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Release Notes

NOTE: SOFTWARE MUST BE AT LEAST ON v2018.21.15 TO APPLY THIS UPDATE.

The 2020 1099-MISC has significantly changed for the 2020 tax year. Box 7 is no longer non-employee compensation. Non-employee compensation is now reported on a completely new form, the 1099-NEC Box 1. In addition, many of the 2020 1099-MISC boxes have been moved around. It is extremely important that you verify that your 2020 1099-MISC import maps are correct for the new layout. In many cases you may now have to import your data into both the 1099-MISC and the 1099-NEC. One map that loads the original 1099-MISC Box 7 into the the new 1099-NEC Box 1, and a second map that loads the rest of the boxes into the correct 2020 1099-MISC boxes.

This is especially important for transactional and year-to-date importers who many need to make this adjustment by January 1st, 2020 before their first 2020 imports.

The API has been updated for 2019 tax forms and is available for download here.

NEW:

Web API - The Web API has been updated for all Tax Year 2019 form types.
Reprint Scheduler - The Reprint Scheduler has been updated for all Tax Year 2019 form types.
Printing - RRD print file specifications updated for 2019.
Electronic Filing - is now enabled for 1099, W-2 and 1042-S forms.
General - Added "Pcode" column to Service Bureau & Electronic Filing log screens in order to identify sessions more easily.
Service Bureau - Printing, mailing, and e-filing is now enabled for 1099, W-2 and 1042-S forms.
Security & Administration - Added the option to "Hide Locked Users" to the user browse utility.
2020 IRS/SSA Updates - Tax Year 2020 preliminary forms are available for data entry, imports, and reports.
- The 1099-MISC has been updated in accordance with the finalized IRS 2020 version.
  - See changes and sample import map here - 1099-MISC 2020
- The 1099-NEC has been added a new form type.
  - See changes and sample import map here - 1099-NEC 2020
State Filing - New functionality added per Tax Year 2019 state issued reporting specifications:
- Connecticut (CT) - Removed parentheses from file name. This allows users to submit the e-file directly to the CT DOR without changing the file name.
- Delaware (DE) - Updated the B Record, on 1099 e-files, to include the State & State ID Number.
- Indiana (IN) - Added the capability to create W-2G state e-file.
- Louisiana (LA) - Zero fill TINs, in the e-file for 1099 reporting, when missing or blank.
- Massachusetts (MA) - Added "Employee contribution for Paid Family and Medical Leave" to the RS Record of W-2 e-file.
  - Please see "Special Cases for State Filing" in the help file for more information.
- North Carolina (NC) - Automatically insert a TIN Type of "1" (EIN) when a TIN is provided but no formatting or TIN Type.
- North Dakota (ND) - Updated electronic filing format to zero fill state & local tax withheld fields - even if not present on the tax form.
- New Jersey (NJ) - File name now starts with "NJ1099". This allows users to submit the e-file directly to the NJ treasury without changing the file name.
- Oregon (OR) - Added support for Statewide Transit Tax Withheld reporting on the W-2
  - Please see "Special Cases for State Filing" in the help file for more information.
- West Virginia (WV) - Modified the C Record, on 1099 e-files, to include the state required IT-103 reconciliation data.
  - Please see "Special Cases for State Filing" in the help file for more information.
- Wisconsin (WI) - Zero fill TINs, in the e-file for 1099 reporting, when missing or blank.

UPDATED:

1042-S 2017 - > 2018 Prior year electronic mag filing.
Reports - Form Counts & Users report updated.
1099-LS sort views were missing from the form browse screen.
Latest updated help file included.
Updated tax reporting deadlines on Pro Central screen.
Federal Thresholds - Updated per IRS form
State Thresholds - Updated per Tax Year 2019 state issued reporting requirements:
- Iowa (IA) - Updated all thresholds to only require reporting if there is state income tax withheld.
- Illinois (IL) - Updated the 1099-G, 1099-K, & 1099-MISC thresholds to match the federal thresholds.
- Louisiana (LA) - Updated 1099-MISC standard & CFS exception thresholds.
- Missouri (MO) - Updated the 1099-MISC standard threshold rule to include state income amount.
- North Carolina (NC) -
  - Removed thresholds for any non-required forms (required forms are: 1099-B, 1099-DIV, 1099-INT, 1099-G, 1099-K, 1099-MISC, 1099-OID, 1099-R, W-2G).
  - Updated 1099-MISC threshold to only require state income tax withheld.
  - Updated 1099-B & W-2G thresholds to match federal thresholds.
- Ohio (OH) - Added local income tax withheld to the standard & CFS exception thresholds for 1099-R.
- 1099-PATR - Updated thresholds to accommodate for IRS box changes.

FIXED:

Printing:

5498-SA blank stock recipient copy
1099-R pre-printed issues
1098-C blank stock payer copy issues
1099-SA pre-printed issues
1098-T pre-printed issues
1099-B pre-printed issues
1099-C pre-printed issues
W-2 blank stock recipient copy issues
1099-S blank stock recipient copy issues
1099-SB black stock recipient copy issues
1099-B Custom Code ACL print issues
1099-MISC Category/Source ACL print issues
1099-PATR ACL layouts print issues
1042-S ACL descriptions updated
1098-C ACL decriptions updated
1099-MISC ACL descriptions updated
1099-R form and alternative account number overlapping issue

Security:

Marking a user inactive was not working properly.

The 2019 eFileViewer is still under development. This page will be updated as soon as it has been officially released.
A IRS filed 1098 forms Box 5 change does not trigger a IRS correction.
PR from 499R-2 is still under testing and will be fully support in the next update.