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Forms used to print W2s, 1095s and 1099s

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Summary

Describes the forms used to print W2s, 1095s and 1099s in Sage 100 ERP.

Description

The Forms with the red or black borders are no longer required for printing year-end forms such as: W2s, W3s, 1099s, 1096s, 1095s.

Resolution

CAUTION: Sage Customer Support doesn’t assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Contact the Sage business partner, network administrator, or accountant for assistance. Refer to the Scope of Support document for details.

 

Sage 100 includes "print and sign" tax forms functionality for payroll tax forms using Federal and State Tax Reporting. This feature eliminates the need for some pre-printed forms — allowing you to print on plain paper instead.

IRS regulations requirement:

  • Print employee copies of Form W-2 (Copies B, C, and 2) and Form 1099 (except Copy A) on perforated paper.
  • Provide individual filing instructions  to each employee (IRS: About Form W-2 and the IRS: About Form 1099).
  • Sage Checks and Forms offer these plain paper forms in the required perforated format.

W2/W3

  • Federal W2 (Copy A) = Print to Plain Paper (The Federal W2-SSA copy can’t be printed on perforated paper. The W2 Copy A prints two employees per page.)
  • Federal W3 = Print to Plain Paper (The Federal W3-SSA copy can’t be printed on perforated paper)
      • The Federal Copy A and W3 forms don’t need to be printed on pre-printed forms with red ink
  • Sage 100 requires Blank four-part perforated paper for the 4/page copies
  • State - Copy 1 (prints 4 employees per sheet)
    • system prompts to print to Blank four part perforated
    • Contact the State agency for their specific W2 printing/perforation requirements
  • Employee W2 (Copy B, C and 2-Copy 2s)
    • Blank 4-part perforated paper
    • The employee notice isn’t printed on the backs of these blank perforated forms. Print the recipient instructions to plain paper from within the 1099 eFiling viewer screen
  • Employer W2 (Copy D) (prints four different employees per sheet) 
    • Print to Plain Paper or Blank four part perforated

1095B/1095C 

  • Employee 1095-B - Blank Full page w/instructions on back
  • Employee 1095-C - Blank Full page w/instructions on back
  • The U.S. government accepts plain paper for Forms 1094 and 1095 Federal and Employer copies 
  • When using Federal and State Tax Reporting to print ACA 1095 forms, Aatrix prints the employee's address in alignment with the existing W2 envelope. This is true for both of the 1095 forms

1099/1096

  • Federal 1099 NEC = (Copy A)
    • Prints three different recipients/page.  
    • The U.S. government accepts the Printing of Aatrix alternate forms on Plain/Blank paper.
  • Federal 1099 MISC, DIV, INT = (Copy A)
    • Prints two different recipients per sheet.
    • The U.S. government accepts the Printing of Aatrix alternate forms on Plain/Blank paper.
  • Federal 1096 Form
    • Approved for Plain/Blank paper printing.
  • Other Copies of 1099s -
    • Sage 100 requires Blank four-part perforated paper for the 4/page copies
  • State 1099 = (Copy 1)
    • prints four different recipients per sheet. Use the Blank 4-part perforated paper
    • Contact the State agency for specific 1099 printing/perforation requirements. Not all states require 1099s to be filed
  • Recipient 1099 (Federal Copy, Copy B for Recipient, two Copies Form 2 for recipient to file with state/local return)
    • Prints one recipient per sheet on a Blank 4-part perforated form
    • Note: The recipient notice isn’t printed on the backs of these blank perforated forms. Print the recipient instructions to plain paper, from within 1099 eFiling viewer screen
  • Payer 1099 (Copy C)
    • Prints four different recipients per sheet on Plain Paper or a Blank four-part perforated sheet
  • State 1096
    • Print to plain paper.
    • Contact the State agency for their specific 1096 printing/perforation requirements. Not all states require the 1096 form.

Sage Forms Division provides Perforated paper with and without the instructions on the back and provides envelopes with or without self-sealing options.  IRS pre-preprinted forms are no longer required for Year-End Federal and State Tax Reporting.

Sage Checks and Forms, or call 800-617-3224.

 NOTE: Currently Aatrix only supports printing W2s and/or 1099s 4 per page and will no longer print to pre-printed 2-per-page W2 forms. 

Effective tax year 2023, the government approved Aatrix to print any forms on regular paper. This includes all forms previously requiring Red paper. The U.S. government eliminated the red paper requirement for W2s, 1099s, ACA forms.

Related Solutions


How to print and/or eFile Form 1099 and 1096 in Sage 100