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Note: Your software must be on at least v2021.15.18 to apply this update.
Release Notes
Important
- Tax Year 2022 is locked off for Electronic Filing and Service Bureau Uploads.
- You will need a 2022 Authorization Code starting with the letter "F" before installing this update.
New and improved:
- We updated all 2022 tax forms and instructions with IRS changes.
- We updated all business rules and custom queries for 2022 form fields.
- We updated all reports for 2022 tax form changes.
- We updated all help files for 2022.
- We added W-2 functionality for special taxes processing for Box 14. (CS-3435, CS-3654)
We added Federal Threshold Filtering to the Pub 1220 Form Export. (CS-3503)
- We added new functionality to lock email domain(s) for email functionality in 1099Pro.NET. (CS-3580)
- We updated the Import Map selection screen. (CS-2758)
- We updated the Service Bureau Manual Upload instructions. (CS-3531)
- For Printing, we added Paper Filing and the option to Disable/Hide Pre-Printed forms. (CS-3563, CS-3569, CS-3576)
- We updated the Service Bureau Bulk Tin Wizard. (CS-3570)
Form changes:
- 1099-DIV
- Box 11 (FATCA checkbox)
- Multi-Year form
- 1098-F
- Box 2 - Amount to be paid for violation or potential violation
- 2021 Box 2 - Restitution/remediation amount → 2022 Box 3 Restitution/remediation amount
- 2021 Box 3 - Compliance amount → 2022 Box 4 - Compliance amount
- 2021 Box 4 - Date of order/agreement → 2022 Box 5 - Date of order/agreement
- 2021 Box 5 - Jurisdiction → 2022 Box 6 Date of order/agreement
- 2021 Box 6 - Case number → 2022 Box 7 - Case number
- 2021 Box 7 - Name or description of matter/suite/agreement → 2022 Box 8 - Case name or names of parties to suit, order, or agreement
- 2021 Box 8 - Code → 2022 Box 9 - Code
- Box 9 Codes
- 2021 B - Multiple payers/defendants → 2022 B - Multiple payers
- 2021 D - Property or services required to be acquired, constructed, or transferred under the court order or agreement → 2022 D - Provision of services or provision of property required
- Codes F, G, H, I have been removed
- Multi-Year form
- 1099-MISC
- Box 13 (FATCA checkbox)
- 2021 Box 13 - Excess golden parachute payments → 2022 Box 14 - Excess golden parachute payments
- 2021 Box 14 - Nonqualified deferred compensation → 2022 Box 15 - Nonqualified deferred compensation
- Multi-Year form
- W-2
- For tax year 2022, the Social Security Wage Base is now $147,000.
- For tax year 2022, the Social Security tax withheld amount should not exceed $9,114.
- The tax year 2022 Social Security and Medicare coverage threshold for Household wages is now $2,400 ($100 increase from 2021).
- Penalties have increased. The higher penalty amounts apply to returns required to be filed after August 1st, 2022.
- 1042-S
- New Income Codes:
- Income Code 56 - Dividend equivalents under IRC section 871(m) as a result of applying the combined transaction rules
- Income Code 57 - Amount realized under IRC section 1446(f)
- New Chapter 3 Exemption Code:
- Code 38 - Publicly Traded Partnership
- New Line Of Business (LOB) Code:
- Code 12 - No LOB article in treaty
- New Income Codes:
Bug fixes:
- We fixed the following Security issues:
- We fixed the following Service Bureau issues:
- We fixed the following General issues:
- On the W-2G, a field was being pre-populated incorrectly during manual creation. (CS-3511)
- Group actions to add forms were not displaying the correct number of forms tagged. (CS-3598)
- There was a typo in the Custom Query field description on the 1099-SA. (CS-3645)
- On the W-2, the Custom Name fields were incorrectly detecting duplicate names. (CS-3653)
The 1099 Pro Scheduler Import was hanging with the 5498 form after the post process. (CS-3537)
- On the RRD mag process, there was a comma between Payer's State and Zip Code. (CS-3553)
- On the 1099-MISC, Combined City/State/Zip was not registering as address information on import. (CS-3496)
- On the Scheduler, we increased the format of SessionID in import hold file names from 6 digits to 9 digits.
- On the W-2 Electronic File Wizard, we changed the text in Section 5 from "TCC & Contact Info" and "Update TCC" to "Submitter Info" and "Submitter". (CS-3529)
- We fixed the following Reports issues:
The 1042-S Tax Form Summary Balancing Report Key needed updates. (CS-3513)
On the 1042-S Control Totals Report, there was an incorrect Withheld Box label for the State Withholding Breakdown. (CS-3525)
On the W-2 Control Total Report, there was an incorrect sum of the All Amount fields. (CS-3530)
- On the 1099-G Import Session Summary, a field description was incorrect. (CS-3649)
We fixed the following Printing issues:
In Advanced Options for the 1099-NEC correction box, "X" was not mapping correctly in recipient copies. (CS-3597)
The ACL for form 1098 did not have the correct description. (CS-3612)
Box 11 on the 5498 needed a tax tear adjustment. (CS-3639)
On the 1042-S ACL, the 2242srps72l.WMF was missing. (CS-3642)
The 1099-S Employer Phone Number was incorrect. (CS-3648)
- W-2G TIN Masking was not available in Advanced Print Options from Quick Print. (CS-3521)
- We fixed the following Business Rules & Validation issues:
- For ACA (State Filing), we added new rules to prevent duplicate TINs found in covered individuals on a single record. (CS-3231)
1095-B Rule R15 - All Covered Individual SSN's must be unique.
1095-C Rule R47 - All Covered Individual SSN's must be unique.
- For ACA (State Filing), we added new rules to prevent duplicate TINs found in covered individuals on a single record. (CS-3231)
Coming soon
- 2022 eFileViewer
- 2022 Web Presentment API
- Service Bureau print/mail/efile functionality
- 2022 e-filing
File hash: 3F972537A594891D35DA4910E5F4E9BE4824E7B8534A87C4C6A22050E7B68A05