February 17, 2017 – How to do prior year and amended returns

Reporting source: IRS Oakland SPEC Resources: Screenshot guide below is from Raquel from IRS SPEC VITA blog posts about 1040x: https://vitablog.taxslayerpro.com/?s=1040x TaxSlayer Instructions for 1040X (PDF)   Prior Year Returns Tax Years 2015 and 2014 should be able to be e-filed. As far as I know, there isn’t a special login page to e-file prior Read more about February 17, 2017 – How to do prior year and amended returns[…]

February 10, 2017 – IRS QSRA – Policy Update on Expired ITINs

Reporting source: IRS San Jose SPEC Visit http://earnitkeepitsaveit.org/site-resources and click on the first link for a list of all the latest QSR alerts! Issue Number: QSRA 2017-01 Inside This Issue: Policy Update on Expired Individual Tax Identification Numbers (ITIN) Purpose: The Quality Site Requirements (QSRs) were developed to ensure VITA/TCE sites have consistent guidelines to Read more about February 10, 2017 – IRS QSRA – Policy Update on Expired ITINs[…]

INVITE to 2/13 EKS Foreign Student Certification Training in San Jose

Reporting source: UWBA EKS Santa Clara County This class only covers the TAX LAW and not the software. Ideal for anyone who has never completed their Foreign Student certification. The class is only available for people who plan to certify for this season. A site coordinator from Sacred Heart Community Service (biggest Foreign Student site Read more about INVITE to 2/13 EKS Foreign Student Certification Training in San Jose[…]

February 8, 2017 – Pub 4454 available online. Printed copies shipped in March.

Reporting source: IRS San Jose SPEC Pub 4454 (EN & SP), Your Civil Rights are Protected is a brochure designed to help the public understand and meet their tax obligations with equitability and fairness for all taxpayers. It is a product required at all SPEC VITA/TCE sites to give out if there is a Civil Read more about February 8, 2017 – Pub 4454 available online. Printed copies shipped in March.[…]

February 8, 2017 – Notes from CFED WEBINAR: Navigating the ITIN Renewal Process

Reporting source: CFED Thank you for attending our webinar on messaging strategies for the upcoming EITC refund delay. The slides and recording from this webinar are now available for download at http://cfed.org/knowledge_center/events/past/delayed_refund_vita_communications_campaign_messaging_strategies_and_tools_for_vita_program/. Get the word out via social media! The IRS launched a “Get Ready” communications and outreach campaign to educate as many taxpayers as Read more about February 8, 2017 – Notes from CFED WEBINAR: Navigating the ITIN Renewal Process[…]

February 8, 2017 – Workaround to error seen during tax prep of multiple years

Reporting source: IRS Oakland SPEC   Reported error If you assist a taxpayer with their 2015 tax return and then go on to start their 2016 tax return, you may see the following error message in TaxSlayer when you enter the taxpayer’s Social Security Number (SSN):   Solution To avoid this message: – You must Read more about February 8, 2017 – Workaround to error seen during tax prep of multiple years[…]

February 8, 2017 – Workaround for error with federal refund and state balance due

Reporting source: IRS Oakland SPEC Hi All, Please see Johnny Yee’s email below, received from TaxSlayer Customer Support on how to e-file tax returns that have a federal REFUND and state BALANCE DUE. ——- Workaround until TaxSlayer resolve issue: From: Vita TaxslayerPro Support Sent: February 08, 2017 2:27 AM To: Johnny Yee Subject: Re: Issue: Read more about February 8, 2017 – Workaround for error with federal refund and state balance due[…]

February 7, 2017 – Beyond the Basics Tax: Avoid Unnecessary APTC Repayment in TaxSlayer

Reporting source: CBPP (Center on Budget and Policy Priorities) Basically we need to answer ‘No’ to the question “Are you required to repay all of the Excess APTC Received?” unless the taxpayer’s household income is over 400% of FPL (Federal Poverty Line). ———- Forwarded message ———- From: Halley Cloud, CBPP Date: Tue, Feb 7, 2017 Read more about February 7, 2017 – Beyond the Basics Tax: Avoid Unnecessary APTC Repayment in TaxSlayer[…]

February 6, 2017 – Workaround for input of IHSS / Medicaid Waiver Payments

Reporting source: IRS Oakland SPEC IHSS / MEDICAID WAIVER PAYMENTS (this workaround only applies if taxpayer lived with person they were caring for) Three steps for federal return: 1) Enter the W2 on the W2 screen (make it match *see exception for CA Return below*) 2) Back out the income on line 21 (negative dollar Read more about February 6, 2017 – Workaround for input of IHSS / Medicaid Waiver Payments[…]

February 6, 2017 – Letter from Frank Nolden, Director of SPEC, regarding TaxSlayer

Reporting source: IRS SPEC Hello Everyone, I wanted to reach out to our entire VITA/TCE program network to sincerely apologize for any inconvenience that you may have experienced last week during the service interruptions of the TaxSlayer software. We have heard from many of you and we truly understand your frustration and concerns about your Read more about February 6, 2017 – Letter from Frank Nolden, Director of SPEC, regarding TaxSlayer[…]

February 4, 2017 – Solution to Reject IND-013-01

Reporting source: UWBA EKS   Reject IND-013-01 In the Return Header, ‘PreparerSSN’ or ‘PTIN’ or ‘STIN’ or ‘PreparerFirmEIN’ must have a value, if any one of the following is true: (1) checkbox ‘SelfEmployedInd’ is checked; (2) ‘PreparerPersonNm’ or ‘PreparerFirmName’ or ‘PreparerUSAddress’ or ‘PreparerForeignAddress’ has a value. Data Value:   Solution Make sure each of your Read more about February 4, 2017 – Solution to Reject IND-013-01[…]