Changes to 1099 and 1096 printing/efiling in release 2023
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 will be able to access 1099/1096 forms via Aatrix to stay compliant with the newest tax form updates. See the table below for changes and how this will apply to you.  


For information on printing 1099-K forms, see 1099-K related changes in Sage 50 Release 2023.  

Cause
Resolution

[BCB:5:Third-party support:ECB]

 

 

Which forms should I purchase?

Note: Forms are available from Harland & Clark at www.sagechecks.com/estore

Visit Which tax forms should I order for year end?

 

Visit Changes to 1099 and 1096 printing/efiling in release 2023

 

 

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

Coming soon: Aatrix eFIle plan.


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

 

*Payer record copies can be printed to plain paper

**1099 Instructions: The instructions are printed on plain paper and distributed with the recipient copies.

 

[BCB:161:Chat 50 US:ECB]

 


Steps to duplicate
Related Solutions

How to print the 1099-NEC
How to print 1099-MISC or 1099-INT forms