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NOTE: SOFTWARE MUST BE AT LEAST ON v2021.12.10 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
    • Now enabled for all 1099s, Puerto Rico (PR), W-2, ACA, and 1042-S. 
  • Service Bureau
    • Now enabled for all 1099s, Puerto Rico (PR), W-2, ACA, and 1042-S. 
  • Paper Filing
    • Now enabled for all 1099s, W-2 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 for form entry, importing, and printing.
  • 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. 

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)
  • Service Bureau:
    • Service Bureau Upload Wizard - "Web Presentment" Service renamed to "Online Access Only" (CS-3333)
  • State Filing:
    • W-2
      • Iowa (IA) - Removed the BEN number from the file name and RV record. (CS-3454)
        • 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. (CS-3454)
        • 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. (CS-3346)
    • 1099-NEC - Blank Stock Combined Copy - Box 5 amount alignment. (CS-3415)
    • 1099-S - ACL - N11EZ & 5145 - Optional message alignment. (CS-3432)
    • 1042-S - ACL - Alternate Comb - Missing WMF error. (CS-3303)
    • 1099-MISC - Combined Copy - various alignments and form name updated from "Miscellaneous Income to Miscellaneous Information". 
    • 1099-PATR - ACL N11EZ - Box 13 check alignment. 
  • Scheduler:
    • 1099-R - Import Errors out during Post phase. (CS-3309)
  • Form Entry:
    • 1099-OID - Box 1 description now matches IRS form. (CS3431)
  • Exporting:
    • Tax year is now updated to current tax year on the Export Wizard home screen. (CS-3335)
  • Business Rules & Validation:
    • 1099-MISC - Rule R16 description is now updated to current tax year "2021". (CS-3300)



Download v2021.13.08


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