NYS – Tax Year 2017 driver license or state identification information

  • For married filing joint returns, information is now required for both the primary taxpayer and spouse. If a taxpayer has been issued a driver license or state identification card, they are required to provide that information to be entered into the software.
  • Taxpayers must provide the ID number, issuing state, issuing date, and expiration date for all licenses or identification cards. If the taxpayer license/ID is a New York State driver license or non-driver ID, the first three characters of the document number found on the license/ID must also be entered.
  • In the event that a taxpayer does not have a driver license or state-issued ID, you will be prompted by the software to indicate this. If the taxpayer does not have either a driver license or state-issued ID, or is deceased, marking the check box indicating that they have neither will fulfill the requirement.
  • We require the collection of certain driver license or state-issued ID information as an additional identity verification measure. Having this information collected each year, and not retained or transferred from the prior year, ensures that the information is current and continues to be a useful identity check.
  • If the taxpayer refuses to provide the information, the tax preparer should mark the check box indicating that the taxpayer has neither, and keep contemporaneous notes regarding the good faith effort to collect the client information, if we were to ask.

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NYS Department of Taxation & Finance

The NYS Volunteer Resource Center is now up and running for 2017 Tax material. Click on the following link to order the material

NYS Department of Taxation & Finance for Volunteers

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IRS Site Reviews

These are the templates that IRS SPEC will be using this tax season on their site reviews

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TaxSlayer Enhancement Reports as of 10/18/2017

The two attached spreadsheets contain the most current list of federal and state enhancements.  The federal and state spreadsheets include all enhancement requests submitted to TaxSlayer. In addition; the spreadsheets include the status of enhancements that are considered implemented in tax year 2016, adopted for tax year 2017, or closed.

Closed enhancements fall into several categories:

  • In Production– Has been added to the 2016 software
  • Production Ready– Will be added in the 2017 software
  • No Development Action Required Requested or similar feature already exists in the software
  • Not Implementing– Programming changes could impact other features and/or the operation of the software as intended
  • Future Implementation – TaxSlayer will review/evaluate for 2018 Software

There have been numerous updates to the enhancement listing since the last update was provided on September 22nd. Please review all sections relevant to you thoroughly.

    

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TaxSlayer – NYS Point of Contact

John Haim from NY2 is our Point of Contsct (POC) for identifying and submitting to TaxSlayer support the critical suggestions for changes to state returns that will also improve accuracy – calculation errors, clumsy workarounds,  steps that cause preprarer confusion , required steps easy to overlook, etc. that will benefit a significant number of our volunteers and the taxpayers we serve.

Please forward any NYS concerns, questions, or enhancement ideas for TaxSlayer directly to John Haim. His contact information is on the Volunteer Portal.

Following is the current list of TaxSlayer NYS enhancements being requested for the 2017 Tax Season. 

 Updated 6-6-24-2017

 

 

 

 

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End of Tax Season 2016

 Includes e-file calendar and TaxSlayer Clean Up Activities

 Includes instructions for Flat Rate and Itemized Reimbursement. For Flat Rate Mass Approval contact your Supervisor.

  Most commonly asked questions and answers,

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ACA: What Tax Preparers Need to Know

Health Reform: Beyond the Basics

Center on Budget and Policy Priorities

Refresher: Affordability Exemption

An informal recorded presentation walking through how to calculate the affordability exemption using TaxSlayer and some of our new tools. (This was not a live presentation.)

  Download presentation slides (PDF)        View webinar

Tool: ACA Exemptions Related to Income

A new downloadable Excel tool designed to help tax preparers with different income calculations that are necessary to determine eligibility for ACA exemptions related to income, especially the affordability exemption.

  Download tool (xlsm)

Tool: Affordability Exemption Primer

An updated Affordability Exemption Primer that explains who is eligible for the Code A and Code G exemptions based on a lack of affordable coverage and how to complete the tax worksheets.

  Download primer (PDF)

Copyright © 2017 Center on Budget and Policy Priorities, All rights reserved.

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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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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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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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