Release Notes

This is the early release for tax year 2019.

NEW:

  • All 2019 tax forms and instructions have been updated with IRS changes.
  • All business rules and custom queries have been updated for 2019 form fields.
  • All 2019 sample import files and Excel data shells have been added.
  • All reports have been updated for 2019 tax form changes.
  • All help files have been updated for 2019.


FORM CHANGES: 

  • Form 1098: New Box 11 Mortgage Acquisition Date
  • Form 1098-T: Removed Box 3
  • Form 1098-F: Fines, Penalites and Other Amounts.  (new form).
  • Form 1099-G: New checkbox for 2nd TIN Notice
  • Form 1099-PATR : New Box 7 Qualified Payments
  • Form 1099-B:
    • 2018 check box 3 → 2019 check box 12,
    • 2018 check box 12 → 2019 check box 3 part 1
    • New check box 3 part 2 Qualified Oppurtunity Fund (QOF)


Download v2019.07.01 Professional Edition
Download v2019.07.01 Enterprise Edition

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