499R-2 2020

IRS Release Status: DRAFT

Sample Import Template File: Coming soon!

What's New?

New

Checkbox E “Health professional under CC 20-01 (See instructions)”

Re-sequenced (2019 > 2020)

Checkbox E > Checkbox F

Box Description Change

A is changed from “Services rendered by a qualified physician under Act 14-2017” to “Qualified physician under Act 14-2017”
C is changed from “Services rendered in agricultural labor” to “Agricultural labor”
D is changed from “Services rendered by a minister of a church or by a member of a religious order” to “Minister of a church or by a member of a religious order”

Import Form Fields:

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
Emp checkbox A	1	Checkbox	Qualified physician under Act 14-2017	X / Y / T / 1 = Checked
Emp checkbox B	1	Checkbox	Domestic services	X / Y / T / 1 = Checked
Emp checkbox C	1	Checkbox	Agricultural labor	X / Y / T / 1 = Checked
Emp checkbox D	1	Checkbox	Minister of a church or by a member of a religious order	X / Y / T / 1 = Checked
Emp checkbox E	1	Checkbox	Health professional under CC 20-01 (See instructions)	X / Y / T / 1 = Checked
Emp checkbox F	1	Checkbox	Other	X / Y / T / 1 = Checked
Emp checkbox E description	15	Text	Payment type description
Cease Ops Date	8	Date	Cease of operations date	MM/DD/YYYY or M/D/YYYY
Box 5 Amount	12	Amount	Cost of employer health coverage
Box 6 Amount	12	Amount	Charitable contributions
Box 7 Amount	12	Amount	Wages
Box 8 Amount	12	Amount	Commissions
Box 9 Amount	12	Amount	Allowances
Box 10 Amount	12	Amount	Tips
Box 11 Amount	12	Amount	Total = 7+8+9+10
Box 12 Amount	12	Amount	Reimb expenses and fringe benefits
Box 13 Amount	12	Amount	Tax withheld
Box 14 Amount	12	Amount	Governmental retirement fund
Box 15 Amount	12	Amount	Contributions to CODA plans
Box 16 Amount	12	Amount	Exempt salaries (see instructions)
Box 16 Code	2	Text	Exempt salaries code
Box 17 Amount	12	Amount	Exempt salaries (see instructions)
Box 17 Code	2	Text	Exempt salaries code
Box 18 Amount	12	Amount	Exempt salaries (see instructions)
Box 18 Code	2	Text	Exempt salaries code
Box 19 Amount	12	Amount	Contributions to save and double your money program
Box 20 Amount	12	Amount	Social security wages
Box 21 Amount	12	Amount	Social security tax withheld
Box 22 Amount	12	Amount	Medicare wages and tips
Box 23 Amount	12	Amount	Medicare tax withheld
Box 24 Amount	12	Amount	Social security tips
Box 25 Amount	12	Amount	Uncollected social security tax on tops
Box 26 Amount	12	Amount	Uncollected Medicare tax on tips
See Form Common Fields			Form fields common to all form types.

Form 499R-2:

Hacienda 499R-2 form and instructions: Coming soon!