Release Notes

This is the Early Release of 8966 Pro for 2023.  The final version of Form 8966 for TY2023 has not been finalized yet by IRS.

NEW: Business rules have been updated.

NEW: Sample import files and notes have been updated. 

NEW: Print layouts have been updated.

NEW: All help files have been updated for 2023. 

UPDATED: Latest IDES Packager included. 


Finalized version of Form 8966 once IRS publishes

Download v2023.11.03

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