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[…]

August 24, 2016 – TaxSlayer Webinar (4 of 4): Tax Return Prep (Part 3) & Desktop Version

WEBINAR RECORDING: https://app.brainshark.com/taxslayer/vu?pi=zH3z3MGvwzQIFXz0 ATTACHMENTS: August Wk Four Agenda (pdf) for webinar Efiling User Guide (pdf) Installing TaxSlayerPro Desktop (pdf) NOTES from Live Webinar 4 NOTES from Live Webinar 4   E-filing User Guide   Submitting E-Files Selecting efiles to submit Adding corrected rejects to submit   Running e-file validation When there is an error, it blocks the efile from Read more about August 24, 2016 – TaxSlayer Webinar (4 of 4): Tax Return Prep (Part 3) & Desktop Version[…]

August 17, 2016 – TaxSlayer Webinar (3 of 4): Tax Return Prep – Part 2

WEBINAR RECORDING: https://app.brainshark.com/taxslayer/vu?pi=zGfzIGiAczQIFXz0   ATTACHMENTS: August Wk Three Agenda (pdf) for webinar Tax Return Prep – Part2 (pdf) Practice Return Exercise (pdf)   NOTES from Live Webinar 3 Presenter went over the entry of advanced tax topics on page 210   ENTERING INCOME: 1099-Misc EIN database also applies here and pre-populates data from previous entry For Sch C, Finding Read more about August 17, 2016 – TaxSlayer Webinar (3 of 4): Tax Return Prep – Part 2[…]

August 10, 2016 – TaxSlayer Webinar (2 of 4): Tax Return Prep – Part 1

WEBINAR RECORDING: https://app.brainshark.com/taxslayer/vu?pi=zHqzbt9hnzQIFXz0   ATTACHMENTS: August Wk Two Agenda for webinar Return Preparation Parts I and II (draft) TaxSlayer Practice Exercise   NOTES from Live Webinar Session 2   TAXPAYER PROFILES You don’t have to use a taxpayer profile Taxpayer profile doesn’t show up on Practice Lab No Admin features in Practice Lab unfortunately   FILING STATUS Read more about August 10, 2016 – TaxSlayer Webinar (2 of 4): Tax Return Prep – Part 1[…]

August 3, 2016 – TaxSlayer Webinar (1 of 4): Configuration / Set-up

WEBINAR RECORDING: https://www.brainshark.com/taxslayer/vu?pi=zGgz186FTezQIFXz0   ATTACHMENTS: August Wk 1 Agenda (pdf) LoginConfigure manual (pdf)   INTRO This webinar was all about showing what the coordinators will eventually get access to sometime in November (when the real software rolls out) Customer support refers to themselves as “TaxSlayer Support Squad” (more fun than Customer Support Rep)   LOGGING IN (page 4) Read more about August 3, 2016 – TaxSlayer Webinar (1 of 4): Configuration / Set-up[…]

June 23, 2016 – You’re Invited: TaxSlayer Practice Lab for VITA

Introduction to the TaxSlayer Practice Lab for VITA Friday, June 24, 2016 | 2-3:30 pm EDT | Webinar TaxSlayer released the VITA/TCE Practice Lab in May. Over 2,000 users have already set up accounts and begun preparing practice returns using the new TaxSlayer software. Join the Taxpayer Opportunity Network as we welcome Kim Manuel from Read more about June 23, 2016 – You’re Invited: TaxSlayer Practice Lab for VITA[…]

May 24, 2016 – TaxSlayer FAQ from SPEC Headquarters

TaxSlayer Frequently Asked Questions (FAQs) Reporting source: SPEC Headquarters (Atlanta, GA)   Background: The VITA/TCE software contract has been awarded to TaxSlayer, LLC. TaxSlayer will be the new software provider for the VITA/TCE Programs beginning with filing season 2017. Our primary focus is the 2016 filing season and to ensure our partners and volunteers that Read more about May 24, 2016 – TaxSlayer FAQ from SPEC Headquarters[…]

May 3, 2016 – Season Updates, TaxSlayer, Practice Lab, Fact Sheet

Notes from IRS SPEC Employee and Partner Conference Call Reporting source: United Way EKS-VITA Coalition General notes: VITA sites will be able to use TaxWise until ~November 9th (when the CCH contract expires). After the contract expires in November, sites will no longer have access to TaxWise Online Pub. 4491 will only be available in electronic format Read more about May 3, 2016 – Season Updates, TaxSlayer, Practice Lab, Fact Sheet[…]

Feb 23, 2016 – Qualified Medicaid Waiver Payments

Reference: IRS Publication 4491, Chapter 16-2 (it’s page 200 of the online PDF) Reporting source: IRS Oakland SPEC Certain payments made to individual care providers must be excluded from gross income. Locally, these payments are commonly reported on W-2’s from In-Home Supportive Services (IHSS) with a Roseville, CA address. Generally, if the care provider and Read more about Feb 23, 2016 – Qualified Medicaid Waiver Payments[…]

Translate »