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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 Tax Year 2020. Box 7 is no longer non-employee compensation. Non-employee compensation is now reported on a completely new form, the 1099-NEC. In addition, many of the 2020 1099-MISC boxes have been renumbered. 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.

To learn more about the full impact of this change, please see - https://www.1099pro.com/news_article/IRS-Finalized-1099NEC-1099MISC-for-TY2020.

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

NEW:

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
Video Tutorials - Created YouTube Playlist exclusively for Corporate Suite users. See - Corporate Suite Playlist.
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 - Enabled for 1099, W-2 & 1042-S forms.
Electronic Filing - Added "Pcode" column to Service Bureau & Electronic Filing log screens in order to identify sessions more easily.
Electronic Filing - Unlocked ability to create Tax Year 2019 ACA electronic files (subject to any future IRS / AIR specification changes).
TIN Management - Added new method for Bulk TIN exports, and Bulk TIN results importing, to allow for exact matching of addresses to the specific tax form that generated the request.
Service Bureau - Printing, mailing, and e-filing is now enabled for 1099, W-2, & 1042-S forms.
Service Bureau - New feature to only print those records that are flagged for print/export.
Service Bureau - New feature to allow the "Print as Corrected" indicator, on individual tax records, to be marked as corrected when printing.
Scheduler / Automation - Added the ability to schedule/automate Service Bureau uploads.
Security & Administration - Added the option to "Hide Locked Users" to the user browse utility.
Puerto Rico - Added new 480.6SP form type.
Puerto Rico - All other Puerto Rico form types (480.6A, 480.6B, 480.7, 480.7C, 499R-2) have been updated for Tax Year 2019 for business rules, data entry, importing, printing.
- There will be a subsequent software update to finalize electronic filing & small printing / business rule issues.
Puerto Rico - 499R-2 electronic filing now available.
Puerto Rico - Restricted entry of Control Numbers between 900000000 and 9999999999, per PR specifications.
State Filing - Tax Year 2019 state direct e-filing & paper filing are now available for 1099 & W-2 reporting.
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 without formatting or a 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:

Electronic Filing - 1042-S 2017 - > 2018 Prior year electronic mag filing.
Electronic Filing - Added link to YouTube video tutorial to federal electronic filing welcome screen.
Reports - Form Counts & Users report updated.
Form Entry - 1099-LS sort views were added from the form browse screen.
General - Latest updated help file included.
General - Updated tax reporting deadlines on Pro Central screen.
General - Updated tax form PDF & Instruction links.
Printing - Updated default threshold selection type to "EIN" when printing with federal/state thresholds.
Federal Thresholds - Updated per IRS form changes.
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:

Security & Administration - Marking a user inactive was not working properly.
Importing - Removed 1095-B debug message when importing over 50 records with errors.
General - Made other small enhancements, visual adjustments, and typo corrections.
State Filing - W-2 state direct filing summary screen to include enough space to visually display all states.
Web API - Ability to correctly display a correction of a correction.
Printing (minor issues/changes):
- 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 descriptions updated
- 1099-MISC ACL descriptions updated
- 1099-R form and alternative account number overlapping issue

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.