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Release Notes

IMPORTANT:  You will need a 2017 Authorization Code starting with the letter 'A' BEFORE installing this update!

NEW: All Final 2017 Forms are now available.

  • 1042-S
    • New box, "Unique Form Identifier"
      • This new field is required and must be a number between 1,000,000,000 and 9,999,999,999, and must be unique for the EIN.
      • A new business rule on manual entry and import has been added to ensure the number meets the above criteria.
      • This update will automatically assign a unique form identifier to any 2017 1042-S forms currently in the software during the update process.
      • During manual entry or import the software will automatically assign a unique form identifier if it is not provided by the customer.
    • New box, "Amendment No."
      • This new field may be blank (not a correction) or a running number sequence from "1" to "99".
      • This field is controlled internally by the software's correction process.
    • New and Updated 1042-S business rules.
    • New and Updated Box 1 income codes, Box 3a & 4a exemption codes, and Chp 3 & Chp 4 status codes.  See the complete list of code changes below.
  • 1098
    • New box, Box 10 "Number of mortgaged properties"
  • 1099-OID
    • New box, Box 11 "Tax Exempt OID"
  • 1099-S
    • New check box, Box 5 "transferor is a foreign person"
  • 5498
    • New code, Box 13c, Code "SC" = Participant used self-certification procedure for a late rollover contribution.
  • W-2
    • New box, Box 9 "Verification Code"
    • New code, Box 12, Code "FF" = Permitted benefits under a qualified small employer health reimbursement arrangement.

NEW: for Tax Tear 2014 & 2015.

NEW: Ability to tag forms to export with a correction indicator (regardless of actual status).

NEW: All Final 2017 IRS PDF's & Instructions added.

NEW: Added group by EIN option to the W-2 state filing processes.

NEW: Added American Samoa, Guam, Northern Mariana Islands, and Virgin Islands to the selection screens for both 1099 and W-2 state subset file creation and state subset form creation.

NEW: Added the ability to enter a free form extension (commas, spaces...) on the Filer Phone Number Extension field.

UPDATED: 2017 W-2 Maximums/Limits.

UPDATED: All tax form import maps & sample files on the 1099 Pro Import Wiki.

UPDATED: Latest GIIN list included.

UPDATED: Color change for invalid email address during bulk upload wizard.

UPDATED: Blanked "A" record position 6 for Virginia, as it is not in CFS program.

UPDATED: Changed the state file name for New Jersey per their new specifications.

UPDATED: Strip out non-numeric characters from the Filer Contact Phone Number Extension field for W-2 state reporting to Arkansas.

UPDATED: Filter out 1099 W2 quarterly log records from W2 log browse.

UPDATED: Kansas 1099-K state threshold rule.

UPDATED: Ohio CFS Exception state threshold rule.

UPDATED: Default request type is now a W-9 when importing a 972CG file for 1099-R forms (was W-4P).

FIXED: Fix for 1042-S box 14b Primary Withholding Agent EIN formatting.

FIXED: Updated Box 14 & 16 codes for the 1095-C.

FIXED: Security fix for Filer browse window.

FIXED: Font issue in 1094-C update window.

FIXED: Fixed correction created after Dept change could not be saved.

FIXED: Fixed 1099 State Filing for ‘PA’ with 1099-R form, blanked out distribution code.

FIXED: Fixed an issue where leading spaces were not being removed from the name or account during bulk TIN file generation under certain conditions.

FIXED: Fixed broken help links and topics.


Download v2016.xx.xx


2017 1042-S Code Changes

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