W-2 099 RepoRting - · PDF fileW-2 & 099 RepoRting >>TAX YEAR 2013 ... This traditional...

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W-2 & 099 REPORTING TAX YEAR >> 2013 The right options for easy wage and information reporting

Transcript of W-2 099 RepoRting - · PDF fileW-2 & 099 RepoRting >>TAX YEAR 2013 ... This traditional...

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W-2 & 099RepoRting

T A X Y E A R

>> 2 0 1 3

The right options for easy wage and

information reporting

Paul
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table of ContentsFiling Options Overview . . . . . . . . . . . . . . . . . . . . . 3

Your W-2 & 099 partner

W-2 Ordering Guide . . . . . . . . . . . . . . . . . . . . . . . . . 4W-2 Software Compatibility . . . . . . . . . . . . . . . . . 5W-2 Sets and Kits . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7W-2 Preprinted Forms . . . . . . . . . . . . . . . . . . . . 8-11W-2 Blank Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . 12W-2 Continuous Forms . . . . . . . . . . . . . . . . . . . . . 13W-2 Compatible Envelopes . . . . . . . . . . . . . . . . . 14W-2 Pressure Seal Forms . . . . . . . . . . . . . . . . . . . 15

1099 Ordering Guide . . . . . . . . . . . . . . . . . . . . .16-171099 Sets and Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . 181099 Preprinted Forms . . . . . . . . . . . . . . . . . .19-211099 Blank Forms . . . . . . . . . . . . . . . . . . . . . . . . . . .221099 Continuous Forms . . . . . . . . . . . . . . . . . . . . . 231099 Compatible Envelopes . . . . . . . . . . . . . . . .241099 Pressure Seal Forms . . . . . . . . . . . . . . . . . . . 25Winfiler Software . . . . . . . . . . . . . . . . . . . . . . . . . . .26

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W-2 & 1099 foRms pp. 4-25

All of Our Forms are IRS-CompliantThis traditional method of reporting W-2 & 1099 information gives you many options for efficiency . Our forms work with most software programs, and free samples are available to ensure compatibility .

• Preprintedlaserforms

• Blankperforatedlaserpaper

• Continuousforms

• Pressuresealforms

• Envelopes

• Transmittalsandcorrections

• Muchmore!

WinfileR® softWaRe ideal foR anY business With moRe than 25 W-2s oR 1099s to file p. 26

Complete W-2 & 1099 Reporting…from Start to FinishWinfiler software makes it easy to enter data, then print and file annualwageandinformationreports,savingyoutime!

• W-2,1099,1098formsandmore

• EasydataimportfromQuickBooks®andmostothersoftware

• E-filingcapabilities

• Unlimitednumberofpayeesandpayers

• Quickcorrectionsandtransmittals

• Easy-to-use,intuitivenavigation

• Automaticdatacheckingandannualdatatransfer

• Easyprintingonblankorpreprintedforms

the Right options for easy W-2 & 1099 Reporting

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W-2 Parts RequiredPer StateState (Parts)Alabama** (6)Alaska (4)Arizona (6)Arkansas (6)California (6)Colorado (6)Connecticut (6)Delaware** (6)District of Columbia (6)Florida (4)Georgia (6)Hawaii (6)Idaho (6)Illinois (6)Indiana (6)Iowa (6)Kansas (6)Kentucky** (6)Louisiana (6)Maine (6)Maryland** (6)Massachusetts (6)Michigan** (6)Minnesota (6)Mississippi (6)Missouri** (6)Montana (6)Nebraska (6)Nevada (4)New Hampshire (4)New Jersey (6)New Mexico (6)New York** (6)North Carolina (6)North Dakota (6)Ohio** (6)Oklahoma (6)Oregon (6)Pennsylvania** (6)Rhode Island (6)South Carolina (6)South Dakota (4)Tennessee (4)Texas (4)Utah (6)Vermont (6)Virginia (6)Washington (4)West Virginia (6)Wisconsin (6)Wyoming (4)

**Certain cities in these states require an 8-part W-2 form.

Form Title What to Report To SSA by To IRS by To Recipient by

W-2 Wage & Tax Wages, tips, other compensation; Last day January 31 Statement socialsecurity,Medicare,withheld ofFebruary incometaxes.Includebonuses,vacation (March31st allowances, severance pay, certain if e-filed) moving expense payments, some kinds of travel allowances, and third-party payments of sick pay .

W-2G Certain Gambling winnings from horse racing, Last day January 31 Gambling dog racing, jai alai, lotteries, keno, bingo, of February Winnings slotmachines,sweepstakes,wagering (March31st pools, etc . Generally, $600 or more; if e-filed) $1,200 or more from bingo or slot machines; $1,500 or more from keno .

W-2c Corrected Corrects errors on previously filed File with the Wage&Tax W-2s.AW-2cformmustbeprovidedto employeeand Statement theemployee,andacopymailedto,or SSAassoon e-filedwiththeSSA(SocialSecurity aserroris Administration).DonotfileaW-2cto discovered correctanaddresserroronly.Donot file a W-2c to correct an error on a W-2G form .

>> sets & Kits Order by the number of employees

>> preprinted forms Order by the number of employees Increments of 25 available Example: 17 employees order 25; 67 employees order 75

>> blank forms Order by the sheet Increments of 100 available

W-2 Ordering Information

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G. 2up H. 3up with 3/4 " side perf I. 4up,Ver1withQuadrantperf

J. 4up, Ver 2 with Horizontal perf

K. UniversalforprintingW-2 and 1099s on one stock

L. 3upforQuickBooks& EasyACCTwith1/2 " side perf

Blank W-2 FOrmats

PrePrInted W-2 FOrmats

A. Traditional, two employees per page

B. Condensed 2up, one employee, two copies per page

C. Condensed 3up, one employee, three copies per page

E. Condensed 4up Ver 2, one employee, four copies per page

F. ContinuousD. Condensed 4up Ver 1, one employee, four copies per page

Software Compatible with Preprinted W-2 Formats Software Compatible Formats

1099-ETC(AMS) A,B,C,D,E,F

ATXW-2/1099 A,C,D

ClientAccountingSuite A

CS Professional A,B,D

EasyACCT A,D

Pensoft A

QuickBooks A

Quicken A

SAGEBusinessWorksAccounting A,C,D,F

SAGE100ERP A,C,D,E,F,

SAGE100Contractor A,F

SAGE300Const.andRealEstate A,D,F

TaxWise W2-1099 A,C,D

Winfiler A,B,C,D,E

We have compatibility information for many other software programs. Call us if you don't see the program you are looking for.

Request Free

Samples To Ensure

CompatibilitySoftware Compatible with Blank W-2 Formats Software Compatible Formats

1099-ETC(AMS) G, H, I, J, K

ATXW-2/1099 H, I, K

ClientAccountingSuite G, I, J, K

CS Professional G, I

EasyACCT I, L

Sage50-U.S.Edition I

Pensoft G, I

QuickBooks I, L

Quicken L

SAGEBusinessWorksAccounting G, I,

SAGE100ERP G, I, J, K, L

SAGE100Contractor G

SAGE300Const.andRealEstate G, I

TaxWise W2-1099 H, I, K

Winfiler G, H, I, K

We have compatibility information for many other software programs. Call us if you don't see the program you are looking for.

All brand names are the property of their respective companies.

Compatible envelopes available for all forms .

Paul
Web and Phone
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W-2 tradItIOnal laser setsSets include all forms required for filing with federal, state and local agencies based on the number of parts needed .

W-2 Traditional 2up Laser SetsItem # Parts Compatible EnvelopePreprinted Laser SetsW2TRADS405 4pt DWENV05W2TRADS605 6pt DWENV05W2TRADS805 8pt DWENV05Blank Laser SetsTRADSET405 4pt DWENV05*TRDSET4I05 4pt DWENV05TRADSET605 6pt DWENV05*TRDSET6I05 6pt DWENV05TRADSET805 8pt DWENV05*TRDSET8I05 8pt DWENV05

*Employee instructions are printed on back of blank paper .

