prepare 1099 misc online free

Basic service fee - $2 per form with a Minimum charge of $50 per company (per EIN)

You can create, print, edit, re-print and efile the 1099-misc, correction or 1099-R forms anytime. The fee is calculated based on the number of forms you created. You can create and print checks for contractors anytime. Each check is created and counted as a form 1099-misc ($2 per check). At the end of the year, checks for the same contractor can be consolidated into one 1099-misc or issued as multiple form 1099-miscs. You will not be charged for the forms or filing again.

Optional print & mail service – $2 per 1099-misc or 1099-R form, including stamp, envelope and mailing to the recipient. We do not print or mail checks.

You can request us to print and mail the forms to the recipient. Alternatively, you can generate and print 1099-misc or 1099-R copies on plain paper for distribution on your own.

If you have less than 25 forms and do not want to pay the minimum $50 fee, you can use www.eSmartpayroll.com to prepare, print and efile 1099-misc online. There is no minimum charge and you pay only for what you use.

If you need to prepare and file many forms (hundreds or thousands, e.g.) and want to pay through an invoice, please contact us to set your account as an enterprise account.

Basic service fee - The basic service enables the user to upload data file in Excel worksheets to create form 1095-C in PDF. Form 1095-C can be printed on plain paper for distribution to the employees. The user can also edit, add or delete form 1095-C online as needed. Before the filing deadline, the user can submit the data to our system to e-file form 1095-C to the IRS.

Cost of 1095 Manager service is based on the number of forms in each company in the user account. Please contact us to set up your account for data processing, you can then create forms, print, edit and request for eFile, etc. An invoice will be issued after the forms are created or after the forms have been e-filed.


prepare 1099 misc online free

Prepare 1099 misc online free

[Note: This post was updated in January 2017.]

What do you do when you have to fill out a printed form, and you want it to look “typed”? (Remember typewriters? Remember how easy it was to stick a form in them and type in your answers?! Sigh.)

This was the conundrum I was faced with recently when I needed to fill out some 1099 MISC forms for some people I had hired last year. I only had a few to fill out, and I use an old version of Quicken for my personal finances, which doesn’t print 1099 forms. (Some other accounting programs do, such as Quickbooks and MYOB, but that’s overkill for me.)

There are two good solutions to this problem:

  • Find a PDF form that someone else has created which you can fill out and print from. I tried. Couldn’t find one. (But I’ll give you one .)
  • Use InDesign.

    I had the preprinted forms I needed to fill out, and I knew I could print on them with my desktop laser printer. The problem was putting the right information in the right place. InDesign is great at putting things in the right place, but you need to know where to put them.

    The solution is to scan the form and place the image in InDesign. I use a to scan almost every kind of document these days, but any scanner will do. You could even take a photo with your phone and place that, as long as the image isn’t distorted.

    When you place the form image in InDesign, align it to the page as well as you can, then put it on its own layer and lock the layer. Then create a new layer for your form objects.

    Prepare 1099 misc online free

    You have two options here: First, you could simply make text frames for each area on the form, fill them out, then print directly from InDesign. If you do that, be sure to hide the background image layer or set it to non-printing first.

    However, the method I prefer is to make a generic PDF, then fill it in in Acrobat, and then print from there.

    To do that, you want to use CS6. (Or, if you’re using an earlier version, you can .) I’m going to focus on doing it with the built-in tools.

    In the image above, I’ve added text frames over each area and selected a form element from the Type pop-up menu in the Buttons and Forms panel. Most of the frames are Text Fields, but there are a couple of checkboxes, too.

    Tips: For frames that need more than one line (such as the big name and address field), make sure you turn on the Multiline checkbox in the panel. Also, name your fields carefully, especially when you have a lot of them.

    Bonus tip: If you have two or more fields in your document that need to have the same information (such as your name and address), name them exactly the same. That way, when you enter information in Acrobat in one place, they’ll update in all those other fields automatically.

    It’s also a good idea to set the tab order of the fields, so you can jump from one to the next with the Tab key in Acrobat (use Object > Interactive > Set Tab Order).

