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Release Notes

NOTE: SOFTWARE MUST BE AT LEAST ON v2018.21.15 TO APPLY THIS UPDATE.

IMPORTANT 2020 1099-MISC Changes

The 2020 1099-MISC has significantly changed for Tax Year 2020.  Box 7 is no longer non-employee compensation.  Non-employee compensation is now reported on a completely new form, the 1099-NEC.  In addition, many of the 2020 1099-MISC boxes have been renumbered.  It is extremely important that you verify that your 2020 1099-MISC import maps are correct for the new layout.  In many cases you may now have to import your data into both the 1099-MISC and the 1099-NEC.  One map that loads the original 1099-MISC Box 7 into the the new 1099-NEC Box 1, and a second map that loads the rest of the boxes into the correct 2020 1099-MISC boxes. 

This is especially important for transactional and year-to-date importers who many need to make this adjustment by January 1st, 2020 before their first 2020 imports. 

To learn more about the full impact of this change, please see - https://www.1099pro.com/news_article/IRS-Finalized-1099NEC-1099MISC-for-TY2020.


Web Presentment API Users

The API has been updated for 2019 tax forms and is available for download here.

NEW: 

  • Web API - The Web API has been updated for all Tax Year 2019 form types.
  • Reprint Scheduler - The Reprint Scheduler has been updated for all Tax Year 2019 form types.
  • Printing - RRD print file specifications updated for 2019.
  • Electronic Filing - is now enabled for 1099, W-2 and 1042-S forms. 
  • General - Added "Pcode" column to Service Bureau & Electronic Filing log screens in order to identify sessions more easily.
  • Service Bureau - Printing, mailing, and e-filing is now enabled for 1099, W-2 and 1042-S forms. 
  • Security & Administration - Added the option to "Hide Locked Users" to the user browse utility. 
  • Puerto Rico - Added new 480.6SP form type.
  • Puerto Rico - All other Puerto Rico form types (480.6A, 480.6B, 480.7, 480.7C, 499R-2) have been updated for Tax Year 2019 for data entry, importing, printing.
    • There will be a subsequent software update to finalize electronic filing and small printing issues.
  • Puerto Rico - 499R-2 electronic filing now available.
  • 2020 IRS/SSA Updates - Tax Year 2020 preliminary forms are available for data entry, imports, and reports.
    • The 1099-MISC has been updated in accordance with the finalized IRS 2020 version.
    • The 1099-NEC has been added a new form type.
  • State Filing - Tax Year 2019 state direct e-filing & paper filing are now available.
  • State Filing - New functionality added per Tax Year 2019 state issued reporting specifications:
    • Connecticut (CT) - Removed parentheses from file name.  This allows users to submit the e-file directly to the CT DOR without changing the file name.
    • Delaware (DE) - Updated the B Record, on 1099 e-files, to include the State & State ID Number.
    • Indiana (IN) - Added the capability to create W-2G state e-file.
    • Louisiana (LA) - Zero fill TINs, in the e-file for 1099 reporting, when missing or blank.
    • Massachusetts (MA) - Added "Employee contribution for Paid Family and Medical Leave" to the RS Record of W-2 e-file.
      • Please see "Special Cases for State Filing" in the help file for more information.
    • North Carolina (NC) - Automatically insert a TIN Type of "1" (EIN) when a TIN is provided but no formatting or TIN Type.
    • North Dakota (ND) - Updated electronic filing format to zero fill state & local tax withheld fields - even if not present on the tax form.
    • New Jersey (NJ) - File name now starts with "NJ1099".  This allows users to submit the e-file directly to the NJ treasury without changing the file name.
    • Oregon (OR) - Added support for Statewide Transit Tax Withheld reporting on the W-2
      • Please see "Special Cases for State Filing" in the help file for more information.
    • West Virginia (WV) - Modified the C Record, on 1099 e-files, to include the state required IT-103 reconciliation data.
      • Please see "Special Cases for State Filing" in the help file for more information.
    • Wisconsin (WI) - Zero fill TINs, in the e-file for 1099 reporting, when missing or blank.


UPDATED: 

  • 1042-S 2017 - > 2018 Prior year electronic mag filing. 
  • Reports - Form Counts & Users report updated. 
  • 1099-LS sort views were missing from the form browse screen.
  • Latest updated help file included. 
  • Updated tax reporting deadlines on Pro Central screen. 
  • Federal Thresholds - Updated per IRS form changes.
  • State Thresholds - Updated per Tax Year 2019 state issued reporting requirements:
    • Iowa (IA) - Updated all thresholds to only require reporting if there is state income tax withheld.
    • Illinois (IL) - Updated the 1099-G, 1099-K, & 1099-MISC thresholds to match the federal thresholds.
    • Louisiana (LA) - Updated 1099-MISC standard & CFS exception thresholds.
    • Missouri (MO) - Updated the 1099-MISC standard threshold rule to include state income amount.
    • North Carolina (NC) -
      • Removed thresholds for any non-required forms (required forms are: 1099-B, 1099-DIV, 1099-INT, 1099-G, 1099-K, 1099-MISC, 1099-OID, 1099-R, W-2G).
      • Updated 1099-MISC threshold to only require state income tax withheld.
      • Updated 1099-B & W-2G thresholds to match federal thresholds.
    • Ohio (OH) - Added local income tax withheld to the standard & CFS exception thresholds for 1099-R.
    • 1099-PATR - Updated thresholds to accommodate for IRS box changes.


FIXED: 

Printing: 

  • 5498-SA blank stock recipient copy
  • 1099-R pre-printed issues
  • 1098-C blank stock payer copy issues
  • 1099-SA pre-printed issues
  • 1098-T pre-printed issues
  • 1099-B pre-printed issues
  • 1099-C pre-printed issues
  • W-2 blank stock recipient copy issues
  • 1099-S blank stock recipient copy issues
  • 1099-SB black stock recipient copy issues
  • 1099-B Custom Code ACL print issues
  • 1099-MISC Category/Source ACL print issues
  • 1099-PATR ACL layouts print issues
  • 1042-S ACL descriptions updated
  • 1098-C ACL decriptions updated
  • 1099-MISC ACL descriptions updated
  • 1099-R form and alternative account number overlapping issue

Security:

  • Marking a user inactive was not working properly. 

Known Issues

  • The 2019 eFileViewer is still under development.  This page will be updated as soon as it has been officially released.
  • A IRS filed 1098 forms Box 5 change does not trigger a IRS correction.
  • PR from 499R-2 is still under testing and will be fully support in the next update.

Download v2019.12.15

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