DRAFT of 1099 Pro CS v2022.XX.XX

NOTE: SOFTWARE MUST BE AT LEAST ON v2021.20.15 TO APPLY THIS UPDATE.

Release Notes

Important

The below items will be coming in a future release and in accordance with IRS/SSA/State/Territory deadlines.
- Puerto Rico eFiling (499R-2) and ACA eFiling (1095-B & 1095-C).
- All other Puerto Rico forms for importing, printing, and eFiling.
IRS delays the implentation of 1099-K new threshold. It remains at $20,000 for TY2022. (https://www.irs.gov/newsroom/irs-announces-delay-for-implementation-of-600-reporting-threshold-for-third-party-payment-platforms-forms-1099-k)

NEW:

Electronic Filing
- Enabled for 1099, W-2 & 1042-S forms.
Service Bureau
- Enabled for printing, mailing, electronic filing, and Bulk TIN uploads.
- Service Bureau Upload Zip file comment now includes TIN Masking flag. (CS-3504)
CSFS Filing (Electronic Filing & Service Bureau)
- 1099-NEC has been added to CSFS filing for some CSFS States.
  - CSFS States accepting 1099-NEC via CSFS filing:
    - Arkansas (AR), California (CA), Hawaii (HI), Idaho (ID), Maryland (MD), Michigan (MI), Montana (MO), Nebraska (NE), New Jersey (NJ), Oklahoma (OK)
Printing - RRD print file specifications updated for 2022.
Latest eFileViewer included, see - eFileViewer v2021.12.15 Release Notes.
Reports:
- Custom Fomin Reports - 2022 Forms 3921 & 3922 Fomin Reports
New 2022 IRS Instructions for W-2G and 1099-PATR.
2023 IRS/SSA Updates
- Tax Year 2023 preliminary forms are available for form entry, imports, and reports.
Web API - The Web API has been updated for all Tax Year 2022 form types.
Reprint Scheduler - The Reprint Scheduler has been updated for all Tax Year 2022 form types.

UPDATED:

Federal Thresholds - Updated per IRS/SSA form changes.
Reporting:
- W-2 - Balancing Report - 'Tax State' has been added as a Sort field on Federal level reporting. (CS-3678)
State Filing - Oregon (OR) Electronic file filename maximum character was increased by 1. (ENTERPRISE-2245)
Tech Support Tool

FIXED:

Printing:
- W-2 - Custom Box 14 printing for Optional fields. (CS-3521)
- 1099-PATR - Box 12 text alignment fixed.
- 1099-MISC - Advanced print option error fixed when all options are selected with ACL - Alternate Comb. 5144 blank stock layout. (CS3594)
- 1098-Q Print Wizard - Number of recipient copies from 'THREE' to 'TWO' text fix. (CS-3616)
General:
- Help File links updated:
  - W-2 Region Code help page is now opening. (CS-3611)
  - Export Session Details/ Options page is now opening. (CS-3657)
  - Daily Totals Report page is now opening. (CS-3674)

COMING SOON: