No Development Action required


n/a

n/a


MI1 MI

MI2 MI

MI4 MI

MI5 Save each state form when completed MI

MI6 MI

MI7 MI

MI8 MI


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

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

MI11 MI

MI12 MI

MI14 MI Form 5121

MI18 MI

MI20 MI

MI21 MI Sch 1

MI22 Navigation to State Errors MI

MI23 Allow more flexibility in the Practice Lab MI

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

Open each screen at the very top of the page, not the middle

Allow exiting the State Return even if there are errors in forms

Taxable State Refund from 1040 should populate Schedule 1

N 1 Online

N 1 Online

N 1 Online

N 2 Online

N 2 Online

Y 1 Online

N 2 Online




N 3 Online

N 3 Online

N 1 Online

N 3 Online

N 3 Online

N 2 Online

N 3 Online

N 3 Online


Increased return prep., to much manuel input for city returns. Yes

Yes

Yes

Performance

Performance

Performance

Performance


Increased return prep. This could impact the your tax liability based on where you live.

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.

Performance

Usability

Performance

Performance

Performance

Performance

Usability

Usability

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.

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.

When switching screens in the State of Michigan returns, the screens open up in the middle instead of the top which requires additional scrolling

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.

No No

No No

No No

Quality Improvement


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.


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.




No Action Required

No Action Required

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.

No Action Required: Current limitation of state programming already being addressed by development to enhance prior to next tax season. Previous Enhancement 227592No 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.


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


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.

Closed: No development Action RequiredNo 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.



n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a



MN2 MN

MN4 MN

MN5 MN

MN6 MN

MN8 MN MN Schedule M1ED

MN10 MN

Federal or State


Household Income sheet has preparer enter the Retirement Account Subtraction.

M1PR (Renter Property Tax Refund / 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

Entry “Enter any additional nontaxable income” is inactive. Note: inactive entry remains.

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

MN11 MN

MN12 MN

MN13 MN

MN14 MN MN – M1CD

MN16 MN

MN18 MN

MN19 MN

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.

Instructions incorrect; calculation incorrect Instructions specify to enter line 11; correct line is 20.

MN – M15 – Underpayment of Estimated Tax

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

MN20 MN M1PR

MN21 MN

MN7 Have not been able to find in TaxSlayer package MN

MN24 Add Schedule KF, KS and KPI MN

Account information is entered within the state module. The entry does not require account/routing verification

There is no worksheet showing entries for CRP’s from renters. This is one of the most requested enhancements.

MN Form M23 – Claim for a Refund for a Deceased Taxpayer

N 2 Online

Y 1 Online

Y 2 Online

Y 2 Online

Y 3 Online

Y 1 Online



Software Type

(Desktop or Online)


Data from W2’s are already carried forward by software – not obvious this field need be used

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

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

Adding these items incorrectly calculates the credits

N 2 Online

Y 2 Online

Y 2 Online

Y 3 Online Confuses the preparer

N 1 Online

Y 1 Online

N 3 Online

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

Calculations fail to apply 1.1 factor for income exceeding $150,000

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

N 3 Online

N 3 Online

N 3 Online

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

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.

If cannot efile with tax return, the tax return must be delayed until MDOR receives by alternate method.

Performance

Performance

Performance

Performance

Performance

Performance


Quality Improvement


suggest?)

Performance

Performance

Performance

Performance

Performance

Performance

Usability

Performance

Usability

Performance


(06/22) Dev work Complete

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.


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 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.

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.


(06/21) Dev Work Complete

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.

Closed: Will not implement based on MN requirements

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.

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.

(06/21) 228617 Dev work Complete (06/21) 228618 Dev Work Complete

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


Proposal: Add Schedule KF, KS & KPI 229853

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.

(06/19) Assigned to Dev (06/21) Dev Work Complete (06/21) Test on Dev

Enhancement 228662 (Desktop) and 228663 (Pro Web) - Proposal - Add CRP Worksheet to program so the CRP will generate in the PDF.

(06/26) 228662 Assigned to developer (06/29) 228662 Development work Complete

Enhancement 228496: Proposal: Add Form M23 to the MN program. Currently not supported.


