Which forms to purchase for 1099 and 1096 printing/efiling
Description

Starting with release 2023.0, the older method of printing 1099 and 1096 forms from the Forms menu is no longer available. The good news is that all customers with an active plan can access 1099/1096 forms via Aatrix to stay compliant with the newest tax forms. See the table below for changes and how this will apply to you.  

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You can order all forms by calling 1-800-617-3224 or visit www.sagechecks.com/estore.

 

1099/1096 forms needed to print from Aatrix:

Form Type Federal 1099 Federal 1096 Payer, Recipient, and State* Instructions**
eFile 1099-NEC Record Copy (plain paper) Record Copy (plain paper)

Blank Perforated 4-Part (4-up) without backer

Plain paper
Printed 1099-NEC

Plain paper

 

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-Misc Record Copy (plain paper) Record Copy (plain paper)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-Misc Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-INT Record Copy (plain paper) Record Copy (plain paper)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-INT

Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-K Record Copy (plain paper)

Record Copy (plain paper)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-K Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

 

*You can print Payer record copies to plain paper

**1099 Instructions: You can print the instructions on plain paper and distribute with the recipient copies.

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Which tax forms do I need to I order for year end?

How to print the 1099-NEC

How to print 1099-MISC or 1099-INT forms