Illinois Department of Revenue Holding Refunds until March 1

Illinois Security Measures Enacted; IL-1040 Refund Release Date Impacted. The Illinois Department of Revenue is taking additional steps to protect Illinois taxpayers from identity theft and fraud. To ensure the security and confidentiality of taxpayer information, the Department has initiated a review process to combat against fraudulently filed returns. As a result of the new security measures, refunds may take longer to process this year than in previous years.

For more information, please visit the Illinois Department of Revenue's Refund Delay FAQ page: http://www.revenue.state.il.us/individuals/RefundDelay.htm

NC Begins Processing Efiles Jan 28th

The North Carolina Department of Revenue (NCDOR) will officially open the
2016 tax filing season and begin processing individual income tax returns on Jan. 28. The Internal
Revenue Service began accepting returns on Jan. 19.

EROs began filing NC returns along with federal returns Jan. 19th, but NC will not begin processing those efiles until Jan 28th.

Acknowledgements will not be seen until February 1^st, at the earliest, and anticipated refunds will follow afterwards.

Refer to this NC DOR website for updated information and full details.

IRS rejects 361, 370, 371, 372 - Hold the returns

IRS has asked that EROs hold returns rejected for the following efiles until IRS updates their business rules. 

For 1040 Returns

F1040-370-03

If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 1 checkbox "Single" or Line 3 checkbox "Married filing separately" or Line 5 checkbox "Qualifying widow(er) with dependent child" is checked (element 'IndividualReturnFilingStatusCd' has a value of 1, 3 or 5), then Line 37 'AdjustedGrossIncomeAmt' must not be greater than 30000 

F1040-371-03

If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 4 checkbox "Head of household" is checked (element 'IndividualReturnFilingStatusCd' has the value 4), then Line 37 'AdjustedGrossIncomeAmt' must not be greater than 45000 

F1040-372-03 

If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 2 checkbox "Married filing jointly" is checked (element 'IndividualReturnFilingStatusCd' has the value 2), then Line 37 'AdjustedGrossIncomeAmt' must not be greater than 60000

For 1040A Returns

F1040A-370-03

If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 1 checkbox "Single" or Line 3 checkbox "Married filing separately" or Line 5 checkbox "Qualifying widow(er) with dependent child" is checked (element 'IndividualReturnFilingStatusCd' has a value of 1, 3 or 5), then Line 21 'AdjustedGrossIncomeAmt' must not be greater than 30000. 

F1040A-371-03

If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 4 checkbox "Head of household" is checked (element 'IndividualReturnFilingStatusCd' has the value 4), then Line 21 'AdjustedGrossIncomeAmt' must not be greater than 45000. 

F1040A-372-03

If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has a non-zero value and Line 2 checkbox "Married filing jointly" is checked (element 'IndividualReturnFilingStatusCd' has the value 2), then Line 21 'AdjustedGrossIncomeAmt' must not be greater than 60000. 

F1040-361-04 – Deals with Form 5695 (Residential Energy Credit)

Currently there is no ETA for IRS to correct these Business Rules.