Comments/Notes TaxSlayer 2016

Removed field from 2016 state forge

Removed field from 2016 state forge

Fixed in 2016 State Forge

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

No

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


n/a

n/a

na/

n/a

yes

n/a

No

n/a

n/a

yes

yes

n/a

n/a

yes

yes

Yes

Yes


MO1 No place to add “In care of” in address section. MO

MO3 E-234 is incorrectly titled E1 St Louis Profits MO

MO4 MO

MO5 MO

MO7 MO

MO14 MO

MO15 MO

MO16 MO

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.

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

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

MO18 MO

MO6 MO

MO10 There is no way to input information into the MO TC form. MO

MO13 MO CRP requires physical rental address to be completed. MO

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.

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.

Basic Information N 3 Online

St Louis Earnings Tax Y 3 Online

MO PTS Y 1 Online

MO PTS Y 1 Online

MO PTS Y 1 Online

MO PTS N 3 Online

MO CRP N 3 Online

MO Long Term Care N 1 Online





Online)

MO 1040 and MO A Y 1 Online

MO PTS Y 1 Online

N 2 Online

MO CRP N 3 Online

MO TC Form has been added but no way to enter data


Performance

Usability

Performance

Results in incorrect refund. Performance

Will cause reject by MO DOR Performance

Usability

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.

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.

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.

Performance

Could result in overstated refund. Performance

Performance

Performance

If Tier 1 is split from other Social Security, as promised, this should be able to be simplified.

Missouri has a number of tax credits available which are entered on form MO-TC and then flow to MO-1040 line 37.

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.






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 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".

(06/19) Dev work complete for both

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


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.


No Implementing for TS 2016

Enhancement 229161 - Proposal: Add Form MO-TC within MO>Credits

IRS Action Required: To further understand the presented issue, we would like to see a return that reflects the description provided.

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), child support, unemployment compensation, and Temporary Assistance payments received by you and your minor children."

(07/10) Dev work completed for both

(07/10) Assigned to developer (07/12) Dev work complete (07/13) Test on QA

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.

(07/13) work complete in TFS 230776 (07/13) Test on Dev


yes

n/a

yes

n/a

n/a

yes

No Will review

Yes

No yes

Yes

(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



MS2

MS3

MS4

MS5

MS7

MS8

MS3

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.

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.

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.

MS1

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.

Federal or State

MS Y 1

MS Y 1

MS 80-105 Y 1

MS Y 1

MS Y 1

MS Y 1

MS Y 1




MS 80-108 N 1


Online Cannot prepare an accurate return due to this issue Performance










Quality Improvement


suggest?)


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

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.

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 state Reason: The credit cannot be taken if LTC is used in itemized deductions Use 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

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.


No Action Required

(06/28) 228980 assigned to developer (06/29) Work complete





(06/28) 228980 assigned to developer (06/29) 228980 Work complete (07/10) 228980 Test on Dev

(06/28) 228978 Assigned to devloper (07/17) 228978 Dev Work Complete (07/18) 228978 Test on Dev


n/a

Desktop Yes

n/a

n/a

n/a

n/a

Desktop Yes

228978: Yes


MT1 MT

MT3 MT

MT4 MT

MT8 MT

MT12 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.

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

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.

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 Line 17 Y 1 Online

Form 2 Line 21 Y 1 Online

Form 2 Sch III, Line 23 Y 1 Online

Form 2 Line 6C N 3 Online

Form 2 Sch II Line 13 Y 1 Online





Online)

Why should issue/suggestion

be adapted?

Cannot prepare an accurate return due to this issue



Could impact the accuracy of the return


Quality Improvement

Performance

Performance

Performance

Usability

Performance



suggest?)


No Action Required

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.


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

No Action Required: This is actually in the Itemized Deductions menu. Tested and works just fine between TP/SP and SP/TP.

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


n/a

n/a

No

n/a

229195: yes


NC2

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.

Federal or State

NC NA N 1





Online Efficiency, usability, accuracy



Yes Yes No




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



n/a



NE1 NE

NE2 NE

NE4 NE

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

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.

