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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


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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