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Release Notes

Important

  • Tax Year 2020 is locked off for Service Bureau Uploads and 1042-S Paper Filing.
  • The IRS FIRE site is currently closed and re-open on 1/08/2021.  1099 Pro will begin accepting Service Bureau uploads shortly after that point.
  • Tax Year 2020 updates for ACA & Puerto Rico will be coming in a subsequent update (~1/8/21)

NEW:

  • 2021 IRS/SSA Updates:
    • Tax Year 2021 preliminary forms are available for data entry, imports, and reports.
    • All available draft 2021 IRS PDFs & Instructions included.
  • Business Rules & Validation:
    • New ACA 1095-B & 1095-C Rules (CS-2704)
      • 1095-B – 4 new rules
        • R12: Missing/invalid recipient US state code
        • R13: Missing/invalid recipient US zip code
        • R14: Missing/invalid Part II employer US state code
        • R15: Missing/invalid Part II employer US zip code
      • 1095-C – 2 new rules
        • R45: Missing/invalid recipient US state code
        • R46: Missing/invalid recipient US zip code
    • Updated default severity, to reject, for 1099-NEC rules (CS-3072)
      • R1, R2, R3, R4, R5, R6, R9
  • eFileViewer:
  • Electronic Filing - Enabled for 1099, W-2 & 1042-S forms. 
  • Paper Filing - Enabled for 1099 & W-2 forms.
  • Reports:
    • Custom Fomin Reports - 2020 Forms 3921 & 3922 Fomin Reports (CS-3067)
  • State Filing:
    • State Electronic Filing - Added/Enabled for Tax Year 2020 for form types 1099, W-2, 1042-S.
      • Subject to some changes as not every state has finalized their Tax Year 2020 specifications.
    • State Paper Filing - Added/Enabled for Tax Year 2020 for form types 1099, W-2, 1042-S.
    • State Paper Filing - Added support for 1099-NEC, 1099-LS, & 1099-SB on 1096 summary state report.
    • 1099-NEC - Added support for state direct filing for all applicable states (paper & electronic).
      • Note:  Certain states are still finalized their specs and will be updated in a subsequent release.  Known states, that will have slight changes, are Connecticut (CT), Idaho (ID), and Georgia (GA).
    • 1099-K - Added support for Florida (FL), Oregon (OR), and Virginia (VA).
      • Note:  Florida is now listed as a valid state for state reporting purposes (previously was N/A).
    • 1099-S - Added support for Arizona (AZ).
    • W-2 - Added support for Massachusetts (MA) Paid Family and Medical Leave payments which are reported in the RS Record to the state.
      • Note:  Please see the Help File → Special Cases for State Filing for information on how to properly format your data to report this new field.
    • Minnesota (MN) 1099 Filing - Missing or Incomplete Recipient TINs are now zero filled / zero padded in the state electronic file.
      • This is because the state rejects any incomplete TINs.
    • Idaho (ID) 1099 Filing - The state specific RV Record, which is part of the C Record, is now blank filled if there is no withholding for that record.
      • Updated per the states' latest documentation.


UPDATED:

  • Federal Thresholds:
    • 1099-PATR:  Updated the Box 12 threshold from $.01 to $10 in accordance with IRS General Instructions.
  • State Thresholds:
    • Form Level
      • 1099-PATR:  Updated all state thresholds in accordance with IRS form changes.
      • 1099-MISC:  Updated all state thresholds in accordance with IRS form changes.
      • 1099-NEC:  Added new state thresholds based off of previous 1099-MISC states' thresholds (Box 7, State Income, State Tax Withheld).
        • Subject to "State Level" modifications below.
    • State Level
      • Alabama (AL) - Updated W-2G Box 1 & Box 7 to the $1500 threshold.
      • Arizona (AZ) - Added 1099-S threshold to match federal thresholds.
        • Note:  AZ now requires direct reporting of the 1099-S tax form.
      • Arizona (AZ) - Updated 1099-NEC threshold to only report forms with state tax withheld.
      • Colorado (CO) - Updated 1099-NEC threshold to only report forms with state tax withheld.
      • Connecticut (CT) - Removed thresholds for 1098 & 1099-S (no longer required by CT).
      • District of Columbia (DC) - Updated 1099-NEC Box 1 threshold to $600.
      • Florida (FL) - Added 1099-K threshold to match the federal thresholds.
        • Note:  FL now requires reporting of the 1099-K tax form.
      • Georgia (GA) - Updated 1099-NEC threshold to only report forms with state tax withheld.
      • Illinois (IL) - Updated 1099-K thresholds to greater than $1000 & 4 transactions.
      • Maine (ME) - Removed 1099-NEC thresholds (not required by ME).
      • Missouri (MO) - Updated 1099-MISC & 1099-NEC thresholds to $1200 or any forms with state tax withheld.
      • Oregon (OR) - Added 1099-K threshold to file all OR 1099-K forms.
        • Note:  OR now requires direct reporting of the 1099-K tax form.
      • Ohio (OH) - Removed 1099-NEC state reporting thresholds (not required by OH).
      • Rhode Island (RI) - Updated 1099-MISC & 1099-NEC thresholds to only report forms with state tax withheld.
      • South Carolina (SC) - Updated 1099-NEC threshold to only report forms with state tax withheld.
      • Virginia (VA) - Added 1099-K thresholds to match federal thresholds.
        • Note:  VA now requires reporting of the 1099-K tax form.
      • Vermont (VT) - Updated 1099-NEC threshold to only report forms with state tax withheld.

FIXED:

  • Printing:
    • Form 1042-S – 2019 print alignments were printing various fields in the same upper left corner positioning. 
    • Form 1042-S – 2019 Amended and Amendment No. checkbox alignment fixed (CS-2803)
      • NOTE - 2019 1042-S Print Wizard has been updated to the same 2020 Print Wizard user interface.
    • Form 1096 - 1099-NEC checkbox was not printing. 
  • Paper Filing:
    • Form 1099-MISC - 1096 filing was calculating 1099-MISC totals incorrectly. 
  • Service Bureau:

    • Service Bureau Printed Status records were allowing corrections to be created instead of requiring resets (CS-2704)

  • General:
    • Account Number Generator - Form 1099-NEC were generating account numbers with "??" (CS-3036)
  • Business Rules & Validation:
    • Form 5498 - Rule R44 was updated to include Box 14b's new code BA (CS-3025)
  • Form Entry & Import
    • 1099-NEC custom check boxes were not showing up in the Transaction Log (CS-2985)
    • 1099-NEC custom amount boxes were preventing filing if they had negative numbers (CS-3060)
  • Reports
    • Export Errors/Warnings Report, to Excel, was not functioning for the reject type "Multiple/Duplicate YTD Transactions" (CS-3047)



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