    Prepare 1099 misc online free

    To make the form fields work in the PDF you need to export as PDF (Interactive), not PDF (print). Make sure you the Create Acrobat Layers checkbox:

    Prepare 1099 misc online free

    When you open the file in Acrobat, the fields will be fillable! Unfortunately, if you print the PDF, the background appears, too. Apparently InDesign doesn’t make the background layer non-printable, so you have to set that yourself. To do that, open the Layers pane in Acrobat Pro, right-click the background layer, and choose Properties:

    Prepare 1099 misc online free

    Next, in Layer Properties, set the Print pop-up menu to Never Prints:

    Prepare 1099 misc online free

    Finally, save the PDF, and make a backup. (I find that I’m forever messing up my “original” pdf forms, so it’s good to be able to get it back.)

    You can fill out the form in Acrobat, put your form in your laser or inkjet printer, and print to it. However, when printing, be sure to turn off Page Scaling in Acrobat’s Print dialog box! Otherwise, your data will almost certainly mismatch your printed form.

    Prepare 1099 misc online free

    Just want the files I made, instead of creating your own? No problem:

    Of course, all of this is relevant for all kinds of forms, not just 1099.

    January 2017 update: I have made a few changes to the 2016 form… , or just download from here:

    David Blatner is the co-founder of the Creative Publishing Network, InDesign Magazine, and the author or co-author of 15 books, including Real World InDesign. His are among the most watched InDesign training in the world. You can find more about David at 63p.com. Latest posts by David Blatner ()

    Updated for Tax Year 2016

    Do you operate a trade or business? If the answer is yes, you may want to learn about your potential 1099-MISC filing requirements. Watch this video to find out more about the requirements for issuing a 1099-MISC.

     Hi, I'm Arye from TurboTax with some helpful information about when to issue a 1099-MISC tax form. Do you operate a trade or business and are wondering whether you need to issue a 10&9-MISC? 

     There are a variety of transactions that would require you to issue a 1099-MISC, but there are some more common than others.

  • If you pay more than 0 in exchange for services, such as payments to an independent contractor or payments to a lawyer or law firm, then you would typically need to issue a 1099-MISC.
  • You'll also need to issue a 1099-MISC if you pay or more in royalties or issue prizes and awards of 0 or more.
  • If you ever need to pay a lawsuit settlement other than those to compensate an individual for physical injuries or medical expenses, that’s a 1099-MISC as well.

    Always remember that your payment amounts are cumulative and not on a per-payment basis. For example, if you paid a plumber to fix your sink at your office for 0 and then your shower for 0 in the same year, you would need to issue a 1099-MISC as you've paid more than 0 to them in the year.

    In most cases, a copy of the 1099-MISC form is due to payment recipients by January 31st of the year immediately following the tax year in which you make the payments. 

    You'll need to file the 1099 with the IRS by the end of February, although you'll have until March 31st if you file it electronically. 

    For more information about this and other tax tips, visit .

    Perfect for independent contractors

    Find more tax deductions so you can keep more of the money you earn with

    It’s that time of year again, time to prepare your 1099 Misc forms. Here’s the next article in my series, looking at preparing 1099 Misc forms.

    I’ve talked about 1099 Misc forms for  and in other articles. I’ll be looking at Zoho Books soon.

    I’ve discussed my short list of criteria for considering how accounting products handle preparation of 1099 Misc forms in my prior article. Let’s take a look at how QuickBooks Online stacks up.

  • Vendor Information: You want to have all of your vendor/contractor information stored in your accounting product for easy review. QuickBooks Online supports all of the necessary information.
  • Paper Filing: If you have a small number of forms to file you want to be able to print directly to preprinted forms for manual filing. QuickBooks Online supports printing to paper forms.
  • E-Filing / E-Delivery: E-filing lets you submit electronically, E-delivery lets you send forms to vendors/contractors electronically. QuickBooks Desktop supports e-filing through several additional-fee services.
  • Social Security Number Truncation/Masking: QuickBooks Online does not provide SSN truncation/masking.

    Let’s take a look at how you work with 1099 Misc forms in QuickBooks Online.

    It is important to note that the ability to prepare and print 1099 forms is only found in QuickBooks Online Plus, it is not available in QuickBooks Online Simple Start or QuickBooks Online Essentials. Therefore, all of the information I talk about here applies only to QuickBooks Online Plus.

    There are no preferences to turn on as you found in QuickBooks Desktop.

    There are no preferences to turn on as you found in QuickBooks Desktop. However, you should enter your company name and EIN in the Company Settings window, particularly if you are printing forms.

    You need to identify which vendors are eligible to receive a 1099, and then enter all of the information that is required. To do this, edit the vendor record and enter the address information, Tax ID and preferably the Email address, then check the Track payments for 1099 box.

