Monday, November 11, 2024

Urgent: EFC and IRS E-filing Shutdown for TY 2021-2023 - Individual Returns

IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2023. 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 30, 2024, 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 Saturday, November 30th at 10:00 pm Eastern Time.

1040 E-file submissions for Tax Years 2021, 2022 and 2023 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 2025. However, preparers can continue picking up acknowledgements through mid-December.

Important to Note:

  • Tax Year 2021 returns will no longer be eligible for e-filing by the WK EFC after Saturday, November 30th at 10:00 pm Eastern Time. Any acknowledgements must be retrieved by the user no later than mid-December for TY21 e-files. EFC for TY21 will not be available after mid-December 2024 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.

Sunday, November 3, 2024

State News: North Carolina: The Disaster Recovery Act of 2024 - Part II

Please read this important message that we have received from the North Carolina Department of Revenue

***

The North Carolina Department of Revenue has released a directive regarding The Disaster Recovery Act of 2024 – Part II.  This directive outlines the Secretary of Revenue’s interpretation of the additional interest relief offered under this act.  The directive and additional information can be found at: Tax Administration Directive 24-1 - The Disaster Recovery Act of 2024 – Part II | NCDOR.

*Important: A Qualified Taxpayer that submits Form NC-5502 after November 25, 2024, will not be treated as an Eligible Taxpayer


Friday, November 1, 2024

Refunds Today - December 2024 Holiday Hours

We will be open normal business hours during the month of December: 

  •  Mondays - Fridays, 8am - 6pm ET

Holiday Hours:

  • Tuesday, December 24th, 8am - 2pm ET
  • Wednesday, December 25th, CLOSED


SUPPORT
If you have any questions, please contact customer support via any of these options:
  • Chat with a live agent SFS TaxWise Chat (cch.com)
  • 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 for Tax Year 2024, please keep those holiday closure dates above in mind. You can contact your Account Manager at 800-495-4626 to get setup for the 2024 season.


Wolters Kluwer wishes you a happy and
 safe holiday season!  And a very successful Tax Season. 


Friday, October 18, 2024

State News: Colorado Delay in Retrieving Returns from the IRS

Please read the below important notification from the Colorado Department of Revenue. We will update this blog post as more information becomes available.

Colorado is currently experiencing a delay in retrieving all MeF returns from the IRS. We are actively working with their team to resolve the issue and expect it to be fixed within the next few days. Once resolved, all outstanding returns will be retrieved in the order they were submitted, and acknowledgments will be sent out promptly.

Monday, October 14, 2024

IRS News: Hurricanes Helene and Milton Victims Eligible for Tax Relief; Oct. 15 deadline, other dates extended to May 1

The IRS reassured victims today that it is prepared to offer the tax-related assistance they require to recover from the devastating hurricanes that have ravaged Florida and the Southeast in recent weeks. The IRS automatically gives taxpayers whose address of record is in a disaster-area locality more time to file returns and pay taxes. Currently, taxpayers in the entire states of Alabama, Florida, Georgia, North Carolina and South Carolina, and parts of Tennessee and Virginia, who received extensions to file their 2023 returns have until May 1, 2025, to file. Tax-year 2023 tax payments are not eligible for this extension. In addition, May 1 is also the deadline for filing 2024 returns and paying any tax due.

In the wake of a disaster, victims can find a wealth of information on IRS.gov to assist them in navigating common situations. Disaster victims can call the agency’s disaster hotline at 866-562-5227. The hotline is reserved for taxpayers with questions about disasters. Additionally, the IRS encourages affected taxpayers to review all federal disaster relief at DisasterAssistance.gov.

Urgent: 2023 1040 Extension Deadline is Tomorrow!

The 2023 1040 extension deadline is approaching.  


We strongly encourage you to transmit your e-files at least two hours before the midnight deadline.

As the October 15th midnight deadline approaches, the processing volume at the IRS will increase daily. Both return volume and return size will affect processing time. While you are accustomed to receiving your Federal acknowledgements within a one hour time-frame, that turnaround time will increase as the deadline approaches. You may see your acknowledgements take from 2 to 4 hours, and possibly longer.

This is why we suggest that you send returns periodically throughout the day. This will help spread out the volume and also help eliminate some of the 'deadline rush' which also impacts IRS processing.


Contact Hours
This is a reminder that the Refunds Today offices will be be open the following hours leading up to the extension deadline.  

Monday 
October 14th
Phone support: 8am - 6pm EST
Chat support: 8am - 6pm EST

Tuesday
October 15th
Phone support: 8am - 8pm ET
Chat support: 8am - 10pm ET

Wednesday, October 9, 2024

2023 1040 Extension Deadline is approaching

The 2023 1040 extension deadline is approaching.  


We strongly encourage you to transmit your e-files at least two hours before the midnight deadline.

As the October 15th midnight deadline approaches, the processing volume at the IRS will increase daily. Both return volume and return size will affect processing time. While you are accustomed to receiving your Federal acknowledgements within a one hour time-frame, that turnaround time will increase as the deadline approaches. You may see your acknowledgements take from 2 to 4 hours, and possibly longer.

This is why we suggest that you send returns periodically throughout the day. This will help spread out the volume and also help eliminate some of the 'deadline rush' which also impacts IRS processing.


Contact Hours
This is a reminder that the Refunds Today offices will be be open the following hours leading up to the extension deadline.  

Monday - Friday 
10/7 - 10/11
Phone support: 8am - 6pm EST
Chat support: 8am - 6pm EST

Saturday and Sunday
10/12 - 10/13
Chat support: 10am - 6pm EST

Monday 
October 14th
Phone support: 8am - 6pm EST
Chat support: 8am - 6pm EST

Tuesday
October 15th
Phone support: 8am - 8pm ET
Chat support: 8am - 10pm ET