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Changes to 2008 Forms

Updates to the 2008 Publication 1098 -- Annual Requirements and Specifications for the Development and Use of Substitute, Scannable, and Reproduced Tax Forms

The revised Internet version is available for download as of 01/09/2009.

Revision Details: The information that is in the FTB Pub 1098 is incorrect. References on pages 4 and 5 include changes to Schedule K and Schedule K-1 (100S, 565, and 568) from two lines to four lines. These changes have not been implemented for the 2008 taxable year.

  • First update: Page 4, column 2, Form 565 heading, bullet 2 and bullet 3.

Previously read:

  • Schedule K - Breakout of lines 8 and 9 into 8a, 8b, 9a, and 9b with keying symbols added to each line. Removed keying symbol for line 11a.
  • Schedule K-1 - Breakout of lines 8 and 9 into 8a, 8b, 9a, and 9b with keying symbols added to each line.

Revised to:

  • Schedule K - New keying symbols added to line 8 and line 9. Removed keying symbol for line 11a.
  • Schedule K-1 - New keying symbol added to Question J(d).
  • Second update: Page 5, column 1, bullet 1 and bullet 2.

Previously read:

  • Schedule K - Breakout of lines 8 and 9 into 8a, 8b, 9a, and 9b with keying symbols added to each line. Removed keying symbol for line 11a.
  • Schedule K-1 - Breakout of lines 8 and 9 into 8a, 8b, 9a, and 9b with keying symbols added to each line, also added keying symbol to Question J(d).

Revised to:

  • Schedule K - New keying symbols added to line 8 and line 9. Removed keying symbol for line 11a.
  • Schedule K-1 - New keying symbol added to Question I(d).

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