On Monday, April 18, 2022 at 3:00 PM ET, some customers were reporting degraded performance connecting to a third party program providing e-sign services.
With the approaching 1040 deadline, we and agencies are experiencing extremely high e-filing volume. You may experience longer wait times for acknowledgements (ACKs) from the Electronic Filing Center (EFC), the IRS, and states.
We recommend that you transmit e-files early (don't wait until the deadline) and often (not in large batches) during this period, as ACKs may take longer to post.
To check the status of an e-filed return, complete the following steps:
Customers submitting a return containing Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns, may have received the following rejection message from the IRS.
Updated with How to Videos for TaxWise:
Overview:
Customers who file a return which should include Form 8962, Premium Tax Credit, may receive the following Reject Code, F8962-070:
“The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA Explanation" must be present in the return.”
This issue has been Resolved as of April 14th.
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Starting on Sunday, April 10 at 12:30 PM ET, some CCH Axcess Tax, CCH ProSystem fx, TaxWise and ATX customers began seeing a transmitted status when using e-file on Texas returns but are reporting delayed acknowledgements.
Due to the a recent legislation change, the Alabama Department of Revenue recently revised the Federal Income Tax (FIT) Deduction worksheet. The corresponding software changes were recently released on March 29th. The legislation changes resulted in a new Part 2 section being added to the FIT worksheet. Per the new schema and instructions, Part 2 was optional if it did not apply to the taxpayer. However, the Alabama Department of Revenue has been rejecting returns with the following rejection codes, indicating that Part 2 must be sent all the time.
Please be aware that Massachusetts Fiduciary Returns are being rejected for not having the correct values transmitted in the e-file for MA 2, Schedule B, Lines 12b, 12c, 21b & 21c.
The Internal Revenue Service today reminds those who make estimated tax payments such as self-employed individuals, retirees, investors, businesses, corporations and others that the payment for the first quarter of 2022 is due Monday, April 18.
The 2022 Form 1040-ES, Estimated Tax for Individuals, can help
taxpayers estimate their first quarterly tax payment.
Update: IRS has updated their schema as of March 21st. Returns with an 8839 can be summitted.
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We are aware of an issue with the IRS schema concerning the maximum adoption credit allowed on Form 8839 Qualified Adoption Expenses. Per the form and instructions, the maximum allowable credit is $14,440; however, the IRS schema has this value set as $14,400. Any e-filed return that includes the maximum $14,440 will receive IRS Rejection X0000-005.
At this time, please hold these returns until the IRS releases the next schema update which is tentatively scheduled for mid-March.
Note: TaxWise will display a validation error if you attempt to create the e-file for these returns.
The issue with e-signature billing has been resolved and e-signature transactions since March 7th will be included on your next invoice. As such, you may see a larger than normal number transactions due to the pause in billing.
Reminder: Usage of e-signature in TaxWise Online, TaxWise Desktop and ATX has not been impacted.
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On Monday, March 7 at 12:00 PM ET, we identified an error in the billing function of TaxWise Desktop and will complete unscheduled maintenance. As a result, e-signature billing for TaxWise Online, TaxWise Desktop and ATX will be temporarily unavailable. Once the billing maintenance has been completed, all billing events will be invoiced accordingly.
Usage of e-signature in TaxWise Online, TaxWise Desktop and ATX is not impacted.