Tax Year 2026 Year-End Updates 23.10

EFIN-143689

SSN/Federal ID Masking added for W-2, W-2C, 1099, and ACA Forms

Social Security Number and Federal ID masking enhancements have been added across Year-End and ACA workflows to improve privacy controls and support compliant printing behavior based on form copy type. New SSN and Payee Federal ID Masking Method parameters allow payroll administrators to control whether Social Security Numbers and Payee Federal IDs are masked (XXX-XX-9999) or displayed in full on employee/payee copies of tax forms. This supports IRS regulations permitting voluntary truncation of Social Security Numbers on recipient copies while preserving full visibility on government/employer filing copies.

What is new

• Centralized masking setup options

  • Administrators can now set masking behavior on setup pages, and those settings are automatically applied to related print workflows.

  • New configurations for the SSN Masking Method or the Payee Federal ID Masking Method Setup:

    • Set Up W2 Parameters

    • Set Up 1099-R Parameters

    • Setup Main 1099 Parameters

    • 1095 Maintenance – Setup Employer

• Social Security Number or Federal ID Masking on employee/recipient form copies

  • Employee/recipient copies now follow masking setup options where allowed.

  • IRS/state/employer authority form copies continue to print unmasked where required.

• Security-aware display and reporting

  • Maintenance and edit/report pages now align with user-assigned security resources.

  • Depending on permissions and configuration, users may see full values, masked values, or hidden fields.

  • Audit/history contexts continue to avoid exposing full sensitive IDs.

Where users will see changes

Human Resources – Periodic Routines – Year End

• W2 Processing - Set Up W2 Parameters

  • Added SSN Masking Method used by W-2 and related form printing.

• W2 Processing - Employee W2 File Edit Reports

  • Report output now supports secure masked/unmasked behavior based on user-assigned permissions/resources, and on the SSN Masking Method defined in the Human Resources Profile.

• W2 Processing - Print W2 Forms

  • Employee forms print Social Security masked based on the SSN Masking Method defined in the Set Up W2 Parameters.

• ·W2 Processing - Employee W2 File Update

  • Social Security Number display/edit behavior now follows user permissions and the masking policy defined on the Human Resources Profile.

• W2C Processing

  • Social Security Number visibility and maintenance handling updated to reflect masking/security standards based on user permissions and SSN Masking Method defined on Human Resources Profile.

  • W-2C employee form masking behavior aligned similarly to W-2 and applies to both the original and new values.

• 1099-R Processing – Set Up 1099-R Parameters

  • Added SSN Masking Method used by 1099-R form printing.

• 1099-R Processing - Print 1099-R Edit List

  • Print behavior now consistently applies masked vs unmasked Social Security Number output based on user permissions and the SSN Masking Method defined on the Human Resources Profile.

• 1099-R Processing - Print 1099-R Forms

  • Recipient copies support masking based on the SSN Masking Method defined in Set Up 1099-R Parameters; non-recipient authority copies remain unmasked.

• 1099-R Processing - 1099-R Work File Maintenance

  • Search, view, and update experiences now apply SSN security/masking rules based on the user permissions and SSN Masking Method defined on the Human Resources Profile.

Human Resources – Periodic Routines – Affordable Care Act

• 1095 Maintenance - Setup Employer

  • Added SSN Masking Method and improved field/tab order for setup usability.

• 1095 Printing

  • Employee forms apply masking method defined in Setup Employer where appropriate; IRS packet behavior remains compliant.

Fund Accounting – Periodic Routines – Periodic Processing

• 1099 Processing - Setup Main 1099 Parameters

  • Added Federal ID Masking Method used by 1099 form print processes.

• 1099 Processing - Maintain 1099-Misc / 1099-NEC / 1099-G / 1099-INT Work Files

  • Federal ID visibility/masking behavior now follows permission-based standards.

• 1099 Processing - Print 1099-Misc / 1099-NEC / 1099-G / 1099-INT Edit Lists

  • Edit list printing now enforces masked/unmasked behavior based on user security access.

• 1099 Processing - Print 1099-Misc / 1099-NEC / 1099-G / 1099-INT Forms

  • Recipient copy masking is based on Federal ID Masking Method in Setup Main 1099 Parameters; IRS/state copies remain unmasked as required.

2026 June Release

EFIN-144691

Removed Option for Fully Masked Social Security Number on Tax Forms in EAC

In the Employee Access Center Administration menu, the option for resource 2615 has been limited to the masking methods ‘No masking’ and ‘Partial masking, showing last four digits’.
This change complies with regulations that prohibit fully masked Social Security numbers from appearing on tax forms.
After this update, districts currently using the full masking option will see only partially masked Social Security numbers on tax forms in EAC.

2026 May Release

EFIN-144926

Blank Row Display Issue Fixed on ACA 1095 Maintenance – Setup Employer

An issue where a blank row was displayed in the search results grid has now been corrected on the ACA 1095 Maintenance – Setup Employer page.

2026 May Release

EFIN-145017

Corrected Instructions on 1095 Electronic Filing Page

The instructions on the 1095 electronic filing page have been corrected to remove unprintable characters that made it difficult to read.

2026 April Release

EFIN-144595

Restored Option for All Pay Codes in ACA Hours Conversion Table

In Human Resources > Periodic Routines > ACA Hours Tracking > Hours Conversion, a prior change inadvertently removed the option to select ‘* - ALL’ in the pay code dropdowns when setting up the ACA Hours Conversion records. This option has been restored.

2026 April Release