>> FOrms InCluded W-2 Traditional Preprinted & Blank Sets Preprinted Blank Forms SheetsForm Copy 4pt 6pt 8pt 4pt 6pt 8ptW-2EmployerFederalCopyA 1 1 1 1 1 1W-2 Employer State/City Copy 1 n/a 1 2 n/a n/a n/aW-2EmployerFileCopyD 1 1 1 n/a n/a n/aW-2 Employee Federal Copy B 1 1 1 n/a n/a n/aW-2 Employee State/City Copy 2 n/a 1 2 n/a n/a n/aW-2 Employee File Copy C 1 1 1 n/a n/a n/aBlank 2up Laser Paper n/a n/a n/a 2 3 4

W-2 sets & Kits

W-2 kIts WIth envelOPesKits include all forms required for filing with federal, state and local agencies based on the number of parts needed and envelopes .

W-2 Traditional 2up Preprinted Laser KitsItem # Parts Included Envelope Envelope SealW2TRADS4E 4pt DWENVS05 SelfSealW2TRADS4EG 4pt DWENV05 MoistureSealW2TRADS6E 6pt DWENVS05 SelfSealW2TRADS6EG 6pt DWENV05 MoistureSealW2TRADS8E 8pt DWENVS05 SelfSealW2TRADS8EG 8pt DWENV05 MoistureSeal

W-2 Condensed 4up Preprinted Ver 1 Laser KitsItem # Parts Included Envelope Envelope SealW24UPS6E 6pt 4UPDWENVS05 SelfSealW24UPS6EG 6pt 4UPDWENV05 MoistureSealW24UPS8E 8pt 4UPDWENVS05 SelfSealW24UPS8EG 8pt 4UPDWENV05 MoistureSeal

W-2 Preprinted Traditional 6-part Kit with EnvelopeW2TRADS6EG

Traditional 6-part Preprinted SetW2TRADS605

UsetheW-2 Parts required Per state chart on page 4 to determine the parts needed for the state(s) in which you file .

Order by the number of employees in increments of 25

Paul
Web and Phone
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W-2 COndensed laser setsSets include all forms required for filing with federal, state and local agencies based on the number of parts needed .

W-2 Condensed Preprinted 2up Sets**Item # Parts Compatible EnvelopeW2COMBS405 4pt DWENV05W2COMBS605 6pt DWENV05W2COMBS805 8pt DWENV05

**If you need 2up condensed laser sets with blank paper, order traditional 2up blank paper sets on p . 6 .

W-2 Condensed Preprinted 3up SetsItem # Parts Compatible EnvelopeW23UPS405 4pt 3UPDWENV05W23UPS605 6pt 3UPDWENV05

W-2 Condensed Preprinted 4up SetsItem # Parts Compatible EnvelopeVer 1W24UPS605 6pt 4UPDWENV05W24UPS805 8pt 4UPDWENV05Ver 2W24DOWN605 6pt 4DOWNENV05W24DOWN805 8pt 4DOWNENV05

W-2 Condensed Blank 3up SetsItem # Parts Compatible Envelope3UPSET605 6pt 3UPDWENV05*3UPSET6I05 6pt 3UPDWENV05

*Employee instructions are printed on back .

W-2 Condensed Blank 4up SetsItem # Parts Compatible EnvelopeVer 14UPSET605 6pt 4UPDWENV05*4UPSET6I05 6pt 4UPDWENV054UPSET805 8pt 4UPDWENV05*4UPSET8I05 8pt 4UPDWENV05Ver 2*4DWNSET605 6pt 4DOWNENV05*4DWNSET805 8pt 4DOWNENV05

*Employee instructions are printed on back .

W-2 Condensed 4up 6-part Preprinted SetW24UPS605

>> FOrms InCludedW-2 Condensed Preprinted Sets 2up 3up 4up Forms Forms FormsForm Copy 4pt 6pt 8pt 4pt 6pt 6pt 8ptW-2EmployerFederalCopyA 1 1 1 1 1 1 1W-2 Employer State/City Copy 1 n/a 1 2 n/a 1 1 2W-2EmployerFileCopyD 1 1 1 1 1 1 1W-2 Employee State/City Copy 2 n/a 1 2 n/a n/a n/a n/aEmployee 2up Copies B/C 1 1 1 n/a n/a n/a n/aEmployee 3up Copies B/2/C n/a n/a n/a 1 1 n/a n/aEmployee 4up Copies B/2/C/2 n/a n/a n/a n/a n/a 1 1

W-2 Condensed Blank Sets 3up Sheets 4up SheetsForm Copy 6pt 6pt 8ptW-2EmployerFederalCopyA 1 1 1Blank 2up Laser Paper 1 1 2Blank 3up Laser Paper 1 n/a n/aBlank 4up Laser Paper n/a 1 1

W-3 TransmiTTalsYou need one W-3 form to summarize all paper W-2CopyAformsforasinglecompany(EIN).DonotuseW-3formswhene-filing.IfyouneedmorethantheTHREEFREElaserformswe send with your W-2s, order #BW305 .

Paul
Web and Phone
Paul
ColorLogoTrans
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Order by the number of employees in increments of 25

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W-2 PrePrInted laser FOrms

W-2 Preprinted Traditional 2up Laser Forms Compatible Item # Description EnvelopeBW2FED05 W-2EmployerFederalCopyA n/aBW2ER105 W-2EmployerState/City/LocalCopy1 n/aBW2ERD05 W-2EmployerFileCopyD n/aBW2ERD105 W-2Employer2upCopiesD/1 n/aBW2EEB05 W-2EmployeeFederalCopyB DWENV05BW2EE205 W-2 Employee State/City/Local Copy2 DWENV05BW2EEC05 W-2EmployeeFileCopyC DWENV05

W-2 Form DeSCriPTionSForm Copy DescriptionCopyA SocialSecurityAdministrationCopy1 ForState,CityorLocalTaxDepartmentCopyD ForEmployer’sRecordsCopyB TobefiledwithEmployee’sFederalTaxReturnCopyC ForEmployee’sRecordsCopy2 TobefiledwithEmployee’sState,CityorLocalIncome TaxReturn

W-2 Employee Federal Copy BBW2EEB05

W-2 Employer State/City/Local Copy 1BW2ER105

W-2 Employee State/City/Local Copy 2BW2EE205

W-2EmployerFederalCopyABW2FED05

W-2EmployerFileCopyDBW2ERD05

W-2 Employee File Copy CBW2EEC05

W-2Employer2upCopiesD/1BW2ERD105

W-2 preprinted forms

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Web and Phone
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W-2 Employee 4up Ver 1 Copies B/2/C/2BW24UP05

W-2 Employee 4up Ver 2 Copies B/C/2/2BW24DWN05

W-2 Employee 2up Copies B/CBW2EEBC05

W-2 Employee 3up Copies B/2/CBW23UP05

W-2Employer4upCopies1/DBW24UPER05

W-2 PrePrInted COndensed 2uP, 3uP & 4uP laser FOrms

W-2 Preprinted Condensed 2up, 3up & 4up Laser Forms Compatible Item # Description EnvelopeBW2EEBC05 W-2Employee2upCopiesB/C DWENV05BW23UP05 W-2Employee3upCopiesB/2/C 3UPDWENV05BW24UP05 W-2Employee4upVer1 CopiesB/2/C/2 4UPDWENV05BW24DWN05 W-2Employee4upVer2 CopiesB/C/2/2 4DOWNENV05BW24UPER05 W-2Employer4upCopies1/D n/a

FormatsmaychangeincompliancewithIRSstandards.

W-3 TransmiTTalsYou need one W-3 form to summarize all paper W-2CopyAformsforasinglecompany(EIN).Donot use W-3 forms when e-filing . If you need more thantheTHREEFREElaserformswesendwithyour W-2s, order #BW305 .

