NEW:
Printing:
- 2021 W-2G new print layout v5 to accommodate new multi-year format plus text change from “I.D”. to “Identification”. This change will now only affect printing 2021 forms and up. (CS_3216)
Reports:
- New federal thresholds filter options for Unfiled Forms and Form Counts by Filer. (CS-2754)
UPDATED:
2021 IRS/SSA Updates:
- 2021 1099-NEC - Removed FATCA checkbox. (CS-3272)
- 2021 1099-PATR Changes (CS-3260)
- 2021 W-2G Renamed Box 11 & 12 (CS-3215)
FIXED:
Electronic Filing:
- 2019 480.6SP/6G mag generation. (CS-3270)
- Modified mag to not remove ‘Miss’ prefix from first name if not followed by a space (now allows for first name Missy, Missouri, etc.) (CS-3021)
- 1042-S - Box 7c correction now uses 2-step correction process. (CS-3204)
- 1042-S - Changed subsequent year W/H for corrections from 1-step to 2-step correction process. (CS-3204)
Form Entry:
- Zip Code Lookup - State abbreviation is now case insensitive. (CS-229)
- 1099-S - Cannot create correction when unchecking box 5. (cs-3241)
Federal Thresholds:
- 1099-DIV IRS Threshold updated to spec for 2016 - 2021 (CS-1399)
Printing:
- 1042-S - Add batch option to Print Mail Forms Myself. (CS-3224)
- Advanced Print Options for all recipient copies C and 2, similar to the standard copy B handling, is now available. (CS-3220)
- 1099-LS Copy C is now enabled in Advanced Options selection. (CS-3152)
Reports:
- 1099-R>Report> Forms Total Report - Headers for box amounts were missing. (CS-2978)
Business Rules & Validations:
- Consolidating 1095-B R14 and R15 into a single rule R14: Incomplete P II employer info. (CS-3230)
Security & Administration:
- Fixed incorrect Administrator/Security Setting Pop-Up when tagging all forms if form was being filtered (no access rights.) (CS-3245)
- Large Update Statement Causes SQL Server to Crash. (CS-3237)
- State Subset, PR, Quarterly - Record Filtering for Single Form Selection. State Subset and PR state mag will include all filers only if Group By EIN option is selected. (CS-3255)
- Fixed GPF in Unfiled Forms Summary ReportForm and Counts by Filer & Form Status reports (after adding Fed Threshold option) (CS-
- 2020 State Quarterly Report - Performs Illegal operation error (CS-3263)
- NEC, 1099K and 592 Scheduler Service Bureau Upload would fail to complete. (CS-2723)
- Fixed issue with double running update forms statement in State SubSet process.
- BAD - CS-2039 CS-3243 – Made a change to State Thresholds to speed up the process.
- *Made a second batch of changes to speed up for imports, etc.
- CS-3250 – Import Wizard Header is Cut Off.
- BAD - Added 1042-S Subsequent Year W/H checkbox to state version of 1042-T.
- BAD - CS-3231 – Added validation to 1095-B/C to catch duplicate TIN in the dependents child queue.