1040N Sch I, Lines 1, 2, N 3 Online

1040N Sch I, Line 1 N 3 Online

1040N Sch I, Line 1 N 3 Onle





Performance

Performance

Performance



Quality Improvement

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

A creates State Validation Error that does not allow efile Nebraska return. Potential to double count the NE Sch 1 Fed AGI addition


Duplicate


suggest?)

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


n/a

n/a

Duplicate n/a





NH1 NH

NH3 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?

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.


DP10 Y 1

DP-10 and Business Profits Tax forms N 3



Software Type (Desktop or Online) Why should issue/suggestion be adapted?

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.

This increases the chance that a required form will not be prepared for the client

Quality Improvement

Performance

Usability



suggest?)


(08/24) Live in Production

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: 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


n/a

yes Yes



NJ3 NJ

NJ6 NJ

NJ7 NJ

NJ8 Increase number of box 14 selections NJ

NJ9 NJ

NJ12 NJ

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.

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

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

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

NJ17 Currently, 1099-C amounts are included in NJ-1040 line 25 NJ

NJ18 NJ

NJ22 The dropdown for “Select the Other State” needs to change NJ

NJ1 NJ

NJ5 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.

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)

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"

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.

NJ11 NJ

NJ19 NJ

NJ20 NJ

NJ23 NJ

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.

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

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.

NJ24 NJ

NJ25 NJ

NJ16 NJ

NJ21 NJ

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”

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.

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.

N 3 Online

N 3 Online

Y 2 Online

N 3 Online

Y 2 Online

Y 2 Online





1099R Y 1 Online

Y 3 Online

NJ-1040 line 25 Y 1 Online

Y 2 Online

N 2 Online

N 3 Online

Y 1 Online

NJ-1040 line 18 (Net gains or income from disposition of property)

NJ Credit for Taxes Paid to Another State Screen

Y 2 Online

Y 1 Online

Y 1 Online

Y 1 Online

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

1099-R with code 3 (disability)

1099-R IRA withdrawal Y 1 Online

Y 3 Online

NJ-1040 line 25 Y 1 Online

Y 1 Online

NJ Income Subject to Tax Screen

W-2 box 14 NJ Form 2450

Why should issue/suggestion be adapted? Quality Improvement

Aid in preparing accurate returns Usability


Aid in preparing accurate returns Performance

Performance

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



Performance

Performance

Performance


Usability

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]

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.

There is currently no mechanism to remove / adjust these gambling winning amounts from the "Other Income" line 25 of the NJ 1040.

Cannot track multiple W2s for QR Performance

Performance

Performance

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.

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.

Performance

Performance

Performance

Performance

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.]

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

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.




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.

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?

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.

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.)

Duplicate of Item NJ7

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.

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

No Action Required: Credit for Taxes Paid to Philadelphia has its own menu within the Credits menu.

Enhancement 228666 - Proposal: Add line references to NJ-1040 on the Inc Subj to Tax menu to aid in return prep.

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).

Enhancement 228694 (Desktop) 228695 (Pro Online) - Proposal: Allow up to 4 "Credit for Taxes paid to other Jurisdictions" entries specifically for Philadelphia.

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.

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 InformationEnhancement 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.

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.

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).

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




(06/29) - No Additional Information provided by Area 1






Duplicate

No

No






(06/26) Assigned to developer for review

Will not implement the addition of the actual line numbers, but will continue to review for verbiage updates

(07/11) Assigned to developer (07/13) Dev work complete

No

(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

(07/11) 228701 Assigned to Developer (07/11) 228701 Dev work Complete (07/12) 228701 Test on Dev


(07/12) 228828 assigned to developer (07/13) 228828 dev work complete (07/13) Test on Dev

No

No

No





(07/11) Assigned to developer (07/13) Dev work complete

(07/06) Assigned to developer (07/07) Researching options to see what is feasible.

(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


n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

No

yes

228694: yes 228695: yes

228701: yes

yes

228828: Yes

No

No

yes

Yes


NM1 NM

NM3 NM NM Pit-ADJ lines 1-5

NM4 NM NM PIT-ADJ lines 6-21

NM9 NM

NM10 NM

NM12 NM

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, …”

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

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

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.

NM13 NM PIT-B line 1

NM14 NM PIT-RC line 19

NM15 NM

NM19 NM

NM8 NM NM PIT-1 line 16a

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

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).