CompaTible envelopeson page 14

Paul
Web and Phone
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W-2 PrePrInted COndensed 4uP laser FOrms

W-2 Preprinted Condensed 4up Laser Forms Compatible Item # Description EnvelopeW24UPA W-2Employee4upVer1A Copies C/B/2/2 8055880026 W-2Employer4upVer1ACopies1/D n/aB4DWNEMP W-2Employer4upVer2ACopies1/D n/aBW24DWNA W-2Employee4upVer2A Copies B/C/2/2 435680071 W-2 Employee 4up Copies 2/2/B/C 39880072 W-2Employer4upCopies1/D n/a

W-2 Employee 4up Copies 2/2/B/C80071

W-2Employee4upVer1ACopiesC/B/2/2W24UPA

CompaTible envelopeson page 14

W-2Employer4upVer1ACopies1/D80026

W-2Employer4upVer2ACopies1/DB4DWNEMP

W-2Employee4upVer2ACopiesB/C/2/2BW24DWNA

W-2 preprinted formsOrder by the number of employees in increments of 25

W-2Employer4upCopies1/D80072

Paul
Web and Phone
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W-2c, W-3c laser FOrms

W-2c & W-3c Correction Forms Compatible Item # Description EnvelopeBW2C05 W-2cEmployerFederalCopyA n/a80075 W-2cEmployerFileCopyD n/a80076 W-2c Employer State/City/Local Copy 1 n/a80073 W-2cEmployeeFederalCopyB W2CENV0580074 W-2cEmployeeFileCopyC W2CENV0580077 W-2cEmployeeState/City/LocalCopy2 W2CENV05BW3C05 W-3c Correction Transmittal n/a

W-2G laser FOrms

W-2G 2up Forms Compatible Item # Description Envelope13BW2GFED05 2013W-2GFederalCopyA n/a13BW2GER105 2013W-2GPayerStateCopy1 n/a13BW2GERD05 2013W-2GPayerRecordCopyD n/a13BW2GEEB05 2013W-2GWinnerFederalCopyB W2GENV0513BW2GEEC05 2013W-2GWinnerRecordCopyC W2GENV0513BW2GEE205 2013W-2GWinnerStateCopy2 W2GENV0514BW2GFED05 2014W-2GFederalCopyA n/a14BW2GER105 2014W-2GPayerStateCopy1 n/a14BW2GERD05 2014W-2GPayerRecordCopyD n/a14BW2GEEB05 2014W-2GWinnerFederalCopyB W2GENV0514BW2GEEC05 2014W-2GWinnerRecordCopyC W2GENV0514BW2GEE205 2014W-2GWinnerStateCopy2 W2GENV05

W-2G products are summarized with 1096 forms .

W-3c TransmittalBW3C05

W-2cEmployerFederalCopyABW2C05

W-3 TransmiTTalsYou need one W-3 form to summarize all paper W-2CopyAformsforasinglecompany(EIN).Donot use W-3 forms when e-filing . If you need more thantheTHREEFREElaserformswesendwithyour W-2s, order #BW305 .

W-2GFederalCopyABW2GFED05

W-2cDoubleWindowEnvelopeW2CENV05

Paul
Web and Phone
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W-2 blank forms

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W-2 Blank PerFOrated laser PaPer• TheIRSrecommendsthatemployeecopiesbeprinted

on perforated paper

• Formpicturesindicatewhichpartsoftheformhaveinstructions printed on the back (unless noted)

W-2 Blank Laser PaperItem # Description Compatible EnvelopeWONEPERF05 2up DWENV05WONEPERFI05 2upwithinstructions DWENV05*83634 3up with 1/2" side perf 1973*83634I 3up with 1/2" side perf with instructions 1973BW23PERF05 3upwith3/4"sideperf 3UPDWENV05BW3PERFI05 3upwith3/4" side perf withinstructions 3UPDWENV054UPPERF05 4upVer1 4UPDWENV054UPPERFI05 4upVer1withinstructions on2panels 4UPDWENV0583631 4up Ver 1 with instructions onall4panels 4UPDWENV054UP24 4upVer1withinstructions on24#paperstock 4UPDWENV0580016 4upVer2 4DOWNENV054DWNPERF05 4upVer2withinstructions 4DOWNENV05B4PERF05 4upUniversal 1970**

*CompatiblewithQuickBooks.**NotforusersofATXorTaxWisesoftware.

4up Blank Paper - Ver 14UPPERF05 4UPPERFI05 (with instructions) 83631 (with instructions on all 4 panels) 4UP24 (24# paper with instructions)

3up Blank Paper83634 83634I (with instructions) CompatiblewithQuickBooks

4up Blank Paper - Ver 280016 4DWNPERF05 (with instructions)

2up Blank PaperWONEPERF05 WONEPERFI05 (with instructions)

3up Blank PaperBW23PERF05 BW3PERFI05 (with instructions)

4upUniversalBlankPaperB4PERF05

instructions Here

instructions Here

request a sample of our envelopesif you plan to use them with blank W-2 paper .

It’simportanttoensurethatwindowplacementiscompatible with the information your software prints .

instructions Here

instructions Here

1/2" side perf

instructions Here

instructions Here

3/4" side perf

instructions Here

instructions Here

instructions Here

instructions Hereemployee

federalCopy

employeestateCopy

employeestateCopy

employeeRecordCopy

instructions Hereprint on front

CompaTible envelopeson page 14

Order by the sheet in increments of 100

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Carbonless Construction –Print on all copies without a carbon interleave.

electronic Reporting –Print recipient, state, local and file copies. Copy A is not included because you file it electronically.electronic filing is required for payers with over 250 employees.

one-Wide –Suitable for any size printer or type-writer, making this format our most popular continuous form.

two-Wide –For use on wide, 132 column printers. employer and employee copies are printed side by side.

twin sets –For printers that cannot legibly print more than four parts. employer and employee copies printed separately.

W-2 COntInuOus FOrms

W-2 Continuous Forms Compatible Item # Description Copy Part EnvelopeCarbonlessCW2054 One-Wide4pt A,B,C,D DWENV05CW2056 One-Wide6pt A,1,B,C,2,D DWENV05CW2058 One-Wide8pt A,1,1,B,C,2,2,D DWENV052CW2053 Two-Wide6pt Left:D/1,D/1; Right:A,B,C,2 2DWENV052CW2054 Two-Wide8pt Left:D/1,D/1,D/1; Right:A,B,C,2,2 2DWENV05TSCW2ER053 Twin-SetEmployer3pt A,1,D DWENV05TSCW2EE053 Twin-SetEmployee3pt B,2,C DWENV05TSCW2ER054 Twin-SetEmployer4pt A,1,D,1 DWENV05TSCW2EE054 Twin-SetEmployee4pt B,2,C,2 DWENV05TSCW2053 Twin-Set6pt A,1,D,B,2,C DWENV05TSCW2054 Twin-Set8pt A,1,D,1,B,2,C,2 DWENV05Self-MailerQMW2054 One-Wide4pt A,D:B,C n/aQMW2056 One-Wide6pt A,1,D:B,C,2 n/a2QMW2056 Two-Wide6pt Right:A:B,C,2; Left:1/D,1/D n/a2QMW2058 Two-Wide8pt Right:A:B,C,2,2; Left:1/D,1/D,1/D n/a

W-2 electronic reporting Forms Compatible Item # Description Copy Part EnvelopeCarbonlessMMCW2054 4pt B,C,2,1/D DWENV05MMCW2055 5pt B,C,2,2,1/D DWENV05Self-MailerMMQMW2D053 4pt 1/D:B,C,2 n/a

W-2G, W-2c Continuous Forms Compatible Item # Description Copy Part Envelope*W-2G Certain Gambling Winnings*13CW2G056 2013Carbonless6pt(2perpage) A,1,B,C,2,D W2GENV05 *14CW2G056 2014Carbonless6pt(2perpage) A,1,B,C,2,D W2GENV05W-2c Corrected Wage and Tax Statement CW2C056 Non-DatedCarbonless6pt A,1,B,C,2,D W2CENV05

*W-2G products are summarized with 1096 forms .

W-2 Continuous forms

self-mailer –Print form data for all copies at once. Tear off the employer/payer copies, and the employee copies are printed, pre-inserted into envelopes and are ready to mail.

Order by the number of employees in increments of 25

W-3 TransmiTTalsYou need one W-3 form to summarize allpaperW-2CopyAformsforasinglecompany(EIN).DonotuseW-3formswhen e-filing . If you need more than theTHREEFREElaserformswesendwith your W-2s, order #BW305 .

