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Release Notes.
NEW:
- 1099-NEC Custom Fields - Added a fourth, customizable, amount field for the 1099-NEC in Tax Year 2020+.
- 1099-NEC - Added two custom checkbox fields.
- 1099-NEC Reports - Added support for the 1099-NEC to the "Corrections Late Add" report.
- Service Bureau - Combined Federal/State (CFS) program is now available when filing corrections (also applies in Scheduler).
- W-2 - A Region Code for State Unemployment Tax (SUTA) state is now allowed for multiple states.
- 1099-R - Boxes are re-sequenced for 2020 tax year.
- FATCA filing requirement → 2020 box 12
- Date of payment → 2020 box 13
- 2019 box 12 → 2020 box 14
- 2019 box 13 → 2020 box 15
- 2019 box 14 → 2020 box 16
- 2019 box 15 → 2020 box 17
- 2019 box 16 → 2020 box 18
- 2019 box 17 → 2020 box 19
UPDATED:
- Import Wizard (Excel)
- Correction Import match type description appended with " , and W-2 box 12a, 12b, 12c, and 12d codes are used for W-2 matching." for Advanced Match option.
- W-2 Pro Excel Import Wizard - Special Form W-2 Import Options "NOTE" updated with "If there are multiple SUTA states for the Region Code, the first state when sorted by Region Code will be chosen."
- Business Rules & Validations
- 1042-S - Rule 1042S*R16 - Updated to allow zero amount for correction.
- Security & Administration
- State Filing Threshold - Old State Rules removed (no longer applicable).
FIXED:
- Data Entry
- 1099-NEC - Custom (Aux) field amount was not aggregating.
- 1042-S - Name change in Box 15d was not triggering a correction.
- State Filing
- State ACA - Processed Total record count was missing in final progress prompt.
- General
- The "Nothing to Preview" prompt was missing on Session Log Report with Errors & Warning Only option.
- Importing
- Recipient email was not saving or updating during a recipient import.
- 1099-NEC transactions, specifically for the newly customizable Aux Amount fields, were not displaying the face value of the form correctly when aggregating.
- Reporting
- 1099-MISC w/ Box 7 Corrections - Form Counts by Filer Report was inaccurate.
- Puerto Rico 480.5 - Summary totals now report a running yearly total that reflects all originals and corrections.
- Printing
- Puerto Rico Corrections
- Printing error occurred for all PR form types.
- Print out alignment for amended date.
- Custom Layout for a specific client was causing errors.
- Puerto Rico Corrections
- TIN Management
- Bulk TIN importing was only using the currently selected filer, instead of all filers, for matching purposes when the "All Filers" option was selected.
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