December 1, 2017: Update on Foreign Student (1040 Non-Resident) returns

Reporting Source: TaxSlayer Update on Foreign Student: We have confirmed with IRS Modernized Efile (MEF), that within scope Foreign Student Form 1040-NR returns can be filed electronically this upcoming filing season. TaxSlayer is currently testing the software and updating the Non-Resident User Guide. The 2017 TaxSlayer Practice Lab is available, including Form 1040-NR’s. If your Read more about December 1, 2017: Update on Foreign Student (1040 Non-Resident) returns[…]

April 6, 2017 – About last day e-filing

Reporting source: IRS San Jose SPEC There have been numerous inquiries on how to file Federal and State returns unlinked the last day of the filing season. In the past, we suggested sending your Federal and State e-files separately. This was to ensure that your State returns were timely filed. However, with the Modernized e-File Read more about April 6, 2017 – About last day e-filing[…]

March 21, 2017 – Lundy Post Office “Last Minute Tax Help” event in San Jose on 4/18

Is your tax site closing before Tax Day? Have overflow at your tax site? Send them to the Lundy event for last minute tax help and tell them what to bring! 30 volunteers. 4 hours of madness. Volunteers at Lundy are certified: Advanced, HSA, Military, and Foreign Student. Sites can also assist people with filing Read more about March 21, 2017 – Lundy Post Office “Last Minute Tax Help” event in San Jose on 4/18[…]

March 14, 2017 – “Silent returns” are not allowed

Reporting source: IRS SPEC VITA sites are not permitted to prepare ‘Silent Returns’. If we prepare ‘Silent Returns’, we would be preparing an incomplete return, and an incomplete return is not an accurate return. A return is accurate when tax law is applied correctly and the completed return is free from errors based on the Read more about March 14, 2017 – “Silent returns” are not allowed[…]

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 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[…]