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

Created on  | Last modified on 

Summary

Use the tables below to determine which forms (such as W-2 forms and 1099 forms) you need to order for Sage 50 Accounting year-end processing.

Resolution

 

CAUTION: Sage Customer Support cannot assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Refer to our Scope of Support document for details. For assistance, contact your Sage business partner, network administrator, or accountant. 



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


Form W-2 and W-3

Form Type Federal SSA copy Federal W-3 Employer State and/or Local W-2 Employee Instructions***
eFile W-2 Record Copy - plain paper Record Copy - plain paper Record Copy - plain paper Record Copy - plain paper Blank Perforated 4 Part** Plain paper
Printed W-2 Plain Paper* Plain Paper* Record Copy - plain paper Plain paper* Blank Perforated 4 Part** Plain paper

 

Plain Paper*: The Federal W-2 and W-3 may be submitted to the IRS on plain paper with black ink.
Record Copy**: This form may be printed to blank paper for your records.
W-2 Instructions***: We recommend ordering blank 4-part perforated forms with instructions on the back. You may also print the instructions separately using blank non-perforated paper. Then photocopy the printed instructions to include with all the Employee W-2s you’re mailing. If eFiling, you may select to have employee W-2 copies with instructions mailed to your employees for a fee.


Form 1099 - With the 2023.0 release and later, these options will be available for all customers with a valid plan with or without a payroll subscription.   NOTE: Release 2024 is currently the only supported version. 

Form Type Federal 1099 Federal 1096 Payer, Recipient, and State** Instructions***
eFile 1099-NEC Plain paper (record copy) Plain paper (record copy)

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 Plain paper (record copy) Plain paper (record copy)

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 Plain paper (record copy) Plain paper (record copy)

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

Plain paper (record copy) Plain paper (record copy)

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

 


ACA Forms

  • Employee 1095-B - Blank Full page w/instructions on back (Sage Forms #L1095BBLK)
  • Employee 1095-C - Blank Full page w/instructions on back (Sage Forms #L1095CBLK)



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