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Release Notes
NOTE: SOFTWARE MUST BE AT LEAST ON v2019.12.15 TO APPLY THIS UPDATE.
NEW:
- State Filing
- Illinois (IL) 1099/W-2G filing format to include custom IL record header.
- Puerto Rico Filing
- Electronic filing available for the 480.6A, 480.6B, 480.7C, and 499R-2.
- 480.6SP & 480.7 will be available in the next release.
- Electronic filing available for the 480.6A, 480.6B, 480.7C, and 499R-2.
- General
- Reprint Scheduler for TY2019
- eFileViewer for TY2019 (1099/W-2/1042-S)
- Business Rules & Validations
- New rule for 1042-S to provide an error if Code 01 or 02 are used in Box 12b.
- New rule for 1099-DIV to provide an error if Box 12 is greater than Box 11.
UPDATED:
- State Filing
- Arizona (AZ) W-2 filing format to include employer EIN in the RS Record (new state requirement effective in TY2020).
- State Thresholds
- Connecticut (CT) - 1099-K - Standard & CFS thresholds.
- District of Columbia (DC) - 1099-K - Standard thresholds.
- Georgia (GA) - 1099-K - Standard & CFS thresholds.
- Maine (ME) - 1099-K - Standard & CFS thresholds.
- TIN Management
- Updated "Match by Unique Tax Record ID" Bulk TIN importing method. If the recipient exists in the Recipient List and on a Tax Form, with different addresses, then the software will match to the Tax Form address.
- Business Rules & Validations
- 1098 Rule R03 no longer active for Tax Year 2019.
FIXED:
- Importing (W-2 Transactional)
- The software was truncating W-2 State ID Numbers when greater than 15 characters and imported with more than 1 transactional import.
- This update includes a script to add back in the truncated characters. This will only affect states with State ID Numbers greater than 15 (i.e MA, WI, VA).
- Exporting
- W-2 exports with 3 lines of text in Box 14 could cause the software to crash.
- Business Rules & Validations
- 480.7C - Business rule 42 changed for new residency type to trigger if no or multiple boxes are checked.
- 480.7 - Business rules 10 and 11 were not triggering.
- Filing
- 1099-K - Mag fix for Filer Type TPP not being set to ‘2’.
- Reports
- 499R-2 - Added new boxes to report wizard custom report and fixed duplication of ‘Box 12’ in field list.
- 480.7C - Fixed version error on reports (standard totals and import totals), added residency type checkbox handling.
- General
- 480.6SP - Removed ‘Not’ from form image box 4 text as that box is subject to withholding.
- 1099-B - Fixed TIN notice bleeding through when editing the address.
- Added default browse queries and views that were missing.
- Added IRS instructions and updated ‘Forms & Pubs’ to include 2019 1098-F, 480.6SP, 1099-SB, 1099-LS, 1098-Q, and 1099-NEC for 2020.
- Recipient Lookup and Forms was not loading recipient list.
- Printing
499R-2 - Payer phone number extension overflows.
- 499R-2 - Pressure Seal 8888-1 print layout was printing box 13 in wrong location.
- 499R-2 - Combined recipient layouts were printing a trailing blank page.
- 499R-2 - Error message when printing.
- W-2 - Error message was popping up for combined blank stock and pre-printed layouts.
Coming Soon
- State Filing - Illinois (IL), K Record, Local Tax Withheld formatting
- State Filing - Indiana (IN), Issue with county code '43' (Kosciusko County) not generating on the electronic file for W-2G & 1099-R.
- 480.6SP Puerto Rico electronic filing
- 480.7 Puerto Rico electronic filing
- Chapter 4 withholding calculation update on the paper 1042-T
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