Paul
Web and Phone
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1970-MoistureSeal 1970S - Self Seal

DWENV05-MoistureSeal DWENVS05 - Self Seal

1973-MoistureSeal 1973S - Self Seal

3UPDWENV05-MoistureSeal 3UPDWENVS05 - Self Seal

4UPDWENV05-MoistureSeal 4UPDWENVS05 - Self Seal

4DOWNENV05-MoistureSeal 4DOWNENVS05 - Self Seal

80558-MoistureSeal 80558S - Self Seal

2DWENV05-MoistureSeal

1961-MoistureSeal SWENV05-MoistureSeal

4UPALT9-MoistureSeal

W2CENV05-MoistureSeal

Top Window Bottom Window Top Distance From Bottom Distance FromItem # Description Overall Size Window Size Left Edge Bottom Edge Window Size Left Edge Bottom EdgeMoisture Seal W-2 Envelopes*1970 W-2UniversalDoubleWindow 55/8" x 83/4" 1/2" x 21/2" 1/2" 311/16" 9/16" x 21/2" 31/16" 11/2"DWENV05 W-22upDoubleWindow 53/4" x 83/4" 15/16" x 41/8" 1/2" 33/8" 13/8" x 41/8" 1/2" 19/16"*1973 W-23upDoubleWindow 37/8" x 81/2" 7/8" x 31/4" 3/8" 21/4" 13/16" x 31/4" 3/8" 1"3UPDWENV05 W-23upDoubleWindow 37/8" x 8" 1" x 31/8" 3/8" 23/16" 3/4" x 31/8" 3/8" 1"4UPDWENV05 W-24upVer1DoubleWindow 53/4" x 83/4" 9/16" x 37/8" 5/16" 39/16" 11/16" x 37/8" 43/8" 21/2"4DOWNENV05 W-24upVer2DoubleWindow 53/4" x 83/4" 3/4" x 313/16" 5/16" 43/16" 3/4" x 313/16" 5/16" 5/8"80558 •W-24upVer1ADoubleWindow 55/8" x 9" 11/16" x 311/16" 5/8" 39/32" 11/16" x 311/16" 5/8" 15/32"4356 W-24DownVer2Alt.DoubleWin 55/8" x 9" 3/4" x 33/8" 3/8" 41/4" 13/16 " x 33/8" 3/8" 5/8"2DWENV05 W-2Two-WideDoubleWindow 55/8" x 91/2" 15/16" x 41/16" 1/2" 311/32" 17/16" x 41/16" 1/2" 11/2"1961 W-24upVer1DoubleWindow 55/8" x 9" 3/4" x 37/8" 3/8" 37/16" 3/4" x 37/8" 3/8" 27/16"SWENV05 W-22upSingleWindow 53/4" x 83/4" n/a n/a n/a 13/8" x 41/8" 1/2" 19/16"4UPALT9 •W-24up9 "DoubleWindow 55/8" x 9" 9/16" x 37/8" 5/16" 39/16" 11/16" x 37/8" 43/8" 21/2"W2CENV05 W-2cDoubleWindow 53/4" x 9" 15/16" x 313/16" 1/2" 31/4" 1" x 311/16" 45/16" 17/8"W2GENV05 W-2G2upDoubleWindow 55/8" x 81/2" 11/8" x 33/8" 7/16" 311/16" 19/16" x 33/8" 7/16" 111/16"Self Seal W-2 Envelopes*1970S W-2/1099UniversalDoubleWin 55/8" x 83/4" 1/2" x 21/2" 1/2" 311/16" 9/16" x 21/2" 31/16" 11/2"DWENVS05 W-22upDoubleWindow 53/4" x 83/4" 15/16" x 41/8" 1/2" 33/8" 13/8" x 41/8" 1/2" 19/16"3UPDWENVS05 W-23upDoubleWindow 37/8" x 8" 1" x 31/8" 3/8" 23/16" 3/4" x 31/8" 3/8" 1"*1973S W-23upDoubleWindow 37/8" x 81/2" 7/8" x 31/4" 3/8" 21/4" 13/16" x 31/4" 3/8" 1"4UPDWENVS05 W-24upVer1DoubleWindow 53/4" x 83/4" 9/16" x 37/8" 5/16" 39/16" 11/16" x 37/8" 43/8" 21/2"4DOWNENVS05 W-24upVer2DoubleWindow 53/4" x 83/4" 3/4" x 313/16" 5/16" 43/16" 3/4" x 313/16" 5/16" 5/8"80558S W-24upVer1ADoubleWindow 55/8" x 9" 11/16" x 311/16" 5/8" 39/32" 11/16" x 311/16" 5/8" 15/32"4356S W-24upVer2Alt.DoubleWindow 55/8" x 9" 3/4" x 33/8" 3/8" 41/4" 13/16 " x 33/8" 3/8" 5/8"

*NotforusersofATXorTaxWisesoftware.•Forhigh-speedinsertingequipment.

W-2 envelOPes• Envelopesareconstructedof24#whitewovestock

• Compatible with nearly all W-2 forms; request a sample if you plan to use them with blank W-2 paper to ensure that window placement is compatible with the information your software prints

• Interiortintprovidessecuredeliveryofconfidential employee information

• Allenvelopesareimprintedinblackwith“ImportantTaxReturnDocumentEnclosed”

W-2 Compatible envelopes

4356-MoistureSeal 4356S - Self Seal

FREESAMPLES

W2GENV05 -MoistureSeal

QuickBooks®

Compatible

Paul
Web and Phone
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W-2 Pressure seal FOrms• PressureSealsavesyoutimeandmoneyby

efficiently processing high volumes of forms and eliminating the need to fold forms and stuff envelopes (special equipment required)

• W-2instructionsareprintedonthebackofmost blank W-2 forms

• Orderinincrementsof500forms

W-2 4up Ver 280642—ComparabletoMW1288

W-2 4up 80732—ComparabletoMW285

W-2 4up Ver 180640—ComparabletoMW1289

Universal Pressure Seal FormsItem # Description Size Form Type Fold Type80650 UniversalPaper 81/2" x 14" n/a Eccentric Z

W-2 Pressure Seal FormsItem # Description Employee Copies Size Form Type Fold TypeBlank80640 W-2 4up Ver 1 n/a 81/2" x 14" Quadrant EccentricZ80642 W-2 4up Ver 2 n/a 81/2" x 14" Horizontal Eccentric ZPreprinted80481 W-2 4up Ver 1 Copies C/B/2/2 81/2" x 14" Quadrant EccentricZ80483 W-2 4up Ver 2 Copies B/C/2/2 81/2" x 14" Horizontal Eccentric Z80732 W-2 4up Ver 1 Copies 2/2/B/C 81/2" x 11" Quadrant V

V-Fold eccentric Z-Fold

W-2 pressure seal forms

W-2 4up Ver 2 80483—ComparabletoMW1286

W-2 4up Ver 1 80481—ComparabletoMW1287

W-2Universal-Instructionsprinted by software80650

Paul
Web and Phone
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1099 Parts Required Per StateState (Parts)Alabama (4 or 5)Alaska (3)Arizona (4)Arkansas (4 or 5)California (3 or 4)Colorado (4 or 5)Connecticut (4 or 5)Delaware (4 or 5)District of Columbia (4)Florida (3)Georgia (3 or 4)Hawaii (5)Idaho (4 or 5)Illinois (3 or 4)Indiana (3 or 4)Iowa (3 or 4)Kansas (4)Kentucky (3 or 4)Louisiana (3 or 4)Maine (4 or 5)Maryland (3 or 4)Massachusetts (4 or 5)Michigan (3 or 4)Minnesota (4 or 5)Mississippi (4 or 5)Missouri (3 or 4)Montana (4 or 5)Nebraska (4 or 5)Nevada (3)New Hampshire (3)New Jersey (4)New Mexico (3 or 4)New York (3 or 4)North Carolina (4 or 5)North Dakota (4 or 5)Ohio (4 or 5)Oklahoma (4 or 5)Oregon (3 or 4)Pennsylvania (4 or 5)Rhode Island (4)South Carolina (4 or 5)South Dakota (3)Tennessee (3)Texas (3)Utah (4 or 5)Vermont (3 or 4)Virginia (4)Washington (3)West Virginia (4)Wisconsin (4 or 5)Wyoming (3)

States noted as 3- or 4-part for 1099-MISC filing: If federal taxes have been withheld on the 1099-MISC, then a 4-part form is required; otherwise, a copy is not required to be filed with the recipient’s personal taxes.

