Skip to content

Update 1042-S and 1099-NEC templates #1595

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
nyomanjyotisa wants to merge 2 commits into
base: main
Choose a base branch
from
+36 −47
Open

Update 1042-S and 1099-NEC templates #1595

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
93e6e53
Update 1042-S & 1099-NEC
nyomanjyotisa Feb 5, 2026
7b75baa
update year format
nyomanjyotisa Feb 6, 2026
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
52 changes: 26 additions & 26 deletions backend/app/serializers/tax_documents/form_1042s_serializer.rb
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -12,32 +12,32 @@ def attributes
private
def form_fields_for(tax_form_copy)
{
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_03[0]" => "06",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_04[0]" => dividends_amount_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].Lines3_b[0].f1_05[0]" => "3",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].Lines3_b[0].f1_06[0]" => exemption_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].Lines3_b[0].f1_07[0]" => tax_withholding_percentage.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].Lines3_b[0].f1_08[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_09[0]" => "15",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_10[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_11[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_13[0]" => dividends_net_amount_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_14[0]" => dividends_tax_amount_withheld_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_17[0]" => dividends_tax_amount_withheld_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_19[0]" => payer_tin,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_20[0]" => "15",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_21[0]" => "02",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_22[0]" => company.name,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_24[0]" => company.country_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_26[0]" => company.street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_27[0]" => payer_details,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_28[0]" => normalized_tax_field(billing_entity_name),
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_29[0]" => country_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_30[0]" => normalized_street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f1_31[0]" => normalized_tax_field(full_city_address),
"topmostSubform[0].Copy#{tax_form_copy}[0].RightCol[0].f1_33[0]" => "16",
"topmostSubform[0].Copy#{tax_form_copy}[0].RightCol[0].f1_34[0]" => "23",
"topmostSubform[0].Copy#{tax_form_copy}[0].RightCol[0].f1_36[0]" => tax_id,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_03[0]" => "06",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_04[0]" => dividends_amount_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].Lines3_b[0].f1_05[0]" => "3",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].Lines3_b[0].f1_06[0]" => exemption_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].Lines3_b[0].f1_07[0]" => tax_withholding_percentage.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].Lines3_b[0].f1_08[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_09[0]" => "15",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_10[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_11[0]" => "00",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_13[0]" => dividends_net_amount_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_14[0]" => dividends_tax_amount_withheld_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_17[0]" => dividends_tax_amount_withheld_in_usd.to_s,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_19[0]" => payer_tin,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_20[0]" => "15",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_21[0]" => "02",
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_22[0]" => company.name,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_24[0]" => company.country_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_26[0]" => company.street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_27[0]" => payer_details,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_28[0]" => normalized_tax_field(billing_entity_name),
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_29[0]" => country_code,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f1_30[0]" => normalized_street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].RightColumn[0].f1_31[0]" => normalized_tax_field(full_city_address),
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 5, 2026 •
edited
Loading

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

On the new template LeftCol changed to LeftColumn and RightCol changed to RightColumn. And f1_31 moved from LeftColumn to RightColumn

"topmostSubform[0].Copy#{tax_form_copy}[0].RightColumn[0].f1_33[0]" => "16",
"topmostSubform[0].Copy#{tax_form_copy}[0].RightColumn[0].f1_34[0]" => "23",
"topmostSubform[0].Copy#{tax_form_copy}[0].RightColumn[0].f1_36[0]" => tax_id,
}
end

Expand Down
2 changes: 1 addition & 1 deletion backend/app/serializers/tax_documents/form_1099div_serializer.rb
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,7 @@ def form_fields_for(tax_form_copy)
page_number = tax_form_copy == "A" ? "1" : "2"

result = {
"topmostSubform[0].Copy#{tax_form_copy}[0].Copy#{tax_form_copy}Header[0].CalendarYear[0].f#{page_number}_1[0]" => formatted_tax_year,
"topmostSubform[0].Copy#{tax_form_copy}[0].CopyHeader[0].CalendarYear[0].f#{page_number}_1[0]" => tax_year.to_s,
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 6, 2026 •
edited
Loading

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Previously we still use the 2023 serializer which the template already has 20 prefix and the label was changed since 2024 template (this still the latest template)

2023:
Image

2025, Before:

Image

2025, After fix:

Image

# Payer information
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_2[0]" => payer_details,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_3[0]" => payer_tin,
Expand Down
29 changes: 9 additions & 20 deletions backend/app/serializers/tax_documents/form_1099nec_serializer.rb
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
# frozen_string_literal: true

class TaxDocuments::Form1099necSerializer < TaxDocuments::BaseSerializer
TAX_FORM_COPIES = %w[A 1 B 2 C].freeze
TAX_FORM_COPIES = %w[A 1 B 2].freeze
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 5, 2026

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copy C no longer exist


def attributes
TAX_FORM_COPIES.each_with_object({}) do |tax_form_copy, result|
Expand All @@ -10,32 +10,21 @@ def attributes
end

private
def header_for(tax_form_copy)
case tax_form_copy
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 5, 2026 •
edited
Loading

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

header_for method no longer needed, all copies now use PgHeader

when "A"
"Pg"
when "2"
"CopyC"
else
"Copy#{tax_form_copy}"
end
end

def form_fields_for(tax_form_copy)
page_number = tax_form_copy == "A" ? "1" : "2"

{
"topmostSubform[0].Copy#{tax_form_copy}[0].#{header_for(tax_form_copy)}Header[0].CalendarYear[0].f#{page_number}_1[0]" => tax_year.to_s.last(2),
"topmostSubform[0].Copy#{tax_form_copy}[0].PgHeader[0].CalendarYear[0].f#{page_number}_1[0]" => tax_year.to_s,
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 6, 2026

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

2023:

Image

2025, before:

Image

2025, after:

Image

# Payer information
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_2[0]" => payer_details,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_3[0]" => payer_tin,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_2[0]" => payer_details,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_3[0]" => payer_tin,
# Recipient information
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_4[0]" => formatted_recipient_tin,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_5[0]" => normalized_tax_field(billing_entity_name),
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_6[0]" => normalized_street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftColumn[0].f#{page_number}_7[0]" => normalized_tax_field(full_city_address),
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_4[0]" => formatted_recipient_tin,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_5[0]" => normalized_tax_field(billing_entity_name),
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_6[0]" => normalized_street_address,
"topmostSubform[0].Copy#{tax_form_copy}[0].LeftCol[0].f#{page_number}_7[0]" => normalized_tax_field(full_city_address),
# Nonemployee compensation
"topmostSubform[0].Copy#{tax_form_copy}[0].RightColumn[0].f#{page_number}_9[0]" => compensation_amount_for_tax_year(tax_year),
"topmostSubform[0].Copy#{tax_form_copy}[0].RightCol[0].f#{page_number}_9[0]" => compensation_amount_for_tax_year(tax_year),
Copy link
Member Author

@nyomanjyotisa nyomanjyotisa Feb 5, 2026

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

LeftColumn changed to LeftCol and RightColumn changed to RightCol

}
end

Expand Down
Binary file modified backend/config/data/tax_forms/1042-S.pdf
View file
Open in desktop
Binary file not shown.
Binary file modified backend/config/data/tax_forms/1099-NEC.pdf
View file
Open in desktop
Binary file not shown.
Loading