    There isn’t a bulk-edit option as we had in QuickBooks desktop.

    QuickBooks Online offers a 1099 preparation “wizard” (even though they don’t call it that) – the problem is, it isn’t that easy to find the first time.

    You have to go to the Vendor list, then click the Prepare 1099s button in the upper right. I wish this were easier to find!

    This opens the window that leads you through the steps you need to take to file forms.

    First, click the Select Vendors button, to select the vendors to include. If you have already checked the Track payments for 1099 box in the vendor record, they will show on the list.

    Next, click the Assign Accounts button to map which accounts will be used for each of the 1099 boxes. Click Select Multiple if there are multiple accounts to map to one box.

    Print and EFile 1099 MISC & Other 1099 / W2 Forms.

  • Trusted by thousands. Buy Now & Receive Instantly !
  • Prints on preprinted 1099-MISC forms and W2 forms.
  • Prints 1099 MISC Copies & W2 Copies to blank paper.
  • Meets Internal Revenue Service & SSA regulations.
  • Creates secure PDF 1099 MISC form & PDF W2 form.*
  • eFile 1099 MISC & eFile W2 Forms (Electronic Filing).*
  • Exports IRS 1099 MISC forms and W2 forms to Excel.
  • Unlimited W2 & 1099 MISC recipients / payers. Prepare 1099 misc online free

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    prepare 1099 misc online free

    Hiring a contractor can be a stressful job, but unfortunately your job is not done once you write that final check. At the end of the year you may also need to fill out .

    https://ttlc.intuit.com If you worked as a freelancer or contractor last year, you probably received a 1099-MISC tax form. Learn how the 1099-Misc is different from .

    Get the BUSINESS SPREADSHEET TEMPLATE for your self-employed or LLC accounting & taxes here: .


    1099 SOFTWARE, 1099 PRINTING SOFTWARE, 1099 E-FILE SOFTWARE

    Create, Report, File and Print 1099 Forms / W-2 Forms.

    • Trusted by thousands. Buy Now & Receive Instantly!
    • Prints on pre-printed 1099 forms & W2 Forms
    • Prints 1099 Form Copies & W2 Copies on blank paper.
    • Meets Internal Revenue Service & SSA regulations.
    • Creates secure PDF 10&9's & W2's. *
    • e-File 1099 Forms & eFile W2 Forms (Electronic Filing). *
    • Exports IRS 1099 forms and W2 forms to Excel.
    • Unlimited W2 & 1099 recipients / payers.

    • Automatically calculates totals for 1096 and W3.
    • Powerful Import for W2 / 1099 Data *
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    • Data rollover from previous years.
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    • Import from QuickBooks, MS Dynamics & Peachtree. *
    • Creates W2 1099 "Printing Labels" (Avery format).
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    Support for the following W2 and 1099 Forms:

    Report miscellaneous income for individuals and companies who have been paid $600 or more in non-employee service payments during a calendar year with the exception of royalty payments of $10 or more. Examples of types of payments that can be reported using our 1099 tax software on form 1099-MISC : Nonemployee compensation, Rents, Royalties, Other income, Medical and health care payments, Gross proceeds paid to an attorney. A 1099-MISC form must be provided to the recipient and a copy must be mailed to or electronically filed with the IRS (this 1099 filing software supports both options).Download a free evaluation copy of our W2 Mate W2 1099 Print EFile Software and start preparing 1099-MISC forms right away.

    Report interest income paid to individuals, withheld federal tax under the backup withholding rules or to report withheld foreign tax on interest. Form 1099-INT must be provided to the recipient and a copy must be mailed to or e-filed with the IRS (both methods are supported by our 1099 solution).

    Report distributions, such as dividends or capital gains, that were paid on stock and liquidation distributions. Form 1099-DIV is also used to report unrecaptured Section 1250 gain, backup withholding, non-dividend distributions (return of capital distributions), foreign tax paid and foreign source income. Form 1099-DIV must be sent to the recipient and a copy must be mailed to or electronically filed with the IRS (both options are supported by our 1099 software).

    File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. Tax form 1099-R must be sent to the recipient and a copy must be mailed to or e-filed with the IRS (our 1099 printing software covers both methods).

