We will be placing the site in maintenance on Tuesday, December 11th to release the below update but to primarily release back-end updates.
1099-INT/DIV/OID
- Adding Payer TIN fields to accompany the already released Payer Address entry fields
- The TIN is currently a required field but this requirement will be removed in the next couple weeks since the TIN is a not required field for Federal returns (Resolved).
CAPITAL GAIN/LOSS GRID VIEW
- The Capital Gain/Loss entry grid has been updated to include the owner of reported transaction (Taxpayer, Spouse, or Taxpayer & Spouse). This new update cleans up this view for easier Quality Review and also allows future enhancements to include the net gain/loss to also be displayed now that more real estate has been created.
*Click here to download a PDF of our Cumulative Release Notes.