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

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.

NM11 NM

NM18 NM

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

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

Y 1 Online

Y 1 Online

N 3 Online

N 2 Online

Y 1 Online

N 3 Online




Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online

Y 1 Online



Performance

Performance

Performance

Performance

Usability


Improvement

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.

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.

Policy is to efile all returns, unless the instructions state that it must be paper filed

Performance

Performance

Performance

Performance

Performance

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.

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.

Need to add the credit to its proper place on the credits menu so that the return can be correctly completed

Inability to adjust medical/dental expenses not allowed by NM will result in a inappropriately low NM AGI and affects all other NM calculations.

Performance


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




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.

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.

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.

No Action Required: Entered a bug for this because it should not be giving a validation error

Duplicate of Item NM10

Duplicate of Item NM14

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.

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.

Enhancement 229462 - Proposal: Add an entry field within the Deductions from Income menu for Medical Care Expense Deduction - Line 16a/b of PIT-1

Enhancement 229466 (Pro Online) 229467 (Desktop) - Proposal: Add DOB check when claiming Medical Care Expense Exemption for Persons Age 65 or older

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

Status Comments/Notes

No Action Required




(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)



Duplicate

Duplicate


(06/27) Assigned to developer (06/28) Work complete (06/29) Test on QA (07/06) Production Ready (08/24) Live in Production

(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

(06/26) 229475 Assigned to Developer (07/11) 229475 Dev work complete (07/13) 229475 Test on Dev (07/13) 229476 assigned to developer

(06/26) 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


n/a

n/a

No No

n/a

n/a

n/a

n/a

n/a

n/a

Yes Yes

No yes

Yes

Yes to both


NY1 NY

NY4 NY

NY7 School district code #s are faster than scrolling through list NY

NY8 NY

NY10 NY

NY12 NY

NY13 NY

Carry forward data from 2016 to 2017 must include ID Information, like the NYS required drivers license/state ID numbers for each taxpayer

Eliminate the calendar on the NY driver license ID – it is not helpful at all.

NY education credits - can only enter 1 institution per student. Some go to 2 in same year.

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.

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

NY14 NY

NY17 NY

NY19 NY

NY20 State

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

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.

Carry forward data from 2016 to 2017 must include ID Information, like the NYS required drivers license/state ID numbers for each taxpayer

NYS ID verification in eFile Section: Need to include a "save" function for the :None Available" option in the ID Type field.

NY22 Simplify / clarify two-state resident return State

NY23 State

NY24 State

NY25 NY

NY27 NY

NY28 NY

NY30 NY

NY31 NY

NY32 Automatically record "Credit for Taxes Paid to Other States" NY

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.

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

NY35 NY

NY36 NY

NY39 NY

NY41 NY

NY42 NY

NY44 NY

NY5 NY

NY13 NY

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

Have the Federal tuition credit info on form 8863 automatically populate the IT 272 tuition credit for NYS.

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?

Dropdown menus for County and School District- should be able to default in county and quicker to type in school district

State ID information. If you select 'none available' the system refuses to remember that and requires you to revisit and reselect 'none available'.

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

N 1 Online

efile page N 3

N 3 Online

IT-272 N 2 Online

N 2 Online

N 1 Online

Online





NYS 272 and 214 Y 1 Online

N 1 Online

N 1 Online

N 1 Online

1099-R, Sched A, NY IT-249

eFile Section - State ID area

IT-201 N 2 Online

IT-201, IT-272, IT-249 N 2 Online

N 1 Online

IT-203 N 1 Online

IT-209 3 Online

IT-209 2 Online

n/a N 2 Online

State 2 Online

State 2 Online

NY 529 & NY IT-201 N 2 Online

Online

F8863 and IT 272 Y 2 Both

NY 201 N 1

N 1

Y 1

efile page N 3 Online

Online


Yes Yes

time saver

avoid errors; 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

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

This appears to be an error in the programming

This information should not disappear just because you re-opened a 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.

X

Yes Yes

Yes Yes

Yes Yes

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.

Productivity and accuracy enhancement. Currently, many of our counselor errors involve not knowing what information carries from the federal to the NY return.