    Use this form to transmit paper Forms 1099 to the Internal Revenue Service. Do not use Form 1096 if you efile 1099 forms (if you are required to file 250 or more 1099 forms, you must file electronically). Using W2 Mate Option #4 you can efile 1099 forms with the IRS and efile w2 forms with the SSA.

    Form W-2 is used to report wages paid to employees and the taxes withheld from them. The form is also used to report FICA taxes to the Social Security Administration. Relevant amounts on Form W-2 are reported by the Social Security Administration to the IRS. A W2 form must be provided to the employee and a copy mailed to or e-filed with the Social Security Administration (this W2 / 1099 Software can handle both methods).

    Anyone required to file Form W-2 must file Form W-3 to transmit Copy A of Forms W-2. Make a copy of Form W-3; keep it and Copy D (For Employer) of Forms W-2 with your records for 4 years. Be sure to use Form W-3 for the correct year. If you are filing Forms W-2 electronically you don't need form W-3 (if you are required to file 250 or more Forms W-2, you must file them electronically unless the IRS granted you a waiver). Using W2 Mate Option #4 you can efile W2's with the SSA and and efile 1099's with the IRS.

    File Form 1099-A, Acquisition or Abandonment of Secured Property, for each borrower if you lend money in connection with your trade or business and, in full or partial satisfaction of the debt, you acquire an interest in property that is security for the debt, or you have reason to know that the property has been abandoned. You need not be in the business of lending money to be subject to this reporting requirement. IRS Form 1099-A must be sent to the recipient and a copy must be mailed to or electronically filed with the IRS (both options are supported by our 1099 reporting software).

    Use IRS form 1099-B to report sales or redemptions of securities, futures transactions, commodities, and barter exchange transactions.You can use our W2 1099 software to print 1099-B for the recipient, print 1099-B for the IRS and E-File 1099-B if you are required to file electronically.

    Use this IRS form to report cancellation of a debt owed to a financial institution, the Federal Government, a credit union, RTC, FDIC, NCUA, a military department, the U.S. Postal Service, the Postal Rate Commission, or any organization having a significant trade or business of lending money.You can print form 1099-C and E-File form 1099-C using our 2017 1099 software solution.

    Use our 1099 software program to create, populate, print, import and e-File form 1099-PATR. File Form 1099-PATR, Taxable Distributions Received from Cooperatives, for each person to whom the cooperative has paid at least $10 in patronage dividends and other distributions described in section 6044(b) or from whom you withheld any federal income tax under the backup withholding rules regardless of the amount of the payment. A cooperative determined to be primarily engaged in the retail sale of goods or services that are generally for personal, living, or family use of the members may ask for and receive exemption from filing Form 1099-PATR.

    Use this IRS form to report Original issue discount. W2 Mate W2 / 1099 software can be used to print recipient copies of form 1099-OID (just like other 1099 forms supported by the software) on white paper, print data on 1099-OID copy A (for the IRS) and create the 1099-OID e-File for reporting data electronically.

    File Form 1099-S, Proceeds from Real Estate Transactions, to report the sale or exchange of real estate. 1099-S filers can use our 1099 tax software to report 1099-S forms on paper or electronically through the IRS FIRE System.

    Use Form 1098, Mortgage Interest Statement, to report mortgage interest of $600 or more received by you during the year in the course of your trade or business from an individual, including a sole proprietor. Also use Form 1098 to report mortgage insurance premiums of $600 or more for the calendar year received by you from individuals in the course of your trade or business. Printing and filing forms 1098 electronically is easy and straightforward using our IRS 1099 software.

    File Form 1098-T, Tuition Statement, if you are an eligible educational institution. You must file for each student you enroll and for whom a reportable transaction is made. Also, if you are an insurer, file Form 1098-T for each individual to whom you made reimbursements or refunds of qualified tuition and related expenses. You can use our 1099 software to fill out, print and submit electronic 1098-T forms to the IRS.

    * 1099-INT, 1099-DIV, 1099-R, 1099-K, 1099-S, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID Forms require W2 Mate Option #5 (Additional 1099 Forms)

    Support for an unlimited number of 1099 Filers and unlimited number of employees and 1099 recipients, unlike other W2 and 1099 software applications!

    This feature is attractive to accountants, CPAs, Bookkeepers, tax preparers and 1099 filing service providers.

    In the case of 1099 tax forms (Forms 1099-MISC, 1099-INT, 1099-DIV, 1099-R) , a filer is a payer. In the case of W2 Forms, a filer is an employer. This 1099 software solution doesn't impose any limitations on the number of employers, filers, employees or recipients. Examples of recipients include independent contractors, prize winners, borrowers, share-holders, service providers and so on.

