Volunteer Feedback on TaxSlayer Production System

Feedback continues in the comments.

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Tips to Avoid Unnecessary APTC Repayment

TaxSlayer recently introduced new questions on the premium tax credit. If you’re not careful, you may accidentally charge your client an APTC repayment they do not owe!

Check out the

 on Health Reform: Beyond the Basics

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Current TaxSlayer Production Inadequacies and Other Quirks

“NY4 Workarounds for Tax Slayer (TS) Production 2016 Errors”

(Part I represents Workarounds for known TS software errors and quirks.  Review frequently to stay alert to the latest developments. These are not to be used if/when errors are fixed in Production, recent and already fixed items are duly noted and will be deleted in subsequent revisions.  Part II represents points of clarification to keep in mind when using TS. Refer to Part II as needed. 

Always link to this document to be certain you have the latest info 

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Medicaid Waiver Income – TaxSlayer Blog Entry – Feb 12

Heads up, there is a new TaxSlayer blog entry posted this morning regarding a check box added to the W-2 for Medicaid waiver payments.  Have not tested it out yet but it claims to take care of the Medicaid waiver and the EITC.  Does not mention adjusting for child tax credit or dependent day care credit.  There is also a blog entry regarding the ability to enter a 2017 date of death with a caution that if the death has not been reported to Social Security and IRS it will cause a reject.

Suggest that everyone check the TaxSlayer blog site each morning as they are making changes and right now the only way to know of the changes is to check the blog.

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TaxSlayer 2016 Tips

TaxSlayer handles most, but not every, situation required to prepare a correct tax return properly. Prior tips have been incorporated into the NTTC Modified Pub 4012 v4. The tips below are not in the NTTC Modified Pub 4012 v4. As TaxSlayer continues to evolve, some of these tips may change. Changes to this document from the previous version are flagged with a vertical line in the left margin.

Please let the National Tax Training Committee know through a OneSupport Request ticket if you have identified additional tips or have other suggestions.

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Creating Site Specific Print Set

Here’s the directions Broome County EROs used to minimize print pages. It updated to include the current set of forms.

  1.       Set 1 – Standard Print Set
  2.       Type name into Print Set Name box
  3.       Select + Set Range box

                                                      iii.      Enter 1 in Print Count box (third box down) and click                                                                    Submit

  1.       Enter 0 in boxes 1 through 8 to remove Fee Forms
  2.       Click 0 in boxes to remove all worksheets, and other non-essentials
  3.       Line 12, 21, 77, 114, 159-161, 163-165, 169-174, 178-181, 195, 197-203, 209, 210
  4.       Click 2 in these boxes to print 2 copies: 37, 73, 74
  5.       Originally, we did  Filter by State drop down and selected New York
  6.      However, there appears to be no forms we need to exclude)

                                                     vii.      Click “Save” to finish and Click “Add” to continue to                                                                       the next print set

Rocky Porzio

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NYS Pension Calculator

George Cox made up an excel worksheet that you can plug in public and private pensions and it will add them up for you. This could be a handy tool to keep on your desktop and even print it out for the TP to keep in his/her folder.

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Multi-Factor Authentication (MFA) for TSO

Summary: Multi-Factor Authentication (MFA) is an increasingly used security measure that will be implemented for TaxSlayer Online (TSO) user logins. The MFA challenge will be the last step when a user signs in to TSO under certain conditions. The necessary code is provided to the user via a text message or an email message.

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nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  

2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs),
By Coverage Family Type 

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New York State IT 201 Subtractions from Income

Attached is a Summary Sheet that is a useful reference for the volunteers in preparing NYS returns. Thanks to John Murphy and his Instructor Team for putting this together.

To download click on the following link. 

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