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- For the same Taxpayer, the DCN for State and Federal returns appear to differ by 1. TaxWise Customer support has told one transmitter that whether to revert back to the old system of providing the same DCN to both returns, and if so, to look for it in the next release.
- For California W-2 forms, according to a Franchise Tax Board presentation Q&A at the IRS Building on Sat January 28, 2006, we are advised that the SDI indicator and the amount should both appear in two places. Regardless of whether these numbers appear in boxes 20 and 19, they should go there. (Many W-2s have them in in Box 14, but put them in Boxes 19 and 20). In addition they need to be entered in the CASDI designator box and the last cell in the form for W-2s. There are a limited set of designators that are considered valid by TaxWise. When asked what action should be taken if the designation was not one of the approved ones, FTB indicated that that should not occur, and if it did, then it would not be valid. It is necessary to enter it in two places so that the amount can automatically be picked up in the appropriate boxes in Schedule A.
- TaxWise has advised in its knowledge base and support announcement that the non-printing of 9325s when acknowledgements are processed will be fixed in the 20.07 TaxWise Update.
- California State returns which were indicated to have an electronic signature as e-filed as PIN returns rather than 8453, and if no PIN is entered, TaxWise may let the e-file be transmitted, but they were found to be rejected by the FTB.
- Taxwise 20.07 Update is now available; it prints out the 9325s.
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