NOTE: SOFTWARE MUST BE AT LEAST ON v2019.12.15 TO APPLY THIS UPDATE.

NEW: 

• State Filing
  
  • Illinois (IL) 1099/W-2G filing format to include custom IL record header.
• Puerto Rico Filing
  • Electronic filing available for the 480.6A, 480.6B, 480.7C, and 499R-2.
    • 480.6SP & 480.7 will be available in the next release.
•  General
  • Reprint Scheduler for TY2019
  • eFileViewer for TY2019 (1099/W-2/1042-S)
• Business Rules & Validations
  • New rule for 1042-S to provide an error if Code 01 or 02 are used in Box 12b.
  • New rule for 1099-DIV to provide an error if Box 12 is greater than Box 11.

UPDATED: 

• State Filing
  
  • Arizona (AZ) W-2 filing format to include employer EIN in the RS Record (new state requirement effective in TY2020).
• State Thresholds
  • Connecticut (CT) - 1099-K - Standard & CFS thresholds.
  • District of Columbia (DC) - 1099-K - Standard thresholds.
  • Georgia (GA) - 1099-K - Standard & CFS thresholds.
  • Maine (ME) - 1099-K - Standard & CFS thresholds.
• TIN Management
  • Updated "Match by Unique Tax Record ID" Bulk TIN importing method.  If the recipient exists in the Recipient List and on a Tax Form, with different addresses, then the software will match to the Tax Form address.
• Business Rules & Validations
  • 1098 Rule R03 no longer active for Tax Year 2019.

FIXED: 

• Importing (W-2 Transactional)
  • The software was truncating W-2 State ID Numbers when greater than 15 characters and imported with more than 1 transactional import.
  • This update includes a script to add back in the truncated characters.  This will only affect states with State ID Numbers greater than 15 (i.e MA, WI, VA).
• Exporting
  • W-2 exports with 3 lines of text in Box 14 could cause the software to crash.
•  Business Rules & Validations
  
  • 480.7C - Business rule 42 changed for new residency type to trigger if no or multiple boxes are checked.
  • 480.7 - Business rules 10 and 11 were not triggering. 
• Filing
  • 1099-K - Mag fix for Filer Type TPP not being set to ‘2’.
• Reports
  • 499R-2 - Added new boxes to report wizard custom report and fixed duplication of ‘Box 12’ in field list.
  • 480.7C - Fixed version error on reports (standard totals and import totals), added residency type checkbox handling.
• General
  • 480.6SP - Removed ‘Not’ from form image box 4 text as that box is subject to withholding.
  • 1099-B - Fixed TIN notice bleeding through when editing the address. 
  • Added default browse queries and views that were missing.
  • Added IRS instructions and updated ‘Forms & Pubs’ to include 2019 1098-F, 480.6SP, 1099-SB, 1099-LS, 1098-Q, and 1099-NEC for 2020.
  • Recipient Lookup and Forms was not loading recipient list. 
• Printing

  • 499R-2 - Payer phone number extension overflows.

  • 499R-2 - Pressure Seal 8888-1 print layout was printing box 13 in wrong location.
  • 499R-2 - Combined recipient layouts were printing a trailing blank page. 
  • 499R-2 - Error message when printing.
  • W-2 - Error message was popping up for combined blank stock and pre-printed layouts.