Some states require a 5-part form if Box 16 (State tax withheld) is filled in on the 1099-MISC form.

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>> sets & Kits Order by the number of recipients

>> preprinted forms Order by the number of recipients Increments of 25 available Example: 17 employees order 25; 67 employees order 75

>> blank forms Order by the sheet Increments of 100 available

1099 Ordering Information

Paul
Web and Phone
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Due Date

Form Title What to Report Amounts to Report To IRSTo Recipient (unless indicated otherwise)

1042-S ForeignPerson’sU.S.SourceIncome Subject to Withholding

Income such as interest, dividends, royalties, pensions and annuities, etc ., and amounts withheld underChapter3.Also,distributionsofeffectivelyconnectedincomebypubliclytradedpartnershipsor nominees .

See form instructions March15 March15

1098 MortgageInterestStatement Mortgageinterest(includingpoints)andcertainmortgageinsurancepremiumsyoureceivedinthecourse of your trade or business from individuals and reimbursements of overpaid interest .

$600 or more February 28* (To Payer/Borrower) January 31

1098-C ContributionsofMotorVehicles,Boats,andAirplanes

Information regarding a donated motor vehicle, boat, or airplane . Gross proceeds of more than $500

February 28* (ToDonor)30daysfrom date of sale or contribution

1098-E Student Loan Interest Statement

Student loan interest received in the course of your trade or business . $600 or more February 28* January 31

1098-T Tuition Statement Qualifiedtuitionandrelatedexpenses,reimbursementsorrefunds,andscholarshipsorgrants(optional) .

See form instructions February 28* January 31

1099-A AcquisitionorAbandonmentofSecured Property

Information about the acquisition or abandonment of property that is security for a debt for which you are the lender .

Allamounts February 28* (To Borrower) January 31

1099-B Proceeds From Broker and Barter Exchange Transactions

Sales or redemptions of securities, future transactions, commodities, and barter exchange transactions .

Allamounts February 28* February 15**

1099-C CancellationofDebt Cancellationofadebtowedtoafinancialinstitution,theFederalGovernment,acreditunion,RTC,FDIC,NCUA,amilitarydepartment,theU.S.PostalService,thePostalRateCommission,oranyorganization having a significant trade or business of lending money .

$600 or more February 28* January 31

1099-CAP Changes in Corporate Control and Capital Structure

Information about cash, stock, or other property from an acquisition of control or the substantial change in capital structure of a corporation .

$1000 or more February 28* (To Shareholders) January 31

1099-DIV DividendsandDistributions Distributionssuchasdividends,capitalgaindistributions,ornontaxabledistributions,thatwerepaidon stock and liquidation distributions .

$10 or more, except $600 or more for liquidations

February 28* January 31**

1099-G Certain Government Payments Unemploymentcompensation,stateandlocalincometaxrefunds,agriculturalpayments,andtaxablegrants .

$10 or more, for refunds and unemployment

February 28* January 31

1099-INT Interest Income Interest income . $10 or more ($600 or more in some cases)

February 28* January 31**

1099-LTC Long-Term Care and AcceleratedDeathBenefits

Payments under a long-term care insurance contract and accelerated death benefits paid under a life insurance contract or by a viatical settlement provider .

Allamounts February 28* January 31

1099-MISC MiscellaneousIncome(Also,usetoreportdirectsalesof $5,000 or more of consumer goods for resale .)

Rentorroyaltypayments;prizesandawardsthatarenotforservices,suchaswinningsonTVorradioshows .

$600 or more, except $10 or more for royalties

February 28* January 31

Payments to crew members by owners or operators of fishing boats including payments of proceeds from sales of catch .

Allamounts February 28* January 31**

Section409Aincomefromnonqualifieddeferredcompensationplans(NQDCs). Allamounts February 28* January 31**

Paymentstoaphysician,physicians’corporation,orothersupplierofhealthandmedicalservices.Issued mainly by medical assistance programs or health and accident insurance plans .

$600 or more February 28* January 31**

Payments for services performed for a trade or business by people not treated as its employees . Examples: fees to subcontractors or directors and golden parachute payments .

$600 or more February 28* January 31**

Fish purchases paid in cash for resale . $600 or more February 28* January 31**

Crop insurance proceeds . $600 or more February 28* January 31**

Substitute dividends and tax-exempt interest payments reportable by brokers . $10 or more February 28* February 15**

Gross proceeds paid to attorneys . $600 or more February 28* February 15**

1099-OID OriginalIssueDiscount Original issue discount . $10 or more February 28* January 31**

1099-PATR TaxableDistributionsReceivedFrom Cooperatives

Distributionsfromcooperativespassedthroughtotheirpatronsincludinganydomesticproductionactivities deduction and certain pass-through credits .

$10 or more February 28* January 31

1099-Q PaymentsFromQualifiedEducationPrograms(UnderSections 529 and 530)

EarningsfromqualifiedtuitionprogramsandCoverdellESAs. Allamounts February 28* January 31

1099-R DistributionsFromPensions,Annuities,RetirementorProfit-SharingPlans,IRAs,InsuranceContracts, etc .

Distributionsfromretirementorprofit-sharingplans,anyIRA,Insurancecontracts,andIRArecharacterizations .

$10 or more February 28* January 31

1099-S ProceedsFromRealEstateTransactions

Gross proceeds from the sale or exchange of real estate and certain royalty payments . Generally, $600 or more February 28* February 15*

1099-SA DistributionsFromanHSA,ArcherMSA,orMedicareAdvantageMSA

DistributionsfromanHSA,ArcherMSA,orMedicareAdvantageMSA. Allamounts February 28* January 31

3922 TransferofStockAcquiredThrough an Employee Stock PurchasePlanUnderSection423(c)

Transfer(s) of stock acquired through an employee stock purchase plan under section 423(c) . Allamounts February 28* January 31

5498 IRAContributionInformation Contributions(includingrollovercontributions)toanyindividualretirementarrangement(IRA)includingaSEP,SIMPLE,andRothIRA;Rothconversions;IRArecharacterizations;andthefairmarketvalue(FMV)oftheaccount.

Allamounts May31 (To Participant) For FMV/RMDJan31;Forcontributions,May31

5498-ESA CoverdellESAContributionInformation

Contributions(includingrollovercontributions)toaCoverdellESA. Allamounts May31 April30

5498-SA HSA,ArcherMSA,orMedicareAdvantageMSAInformation

ContributionstoanHSA(includingtransfersandrollovers)orArcherMSAandtheFMVofanHSA,ArcherMSA,orMedicareAdvantageMSA.

Allamounts May31 (ToParticipant)May31

1099 Forms: Payment statement for payments made to non-employees of a business, or for other reasons as required by the government.if any date shown falls on a Saturday, Sunday or legal holiday, the due date is the next business day.

*TheduedateisMarch31iffiledelectronically.**TheduedateisMarch15forreportingbytrusteesandmiddlemenofWHFITs.

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1099 laser sets• Setsincludeallformsrequiredforfilingwithfederal,state

and local agencies based on the number of parts needed

• Blanksetsincludeapreprintedred-scannableCopyA

1099 Laser Sets CompatibleItem # Description Format Envelope1099-DIV DIVS305 Preprinted3pt 2up RDWENV05DIVS405 Preprinted4pt 2up RDWENV05DIVSET305 Blank3pt 2up RDWENV05DIVSET405 Blank4pt 2up RDWENV051099-INTINTS305 Preprinted3pt 2up RDWENV05INTS405 Preprinted4pt 2up RDWENV05INTSET305 Blank3pt 2up RDWENV05INTSET405 Blank4pt 2up RDWENV051099-MISCMISCS305 Preprinted3pt 2up RDWENV05MISCS405 Preprinted4pt 2up RDWENV05MISCS505 Preprinted5pt 2up RDWENV05MISCSET305 Blank3pt 2up RDWENV05MISCSET405 Blank4ptor5pt 2up RDWENV051099-RRS405 Preprinted4pt 2up RDWENV05RS605 Preprinted6pt 2up RDWENV05R4UPS605 Preprinted6pt 4up R4UPDWENV05RSET405 Blank4pt 2up RDWENV05RSET605 Blank6pt 2up RDWENV05R4UPSET605 Blank6pt 4up R4UPDWENV05R4UPSET805 Blank8pt 4up R4UPDWENV051098-TB98TSET05 Preprinted3pt 3up 99DWENV05

Traditional 4-part Preprinted Set MISCS405

1099 kIts WIth envelOPesKits include all forms required for filing with federal, state and local agencies based on the number of parts needed and envelopes .

