Release Notes

Note: This is the early release for tax year 2022.


The 1099 Pro Service Bureau will not include the 1099-NEC as part of the Combined Federal State Filing Program (CF/SF). To complete 1099-NEC state filing via the Service Bureau, you must purchase the additional 1099-NEC state filing service (details here).

Many states that implemented their own 1099-NEC filing mandates are still requiring state direct filing instead of allowing filers to use the IRS CF/SF Program. This is because most states have already built their reporting portals and direct reporting provides the data to states earlier in the year which is a critical tool in combating tax fraud.


New and improved:

  • We updated all 2022 tax forms and instructions with IRS changes.
  • We updated all business rules and custom queries for 2022 form fields.
  • We added all 2022 sample import files and Excel data shells.
  • We updated all reports for 2022 tax form changes.
  • We updated all help files for 2022.


Form changes:

  • 1099-DIV
    • Box 11 (FATCA checkbox)
    • Multi-Year form
  • 1098-F 
    • Box 2 - Amount to be paid for violation or potential violation
    • 2021 Box 2 - Restitution/remediation amount → 2022 Box 3 Restitution/remediation amount
    • 2021 Box 3 - Compliance amount → 2022 Box 4 - Compliance amount
    • 2021 Box 4 - Date of order/agreement → 2022 Box 5 - Date of order/agreement
    • 2021 Box 5 - Jurisdiction → 2022 Box 6 Date of order/agreement
    • 2021 Box 6 - Case number → 2022 Box 7 - Case number
    • 2021 Box 7 - Name or description of matter/suite/agreement → 2022 Box 8 - Case name or names of parties to suit, order, or agreement
    • 2021 Box 8 - Code → 2022 Box 9 - Code
    • Box 9 Codes
      • 2021 B - Multiple payers/defendants → 2022 B - Multiple payers
      • 2021 D - Property or services required to be acquired, constructed, or transferred under the court order or agreement → 2022 D - Provision of services or provision of property required
      • Codes F, G, H, and I have been removed 
    • Multi-Year form
  • 1099-MISC
    • Box 13 (FATCA checkbox)
    • 2021 Box 13 - Excess golden parachute payments → 2022 Box 14 - Excess golden parachute payments
    • 2021 Box 14 - Nonqualified deferred compensation → 2022 Box 15 - Nonqualified deferred compensation
    • Multi-Year form




Download v2022.08.21

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