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

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.

Yes Yes

More accurate state returns Yes Yes

Usability

Performance

Error prone.

Y Y

This is a productivity gain

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

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

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.

This saves volunteers from forgetting to re-type the same tuition info twice

The state return rejects without this information

less frustration, less entry, faster

Makes the taxpayer have a quality experience


This is inconsistent software behavior



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.

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.

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.

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.

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

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.

Duplicate of Item NY1

Duplicate of Items NY5 and NY13

Training will be needed to show them how to properly input the information as well as correct the information



Duplicate of items previously reported individually - Items NY2 and NY9


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

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.

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.

no Duplicate of Item NY9

no Duplicate of Item NY34

no

no

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 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.




Deliver in 2017 No



(06/21) 228850 Dev work complete (06/21) 228850 Test on Dev




(06/20) Dev work complete (06/21) Test on QA passed (06/22) Integrate to PreProd

Duplicate

Duplicate

Duplicate


Duplicate


(06/29) No additional information provided by Area 1 - Provided additional information for NY15 only









Duplicate

Duplicate

yes

Yes



(06/21) 228850 Dev work complete (06/21) 228850 Test on Dev

(06/20) Dev work complete (06/21) Test on QA passed (06/22) Integrate to PreProd (07/12) Live in Production

(06/20) Dev work complete (06/21) Test on QA passed (06/22) Integrate to PreProd (07/12) Live in Production


n/a

n/a

yes

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

Desktop: Yes

yes

yes


OH1 OH

OH7 When entering Carlise(8301), TS changes it to Franklin(8304) OH

OH4 OH

OH9 OH

OH10 OH

have several OH forms activate and auto-populate directly from Federal inputs. Currently these entries require manual activation within the State Section.

OH Medical Worksheet (Subtraction from Income) should activate whenever a medical expense entry is made on Federal Sch A – Medical Expenses.

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.

N 2 Online

N 1 Online

N 2 Online

N 2 Online

N 2 Online





#101, #102, #103 #104 and #24; #26: #27.

Quality Improvement

Usability

Performance

Performance

Performance

Performance



Currently these entries require manual activation within the State Section.

Income tax reported to wrong School District

Use of the Medical Worksheet often missed by preparers. Current process requires manual activation.

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.




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

No Action Required: Created OH SD-100 for Carlise and Code 8301 carried to the PDF correctly.

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 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


Yes

Yes

(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) 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


n/a

n/a

229201: Yes

Yes 229210: yes

Yes 229210: yes


OK1 OK OK 538S

OK2 OK W2G

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

Y 1 Online

N 3 Online





Sales Tax Relief will not be correctly calculated

Currently this issue requires Extra data entry. This could improve efficiency

Quality Improvement

Performance

Performance



suggest?)


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


TaxSlayer 2016 TaxSlayer 2017

n/a

n/a



OR1

OR2 No way to correct the Federal tax subtraction for an RDP return

OR3

OR5

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.

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.

OR6

OR9

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.

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.

Federal or State

OR Line 36 Code 893 Y 2

OR Y 1

OR Line 8 Code 158 Y 1

OR Code 351 Y 1




OR Code 307 Y 1

OR Code 315 y 1


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.

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

Online

Online

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.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


Performance

Performance

Performance

Performance

Performance

Performance


Written up as a defect



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.

Written up as a defectProposal: 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

yes


(06/12) Dev work complete (06/14) Test on QA (06/21) Test on PreProd (06/21) Failed on PreProd

(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

yes

Note: Deliver with 2017 No

(06/08) Development work complete, (06/13) Test on QA (06/21) Production Ready (06/22) Live in Production

(06/12) Dev work complete (06/14) Ready for Test (07/20) Test on QA (07/25) Production Ready


n/a

n/a

yes

yes

yes

yes


PA1 State

PA3 State

PA4 State

PA5 State

PA6 State

PA7 State

PA – taxable annuity and charitable gift annuities need to go to the PA Schedule A in proper amount without creative data entry.

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.

Deceased – PA-SP - deceased oval needs to be checked if single taxpayer

PA8 State

PA9 State

PA11 State

PA12 State

PA13 State

PA15 State

PA17 State

PA20 PA

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.