1099-MISC2upLaserKitwithEnvelope MISCS3E

1099 Kits with envelopesPreprinted Kits Included EnvelopeItem # Parts Format Envelope Seal1099-DIV - Dividends & DistributionsDIVS3E 3pt 2up RDWENVS05 SelfSealDIVS3EG 3pt 2up RDWENV05 MoistureSealDIVS4E 4pt 2up RDWENVS05 SelfSealDIVS4EG 4pt 2up RDWENV05 MoistureSeal1099-MISC - Miscellaneous IncomeMISCS3E 3pt 2up RDWENVS05 SelfSealMISCS3EG 3pt 2up RDWENV05 MoistureSealMISCS4E 4pt 2up RDWENVS05 SelfSealMISCS4EG 4pt 2up RDWENV05 MoistureSealMISCS5E 5pt 2up RDWENVS05 SelfSealMISCS5EG 5pt 2up RDWENV05 MoistureSeal1099-R - Distributions from Pensions, Annuities, Etc.RS4E 4pt 2up RDWENVS05 SelfSealRS4EG 4pt 2up RDWENV05 MoistureSealRS6E 6pt 2up RDWENVS05 SelfSealRS6EG 6pt 2up RDWENV05 MoistureSeal1099-INT - Interest IncomeINTS3E 3pt 2up RDWENVS05 SelfSealINTS3EG 3pt 2up RDWENV05 MoistureSealINTS4E 4pt 2up RDWENVS05 SelfSealINTS4EG 4pt 2up RDWENV05 MoistureSeal

Usethe1099 Parts required Per state chart on page 16 to determine the parts needed for the state(s) in which you file .

Order by the number of recipients in increments of 25

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1099 PrePrInted laser FOrms CompatibleItem # Description Format Envelope1099-MISC Miscellaneous IncomeBMISFED05 1099-MISCFederalCopyA 2up n/aBMISREC05 1099-MISCRecipientCopyB 2up RDWENV05BMISPAY05 1099-MISCPayerCopyC 2up n/aBMIS105 1099-MISCPayerStateCopy1 2up n/aBMIS205 1099-MISCRecipientStateCopy2 2up RDWENV05BMISB205* 1099-MISCRecipientCopiesB/2 2up RDWENV051099-R Distributions From Pensions, Annuities, etc.BRFED05 1099-RFederalCopyA 2up n/aBRPAY05 1099-RPayerState/City/Local Copy1/D 2up n/aBRB05 1099-RRecipientFederalCopyB 2up RDWENV05BR205 1099-RRecipientState/City/Local Copy2 2up RDWENV05BRREC05 1099-RRecipientFileCopyC 2up RDWENV05BR3UP05* 1099-R3upRecipientCopiesB/C/2 3up 99DWENV05BR4UP05* 1099-R4upRecipientCopiesB/2/C/2 4up R4UPDWENV051099-DIV Dividends & DistributionsBDIVFED05 1099-DIVFederalCopyA 2up n/aBDIVREC05 1099-DIVRecipientCopyB 2up RDWENV05BDIVPAY05 1099-DIVPayerCopyC 2up n/aBDIV105 1099-DIV2upPayerStateCopy1 2up n/aBDIV205 1099-DIV2upRecipientStateCopy2 2up RDWENV051099-INT Interest IncomeBINTFED05 1099-INTFederalCopyA 2up n/aBINT105 1099-INT2upPayerStateCopy1 2up n/aBINT205 1099-INT2upRecipientStateCopy2 2up RDWENV05BINTREC05 1099-INTRecipientCopyB 2up RDWENV05BINTPAY05 1099-INTPayerCopyC 2up n/a

*Condensed form, one recipient per sheet .

Note:n/aindicatesthatenvelopesarenotusedwiththeseforms.

1099-INTFederalCopyA BINTFED05

1099-R4upRecipientCopiesB/2/C/2 BR4UP05

1099-DIVFederalCopyA BDIVFED05

1099-MISCRecipientCopiesB/2 BMISB205

1099-MISCFederalCopyA BMISFED05

1099-RFederalCopyA BRFED05

1099 preprinted forms

1096 TransmiTTalsYou need one 1096 form to transmit a summary of 1099, 1098, 5498 and W-2G forms filedbyasingleEINorTIN.Useone1096foreachtypeof form filed .

If you need more than the THREEFREElaserformswe send, order #B109605 .

Order by the number of recipients in increments of 25

Paul
Web and Phone
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Compatible Item # Description Format Envelope1099-A Acquisition/Abandonment of Secured Property BAFED05 1099-AFederalCopyA 3up n/aBAREC05 1099-ABorrowerCopyB 3up 99DWENV05BAPAY05 1099-ALenderCopyC 3up n/a1099-B Proceeds From Broker Transactions BBFED05 1099-BFederalCopyA 2up n/aBBREC05 1099-BRecipientCopyB 2up RDWENV05BBPAY05 1099-BPayerCopyC 2up n/a1099-C Cancellation of DebtBCFED05 1099-CFederalCopyA 3up n/aBCREC05 1099-CDebtorCopyB 3up 99DWENV05BCPAY05 1099-CCreditorCopyC 3up n/a1099-CAP Changes in Corp. Control/Cap. StructureBCAPFED05 1099-CAPFederalCopyA 3up n/a1099-DIV Dividends & Distributions (See page 19)1099-G Certain Government Payments BGFED05 1099-GFederalCopyA 3up n/a5028 1099-GRecipientCopyB 3up 99DWENV055029 1099-G Payer Copy C 3up n/a1099-INT Interest Income (See page 19)1099-K Merchant Card and Third Party Network PaymentsBKFED05 1099-KFederalCopyA 2up n/aBKB05 1099-K Payee Copy B 2up RDWENV05BKC05 1099-K Filer Copy C 2up n/a1099-LTC Long-Term Care & Accelerated Death BenefitsBLTCFED05 1099-LTCFederalCopyA 3up n/a1099-MISC Miscellaneous Income (See page 19)1099-OID Original Issue Discount BOIDFED05 1099-OIDFederalCopyA 2up n/aBOIDREC05 1099-OIDRecipientCopyB 2up RDWENV05BOIDPAY05 1099-OIDPayerCopyC 2up n/a1099-PATR Taxable Distributions From Cooperatives BPATRFED05 1099-PATRFederalCopyA 3up n/aBPATRRC05 1099-PATRRecipientCopyB 3up 99DWENV05BPATRPY05 1099-PATRPayerCopyC 3up n/a1099-Q Payments From Qualified Education ProgramsBQFED05 1099-QFederalCopyA 3up n/aBQREC05* 1099-QRecipientCopyB 3up 99DWENV051099-R Distributions from Pensions, Annuities, Etc. (See page 19)1099-S Proceeds From Real Estate TransactionsBSFED05 1099-SFederalCopyA 3up n/aBSREC05 1099-STransferorCopyB 3up 99DWENV05BSPAY05 1099-SFilerorStateCopyC 3up n/a1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage BMSAFED05 1099-SAFederalCopyA 3up n/a9377 1099-SARecipientCopyB 3up 99DWENV059378* 1099-SAPayerorStateCopyC 3up n/a1098 Mortgage Interest Statement B1098FED05 1098FederalCopyA 3up n/aB1098PY05 1098 Payer Copy B 3up 99DWENV05B1098RC05 1098RecipientCopyC 3up n/a

