Sage 100

New ROR client on 2017 Standard ran (and finished) W2's on their own without installing the IRD, and is now contacting me to install the Q1 TTU, any repercussions to printing W2's without the IRD I should warn her about, and do I need to install the IRD before doing the TTU, or can I skip it since W2's are already run?

You can install the TTU without installing the IRD.

I would still install the 2018 IRD as long as they are on 2017 PU1 or higher, since it is needed to process the 1099s.

Does the client need the IRD for the changes to the 1099 Dividend form in Payroll? If so, you'll need the IRD. And since Sage seems to make the IRD's dependent upon the previous IRD, I don't think it would hurt to install it...

Yes, per the Sage 100 IRD Guide, no changes were required for forms 1099-INT and 1099-MISC for tax year 2018 (only for 1099-DIV).

We are only installing for 1099 clients if they use the DIV form. Is that your understanding of the requirement?

All good info ladies! I will suggest we install it to be safe. Thanks!!

@PamScott - yes! Other than that ""dependency"" thing Sage sometimes does with the necessity of having the previous version installed. Has anyone heard anything about that?

I'm installing 2018 IRD 100% otherwise you'll play the ""did they install or didn't they install"" game in 2019+ -- the issue being that IRDs still don't seem to be cumulative

**The 2018 IRD consists of the following P/R and A/P changes:** **The 2018 IRD contains the following enhancements for Payroll:** Federal and State eFiling and Reporting has been updated to version 2.73. Box 12 code GG is available in Deduction Code Maintenance. Code GG is used for income from qualified equity grants under section 83(i). Box 12 code HH is available in Deduction Code Maintenance. Code HH is used for aggregate deferrals under section 836(i) elections as of the close of the calendar year. Local tax jurisdictions for Ohio have been added in the Tax Table Maintenance locality description listing. There were no W-2 form changes for 2018. **The 2018 IRD contains the following enhancements for Accounts Payable:** The new 2018 boxes are available for all companies in the installation after installing the 2018 IRD. Note: If these boxes were previously created in the SY_1099Setup file using the SY_1099Maint_UI utility, this IRD will overwrite those records, but it will not affect any paid-to-date dollar amounts already stored for tax year 2018 in the AP_1099VendorPayments file. If the boxes were manually created using the utility, before installing the 2018 IRD, use the SY_1099Maint_UI utility to verify that the boxes were created correctly as a text or non-text field (Text Field) in the Form 1099 Box Maintenance window. Make corrections as needed. The following changes have been made to the 1099-DIV form for tax year 2018: o Box 5 is Section 199A dividends. o Box 6 is Investment expenses. o Box 7 is Foreign tax paid. o Box 8 is Foreign country or U.S. possession. o Box 9 is Cash liquidation distributions. o Box 10 is Noncash liquidation distributions. o Box 11 is Exempt-interest dividends. o Box 12 is Specified private activity bond interest dividends. o Box 13 is State. o Box 14 is State identification no. o Box 15 is Sate tax withheld. No changes were required for forms 1099-INT and 1099-MISC for tax year 2018. Form 1099 Tax Reporting (in Sage 100 2018) and Form