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.

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.

PA treats MFS differently from Single for purposes of calculating tax forgiveness.

PA21 PA

PA23 PA

PA24 PA

PA6 State

Capitals gains reported on a 1099 DIV flow to PA Sch B correctly, but do not flow to PA1000

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

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.


PA Sch A Y 1 Online

PA-SP N 1 Online

SP Y 1 Online

1099 DIV Y 1 Online

1099R N 2 Online

PA-SP N 2 Online




Online)

PA-SP Y 2 Online

PA-SP N 1 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 Sch T Y 1 Online

PA Sch SP Y 1 Online

PA 1000 Y 1 Online

PA Sch UE Y 2 Online

PA Sch UE Y 2 Online

1099R N 2 Online


To make sure that the information is accurate Performance

This could result in an inaccurate return Performance








Performance



This would improve the efficiency of the software Performance

Performance

Performance

If the wrong date is unput, could result in an incorrect return

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


Result is an underreporting of PA income on the PA1000

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.




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.

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

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

No Action Required: Current limitation of state programming already being addressed by development to enhance prior to next tax season.

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.

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

Proposal: Have capital gain entries reported on 1099-DIV, box 2a carry to line 8 of PA 1000 when completed within state program.

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.

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


Yes

Yes

(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

(06/16) Dev Work Complete (06/16) Passed QA (06/22) Test on Preprod (07/06) Production Ready (08/25) Live in Production

Yes

Yes

Duplicate








No


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



(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


yes

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

No

n/a

n/a

yes


RI1 State of RI


May the Division of Taxation contact your taxpreparer? For VITA, this should be answered no automatically.

N 2 Online




Quality Improvement

Save time during return imput Usability




No

If not Computation

issues, is more training needed?


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


Note: Deliver in 2016 Yes

(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


yes

SC3


Add the SC Schedule TC Credit list

Federal or State Form Schedule/NumberComputation Issue

(Y/N)







suggest?)

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


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

TaxSlayer 2017

Yes


Detailed Description of issue/suggestionFederal or

StateForm

Schedule/NumberNOTE: TaxSlayer is working to prioritize the request(s) for this state to determine which enhancements can be implemented.

Why should issue/suggestion be adapted?Computation Issue

(Y/N)



Online) TaxSlayer is working to prioritize the request(s) for this state to determine which enhancements can be implemented.

Quality ImprovementPerformance/Usability

Improvement

If not Computation

issues, is more training needed?



Comments/Notes TaxSlayer 2016 TaxSlayer 2017 Future Implementation


UT3 UT TC-40 Amended


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





adapted?

The state of Utah requires that you attach the federal 1040X to the Utah amended tax return. Please change the verbage.

Quality Improvement

Usability





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


yes



VA1 VADoes not give the Option to have VA w/h to be automatically refunded to taxpayer as non-resident

VA 760 Non-Resident Y 1





Online


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

Performance


Quality Improvement


suggest?)

TaxSlayer's Responses TFS ID Number Status

228515

(07/12) Assigned to developer (07/13) Dev work complete (07/14)

Test on Dev


No Yes



VT2 VT

VT3 VT

VT5 VT

VT6 VT

VT8 VT

VT9 VT

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.

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.


VT IN155 Y 1 Online

VT IN122 Y 1 Online

PR141 N 1 Online

N 2 Online

N 3 Online

IN112 Y 2 Online





Performance

Performance

Renter Rebate claim will be denied Performance

This could cause the return to be incorrect Performance

Performance

This could cause the return to be incorrect Performance


ImprovementQuality

Improvement

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.

This could cause the information on the return to be incorrect


suggest?)


Wrote up as a defect to be fixed for 2016

Verified that Q2 prints on Form PR141

Training Issue: This must be added back at the state level

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.

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.



Note: Deliver with 2016 Yes





(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


yes

n/a

n/a

n/a

n/a


WI1

WI4

WI5

WI9

WI10

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.

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.

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

WI12

WI13

WI15

WI16

WI17

WI6

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 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.

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%)

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.

WI7

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.

