REVISED FORMS

Tax Year 2008

2008 1042-S Form

1099-R Instruction Changes

Other Forms with minor changes

1099-CAP

1099-PATR

1099-Q

 

 

 

 

Tax Year 2007

1098 New Amount Field:

 Box 4 Mort Ins Premiums

 Box 5 Other

  IMPACTS:

   Printing Return

   Import Format

 Preview Revised 1098

1099-R Roth Contrib Date:

 Changed from: mm/dd/yyyy

 1st Date of Contribution

 Changed TO: YYYY

 1st YEAR of Contribution

  IMPACTS:

   Import Format

1042-S New Income Code:

 37 - Return of Capital

FYI - SSA Instructions:

 MMREF1 renamed EFW2

 MMREF2 renamed EFW2C

 

 

 NEW FORMS 

 Tax Year 2008

   NONE TO DATE

 

 

 

 

 

 

 

 

 

 

 

 

   Tax Year 2007

          NONE

IRS NEWS:

Form 8809: Extensions

Now fill-in form online at

IRS FIRE go there

 

PROGRAM CHANGES  

Tax Year 2008

2008 program changes are expected to be minor, from our users' prospective.
On-Screen Help is being revamped.
Users let us hear from you if you have suggestions

 

 

 

 

 

 

**NEW FEATURES**    

PRINTING PAPER RETURNS:

  NEW - ADDRESS OPTION 

  NEW - Mail Security Option

CONVERSION SCREEN Updated

ADDED FORM 1098-C

LOG ON Tracking expanded

 

Server/Workstation Clarification:

ADVANCED IT CONSIDERATIONS