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TAX FORM CHANGES FOR 2017
(as of 05/01/2017)



 
MAJOR TAX FORM CHANGES FOR 2017
Form
Type
Reprogramming
Required?
Details
1042S YES Extensive changes in box locations in right half of form. Checkbox 15, "pro-rata basis reporting,"  added.  Right hand boxes 13 through 16 reformatted and/or repositioned to annoy as many filers as possible.
1098 YES "Other" moved to new box 11, Box 10 retitled "Number of mortgaged properties. Filers who use either of these boxes must reprogram. 
1099-OID YES Box 9 moved up next to Box 8, Box 10 moved left, new Box 11 "Tax-exempt OID" added.   No change to print positions for Boxes 1-4 if you  avoided printing on shaded portion of previous year forms.
1099-S YES Box 4 moved up, Box 5 is now Box 6, new checkbox 5 added.  Box 3 height reduced one line to make room for moved Box 4.
W-2 PROBABLY NOT Box 9 now used and retitled "Verification Code," but will only be used by selected major Payroll Service Providers (PSP's) for an experiment designed to reduce identity fraud. Paper filers are not affected.  No changes affecting other boxes used in 2016.
1094-B, 1094-C
UNKNOWN
2017 form not released by IRS.
1095-B, 1095-C
UNKNOWN 2017 form not released by IRS.


 
MINOR TAX FORM CHANGES FOR 2017
Form
Type
Reprogramming
Required?
Details
1096 NO Minor backer changes
W-2C NO Current form is dated 8/2014
W-2G NO Minor backer changes
W-3 NO Minor backer changes
W-3C NO Current form is dated 11/2015
L4UP NO Minor backer changes
L4UPA NO Minor backer changes
L3UP NO Minor backer changes
L4UPW NO Minor backer changes
L275 NO Minor backer changes
L87 NO Minor backer changes
W-4 NO Personal Allowances Worksheet updated.
W-9 NO Current form is dated 12/2014
1094B, 1094C NO No changes known at this time
1095B, 1095C NO No changes known at this time
1096 NO No changes known at this time
1098-C NO Minor backer changes
1098-E NO Minor backer changes
1098-T NO Minor backer changes
1099-A NO Minor backer changes
1099-B NO Minor backer changes
1099-C NO Minor backer changes
1099-CAP NO Copy A is now black. Minor backer changes
1099-DIV NO Minor backer changes
1099-G NO Minor backer changes
1099-H NO Minor backer changes
1099-INT NO Verbiage added to Box 12,  Minor backer changes.
1099-K NO Minor backer changes
1099-LTC NO Copy A is now black. Minor backer changes
1099-MISC NO Minor backer changes
1099-PATR NO Minor backer changes
1099-Q NO Minor backer changes
1099-R NO Minor backer changes
1099-S NO Minor backer changes
1099-SA NO Copy A is now black. Minor backer changes
3921 NO Current form is dated 8/2013
3922 NO Current form is dated 9/2016
5498-ESA NO Copy A is now black. Minor backer changes
5498-SA NO Copy A is now black. Minor backer changes
I-9 NO As of this date, the U.S. Citizenship and Immigration Services web site (www.uscis.gov) declares that the current I-9  form is " Rev. 11/14/2016".  The revision date can be found in the lower left hand corner of the form. 

OBSOLETE FORMS
2016 Part Number 2017 Recommended Replacement  Item Description
1042S16
1042S17 or 1042S18
FOREIGN PERSON'S US SOURCE OF INCOME
LW2GA16
LW2GB16
LW2GC216
LW2Gd116
LW2GA17 or LW2AG18
LW2GB17 or LW2BG18
LW2GC217 or LW2GC218
LW2GD117 or LW2GD118
W-2G CERTAIN GAMBLING WINNINGS

L42A16
L42B16
L42C16
L42D16
L42E16
L42A17 or L42A18
L42B17 or L42B18
L42C17 or L42C18
L42D17 or L42D18
L42E17 or L42E18
1042S
PTM-D2
TC-D4
1099-DIV 
TM-R4
TM-MR3 or TC-R4
4-PART 1099R
W-416
W-417 or W-418
W-4 WITHHOLDING ALLOWANCE CERTIFICATE 
W-2G16
W-2G17 or W-2g18
6-PART CBLS W-2G GAMBLING WINNINGS 
XF6
X18
6-PART, 1-WIDE W-2
X31
X41
3-PART, 1-WIDE W-2
XM55/56
XM55
5-PART W-2 MAILER


 
NEW FORMS FOR 2017
2017 Part Number Description
1042S17,1042S18 Foreign Person's US Source of Income for 2017, 2018: 5 part carbonless
W-2G17,W-2G18 Certain Gambling Winnings for 2017: 6-part carbonless
W-417,W-418 Laser W-4 Employee's Withholding Allowance Certificate
L42A17, L42A18
L42B17, L42B18
L42C17, L42C18
L42D17, L42D18
L42E17, L42E18
Foreign Person's US Source of Income for 2017, 2018: Laser cut sheets
LW2GA17, LW2AG18
LW2GB17, LW2BG18
LW2GC217, LW2GC218
LW2GD117, LW2GD118
Laser Certain Gambling Winnings for 2017, 2018