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e-file Status Report #2014-22

Customer #2 has now had all returns submitted and accepted by the IRS and PA.

Customer #3 has now submitted approximately 12 returns, with all accepted except for one PA return (address issue pending).

Customer #4 had one return to e-file, and that was accepted by the IRS and PA.

In total, we have had four customers submit over 60 returns, with a nearly 100% success rate (IRS and PA). We will monitor submissions from NY and NJ customers, and address any issues that did not emerge during the testing process with the states.

Issues that arose with Customers #3 and #4 included the following:

1) PA-41 RK-1/NRK-1: nine-digit zip code need version of field without the hyphen.

2) 1041 Line 10, Box for 4952 should not be checked if 4952 shows zero interest deduction.

3) 8949 Date of Acquisition: Legacy e-file used to specify “Inherit” as an option. “Modernized” e-file (“MeF”) now requires “Inherited” (or “Various” or “Inh-2010”). Software now converts “Inherit” to “Inherited” automatically.

4) K-1: Foreign beneficiaries now require actual foreign country, rather than previous procedure (empty zip code and “. ” in state field). On “Edit Beneficiaries” screen, click on “Foreign Address” button for the appropriate screen.

Note #1: for state returns, you should wait until you have received a 1041 acceptance. Then e-file the state return, which will automatically include the entire federal return.

Note #2: there may be cases where you are not e-filing a federal return, but need to e-file a state return. In such cases, please contact us. A later release of the software will allow for this exception.

We have posted version 2015-191 for download, with the following suggestions:

a) If you have returns due on July 15, submit those returns. Be prepared to file an extension if your federal return (and state return, if applicable) does not show a postmark date within some 30 minutes after submission on or before July 15. This means that the return failed our XML or Business Rule validation process before getting to the IRS. If a return is submitted by the due date, but rejected, you get credit for the original postmark date, but must resubmit it within a certain number of days in order to preserve that postmark date:

IRS: 10 calendar days
NY: 7 calendar days
PA: 5 calendar days

b) If you need to e-file in order to trigger a significant refund that the client is expecting, submit those returns.

c) For all other pending returns, you might want to submit a few, then wait for results, before proceeding with the rest of your returns.

d) We will be monitoring all returns as they are e-filed. We will contact you in connection with any returns that do not pass through the IRS’s highly technical XML and/or Business Rules validation process. As you have seen from our recent Status Reports, there can be any number of data conditions and/or form interactions that can require adjustments in order for a return to be accepted.

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