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Release Notes
The 1099 Pro Service Bureau will not include the 1099-NEC as part of the Combined Federal State Filing Program (CF/SF). In order to perform 1099-NEC state filing, via the Service Bureau, customers must purchase the additional 1099-NEC state filing service (details here).
Many states, that implemented their own 1099-NEC filing mandates, are still requiring state direct filing as opposed to allowing filers to use the IRS CF/SF Program. This is because most states have already built their reporting portals and direct reporting provides the data to states earlier in the year which is a critical tool in combating tax fraud.
NEW:
- Service Bureau
- Now enabled for all 1099s, W-2, ACA, and 1042-S.
- Puerto Rico (PR)
- 499R-2, 480.6A, 480.6B, 480.6G, 480.6SP, 480.7, and 480.7C were updated for Tax Year 2021
- ACA
- The 1095-B & 1095-C now updated for Tax Year 2021 changes for form entry, importing, and printing.
- Business Rules & Validation:
- 1099-PATR - Rule R04
- Invalid credit/ deduction type.
- 1099-PATR - Rule R04
UPDATED:
- Business Rules & Validation:
- Puerto Rico (PR)
- Missing/invalid payer email address - Updated email maximum characters to 40. (CS-3444)
- 1095-B
- Rule R14: Incomplete Pt II employer info - Updated for name, EIN, and valid address information (CS-3244)
- Puerto Rico (PR)
Coming Soon
- Service Bureau Uploads for Puerto Rico (PR).
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