Changes to 1099 and 1096 printing/efiling in release 2023

Summary

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 DocLink: <a href="../../view2.jsp?k2dockey=221924560116575" target="_self">1099-K related changes in Sage 50 Release 2023</a>. Note: 1099-K forms can be printed from Release 2022 if you subscribe to the tax service, but the information on the forms will need to be entered manually because the program does not have setup fields for 1099-K. To ensure compliance, upgrade to Release 2023, which includes setup fields for 1099-K.

Resolution

CAUTION: Sage Customer Support does not provide assistance for issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please contact your Sage business partner, network administrator, or accountant for assistance. Please review this document for additional information on the scope of Sage Customer Support Services.e

Sage 50 2022.x and earlier versions

Sage 50 2023.x and later versions

Required forms and customer plans

Print 1099/1096 forms to pre-printed forms from Sage 50 (old method)

All customers with or without an active plan

N/A

Print 1099/1096 forms from Aatrix

All customers with an active plan with payroll

All customers with an active plan, with or without payroll

Note: You will need to purchase an Aatrix efile plan from Sage to use the Aatrix efile capabilities or use the Information Return Intake System (IRIS) with the IRS to efile manually.

Which forms should I purchase?

Note: Forms 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	Red Pre-Printed Form (3-up)*	Red Pre-Printed Form	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	Red Pre-Printed Form (2-up)	Red Pre-Printed Form	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	Red Pre-Printed Form (2-up)	Red Pre-Printed Form	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	Red Pre-Printed Form (2-up)	Red Pre-Printed Form	Blank Perforated 4-Part (4-up) without backer	Plain paper

*Red Pre-Printed Form (3-up): When ordering from Sage Checks & Forms, the part number is L99NECA.

**Payer record copies can be printed to plain paper

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

Changes to 1099 and 1096 printing/efiling in release 2023

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