Compatible Item # Description Format Envelope1098-C Contributions of Motor Vehicles, Boats & Airplanes B1098CA05 1098-CIRSCopyA 1up n/aB1098CB05 1098-CDonorCopyB 1up n/aB1098CC05 1098-CDonorFileCopyC 1up n/aB1098CD05 1098-CDoneeCopyD 1up n/a1098-E Student Loan Interest Statement B98EFED05 1098-EFederalCopyA 3up n/aB98EREC05 1098-EBorrowerCopyB 3up 9DWENV05B98EPAY05 1098-ERecipientCopyC 3up n/a1098-T Tuition Statement B98TFED05 1098-TFederalCopyA 3up n/aB98TREC05 1098-TStudentCopyB 3up 9DWENV05B98TPAY05 1098-TFilerCopyC 3up n/a1042-S Foreign Person’s U.S. Source Income Subject to Withholding 1042SFED05 1042-SFederalCopyA 2up n/a1042SB05 1042-SRecipientRecordCopyB 2up 42SSWENV051042SC05 1042-SRecipientFederalCopyC 2up 42SSWENV051042SD05 1042-SRecipientStateCopyD 2up 42SSWENV051042SE05 1042-SWithholdingAgentRecord Copy E 2up n/a5498 IRA Contribution InformationB5498FED05 5498FederalCopyA 2up n/aB5498RC05 5498ParticipantCopyB 2up RDWENV05B5498PY05 5498 Trustee or Issuer Copy C 2up n/a5498-ESA Coverdell ESA Contribution Information BESAFED05 5498-ESAFederalCopyA 3up n/aBESAB05 5498-ESABeneficiaryCopyB 3up 99DWENV055498-SA HSA, Archer MSA, or Medicare Advantage InformationB98MSFD05 5498-SAFederalCopyA 3up n/a9380 5498-SAParticipantCopyB 3up 99DWENV059381* 5498-SATrusteeCopyC 3up n/a

FormatsmaychangeincompliancewithIRSstandards.

Note:n/aindicatesthatenvelopesarenotusedwiththeseforms.

*Availableinincrementsof150

1099 PrePrInted laser FOrms

1096 TransmiTTalsYou need one 1096 form per form type to transmit a summary of 1099, 1098, 5498 or W-2G forms filedbyasingleEINorTIN.Useone 1096 for each type of form filed .

IfyouneedmorethantheTHREEFREElaserformswesend,order#B109605 .

1099 preprinted formsOrder by the number of recipients in increments of 25

Paul
Web and Phone
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CompaTible envelopeson page 24

1098-TFederalCopyAB98TFED05

1099-SFederalCopyA BSFED05

1099-BFederalCopyABBFED05

1099-GFederalCopyABGFED05

1099-AFederalCopyABAFED05

1099-QFederalCopyABQFED05

1099-OIDFederalCopyABOIDFED05

1098FederalCopyAB1098FED05

1099-LTCFederalCopyABLTCFED05

1099-PATRFederalCopyABPATRFED05

1042-S1042SFED05

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1099 Blank PerFOrated laser PaPer• TheIRSrecommendsthatrecipientcopiesbe

printed on perforated paper

• Formpicturesindicatewhichpartsoftheformhaveinstructions printed on the back (unless noted)

1099 Blank Laser Paper Compatible Item # Description Envelope WONEPERF05 2up1099-MISC,-B,-DIV,-R RDWENV05WONEPERFMI05 2upwith1099-MISC instructionsonthetopform RDWENV0580014 2upwith1099-MISC instructionsonbothforms RDWENV0580637 2up with 1/2"sideperf RDWENV05B99PERF05 3upwith1/2"sideperf 99DWENV05B99PERFMI05 3upwith1/2" side perf with 1099-MISCinstructionson topandmiddleforms 99DWENV054UPPERF05 4up1099-R R4UPDWENV05 orDWR480728 4up1099-Rwith R4UPDWENV05 instructions orDWR4B4PERF05 4upUniversal1099-Rand 1099-MISC 1970*9ONEPERF05 10993upwithoutsideperf 99ENVA

*NotforusersofATXorTaxwisesoftware

4up Blank Paper4UPPERF0580728 (with1099-Rinstructions)

3up Blank Paper with side perfB99PERF05B99PERFMI05(with1099-MISCinst.)9ONEPERF05 (no side perf )

4upUniversalBlankPaperB4PERF05

2up Blank PaperWONEPERF05WONEPERFMI05(with1099-MISCinstructions on top form)80014(with1099-MISCinstructionson both forms)

2up Blank Paper with side perf80637

1099 blank forms

reQuest a samPle of our envelopesif you plan to use them with blank 1099 paper .

It’simportanttoensurethatwindowplacementiscompatible with the information your software prints .

CompaTible envelopeson page 24

RecipientCopy (misC Recipient state Copy; 1099-R Recipient federal Copy)

Recipient Copy 1099-R Recipient state Copy

Recipient instructions (1099-R Recipient state Copy)

payer Copy (1099-R Recipient Copy)

payer Copy instructions (1099-R Recipient instructions)print on front

instructions Here

instructions Here

instructions Here

instructions Here

1/2" side perf

1/2" side perf

Order by the sheet in increments of 100

Paul
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1099 Continuous forms

other 1099s Compatible Item # Description Copy Part Envelope1098-T Tuition Statement C1098T054 1098-T4ptCarbonless A,State,B,C 99DWENV05MMPA98T052 1098-T2ptERSM C:B n/a5498 IRA Contribution Information MMPA5498052 54982ptERSM C:B n/aC5498053 54983ptCarbonless A,B,C RDWENV051042-S Foreign Person’s US Source Income Subject to Withholding13C1042S055 20131042-S5ptCarbonless A,B,C,D,E 42SSWENV0514C1042S055 20141042-S5ptCarbonless A,B,C,D,E 42SSWENV05

ER=ElectronicReporting SM=SelfMailer(Doesnotrequireaseparateenvelope)

most Popular 1099s Compatible Item # Description Copy Part Envelope1099-DIV Dividends & Distributions CDIV053 1099-DIV3ptCarbonless A,B,C RDWENV05CDIV054 1099-DIV4ptCarbonless A,State,B,C RDWENV051099-INT Interest Income CINT053 1099-INT3ptCarbonless A,B,C RDWENV05CINT054 1099-INT4ptCarbonless A,State,B,C RDWENV05QMINT054 1099-INT4ptSM A,State,C:B n/aMMPAINT052 1099-INT2ptERSM State/C:B n/a1099-MISC Miscellaneous IncomeCMIS053 1099-MISC3ptCarbonless A,B,C RDWENV05CMIS054 1099-MISC4ptCarbonless A,State,B,C RDWENV05CMIS055 1099-MISC5ptCarbonless A,1,B,2,C RDWENV05PAMIS053 1099-MISC3ptSM A,C:B n/aPAMIS054 1099-MISC4ptSM A,1,C:B n/aQMMIS055 1099-MISC5ptSM A,1,C:B,2 n/aMMMIS051 1099-MISC1ptER B RDWENV05MMPAMIS052 1099-MISC2ptERSM C:B n/aMMQMMIS053 1099-MISC3ptERSM C:B,2 n/aMMMISND053 1099-MISC3pt Non-DatedERSM C:B,2 n/a1099-R Distributions From Pensions, Annuities, etc.CR054 1099-R4ptCarbonless A,B,C,D RDWENV05CR056 1099-R6ptCarbonless A,1,B,C,2,D RDWENV05QMR054 1099-R4ptSM A,D:B,C n/aQMR056 1099-R6ptSM A,1,D:B,C,2 n/a

other 1099s Compatible Item # Description Copy Part Envelope1099-A Acquisition/Abandonment of Secured PropertyCSA054 1099-A4ptCarbonless A,State,B,C 99DWENV051099-B Proceeds From Broker & Barter Exchange TransactionsCB054 1099-B4ptCarbonless A,State,B,C RDWENV051099-C Cancellation of DebtCC054 1099-C4ptCarbonless A,State,B,C 99DWENV051099-G Certain Government PaymentsCG054 1099-G4ptCarbonless A,State,B,C 99DWENV051099-LTC Long-Term Care & Accelerated Death BenefitsCLTC054 1099-LTC4ptCarbonless A,B,C,D 99DWENV051099-OID Original Issue DiscountCOID054 1099-OID4ptCarbonless A,State,B,C RDWENV051099-PATR Taxable Distributions Received From CooperativesCPATR054 1099-PATR4ptCarbonless A,State,B,C 99DWENV05MMQMPATR052 1099-PATR2ptERSM C:B n/a1099-S Proceeds From Real Estate Transactions CS054 1099-S4ptCarbonless A,State,B,C 99DWENV051098 Mortgage Interest Statement C1098053 10983ptCarbonless A,B,C 99DWENV05C1098054 10984ptCarbonless A,State,B,C 99DWENV05MMPA1098052 10982ptERSM C:B n/a1098-E Student Loan Interest Statement C1098E054 1098-E4ptCarbonless A,State,B,C n/a

