NOTE: SOFTWARE MUST BE AT LEAST ON v2020.12.15 TO APPLY THIS UPDATE.
NEW:
Puerto Rico:
- Electronic Filing for corrections is now enabled.
Form Entry:
- 1095-C - Added 2 new codes for Line 14 Coverage Code. (CS-3174)
- 1T - Individual coverage HRA offered to employee and spouse (no dependents) with affordability determined
- 1U - Individual coverage HRA offered to employee and spouse (no dependents) using employee's primary employment site ZIP code affordability safe harbor
eFileViewer:
Printing:
- 1042-S - 2020 & 2019 Pressure Seal/ACL - Copy B/C, Copy D, Instructions. (CS-3099)
- 1042-S - 2020 & 2019 Pressure Seal/ACL - Alternate Combined Duplex; Address, Copy B, Instructions, Instructions, Copy C/D. (CS-3188)
UPDATED:
2021 IRS/SSA Updates:
- Updated 2021 instructions PDFs for W-2 and 1042-S.
Form Entry:
- 2021 1099-MISC - Form full name updated from Miscellaneous Income to Miscellaneous Information. (CS-3142)
Puerto Rico:
- 480.6SP - Updated Box 1 and Box 2 codes (CS-3186)
Printing:
- 1042-T Print Wizard - Updated verbiage on "Important restrictions regarding paper filing" screen. (CS-3149)
Service Bureau:
- The 1099-NEC State Direct filing option from Service Bureau Upload Wizard is now disabled when a Replacement upload action is selected. (CS-3191)
FIXED:
Form Entry:
- 1099-R - Box 18 now allows 14 characters. (CS-3039)
- 1042-S - Box 7c was not triggering correction for 2019 & 2020. (CS-3077, CS-2918)
- 1042-S - Box 12f - country code - If the withholding agent is a U.S. person or a foreign branch of a U.S. person, filers are now permitted to enter “US” in box 12f even though "US" is not a code on the list IRS.gov/CountryCodes.
- Previously, the software would leave this box blank (as is also allowed by the IRS). However, due to customer feedback the default will now be to display, and print, "US" in Box 12f when the withholding agent is a US person.
Filer Record:
- General - Visual/Print Options tab updated to remove the blurb indicating that W-2's & W-2G's did not allow for TIN masking. (CS-3148)
Puerto Rico:
- 480.6G - Totals Amount report was causing a version error. (CS-3185)
- 480.7C - Creating a correction was causing a version error. (CS-3176)
- 499R-2 - Various amount and code boxes were not triggering correction. (CS-3179)
- Box 17 code
- Box 18 code
- Box 24 amount
- Box 25 amount
- Box 26 amount
- Employer checkbox E, F, and F description
- The State tax has been locked to PR for all Puerto Rico form types.
Reports:
- Control Totals Report - Name was printing twice on 1042-S Extended Totals Reports. (CS-3183)
Printing:
- 1042-S Print Options
- Pressure Seal/ACL Address/Envelope Offset was moving the whole page. (CS-3187)
- Pressure Seal/ACL 7985E (No instructions) is printing out instructions.
- TIN and FTIN masking is now enabled for Copy from Quick Print and Print Wizard. (CS-3035)
Scheduler:
- Import Post was returning as Failed with actual successful imports. (CS-3182)
