IRS Reject F1116-004-03

IRS Reject: F1116-004-03:

If Form 1116 'ForeignTaxCrCarrybackOrOverAmt' has a non-zero value and 'ForeignIncmSection951AInd' is not checked and 'ScheduleBNotRequiredInd' is not checked, then Form 1116 Schedule B must be attached at the form level.

Our team is currently investigating the root cause of reject F1116-004-03 with the IRS. Please hold returns containing Form 1116 with Schedule B until further notice. We will update this blog post as more information is made available.

State News: Texas Electronic Forms for Filing 2024 Franchise Tax Reports

Please read the following important information from the Texas Comptroller.

Electronic forms for filing 2024 franchise tax reports are in development and are not available for use through Webfile or from tax preparation software providers at this time. For more information visit https://security.app.cpa.state.tx.us/. 

State News: Georgia Start of Filing Season

Please read the following important information from the Georgia Department of Revenue.

The opening date to e-file individual returns is February 2, 2024.

IRS News: Delayed Startup for Forms 990-T, 1120-POL, and 8868

Please take note of the important information below from the IRS concerning Forms 990-T, 1120-POL, and 8868.

Forms 990-T (all tax years), 1120-POL (all tax years), and 8868 for Tax Year 2023 will not be available in Production until March 17, 2024.

All Forms 990-T and 1120-POL submitted before March 17th will receive Reject R0000-120:

The IRS Submission type that was filed is not being accepted by the Modernized e-File (MeF) at this time. Please check the MeF web page under irs.gov for more information. The submission type filed was <type>.

Form 8868 for Tax Year 2023 extensions submitted before March 17th will receive Reject R0000-225:

This submission contains a form or schedule that is not currently supported for electronic filing.

IRS will be communicating the next steps for filers that are currently past due or will be past due if not filed prior to March  17^th. ETA on communication from the IRS is next week.

State News: Colorado E-file Opening Delay

Please read the following important information that we received from the Colorado Department of Revenue.

"Our current estimated opening date for all income tax types is February 12, 2024. This date is subject to change."

Refunds Today 2023 Federal and State E-File availability

Tax Season is beginning to ramp up. The Refunds Today team would like to keep you updated on the availability of Federal and State E-file Modules.

The Release Dates(estimated and Actual) for the Refunds Today modules can be located on the Refunds Today Site here.

In addition, important E-file dates can be found here.

Please refer back to these links often for latest Release dates.


SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 season.

Reminder - Refunds Today 2022 Federal and State E-File availability

Tax Season is beginning to ramp up. The Refunds Today team would like to keep you updated on the availability of Federal and State E-file Modules.

The Release Dates(estimated and Actual) for the Refunds Today modules can be located on the Refunds Today Site here.

In addition, important E-file dates can be found here.

Please refer back to these links often for latest Release dates.


SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.

Refunds Today 2022 Federal and State E-File availability

Tax Season is beginning to ramp up. The Refunds Today team would like to keep you updated on the availability of Federal and State E-file Modules.

The Release Dates(estimated and Actual) for the Refunds Today modules can be located on the Refunds Today Site here.

In addition, important E-file dates can be found here.

Please refer back to these links often for latest Release dates.


SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer

SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.

Reminder: EFC and IRS E-filing Shutdown for TY 2019-2021 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax returns e-filed through the MeF system are processed in a timely manner, submissions must occur before IRS shuts down the system on Saturday, November 26, 2022, at 11:59 p.m. Eastern time.

In order to allow the states ample time for processing these returns, the Wolters Kluwer E-File Center (EFC) will stop accepting individual returns (both federal and state) for the current processing year on Tuesday, November 22nd at 11:59 pm Eastern Time.

1040 E-file submissions for Tax Years 2019, 2020 and 2021 are included in this change. Because not all state agencies process returns in “real-time”, this schedule should allow sufficient time for agencies to post their acknowledgements for the WK EFC to pick up. 

After the shutdown occurs, the WK EFC will not accept individual returns (federal and/or state) until IRS comes back online in early January 2023. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

• Tax Year 2019 returns will no longer be eligible for e-filing by the WK EFC after Tuesday, November 22nd at 11:59 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY19 e-files. EFC for TY19 will not be available after mid-December 2022 to pick up these acks.

• Business Returns: Business returns are not affected by this schedule as IRS has not yet announced the business cutover schedule and will do so at a later time.

• Disaster Relief Extension to File: This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following:
• Submit the returns electronically before the shutdown begins.
• Hold the return and transmit it when the IRS reopens in January.
• File them on paper after the shutdown.  If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing.

IRS Reject F2441-027 for Form 2441

Customers submitting an individual return containing Form 2441, Child and Dependent Care Expenses, may have encountered the following rejection message from the IRS.

“F2441-027 If Form 2441 is present in the return, then Schedule 3 (Form 1040) 'CreditForChildAndDepdCareAmt' and/or 'RfdblCrForChildAndDepdCareAmt' will have a non-zero value. ”

The IRS states that this rejection was in error.  Please recreate and retransmit any returns that received this rejection message.

Tax Year 2021 Federal and State E-File Availability

The IRS will begin accepting e-file on Monday January 24^th, 2022.  

Modules to support the e-file are being  released regularly in preparation of  the tax filing season.  

The latest status on module availability by state can always be found at: 

https://support.taxwise.com/support/TWJurisdictionStatus

E-file Reporting - Annual Maintenance begins December 28, 2021 @10:00 PM EST

All e-filing reporting will stop on Tuesday, December 28, 2021 @ 10:00pm EST to perform annual maintenance. 

E-file reports are found at: "My Information > Reports"  on the Support Site. 

After December 28th, EFC reporting will not be available until the reporting maintenance is completed in mid-January.