    Automatically generates 1096 and W3 Forms.

    Our 1099 tax software delivers results and saves you precious time and hard work. Using our software you don't have to spend long hours trying to prepare form 1096 or form W-3. Both forms are automatically prepared and ready for you to print with a click of a button. For example the amount on Box 5 (Total amount reported with this Form 1096) is automatically calculated by the software based on IRS regulations. If you are using form 1096 to report 1099-MISC forms to the IRS then Box 5 should include the totals for boxes 1, 2, 3, 5, 6, 7, 8, 10, 13, and 14 on form 1096 (based on 2017 instructions).

    W2 Mate Software eliminates the need for buying Forms W2 Copy A and W3 by printing government-approved laser substitutes for these forms on plain white paper (requires W2 Mate Option #1).

    Employers not filing electronically must file paper Forms W-2 (Copy A) along with Form W-3 with the SSA by using either the official IRS form or a substitute form that exactly meets the government specifications.

    Supports 1099 Bulk TIN Matching by creating Bulk TIN Matching request files and parsing response files pursuant to IRS publication 2108A.

    Supports form 1099 and 1096 corrections

    Very easy to use, saves you precious time and money

    Our W2 / 1099 software is so easy to use, you will start entering and printing data within minutes of downloading the software. In fact many of our customer's testimonials focus on the amount of time they were able to save by using or switching to our software.

    Eliminates need to print and mail recipient copies of 1099-MISC form or employee copies of W2 form. This W2 / 1099 Software generates electronic employee copies of W2 Form and electronic recipient statements of 1099 MISC form in Adobe PDF format with password protection for security purposes.(requires W2 Mate Option #6)

    W2 Mate is the ONLY software that generates secure PDF 10&9's (Recipient Copies of 1099 MISC form in PDF format) and secure PDF W2's (Employee Copies of W2 Form in PDF Format). The resulting PDF files can then be electronically sent to consenting employees and/or recipients instead of paper copies.

    Prints ON the following official IRS laser forms:

    Laser Copy A of form 1099-INT * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-DIV * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-R * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-S * : For Internal Revenue Service Center.

    Laser Copy A of form 1098-T * : For Internal Revenue Service Center.

    Laser Copy A of form 1098 * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-A * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-B * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-C * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-PATR * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-OID * : For Internal Revenue Service Center.

    Laser Copy A of form 1099-K * : For Internal Revenue Service Center.

    Laser 1096 form : Annual Summary and Transmittal of U.S. Information Returns.

    Laser Copy A of form W2 : For Social Security Administration.

    Laser W-3 form : Transmittal of Wage and Tax Statements.

    * These forms require W2 Mate Option #5 (Additional 1099 Forms)

    Prints the following 1099-MISC (miscellaneous) copies:

    1099 Misc Copy B: For Recipient.

    1099 Misc Copy C: For Payer.

    1099 Misc Copy 1: For State Tax Department.

    1099 Misc Copy 2: To be filed with recipient's state income tax return, when required.

    All these copies can be printed on blank paper with black ink.

    Prints the following W2 (Wage and Tax Statement) copies:

    W2 Copy B: To Be Filed With Employee's FEDERAL Tax Return.

    W2 Copy C: For EMPLOYEE'S RECORDS.

    W2 Copy D: For Employer.

    W2 Copy 1: For State, City, or Local Tax Department.

    W2 Copy 2: To Be Filed With Employee's State, City, or Local Income Tax Return.

    All these copies can be printed on blank paper with black ink.

    Prints the following 1099-INT (Interest Income) copies:

    1099 INT Copy B: For Recipient.

    1099 INT Copy C: For Payer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-DIV (Dividends and Distributions) copies:

    1099 DIV Copy B: For Recipient.

    1099 DIV Copy C: For Payer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-R (Distributions From Pensions, Annuities etc.) copies:

    1099-R Copy B: To be filed with recipient's federal tax income tax return, when required.

    1099-R Copy C: For Recipient's Records.

    1099-R Copy D: For Payer.

    1099-R Copy 1: For State, City, or Local Tax Department.