1099-PATr 2-part electronic reporting Self-mailermmQmpatR052

1099-miSC 4-part CarbonlessCmis054

Order by the number of recipients in increments of 25

1096 TransmiTTalsYou need one 1096 form per form type to transmit a summary of 1099, 1098, 5498 or W-2G forms filedbyasingleEINorTIN.Useone 1096 for each type of form filed .

IfyouneedmorethantheTHREEFREElaserformswesend,order#B109605 .

Paul
Web and Phone
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Top Window Bottom Window Top Distance From Bottom Distance FromItem # Description Overall Size Window Size Left Edge Bottom Edge Window Size Left Edge Bottom EdgeMoisture Seal 1099 Envelopes*1970 W-2/1099UniversalDoubleWindow 55/8" x 83/4" 1/2" x 21/2" 1/2" 311/16" 9/16" x 21/2" 31/16" 11/2"RDWENV05 10992upDoubleWindow 55/8" x 83/4" 13/8" x 33/8" 1/2" 311/16" 17/16" x 33/8" 1/2" 117/32"99DWENV05 10993upDoubleWindow 37/8" x 81/4" 1" x 31/8" 1/2" 23/16" 11/8" x 31/8" 1/2" 5/8"99SWENV05 10993upSingleWindow 37/8" x 81/4" n/a n/a n/a 11/8" x 31/8" 1/2" 5/8"99ENVA •1099DoubleWindow 315/16" x 93/16" 1" x 35/16" 9/16" 25/16" 11/8" x 35/16" 9/16" 3/4"R4UPDWENV05 1099-R4upDoubleWindow 53/4" x 83/4" 3/4" x 41/16" 3/8" 311/16" 11/16" x 37/8" 41/2" 25/8"RALT9 •1099-R4upAlt.DoubleWindow 55/8" x 9" 3/4" x 41/16" 3/8" 311/16" 11/16" x 41/16" 41/2" 25/8"42SSWENV05 1042-SSingleWindow 55/8" x 9" n/a n/a n/a 11/4" x 39/16" 3/8" 21/32"70007 •1099forJackHenrySoftware 37/8" x 9" 7/8" x 35/8" 1/2" 23/8" 19/16" x 35/8" 1/2" 1/2"Self Seal 1099 Envelopes*1970S W-2/1099UniversalDoubleWindow 55/8" x 83/4" 1/2" x 21/2" 1/2" 311/16" 9/16" x 21/2" 31/16" 11/2"RDWENVS05 10992upDoubleWindow 55/8" x 83/4" 13/8" x 33/8" 1/2" 311/16" 17/16" x 33/8" 1/2" 117/32 "99DWENVS05 10993upDoubleWindow 37/8" x 81/4" 1" x 31/8" 1/2" 23/16" 11/8" x 31/8" 1/2" 5/8"R4UPDWENVS05 1099-R4upDoubleWindow 53/4" x 83/4" 3/4" x 41/16" 3/8" 311/16" 11/16" x 37/8" 41/2" 25/8"70007S 1099 for Jack Henry Software 37/8" x 9" 7/8" x 35/8" 1/2" 23/8" 19/16" x 35/8" 1/2" 1/2"

•Forhigh-speedinsertingequipment*NotforusersofATXorTaxWisesoftware

99DWENV05-MoistureSeal99DWENVS05 - Self Seal

RALT9 -MoistureSeal

1099 envelOPes• Envelopesareconstructedof24#white

wove stock

• Compatiblewithnearlyall1099forms

• Interiortintprovidessecuredeliveryofrecipient’sinformationontheforms

• Allenvelopesareimprintedinblackwith“ImportantTaxReturnDocumentEnclosed”

1970-MoistureSeal1970S - Self Seal

99ENVA-MoistureSeal

RDWENV05-MoistureSealRDWENVS05 - Self Seal

R4UPDWENV05-MoistureSealR4UPDWENVS05 - Self Seal

70007-MoistureSeal70007S - Self Seal

42SSWENV05-MoistureSeal 99SWENV05-MoistureSeal

FREESAMPLES

1099 Compatible envelopes

Paul
Web and Phone
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1099 Pressure seal FOrms• PressureSealsavesyoutimeandmoneybyefficiently

processing high volumes of forms and eliminating the need for envelopes (special equipment required)

• Orderinincrementsof500forms

V-Fold eccentric Z-Fold Z-Fold

Universal Pressure Seal FormsItem # Description Size Fold Type80650 UniversalPaper 81/2" x 14" Eccentric Z

1099 Pressure Seal FormsItem # Description Recipient Copies Size Fold TypePreprinted80485 1099-INT Copies2,B 81/2" x 11" Z80487 1099-MISC Copies2,B 81/2" x 11" ZBlank80349** Multi-Purpose n/a 81/2" x 11" ZLMISCPSB* 1099-MISC Copies2,B 81/2" x 11" Z

* Contains instructions**Idealfor1099-INTand1099-DIV

Universal pressUre seal Form Simplifyprinting!

UsetheUniversalPressureSealform to print both W-2s and 1099s .

#80650

1099 pressure seal forms

1099-INT80485—ComparabletoMW351

1099-MISC80487—ComparabletoMW353

1099-R80735—ComparabletoMW284

1099 Multi-Purpose80349—Bestusedfor1099-INT& 1099-DIV

Paul
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Choose the Right PackageW-2 Forms X X

1099, 1098, W-2G Forms X X

W-3, 1096, W-2c and 1099 Corrections X X

Unlimited Payers and Payees X X

Payer, Payee, Returns and ProForma Journals X X

E-file Center X X

State Wage and Unemployment Forms X

FUTA and SUI Journals X

940, 941, 943, 944 and 945 Series X

Easy Data Import X X

Winfiler packagesWinfiler 2013 for Preprinted Forms ...............#WF13

Winfiler 2013 for Blank Forms .........................#WFBLANK13

Winfiler Plus 2014 ................................................#WFP14

Winfiler Plus Quarterly CD Updates ...............#WFREL14

Network upgrades available for 3, 5, and 10 users. Winfiler ships in October 2013. Winfiler Plus ships December 2013.

Save Time with Winfiler

import Data from other softwareWinfiler can import your data from other applications, including QuickBooks®, to save even more time!

easy Data entry• Easy-to-use, intuitive navigation

• Information can be rolled forward from year-to-year

• Automatic data checking, decimal placement and easily changed default settings

• Data organized by payer

Comprehensive Functionality• Unlimited payers and payees

• Online updates

• Network installation available

• E-filing available

streamlined printing• Preview forms on-screen before printing

• Print on condensed forms and save time–all forms for one employee are printed on the same page–no separating and collating needed

• Use preprinted or blank forms

All the Tools You Want…from Start to Finish

Winfiler is a complete W-2 and 1099 reporting software designed to reduce time spent on wage and information reporting.

with e-filing services & fulfillment

Try aFREEDemo

26

W-2 & 1099 Reporting software

ideal for any business with more than 25 W-2s or 1099s!

Paul
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Paul
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TAXCAT13(0513)B-00056-1

Your

W-2 & 1099 partner...

We’re here to answer your questions and help you get the right tools for wage and information reporting. Please give us a call if you would like more information or need help selecting the right forms.

Paul
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