2016 ProSeries/West Virginia
Release 2016.430
Contents
Items addressed in this release
Items addressed in previous releases
What's new for ProSeries/West Virginia
Forms
Electronic filing
Additional Information
Items addressed in this release
- WV Schedule A, line 80 - Adjustments to exempt income on the Smart Worksheet, line B will now be subtracted from the additions in calculating line 80.
- WV Schedule M line 49 - For single filing status only, the program does not limit the deduction to $1,000. The program will now error check to ensure this limit is followed.
- WV Schedule HEPTC-1, line 2 - The Senior Citizens Tax Credit will no longer reduce the Homestead Excess Property tax credit if the taxpayer did not qualify for the Senior Citizens Tax Credit.
- WV Income Tax Withheld on 1099-R for 2017 - WV Income Tax withheld from federal Form 1099-R, Code P or R will no longer be included on the current year WV return.
- WV Form IT-140, Net Operating Loss checkbox - When amending a WV return and the federal return has an NOL, the box will now be marked at the top of WV Form IT-140.
Items addressed in previous releases
The following forms and worksheets were finalized in a
previous release:
- Error checking - Improved data validation and error checking to assist in preparing West Virginia tax returns.
- Form IT-140. West Virginia Personal Income Tax Return.
- Form IT-140V. West Virginia Electronic Payment Voucher.
- Form IT-140W. West Virginia Withholding Tax Schedule.
- Form WV-8453. Individual Income Tax Declaration of Electronic Filing.
- Form WV-EFOO. Taxpayer E-File Opt Out Form.
- Form SCTC-1. Senior Citizens Tax Credit for Property Tax Paid.
- Schedule HEPTC-1. Homestead Excess Property Tax Credit.
- RECAP. Tax Credit Recap Schedule.
- Schedule A. Nonresidents/Part-Year Residents Only, Schedule of Income.
- Schedules H and E. Certification for Permanent and Total Disability and Credit for Income Tax Paid to Another State.
- Schedule M. Modifications to Adjusted Gross Income.
- Schedule UT. West Virginia Purchaser's Use Tax Schedule.
- Schedule F. Statement of Claimant to Refund Due Deceased Taxpayer.
- Schedule FTC-1. Family Tax Credit Schedule FTC-1.
- Form IT-210. Underpayment of Estimated Tax by Individuals.
- Form IT-140ES. Estimated Income Tax Payment Vouchers.
- Schedule L. Extension of Time to File.
What's new for ProSeries/West Virginia
The following items are new for tax year 2016:
- The IT-140NRS has been eliminated as a standalone form. The Special Nonresident Income for Reciprocal States is now Part III of IT-140 Schedule A.
- Schedule M -There is clarified information and/or document requirements for certain Schedule M modifications. These include Police and Fireman pensions, Military pay and pension modifications, Railroad Retirement and EZ-Pass modifications.
- The Senior Citizen Tax Credit -The maximum federal adjusted gross income level is $17,820 for a single person household plus an additional $6,210 for each additional person in the household (e.g., $24,030 for a two-person household).
- The Homestead Excess Property Tax Credit -The maximum federal adjusted gross income level is $35,640 for a single person household plus an additional $12,420 for each additional person in the household (e.g., $48,060 for a two-person household).
- Municipal Use Tax -Additional municipalities are subject to the Municipal Use Tax.
Forms
The West Virginia State Tax Department has approved for filing all forms and
schedules included in the program.
Electronic filing
General information for electronic filing:
You can file returns electronically with this version of ProSeries/West Virginia.
For a list of forms that can be e-filed, first open a state return, and then go to What's New This Year in
Help Center.
Additional information
Check all returns after printing
The West Virginia Department of Revenue scans computer-generated forms to quickly
process the income tax returns it receives. To meet the requirements for producing
computer-generated forms, ProSeries is required to limit the width of the tax
information printed on forms that are scanned. In certain cases, data you
entered may be truncated. After completing a tax return, review the information
that prints (for example, mailing address information), make any necessary
changes, and reprint the return before mailing it.
About bar codes on printed state returns
Some states use bar codes on computer-printed tax forms. This special
formatting allows the state taxing authorities to process returns more quickly
and efficiently. On-screen, you'll see only a small representation of the bar
code on the lower-left side of the form. This image is static and does not
change based on the information in the return. However, when you print the
return, the bar code appears as a large rectangular box on the first page of
the form. The width of the bar code is constant; the height varies according to
the data in the return. In general, the more complex the
return, the larger the printed bar code.
Returns that contain special formatting may be processed at a different
location than manually prepared returns. Therefore, the filing instructions
that print with the state return may contain a mailing address that's different
from the mailing address in the package that is sent to taxpayers. Be sure to
have your clients mail their returns to the address in the filing instructions
that print with the return.
Important: Because the bar code image is a function of the data in
the tax return, it's important that you reprint the page with the bar code if
changes are made to any part of the return. Also, do not print blank copies of
the main form and prepare them manually. The West Virginia taxing authority may attempt to scan the form and reject it.
End of ReadMe file for ProSeries/West Virginia