1099 Pro CS v2023.19.30

Release Notes:

NEW:

General:
- State ID changes cascade functionality (JARVIS-1802, 1803, 1800, 1820, 1828)
- Name line 3 and 4 opened up for 5498 on entry and print. (JARVIS- 1618, 1768, 1769)
Security:
- 2FA login option for 1099Pro.NET (JARVIS-282, 613, 1920)

FIXED:

General:
- 1099-NEC text overflow on state boxes when max length is used. (JARVIS-1192)
- Help file window was being hidden on launch from Pro Central screen. (JARVIS-1954)
- Help file not loading on first click (JARVIS-294)
- Help file updated with contact phone numbers (JARVIS-1814)
- Help file minimum system requirements updated to Windows 2016 (JARVIS-1813)
- Filer contact name gets truncated in filer entry screens (JARVIS-1048)
- 3921 entry form alignment issue for Transferor's name/address section (JARVIS-1071)
- Filer location code entry form updated to 14 character limit (JARVIS-1573)

Printing:
- 1042-S print copies not matching IRS (JARVIS-960)
- 1099-R print alignment issues for 2023 and 2024 ACLs (JARVIS-1067)
- 1099-B instructions not matching IRS (JARVIS-1751)
- 1099-H overlapping issue of tax year on print layouts (JARVIS-1763)
- 1099-H instructions not matching IRS (JARVIS-1764)
- 5498-SA overlapping issue on print ACLs (JARVIS-1771)
- 5498-ESA text truncation on recipient name when max length is used. (JARVIS-1200)
- 5498-SA text truncation on recipient name when max length is used. (JARVIS-1202)
- 5498 text truncation on recipient name when max length is used. (JARVIS-1203)
- W-2G text truncation on recipient name when max length is used. (JARVIS-1207)
- 1099-SA text truncation on recipient name when max length is used. (JARVIS-1213)
- Default option for black stock in print wizard (JARVIS-1724)

Security:
- 1099-PATR R04 business rule triggering on import (JARVIS-934)
- 1099-R R11 business rule not firing like 1099Pro.NET (JARVIS-951)
- Audit trail logging missing for Service Bureau upload create and reset sessions for 1099, 1042-S and W2 series forms (JARVIS-1500)
- Audit trail logging missing for Service Bureau upload create and reset sessions for 1095 series forms (JARVIS-1501)

Import:
- W2 YTD imports not correctly creating delta transactions for optional special taxes fields. (JARVIS-1762)
- W2 transactional import session report after post totals not calculating correctly for custom fields. (JARVIS-532)
- 5498 import for box 7 check now allows value 4 (JARVIS-1756)

Reports:
- Recipient information was cut off on control totals report (JARVIS-1604)

UPDATED:

General:
- GIIN list updated (JARVIS-1579)
Printing:
- Latest W-2 2024 print revisions from IRS (JARVIS-1421)
- Latest 1099-INT 2024 print revisions from IRS (JARVIS-1429)
- Latest 1099-OID 2024 print revisions from IRS (JARVIS-1431)
- Latest 1099-K 2024 print revisions from IRS (JARVIS-1482)
- Latest 1098-T 2024 print revisions from IRS (JARVIS-1524)
- Latest 1098-Q print revisions from IRS (JARVIS-1560)
- Latest 5498-SA 2024 print revisions from IRS (JARVIS-1667)
- Latest 5498-ESA 2024 print revisions from IRS (JARVIS-1675)
- Latest 5498 2024 print revisions from IRS (JARVIS-1683)
- Print wizard changes for removal of copy C for form 5498-SA latest revision from IRS (JARVIS-1672)
- Print wizard changes for removal of copy C for form 5498-SA latest revision from IRS (JARVIS-1680)
- Print wizard changes for removal of copy C for form 5498 latest revision from IRS (JARVIS-1688)
- Custom print for form 3922 and 3921 have been renamed. (JARVIS-1070)

Import:
- Process for state code and ID cascade changes to matching filers (JARVIS-1172,1617,1777)
  - Add, Change and Delete functions now how option to cascade to other matching filers.

Instruction PDFs included with IRS final version:
- W-2 2024 instructions PDF (JARVIS-1424)
- 1099-OID 2024 instructions PDF (JARVIS-1434)
- 1099-K 2024 instructions PDF (JARVIS-1484)
- 1099-G 2024 instructions PDF (JARVIS-1493)
- 1099-B 2024 instructions PDF (JARVIS-1519)
- 1098-E 2024 instructions PDF (JARVIS-1542)
- 1098-Q 2024 instructions PDF (JARVIS-1562)
- 5498-SA 2024 instructions PDF (JARVIS-1669)
- 5498-ESA 2024 instructions PDF (JARVIS-1677)
- 5498 2024 instructions PDF (JARVIS-1685)

FileHash: A26C2D9105897B6A32F8A21B35F89BFA529F9D7268298D58B035271573D78725