VITA/TCE Live Blog

TaxSlayer Offices Closed Easter Sunday

Craig Smith — Fri, 03 Apr 2026 12:51:04 +0000

TaxSlayer offices will be closed on Sunday, April 5th for Easter. Normal in-season support hours will resume on Monday, April 6th at 8:00am ET.

Release Notes: April 3rd – IN & WA

Craig Smith — Thu, 02 Apr 2026 19:12:01 +0000

A deployment is scheduled for the morning of Friday, April 3rd to release the below update(s). Access to the program may be limited during a deployment.

INDIANA

Sch. IN-DEP – add question for taxpayer being legal guardian to claim Box 1E exemption (Issue 3931)

WASHINGTON (WFTC)

When MFS, no dependents & not eligible for Fed EIC, not calculating WA WFTC when applicable (Issue 3958)

“View Form” Now Available For Schedule 1-A

Craig Smith — Wed, 01 Apr 2026 12:11:02 +0000

We added a “View Form” print icon to the Additional Deductions menu when any of the sub-menus have been completed. You can now only generate the Schedule 1-A when you want rather than sifting through the entire return PDF.

2025 TaxSlayer Pro Online: What we Know – Updated 3/30/2026

Kim Manuel — Sat, 28 Mar 2026 12:00:16 +0000

Only TaxSlayer verified Federal and State issues with a potentially broad impact listed

FEDERAL ITEMS

Issue 3967: Add Zip Code 17408 to the zip code database
Issue 3561: Dynamic View of Client List is using incorrect calendar format for filtering the page

STATE ITEMS

Alabama

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

District of Columbia

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

Tennessee

Utah

Vermont

Virginia

Washington WFTC

Issue 3958: WFTC not calculating when MFS and no qualifying dependents present

West Virginia

Wisconsin

Release Notes: March 25th – Client List & NJ

Craig Smith — Wed, 25 Mar 2026 00:18:59 +0000

A deployment is scheduled for the morning of Wednesday, March 25th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

Searching by “Create Date” not working (Issue 3876)

NEW JERSEY

NJ-1040, Line 58 for EIC not calculating when using MWP on Fed and age 65 and older (Issue 3928)

TaxSlayer All Partner Call Cancelled For March 26th

Craig Smith — Tue, 24 Mar 2026 19:09:32 +0000

As we move deeper into our end‑of‑season filing preparations, we wanted to share a quick update regarding this week’s All Partner Call.

There will not be an All Partner Call on Thursday, March 26th.

Our teams are fully focused on the measures and final steps needed to ensure we close out the season smoothly and successfully. Pausing this week’s call allows us to dedicate our time and attention where it’s needed most while continuing to support all partners leading into this critical period.

Thank you for your understanding and for the continued collaboration as we push through these final stages of the season. If any important updates arise before our next scheduled call, we will be sure to communicate them promptly.

Release Notes: March 20th – W-2G, KS & MN

Craig Smith — Thu, 19 Mar 2026 20:34:52 +0000

A deployment is scheduled for the morning of Friday, March 20th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2G

W-2G pulled from prior year is not pulling Payee’s Address (Issue 3912)

KANSAS

K-94 contributions and share percentage not pulling to print in Part A when carry forward is used in Part B (Issue 3899)

MINNESOTA

M1X bank info on PDF is showing routing and account number reversed (Issue 3901)

TaxSlayer All Partner Call Notes – 3/12/26

Craig Smith — Thu, 19 Mar 2026 17:39:01 +0000

All Partner Call Notes — 03/12/2026

Reactivating Returns

You may start a new return using the same SSN. The system will prompt you to either Start New (creates a new return) or Reactivate (restores the return to its prior state).

Return Filtering

Filtering by created date is currently not functioning due to an open issue (3876). The fix is being tested. Filtering by date modified remains available.

Reject Code 8962

We’ve seen an increase in these rejects. If no household members had Marketplace insurance, reopen the return and check one of the three options in the Health Insurance section to allow resubmission. Note that this may still delay the refund.

Volunteer comment: Some cases may indicate potential Marketplace enrollment fraud. Taxpayers should contact the Marketplace to prevent future issues.

E‑Filing 2022 Returns

The IRS supports the current tax year and the two prior years only. Returns older than that must be mailed.

Other Rejects

A prior reject involving Form 1116 has been resolved by the IRS.
A rejected spouse last name will not automatically change the primary taxpayer’s last name.

Amended Returns

We recommend using return tags to identify amended returns requiring transmission. Enhancements for 1040X visibility on Client List and other areas are being discussed.

Client Status Print Icons

Printer icons on the client status page should reflect the transmitted state of a return. A recent issue affecting this display has been resolved.

Premium Overtime (Box 14)

There are no standardized rules for reporting premium overtime this year. Taxpayers should compare their W‑2 to their final pay stub or contact their employer for clarification.

Paper Checks

IRS guidance can be unclear regarding check issuance. Creating an account or calling the IRS will not expedite payment. Refunds issued by check typically take six weeks or slightly longer. If processing extends beyond 45 days, the IRS must pay interest.

Automated IRS refund line: 866‑325‑4066.

Release Notes: March 18th – Client Status Print

Craig Smith — Tue, 17 Mar 2026 20:50:40 +0000

A deployment is scheduled for the morning of Wednesday, March 18th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT STATUS

Return transmission print is generating a PDF of the current return and not what was transmitted (Issue 3885)

Message From Ohio – Incorrect Rejects

Craig Smith — Thu, 12 Mar 2026 12:13:49 +0000

Update From OH (3/13/26) – “We successfully began processing submissions again last evening after 6pm and acknowledgements started going out after 7pm. If you were holding submissions back, you can now resume the transmission of submissions.”

Software vendors received the below message from OH this morning. Once corrected, we will be resending any impacted rejected returns.

“We are experiencing an issue after the implementation of error codes OH-IT1040-164 and OH-IT1040-165 and it is resulting in incorrect rejections for all Ohio IT 1040 submissions. We are going to be halting the processing of IT 1040 submissions shortly. For any submissions rejected for error codes OH-IT1040-164 and OH-IT1040-165, they will need to be re-transmitted once we advise we are ready to accept returns again.

We’ll communicate once we are ready to start processing IT 1040 submissions.

We apologize for the inconvenience and appreciate your cooperation.“