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Form 8867 - Paid Preparer Knowledge Requirement and Documenting Taxpayer Responses

of the questions asked and answered can be done in TaxSlayer Pro from the Main Menu of the tax return by selecting the following: Preparer Due Diligence Due Diligence Notes In this Due Diligence Notes Field, the preparer should then record each

Path Menu

article on Secondary Backups: Secondary Backup Path - We highly encourage you to set up this option. Secondary backup path will create a duplicate return on an external media source as a backup. This will occur every time you exit a return

Announcement from the Illinois Department of Revenue Concerning 2016 IL-1040 refunds

. For electronic returns submitted error-free after March 1, 2016: We anticipate your refund will be issued within two to three weeks from the date you submitted your return. Please note: Tax refunds are not subject to budgetary appropriation

To edit a kb

click here . To go to a test destination. TEST DESTINATION Load the Return Open the Federal Section Open the Income menu and select "Enter Myself." Click the Begin or Edit button next to "Wages and Salaries Form W-2" Enter the figures

Form 1099-R - Qualified Charitable Distributions

Individual Retirement Arrangements (IRAs) . To report qualified charitable distributions, from the main menu of the tax return select: Federal Section Income Menu IRA/Pension Distributions Form 1099-R / RRB, SSA Add or Edit 1099-R Enter the form

Announcement from the Illinois Department of Revenue Concerning 2016 IL-1040 refunds

. For electronic returns submitted error-free after March 1, 2016: We anticipate your refund will be issued within two to three weeks from the date you submitted your return. Please note: Tax refunds are not subject to budgetary appropriation

Advanced Configuration Menu

Representative. Pull Prior Year Client Notes Forward There are three options for pulling client notes forward: Automatically Pull Forward - This option will pull all client notes forward when their tax return is pulled forward Ask To Pull

Lump-Sum Election - Social Security

Line 4 - Enter the amount from Box 3 of Form 1099-SSA Line 5 - Enter the taxpayer's AGI from the earlier year's tax return Line 6 - Enter any exclusions or adjustments that were claimed in the earlier year Line 7 - Enter the amount of tax

Form 8582 - Passive Activity Loss Limitations

select View Results To display instructions for editing the Passive Activity Loss Limitations on Form 8582 in the tax program click here . From the Main Menu of the Tax Return (Form 1040) select: Income Menu Rents, Royalties, Entities (Sch E,K

Form 1040-V Payment Voucher

and penalties, the full balance due must be paid by the return due date. Accessing the payment voucher in the tax program: From the Main Menu of the Tax Return (Form 1040) select: Payments, Estimates, EIC Payment Voucher Form 1040V filing