NEW:

• 1099-NEC Custom Fields - Added a fourth, customizable, amount field for the 1099-NEC in Tax Year 2020+.
• 1099-NEC - Added two custom checkbox fields. 
• 1099-NEC Reports - Added support for the 1099-NEC to the "Corrections Late Add" report.
• Service Bureau - Combined Federal/State (CFS) program is now available when filing corrections (also applies in Scheduler).
• W-2 - A Region Code for State Unemployment Tax (SUTA) state is now allowed for multiple states.
• 1099-R - Boxes are re-sequenced for 2020 tax year. 
  • FATCA filing requirement → 2020 box 12
  • Date of payment → 2020 box 13
  • 2019 box 12 → 2020 box 14
  • 2019 box 13 → 2020 box 15 
  • 2019 box 14 → 2020 box 16
  • 2019 box 15 → 2020 box 17
  • 2019 box 16 → 2020 box 18
  • 2019 box 17 → 2020 box 19

UPDATED:

• Import Wizard (Excel)
  • Correction Import match type description appended with " , and W-2 box 12a, 12b, 12c, and 12d codes are used for W-2 matching." for Advanced Match option.
  • W-2 Pro Excel Import Wizard - Special Form W-2 Import Options "NOTE" updated with "If there are multiple SUTA states for the Region Code, the first state when sorted by Region Code will be chosen."
• Business Rules & Validations
  • 1042-S - Rule 1042S*R16 - Updated to allow zero amount for correction. 
• Security & Administration
  •  State Filing Threshold - Old State Rules removed (no longer applicable).

FIXED:

• Data Entry
  • 1099-NEC - Custom (Aux) field amount was not aggregating.
  • 1042-S - Name change in Box 15d was not triggering a correction.
• State Filing
  • State ACA - Processed Total record count was missing in final progress prompt.
• General
  • The "Nothing to Preview" prompt was missing on Session Log Report with Errors & Warning Only option.
• Importing
  • Recipient email was not saving or updating during a recipient import.
  • 1099-NEC transactions, specifically for the newly customizable Aux Amount fields, were not displaying the face value of the form correctly when aggregating.
• Reporting
  • 1099-MISC w/ Box 7 Corrections - Form Counts by Filer Report was inaccurate.
  • Puerto Rico 480.5 - Summary totals now report a running yearly total that reflects all originals and corrections.
• Printing
  • Puerto Rico Corrections
    • Printing error occurred for all PR form types.
    • Print out alignment for amended date.
    • Custom Layout for a specific client was causing errors.
• TIN Management
  • Bulk TIN importing was only using the currently selected filer, instead of all filers, for matching purposes when the "All Filers" option was selected.