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NOTE: SOFTWARE MUST BE AT LEAST ON v2021.09.05 TO APPLY THIS UPDATE.

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:

  • Electronic Filing is now enabled for all forms (Enterprise Only).
  • State Electronic Filing - Now enabled for all forms (Enterprise Only). 
  • Service Bureau now enabled for all forms. 
  • Paper Filing now enabled for all forms. 
  • Business Rules & Validation:
    • 1099-PATR - Rule R04
      • Invalid credit/ deduction type. 
  • Latest eFileViewer included, see - eFileViewer v Release Notes. 


UPDATED:

  • Service Bureau:
    • Service Bureau Upload Wizard - "Web Presentment" Service renamed to "Online Access Only" (ENTERPRISE-2092)
  • State Filing:
    • W-2
      • Iowa (IA) - Removed the BEN number from the file name and RV record. 
        • EX: IA EFW2-00005 1234567890 2021 1-11-22 8-05PM.TXT
        • RV Record, Positions 40-47: Zero Fill
    • 1099
      • Iowa (IA) - Removed the BEN number from the file name and RV record. 
        • EX: IA TAX-00005 (Orig) 2021 1-11-22 8-05PM.TXT
        • RV Record, Positions 40-47: Zero Fill


FIXED:

  • Printing:
    • 1099-NEC - Copy A - Filer's phone number was printing on wrong line. 
    • 1099-NEC - Blank Stock Combined Copy - Box 5 amount alignment. 
    • 1099-S - ACL - N11EZ & 5145 - Optional message alignment. 
    • 1042-S - ACL - Alternate Comb - Missing WMF error.
    • 1099-MISC - Combined Copy - various alignments and form name updated from "Miscellaneous Income to Miscellaneous Information". (ENTERPRISE-1996)
    • 1099-PATR - ACL N11EZ - Box 13 check alignment. (ENTERPRISE-2090)
  • Scheduler:
    • 1099-R - Import Errors out during Post phase. 
  • Form Entry:
    • 1099-OID - Box 1 description now matches IRS form. 
  • Exporting:
    • Tax year is now updated to current tax year on the Export Wizard home screen. 
    • 1098-F - Export map was including Rcp Print Lines 1-6. (ENTERPRISE-2089)
  • Business Rules & Validation:
    • 1099-MISC - Rule R16 description is now updated to current tax year "2021". 
  • Paper Filing:
    • 1099-PATR - The 1096 Wizard was calculating totals incorrectly. (ENTERPRISE-2110)
  • General:
    • Backup Tool - About screen debug text was displaying. (ENTERPRISE-2070)
  • Reports:
    • 1099-NEC - Forms Issued for Recipients report was not working. (PROFESSIONAL-211)
    • 1099-DIV - Control Totals Report was printing 1 recipient per page when all option is selected. (ENTERPRISE-2088)
    • 1099-MISC - Box 11 Amount field was missing in custom report fields. (ENTERPRISE-2077)
  • Importing:
    • W-2G - Various rules were not triggering during Import loading. (ENTERPRISE-2062) 



Download v2021.13.08


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