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Which Import Templates Have Changed For 2017?

Last Updated: May 21, 2018 10:55AM CDT
Each year the IRS makes changes to some of the forms which in turn require us to make changes to our import templates. The following templates have been updated for the 2017 tax year.


 
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.
 

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