Okay, thanks for the follow up. Please do continue to chime in if you think I have something wrong. So many of these things are moving targets! I could easily have missed an IRS Notice or Executive Order that changes the rules I thought I knew when I woke up this morning.
If I'm lucky the last of my 1099s will be out the door tomorrow. And I have one client who, for whatever reason, wants to wait until Monday to do his employee W-2s (on SSA BSO). I'm expecting either BSO or the VATax site to crash (or both) but I'll be pleasantly surprised if we can get everything done without a hitch.