1099 Pro v2021.09.05

This is the early release for tax year 2021.

NEW:

• All 2021 tax forms and instructions have been updated with IRS changes.
• All business rules and custom queries have been updated for 2021 form fields.
• All 2021 sample import files and Excel data shells have been added.
• All reports have been updated for 2021 tax form changes.
• All help files have been updated for 2021.

FORM CHANGES:

• Form 1099-DIV:
  • New Box 2e (Section 897 ordinary dividends)
  • New Box 2f (Section 897 capital gain)
• Form 1099-MISC:
  • Form Title is now Miscellaneous Income
  • New Box 11 (Fish purchased for resale)
• Form 1099-NEC:
  • New Box 2 Checkbox (Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale)
  • Removed FATCA Checkbox
  • Form resized so now it can fit up to 3 per page
• Form 1099-PATR:
  • Expiration of certain credits reported in Box 12
    • The Indian Employment Credit
    • Second Generation Biofuel Producer credits
    • The Production Credit for Indian Coal Facilities
• Form W-2G:
  • 2020 Box 11 First I.D.  → 2021 Box 11 First identification
  • 2020 Box 12 Second I.D.  → 2021 Box 12 Second identification

Download v2021.09.05