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Release Notes

Important

Tax Year 2020 is locked off for Electronic Filing and Service Bureau Uploads.
The IRS FIRE site will then re-open on 1/08/2021 and be available for Tax Year 2020 electronic files at that point

NEW:

eFileViewer:
- Latest eFileViewer included, see - eFileViewer v2020.12.10 Release Notes.
2021 IRS/SSA Updates:
- Tax Year 2021 preliminary forms are available for data entry, imports, and reports.
- All available draft 2021 IRS PDFs & Instructions included.
Business Rules & Validation:
- New ACA 1095B & 1095-C Rules
  - 1095-B – 4 new rules
    - R12: Missing/invalid recipient US state code
    - R13: Missing/invalid recipient US zip code
    - R14: Missing/invalid Part II employer US state code
    - R15: Missing/invalid Part II employer US zip code
  - 1095-C – 2 new rules
    - R45: Missing/invalid recipient US state code
    - R46: Missing/invalid recipient US zip code
State Filing:
- State Electronic Filing - Added/Enabled for Tax Year 2020 for form types 1099, W-2, 1042-S.
  - Subject to some changes as not every state has finalized their Tax Year 2020 specifications.
- State Paper Filing - Added/Enabled for Tax Year 2020 for form types 1099, W-2, 1042-S.
- 1099-NEC - Added support for state direct filing for all required states (paper & electronic).
  - Note: Pennsylvania (PA) currently only allows for the 1099-NEC file to be generated as a standalone run for the 1099-NEC (cannot use All Form Type / All Filers). Further functionality will be unlocked in a future release.
- 1099-K - Added support for Florida (FL), Oregon (OR), and Virginia (VA).
  - Note: Florida is now listed as a valid state for state reporting purposes (previously was N/A).
- 1099-S - Added support for Arizona (AZ).
- W-2 - Added support for Massachusetts (MA) Paid Family and Medical Leave payments which are reported in the RS Record to the state.
  - Note: Please see the Help File → Special Cases for State Filing for information on how to properly format your data to report this new field.
- Minnesota (MN) 1099 Filing - Missing or Incomplete Recipient TINs are now zero filled / zero padded.
  - This is because the state rejects any incomplete TINs.
- Idaho (ID) 1099 Filing - The state specific RV Record, which is part of the C Record, is now blank filled if there is no withholding for that record.
  - Updated per the states' latest documentation.
Reports:
- Custom Fomin Reports - 2020 Forms 3921 & 3922 Fomin Reports.

UPDATED:

Federal Thresholds:
- 1099-PATR: Updated the Box 12 threshold from $.01 to $10 in accordance with IRS General Instructions.
Business Rules & Validation:

Form 5498 - Rule R44 was updated to include Box 14b's new code BA (CS-3025)

State Thresholds:
- Form Level
  - 1099-PATR: Updated all state thresholds in accordance with IRS form changes.
  - 1099-MISC: Updated all state thresholds in accordance with IRS form changes.
  - 1099-NEC: Added new state thresholds based off of previous 1099-MISC states' thresholds (Box 7, State Income, State Tax Withheld).
    - Subject to "State Level" modifications below.
- State Level
  - Alabama (AL) - Updated W-2G Box 1 & Box 7 to the $1500 threshold.
  - Arizona (AZ) - Added 1099-S threshold to match federal thresholds.
    - Note: AZ now requires direct reporting of the 1099-S tax form.
  - Arizona (AZ) - Updated 1099-NEC threshold to only report forms with state tax withheld.
  - Colorado (CO) - Updated 1099-NEC threshold to only report forms with state tax withheld.
  - Connecticut (CT) - Removed thresholds for 1098 & 1099-S (no longer required by CT).
  - District of Columbia (DC) - Updated 1099-NEC Box 1 threshold to $600.
  - Florida (FL) - Added 1099-K threshold to match the federal thresholds.
    - Note: FL now requires reporting of the 1099-K tax form.
  - Georgia (GA) - Updated 1099-NEC threshold to only report forms with state tax withheld.
  - Illinois (IL) - Updated 1099-K thresholds to greater than $1000 & 4 transactions.
  - Maine (ME) - Removed 1099-NEC thresholds (not required by ME).
  - Missouri (MO) - Updated 1099-MISC & 1099-NEC thresholds to $1200 or any forms with state tax withheld.
  - Oregon (OR) - Added 1099-K threshold to file all OR 1099-K forms.
    - Note: OR now requires direct reporting of the 1099-K tax form.
  - Ohio (OH) - Removed 1099-NEC state reporting thresholds (not required by OH).
  - Rhode Island (RI) - Updated 1099-MISC & 1099-NEC thresholds to only report forms with state tax withheld.
  - South Carolina (SC) - Updated 1099-NEC threshold to only report forms with state tax withheld.
  - Virginia (VA) - Added 1099-K thresholds to match federal thresholds.
    - Note: VA now requires reporting of the 1099-K tax form.
  - Vermont (VT) - Updated 1099-NEC threshold to only report forms with state tax withheld.

FIXED:

Printing:
- Form 1042-S – 2019 print alignments were printing various fields in the same upper left corner positioning.
- Form 1042-S – 2019 Amended and Amendment No. checkbox alignment fixed (CS-2803)
  - NOTE - 2019 1042-S Print Wizard has been updated to the same 2020 Print Wizard user interface.
- Form 1096 - 1099-NEC checkbox was not printing.
Paper Filing:
- Form 1099-MISC - 1096 filing was calculating 1099-MISC totals incorrectly.
Service Bureau:
- Service Bureau Printed Status records were allowing corrections to be created instead of requiring resets (CS-2704)
General: Account Number Generator - Form 1099-NEC were generating account numbers with "??" (CS-3036)
Form Entry & Import
- 1099-NEC custom check boxes were not showing up in the Transaction Log (CS-2985)
- 1099-NEC custom amount boxes were preventing filing if they had negative numbers (CS-3060)
Reports
- Export Errors/Warnings Report, to Excel, was not functioning for the reject type "Multiple/Duplicate YTD Transactions" (CS-3047)