Note: This is the early release for tax year 2021.

New and improved:

• We updated all 2021 tax forms and instructions with IRS changes.
• We updated all business rules and custom queries for 2021 form fields.
• We added all 2021 sample import files and Excel data shells.
• We updated all reports for 2021 tax form changes.
• We updated all help files for 2021.

Form changes:

• 1099-DIV
  • New Box 2e (Section 897 ordinary dividends)
  • New Box 2f (Section 897 capital gain)
• 1099-MISC
  • The form title is now Miscellaneous Information
  • New Box 11 (Fish purchased for resale)
• 1099-NEC
  • New Box 2 Checkbox (Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale)
  • Removed FATCA Checkbox
  • Form resized so it can now fit up to 3 per page
• 1099-PATR
  • Expiration of certain credits reported in Box 12
    • The Indian Employment Credit
    • Second Generation Biofuel Producer credits
    • The Production Credit for Indian Coal Facilities
• W-2G
  • 2020 Box 11 First I.D. → 2021 Box 11 First identification
  • 2020 Box 12 Second I.D. → 2021 Box 12 Second identification