Summary
Resolution

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) | Plain paper | |
Printed 1099-NEC | Red Pre-Printed Form | Plain paper | ||
eFile 1099-Misc | Record Copy (plain paper) | Record Copy (plain paper) | Plain paper | |
Printed 1099-Misc | Red Pre-Printed Form (2-up) | Plain paper | ||
eFile 1099-INT | Record Copy (plain paper) | Record Copy (plain paper) | Plain paper | |
Printed 1099-INT | Red Pre-Printed Form (2-up) | Plain paper | ||
eFile 1099-K | Record Copy (plain paper) | Record Copy (plain paper) | Plain paper | |
Printed 1099-K | Red Pre-Printed Form (2-up) | 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.