1099 Pro CS v2018.xx.xx

Release Notes

IMPORTANT: You will need a 2019 Authorization Code starting with the letter 'C' BEFORE installing this update!

NEW:

Electronic Filing - Flat wizards are available for 1099, W-2, & 1042-S federal electronic filing wizards (similar to the Service Bureau flat wizards).
- Flat Wizard - An interface that combines the options from the different steps (i.e 10-15 different steps) into a single interactive screen where the user can see all filing options at a glance.
- Other filing processes, such as state direct reporting or quarterly reporting, will be converted to flat wizards in future updates.
Importing - The import Load Wizard has been converted to a flat wizard.
Importing - The import Post Wizard has been converted to a flat wizard.
2019 IRS/SSA Updates - All final 2019 IRS PDF's & Instructions included.
2019 IRS/SSA Updates - 2019 samples files are included. A complete set can also be found here - 2019 Tax Year - Import Templates and Maps.
2019 Forms are now available
- Form 1098: New Box 11 Mortgage Acquisition Date
- Form 1098-T: Removed Box 3
- Form 1098-F: Fines, Penalties 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 Opportunity Fund (QOF)
- Form W-2: Box 9 removed.
- Form 1042-S:
  - New Box 1 Income Code.
  - New Checkbox 7c.
  - New and Updated 1042-S form codes

IMPORTANT: Please review the following 2019 1042-S code changes and make any required changes to your data or imports.

UPDATED:

2019 IRS/SSA Updates - 2019 W-2 maximums/limits.
2019 IRS/SSA Updates - Latest GIIN list included.
2019 IRS/SSA Updates - Business rules are updated for the 2019 form changes.
2019 IRS/SSA Updates - W-2G withholding options updated.
Form Entry - Name Line 3 is now able to be viewed/edited when correcting a 1042-S.
General - Visual enhancements to modernize the user interface.
General - Comprehensive help file is overhauled.

FIXED:

Electronic Filing - Name Line 3 was not being generated in 1187 1042-S eFile.
ACA - ALE members starting with 0 on 1094-C was software to crash.
General - A number of other small fixes and enhancements are also included in this release.