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2025 Enrichment

TaxSlayer Updates

National Tax Training Committee

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December 2025

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Carry Forward warnings for IP PIN and 1095-A

E-file section:

National Tax Training Committee

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December 2025

These warnings have been in place for a couple years now, but a missing IP PIN and a missing 1095-A are still the most common rejects we get.

So when you start a return that has carryforward, the carryforward page will show warnings in yellow indicating that an IP PIN and/or a Form 1095-A was included in last years return.

Then if you don’t enter an IP PIN or a 1095-A, when you get to the E-file section, you again get warnings.

The IP PIN warning at e-file is specific to the individuals that had an IPPIN last year.

For example if last year the spouse had an IPPIN but this year you enter it for the taxpayer, you should still get a warning.

So make sure your Counselors know to look for these warnings.

And if you enter an IPPIN but you still get a warning, make sure you entered it for the right person.

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Capital Loss, Form 8606 Carry Forward working

National Tax Training Committee

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December 2025

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1099-R Simplified Method Worksheet Carry Forward

Cost, starting date, amount recovered (includes last years)

All that is needed is Months paid this year

National Tax Training Committee

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December 2025

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Enhancements

One-click print preview (don’t click again)
Exiting returns to client list (instead of to main menu)
W-2 Retirement plan checkbox

automatic for some Box 12 codes

Form 1099-R direct link to Form 5329 for Box 7 Code 1
Form 1099-R QCD entry

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December 2025

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Enhancements

Social Security – Multiple Medicare entries
Energy Credits Form 5695 – QMID is required Qualified Manufacturer ID

4 characters only – lots of new fields

Form 8379 – Injured Spouse - redone
New warnings and errors – 1099-INT, 1099-DIV
Checkbox for dependents – new religious reasons text

National Tax Training Committee

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December 2025

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Print Sets

New option – 3-year compare page

Included in default and “QUALITY REVIEW” print sets
Can be added to customized print sets:

Reminder – Include for Direct Debit:

National Tax Training Committee

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December 2025

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New Tax Law Changes – Schedule 1-A

National Tax Training Committee

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December 2025

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The second box would only be used in the rare case where an FLSA “employee” is paid as an independent contractor

The ½ part of FLSA time and a half overtime goes in the first box

National Tax Training Committee

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December 2025

Employers are not required to provide this information this year.

If the individual is paid overtime compensation but their employer will not provide information, the individual may use a reasonable method that takes into account the regular rate (or a reasonable approximation of this amount), and the individual’s hours of service in excess of 40 hours in a workweek (or a reasonable approximation if the individual does not have records of actual hours of service

If anyone does use the code TT in box 12 – it will be added automatically – unlikely this year

Again, if the entire time and a half amount is on a pay stub or report, you divide it by three.

If it includes double-time, divide it by four.

TaxSlayer will not calculate deduction for MFS or an ITIN holder, even if entered

If only one spouse has ITIN, TaxSlayer will not prevent the deduction

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For the most common case, enter the amount from Form W-2 Box 7 in the first box
The second box is only used when there are unreported or allocated tips
The third box is for the self-employed, but only tips included on a form can be used

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December 2025

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VIN is required (can’t have letters I,O,Q)

use the lookup tool to verify
https://vpic.nhtsa.dot.gov/decoder/

If the vehicle was also used in a business, interest may be apportioned between business and personal use.

National Tax Training Committee

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December 2025

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