Outstanding State or Federal Acks

Current year federal:

1099s- all efiles sent by the deadline have been acknowledged. 

A few batches are outstanding from the period Feb 1 thru current; 1099s can take a week to return acks

Current year state:

State acks are not considered late until outstanding for more than five days

CA Individual- if you receive an EFC reject, read the reject messaging and follow the instructions. A small number of TaxWise Desktop EROs have a specific scenario where you are instructed to uninstall the CA module and reinstall CA, then create new efiles and send.

NY has outstanding acks back 7-10 days.  They posted this message to software providers, so we should start seeing acks by the weekend or Monday Feb 20th. 

" We are experiencing an internal issue that has delayed sending out of the ACKS for submissions sent in on or after February 7^th, 2017.  We are working to resolve the issue and anticipate the fix to be in production this Friday February 17^th, 2017" 

Prior year efiles:

1099s for 2015 and 2014

NY individual

Refund Timing for Earned Income Tax Credit and Additional Child Tax Credit Filers

The IRS will begin to release EITC/ACTC refunds starting Feb. 15. However, the IRS cautions taxpayers that these refunds likely won’t arrive in bank accounts or debit cards until the week of February 27 -- if there are no processing issues with the tax return and the taxpayer chose direct deposit. This additional period is due to several factors, including banking and financial systems needing time to process deposits.

Where's My Refund? ‎on IRS.gov and the IRS2Go mobile app will be updated with projected deposit dates for early EITC /ACTC refund filers a few days after Feb. 15. Taxpayers will not see a refund date on Where's My Refund? ‎or through their software packages until then. The IRS, tax preparers and tax software will not have additional information on refund dates, so Where’s My Refund? remains the best way to check the status of a refund.

Why is my refund being held?

Beginning in 2017, if you claim the EITC or ACTC on your tax return, the IRS must hold your refund until Feb. 15. This new law requires the IRS to hold the entire refund — even the portion not associated with the EITC or ACTC. Like previous years, some tax refunds may be held if there are questions about the tax return or the IRS needs more information.

Will I get my refund on Feb. 15?

While the IRS will begin to issue EITC/ACTC refunds starting Feb. 15, you should not count on actually seeing your refund until the week of Feb. 27 -- if you chose direct deposit or a debit card and there are no processing issues with your tax return.

Why does it take so long for the funds to show up in my account?

It takes additional time for refunds to be processed after leaving the IRS, and for financial institutions to accept and deposit them to bank accounts and products like debit cards. Also many financial institutions do not process payments on weekends or holidays, which can affect when refunds reach taxpayers. For EITC and ACTC filers, the three-day holiday weekend involving President’s Day affects their refund timing.

How do I check the status of my refund?

Where's My Refund ‎on IRS.gov and the IRS2Go mobile app remains the best way to check the status of a refund. Where’s My Refund will be updated with projected deposit dates for early EITC and ACTC refund filers a few days after Feb. 15. Taxpayers will not see a refund date on Where's My Refund ‎or through their software packages until then. The IRS, tax preparers and tax software will not have additional information on refund dates, so taxpayers should not contact or call them about refunds before the end of February.

8962 Validation Error for "monthCD"

Issue:  

You attempt to create an efile for a return that contains the 8962 with 0's on line 12

You receive efile validation error similar to this

The 'http://www.irs.gov/efile:MonthCd' element is invalid - The value '' is invalid according to its datatype 'String' - The Pattern constraint failed.  

Solution: Hold the return until US Module version 7 is released, planned by Monday

Workaround: roll back your US Module version to version 5, create the efile and send. 

Rollback Instructions:

1. In Refunds Today:  Go to Tools menu > Utilities/Setup Assistant > Tools > Uninstall Modules

select Individual – 1040 and click OK

2. Navigate to the drive where Refunds Today is installed   X:\UTS16\MAILBOX folder

delete the module files with STUIUS??.zip, where ?? will be 01-06

3. Download and install the 1040v5 module from this link: http://download.cchsfs.com/tech/TW/USI05-2016.EXE

Note- as you connect to the EFC, US Module version 6 will be pushed down to you. Don't install it until you've sent these efiles getting the validation error above,

Also don't 'get module updates' for your states, or else you will pull down US Module version 6. You can download state updates from the support site DOWNLOAD page until US Module version 7 is available.