Federal or State Form Schedule/Number

WI WI RIE Subtraction code 26 y 1

WI N 1

WI WI Homestead Credit Y 2

WI Homested Return N 3

WI N 2



Homestead Return, Line 9d Pensions and Annuities

LTC Insurance Subtraction code 02

WI N 3

WI N 3

WI Homestead Line 12B N 2

WI Sch CS Y 2

WI Sch I Y 2

WI Schedule TC N 1

WI N 2

Homestead Household Income Screen Line 9h

Homestead Return, Addition to Household income, Line 9C

WI N 2

Homestead Return, Addition to Household income, Line 9g

Online

Online

Online

Online

Online


Online

Online

Online

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

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.

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.

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.

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


Performance

Usability

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Usability

Usability

Usability

Usability

Performance

Performance

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Usability


Duplicate of Item WI2



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 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.

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.

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

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.


Deliver with 2017

Deliver with 2017

No Action Required

Deliver in 2016 Yes

Duplicate

(06/27) 229679 assigned to developer (06/27) 229679 Dev work complete (06/27) 229680 assigned to developer (06/28) Dev Work Complete

(06/28) 229687 Assigned to developer (06/28) 229687 Dev work complete (06/28) 229688 Assigned to developer (06/28) 229688 dev work complete

(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 yes

No Action Required

Deliver with 2017 No

No

(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


(06/26) 229718 assigned to developer (06/30) 229718 dev work complete (07/17) 229718 Test on Dev

(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

TaxSlayer 2017

n/a

Yes

n/a


desktop: Yes Pro Online: Yes

Desktop: Yes Pro Online: yes

n/a

Yes

n/a

n/a

n/a

Yes

Yes

229693: yes 229692: Yes


WV1 Cannot add a WV 8379 WV

WV3 WV

WV6 WV

WV8 WV

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.

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

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

WV9 WV

WV6 WV

WV3 WV

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.

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 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.


Form IT 140 form 8379 y 1 Online

Schedule M N 1 Online

Y 1 Online

N 2 Online




N 2 Online

Y 1 Online

Schedule M N 1 Online


reduce errors performance reduce errors

performance

performance

Usability


ImprovementQuality

Improvement

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.

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.

This is another area which has likely resulted in returns with an error.

This could result in errors Usability

performance

performance

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.

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.




you suggest?)

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: 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

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

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.

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 return reason: 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: 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



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

(06/20) 228696 Dev Work Complete (06/21) 228696 Test on QA (06/28) 228696 Live in Production

228696: added e-file block if requirements not met

228696: Yes

Desktop: yes

(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

(06/20) 228696 Dev Work Complete (06/21) 228696 Test on QA (06/28) 228696 Live in Production

228696: added e-file block if requirements not met

(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


n/a

Yes

n/a

Desktop: yes Pro Online Yes

228696: yes

Desktop: yes Pro Online: yes 228703: Yes 228704: Yes

Desktop: yes Pro Online Yes

Detailed Description of issue/suggestion Federal or State Form Schedule/Number

NR1 Need State non resident return for 1040NR State

NR2 State 1040NR or 1040NR-EZ

NR3 State All

NR5 NC NA

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.

State standard deduction on returns where federal itemized required

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 1040NR - Multiple

NR8 State

NR9 State All

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.

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


N 1 Online

N 3 Online It's maddening.

Y 1 Online

N 1 Online Usability




As the software astands now, the state form has to be completed by hand.

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

1 Online Incomplete functionality

N 1 Online

Y 1 Online

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

Quality Improvement

Improve usability No

Not if it's fixed

Yes Yes No



suggest?)

Improve usability and correctness of resulting state NR return

Twice as fast to complete both federal and state returns, the return record will actually be correct


Yes Yes

Duplicate

Not if it's fixed




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















Yes

Yes

Yes

Yes

Yes

Yes

Yes


2 N/A N/A


Federal or State


site coordinators able to name search by last name

Federal and state

1 online ease of use



Online)

Why should issue/suggesti

on be adapted?


ImprovementQuality

Improvement


Training


suggest?)

You can currently search by taxpayer last name and preparer last name

Status Comments/Notes TaxSlayer 2016 TaxSlayer 2017Future

Implementation


Federal or State

Rep4




Add Preparer Column to Site Produciotn State Summary report








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