Form 1098: 1 Column has been added:
- Number of mortgaged properties (box 10)
Form 1099S: 1 Column has been added:
- Check here if the transferor is a foreign person (box 5)
Form 1042S: 3 Columns have been added:
- Am Number: Amendment Number
- UF Identifier: Unique Form Identifier
- Am Return: Amendment Return
Form W-2: 1 Column has been added:
- Verification Code (box 9)
Form 1099-B: 3 column headers have text change:
- Box 8: Text changed to: Profit or (loss) realized in 2017 on closed accounts
- Box 9: Text changed to: Unrealized profit or (loss) on open contracts- 12/31/2016
- Box 10: Text changed to: Unrealized profit or (loss) on open contracts- 12/31/2017
Due to the changes made in these templates, download the 2017 template and use it when filing your 2017 forms. You can download a CSV or Excel template to file your forms.
There have not been any changes made to any other form type templates. If you have a 2016 template for a form type other than the ones listed above, you can use that template for the 2017 tax year.