Software News
HUB TESTING BEGINS TODAY - JANUARY 16
Between 2pm and 5pm eastern time, we will begin sending small batches of tax returns to the IRS for processing. You may begin to receive acknowledgements as early as this afternoon. If all goes well today, the IRS will ask for a greater number of ...
2024 E-FILE START DATE - JANUARY 29 & HUB TESTING BEGINS JANUARY 16
"The Internal Revenue Service today announced Monday, Jan. 29, 2024, as the beginning of the nation's 2024 tax season when the agency will begin accepting and processing 2023 tax year returns." Read more by clicking HERE! IRS HUB Testing begins Tues ...
WHAT'S NEW IN 2023-24 SOFTWARE
Roles and Permissions Has replaced the Security Templates for 2023. You can control what each of your preparers are allowed to do by assigning them a Role. Roles are configured in the Roles & Permissions menu under the Configuration menu. Each Role ...
1099-K THRESHOLD DELAY
IRS ANNOUNCES DELAY IN FORM 1099-K REPORTING THRESHOLD FOR THIRD-PARTY PLATFORM PAYMENTS FOR 2023; PLANS FOR A THRESHOLD OF $5,000 IN 2024 TO PHASE IN IMPLEMENTATION It may not be a Christmas Miracle, but this Implementation delay is something we can ...
SOFTWARE FOR THE 2024 TAX SEASON IS NOW LIVE!
ProWeb software is now live for the 2024 Tax Season. Desktop target release date is Dec 11th-15th. TaxesToGo mobile app is now live for the 2024 Tax Season. Mef Production Shutdown is scheduled for Nov 18th 2023 at 11:59pm ET. Extended Deadlines ...
1040 MEF (E-FILE) PRODUCTION SHUTDOWN
The IRS has indicated shutdown begins on Saturday, November 18, 2023, at 11:59 p.m. Eastern time, in order to prepare the system for the upcoming Tax Year 2023 Filing Season. After this date and time, no returns can be electronically filed. ...
GA STATE ACKNOWLEDMENTS DELAYED
We received the following communication from the GA Department of Revenue. "We are experiencing a delay in acknowledgements being sent. Thank you in advance for your patience as we work to reduce this backlog. "
PRIOR YEAR E-FILE AND STATE-ONLY TRANSMISSIONS - NOW LIVE!
Tax Season is well underway and the IRS MEF System appears to be working well (knock on wood). We are now accepting transmissions for prior year returns (20 and 21) and anticipate enabling state-only transmissions either Wednesday or Thursday.
REJECT S8812-F1040-014 - SCHEDULE 8812 (RESOLVED)
Reject S8812-F1040-014 Schedule 8812 (Form 1040), 'OtherDependentCnt' must be equal to the number of dependents with 'EligibleForODCInd' checked in the return. This reject is affecting both ProWeb and Desktop returns. Developers believe that this ...
2023 E-FILE START DATE - JANUARY 23 & HUB TESTING - JANUARY 17
The Internal Revenue Service today announced Monday, January 23, 2023, as the beginning of the nation's 2023 tax season when the agency will begin accepting and processing 2022 tax year returns. Click the link below to read the full aricle. ...
E-FILE (MEF) SHUTDOWN AND CUTOVER
Shutdown begins on Saturday, November 26, 2022, at 11:59 p.m. Eastern time to prepare the system for the upcoming Tax Year 2022 Filing Season. So please submit all tax returns before that if you need them e-filed. Note: Our Software will still be ...
SOFTWARE 2016: REMINDER
This is a reminder that 2016YR software will be retired when we roll out 2022YR in early to mid-November. You will no longer have access to the 2016 software at that time.
E-FILE A FEDERAL EXTENSION
With the upcoming filing deadline of April 18th, we wanted to provide a quick guide to adding and then e-filing an Application for Extension in case any of your clients need one. Please note that regardless of filing an extension, all balance dues ...
HOW TO FIX YOUR IRS REJECT F8962-070 [UPDATE: MARCH 4TH, 2022]
If you have a rejected Federal return at your site specific to missing Form 8962 or a binary statement not attached, you can now resubmit these returns electronically if they have not already been paper-filed. For impacted returns, go back to the ...
LAST DAY TO FILE CASH ADVANCE: FEBRUARY 28
As they do every year around this time, cash advances are coming to an end. Here are the details: The last day to transmit is Monday, February 28th. Refund Advantage will accept returns with advances until 3:59 PM PST/ 6:59 PM EST. TPG and Refundo ...
1040X EFILE: LIVE
You can now electronically file your 1040X returns. Complete the 2021 Amended Return Navigate to the e-file section, and you will see the following e-File selection page
RELEASE NOTES: FEBRUARY 17TH – (RESOLVED)
Allow fees to be changed on federal rejected returns. Submission page - trying to e-file a state-only return and getting a validation message that the user does not have permission to skip the review process. Return Review: marking for review shows ...
RELEASE NOTES: FEBRUARY 12TH – ADVANCE CTC & F2441
ACTC/F2441 Add the “Place of Abode” question to the prompt after adding a dependent to a return (Available on new returns started after the addition of the prompt)
TY2021: EITC UPDATE RELATED TO “SPECIFIED STUDENTS”
New for TY2021, the IRS adjusted the age requirement for a taxpayer with no qualifying child when determining EITC eligibility as it relates to students. A taxpayer that is considered a “specified student” must be age 24 before they are eligible to ...
TY2021: FORM 8915-F
There are two different entry points for Form 8915-F within the 2021 online software. Depending on what you are trying to report will determine which F8915-F entry point to access. If, in 2020, on Form 8915-E, the election was made to spread the ...
IRS REJECT F8962-070
The e-file database indicates that Form 8962 or a binary attachment with a description containing “ACA Explanation” must be present in return. It was added so returns may be corrected and avoid being kicked into error resolution, which could cause ...