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Release Notes
This is the original early release for tax year 2015.
NEW:
- All 2015 tax forms and instructions have been updated with IRS changes
- All business rules and custom queries have been updated for 2015 form fields
- All 2015 sample import files and Excel data shells have been added
- Import speed enhancements
- The speed of resetting a filed session has been improved
- All help files have been updated for 2015
FORM CHANGES:
- 1099-INT - Two new boxes added (12 and 13), CUSIP and State boxes renumbered. Also got the new FATCA checkbox.
- 1099-DIV - New FATCA checkbox.
- 1099-OID - New FATCA checkbox.
- 1099-MISC - New FATCA checkbox.
- 1099-K - Box 1b "Card not present" is now required for 2015.
Overview
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