knows the TP and the SP’s birth dates, and knows the start date of the annuity. It would avoid many errors if the software made the calculation for us, and instead just had a check box to indicate if it was a Joint & Survivor Annuity. Charitable Is it necessary to ask for the date and a description 4/19 will review – Itemized contributions of each cash contribution? This seems unnecessary. – cash Desktop does not ask for this level of detail. Preparer can choose and enter a lump “override” sum, but then the preparer would have to manually add up all the cash contributions from all sources. An enhancement would be to remove the date & description but still allow individual entries if desired. PMI Currently, there is a separate entry screen for PMI. 4/19 Will review – Itemized It would be much easier if there was an entry field 5/17 for PMI on the Mortgage Interest Reported on 1098 Training Issue screen, as is done for property tax Provider Entry Field If a name is entered more than 26 characters, you 4/19 -- will review Form (Enhancement) get an error and have to fix it. Couldn’t the entry 5/17 2441 field just be limited to 26 characters? Has been sent to development to correct Can’t change I like the way the drop-down menu functions, 4/22 F8863 calc is – Form student once allowing us to select the student instead of having tied to the initial 8863 selected to type the name and SSN again. But I let it default student selected to the wrong name, and there didn’t seem to be a based on dependent way to change it to the correct student. I had to entries in basic info. delete the F8863 and re-enter. Must delete and Is this a Font Awesome problem? choose correct student if necessary No warning I purposely made mistakes for both the routing 4/19 Known issue – Direct number and account number when I entered it the and will be fixed Deposit second time, but did not receive a "warning" that 5/17
knows the TP and the SP’s birth dates, and knows the start date of the annuity. It would avoid many errors if the software made the calculation for us, and instead just had a check box to indicate if it was a Joint & Survivor Annuity. Itemized Charitable contributions – cash Is it necessary to ask for the date and a description of each cash contribution? This seems unnecessary. Desktop does not ask for this level of detail. Preparer can choose “override” and enter a lump sum, but then the preparer would have to manually add up all the cash contributions from all sources. An enhancement would be to remove the date & description but still allow individual entries if desired. 4/19 – will review Itemized PMI Currently, there is a separate entry screen for PMI. It would be much easier if there was an entry field for PMI on the Mortgage Interest Reported on 1098 screen, as is done for property tax 4/19 – Will review 5/17 Training Issue Form 2441 Provider Entry Field (Enhancement) If a name is entered more than 26 characters, you get an error and have to fix it. Couldn’t the entry field just be limited to 26 characters? 4/19 -- will review 5/17 Has been sent to development to correct Form 8863 Can’t change student once selected I like the way the drop-down menu functions, allowing us to select the student instead of having to type the name and SSN again. But I let it default to the wrong name, and there didn’t seem to be a way to change it to the correct student. I had to delete the F8863 and re-enter. Is this a Font Awesome problem? 4/22 – F8863 calc is tied to the initial student selected based on dependent entries in basic info. Must delete and choose correct student if necessary Direct Deposit No warning I purposely made mistakes for both the routing number and account number when I entered it the second time, but did not receive a "warning" that 4/19 – Known issue and will be fixed 5/17
Tax-Slayer-Concerns-and-Questions-Doc-05172016.docx