Release Notes

Note: This is the early release for tax year 2021.


New and improved:

  • We updated all 2021 tax forms and instructions with IRS changes.
  • We updated all business rules and custom queries for 2021 form fields.
  • We added all 2021 sample import files and Excel data shells.
  • We updated all reports for 2021 tax form changes.
  • We updated all help files for 2021.


Form changes:

  • 1099-DIV
    • New Box 2e (Section 897 ordinary dividends)
    • New Box 2f (Section 897 capital gain)
  • 1099-MISC
    • The form title is now Miscellaneous Information
    • New Box 11 (Fish purchased for resale)
  • 1099-NEC
    • New Box 2 Checkbox (Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale)
    • Removed FATCA Checkbox
    • Form resized so it can now fit up to 3 per page
  • 1099-PATR
    • Expiration of certain credits reported in Box 12
      • The Indian Employment Credit
      • Second Generation Biofuel Producer credits
      • The Production Credit for Indian Coal Facilities
  • W-2G
    • 2020 Box 11 First I.D. → 2021 Box 11 First identification
    • 2020 Box 12 Second I.D. → 2021 Box 12 Second identification




Download v2021.09.05

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