Summary
Description
Cause
Resolution

If you need assistance with determining the correct forms to order, call Sage CRE Forms at 1-800-760-7929 or email them at [email protected].
Form 1099
Form Type | Federal 1099 | Federal 1096 | Payer, Recipient, and State | Instructions* |
eFile 1099-NEC | Record Copy** | Record Copy** | Blank Perforated 4-Part (4-up) without backer | Plain Paper |
Printed 1099-NEC | Starting with reporting year 2021: Red Pre-Printed Form (3-up) Reporting year 2020: Red Pre-Printed Form (2-up) | Red Pre-Printed Form | Blank Perforated 4-Part (4-up) without backer | Plain Paper |
eFile 1099-Misc | Record Copy** | Record Copy** | 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** | Record Copy** | 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-DIV | Record Copy** | Record Copy** | Blank Perforated 4-Part (4-up) without backer | Plain Paper |
Printed 1099-DIV | Red Pre-Printed Form (2-up) | Red Pre-Printed Form | Blank Perforated 4-Part (4-up) without backer | Plain Paper |
1099 Instructions*: The instructions are printed on plain paper and distributed with the recipient copies.
Record Copy**: This form may be printed to blank paper for your records.
Note: Beginning with reporting year 2020, there were changes to the 1099-MISC form as well as the addition of the new form 1099-NEC. Refer to article DocLink: Will the new 1099-NEC (Nonemployee compensation) for 2020 be available in Accounts Payable?
Form W-2 and W-3
Form Type | Federal SSA copy | Federal W-3 | Employer | State and/or Local W-2 | Employee |
eFile W-2 | Record Copy** | Record Copy** | Record Copy** | Record Copy** | Blank Perforated 4-Part*** |
Printed W-2 | Plain Paper* | Plain Paper* | Record Copy** | Blank Perforated 4-Part*** | Blank Perforated 4-Part*** |
Plain Paper*: The Federal W-2 and W-3 may be submitted to the IRS on plain paper with black ink. See The W-2 or W-3 for the Social Security Administration is not red article linked below for more information.
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 are mailing.
For both options you can place orders by calling 800-760-7929 or email them at [email protected].
ACA Forms
- Employee 1095-B - Blank Full page w/instructions on back
- Employee 1095-C - Blank Full page w/instructions on back
1098 Mortgage Interest Forms
For the 1098 forms generated in Property Management, use the pre-printed 2-up forms for 1098s. The red form for Federal (copy A). The black form for Payer/Borrower (copy B) and Recipient/Lender (copy C). These can also be ordered from the Sage CRE Forms web site at http://www.sagecreforms.biz.
DocLink: The W-2 and W-3 for the Social Security Administration are not red
DocLink: How many W-2 forms do I need to order for year end?
DocLink: Where can I order checks that will work with Sage CRE Software
DocLink: Which ACA forms should I submit?
Chat with support