    1099-R Copy 2: To be filed with recipient's state income tax return, when required.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-S (Proceeds From Real Estate Transactions) copies:

    1099 S Copy B: For Transferor.

    1099 S Copy C: For Filer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1098-T (Tuition Statement) copies:

    1098 T Copy B: For Student.

    1098 T Copy C: For Filer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1098 (Mortgage Interest Statement) copies:

    1098 Copy B: For Payer/Borrower.

    1098 Copy C: For Recipient/Lender.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-K (Merchant Card and Third Party Network Payments) copies:

    1099 K Copy B: For Payee.

    1099 K Copy C: For Filer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-A (Acquisition or Abandonment of Secured Property) copies:

    1099 A Copy B: For Borrower.

    1099 A Copy C: For Lender.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-B (Proceeds From Broker and Barter Exchange Transactions) copies:

    1099 B Copy B: For Recipient.

    1099 B Copy C: For Payer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-C (Cancellation of Debt) copies:

    1099 C Copy B: For Debtor.

    1099 C Copy C: For Creditor.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-PATR (Taxable Distributions Received From Cooperatives) copies:

    1099 PATR Copy B: For Recipient.

    1099 PATR Copy C: For Payer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    Prints the following 1099-OID (Original Issue Discount) copies:

    1099 OID Copy B: For Recipient.

    1099 OID Copy C: For Payer.

    All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

    If you are an employer or tax professional looking for Form 1095-C / 1094-C information reporting and compliance system, please take a look at our 1095 Mate® software, which gives you all the tools you need to process ACA tax forms on paper or electronically. The Patient Protection and Affordable Care Act requires certain employers to report annually to the Internal Revenue Service regarding the health care coverage they offer to full-time employees (and full-time equivalent employees) and enrollment by employees.

    Easily enter, process and print large amounts of records

    W2 Mate is a serious W2 / 1099 software. It can handle large amounts of records and ships with a number of batch processing tools such as batch print, batch delete of employees/ recipients and batch update of W-2 and 1099 forms. Some of our customers process thousands of tax statements inside one company file.

    Imports data for W2 and 1099 forms from CSV files (requires W2 Mate Option #3)

    Our W-2/1099 system comes with a powerful import feature capable of mapping a CSV file (text file delimited with a comma or a tab) into the W2 and 1099 data format that can be processed by our software. You can generate a CSV file from a number of database formats such as MS Access, MS SQL, MS Excel, Oracle and so on. Our customers have used the import feature to process forms from a number of popular accounting and payroll softwares such as Sage timberline, Sage 100, MAS 90, MAS 200, MAS 500, Oracle Payables, Sage DacEasy, Peoplesoft, Microsoft Dynamics (Great Plains), Sage 50 (formerly Sage Peachtree) and so on. W2 Mate also shares data internally between 1099 forms (MISC, INT, DIV, R, K, S, A, B, C, PATR, OID, 1098 and 1098-T), minimizing redundant data entry when creating forms for recipients who already exist.

    Imports data directly from QuickBooks (requires W2 Mate Option #3)

    The QuickBooks import wizard that ships with our W-2 & 1099 software is one of the most sophisticated, yet easy to use import utilities available in the industry. A number of year-end compliance systems claim that they offer import capabilities for W2 and 1099 forms from QuickBooks, but none-of them comes close to what our software offers. The import process is broken into well-defined easy-to-follow steps, and the user can edit the forms data or fix errors before doing the actual import. W2 Mate connects directly to QuickBooks and retrieves the required information for 1099-MISC forms and W2 Forms (the user doesn't need to manually export any reports from QuickBooks). W2 Mate's direct communication with QuickBooks removes the "800 Form" / "$10 Million payroll" maximum faced by other software. Once the QuickBooks data is imported into our software, it can be printed on paper on electronically field (W2 Mate along with Options #3 and #4 becomes a complete QuickBooks W2 & 1099 e-filing software).

    Imports 1099 data from Microsoft Dynamics - Great Plains (requires W2 Mate Option #3)

    W2 Mate (W2 and 1099 Software) ships with a powerful import wizard that can import 1099 data from Microsoft Dynamics GP, SL or Great Plains. The user can map Dynamics data to go into any "1099 Form / 1099 Box" supported by W2 Mate. Although Microsoft Dynamics (Great Plains) only supports 1099-MISC, 1099-INT and 1099-DIV, our 1099 reporting software gives Dynamics users the ability to process 1099-MISC, 1099-INT, 1099-K, 1099-DIV, 1099-R, 1099-S, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID.

    Imports 1099 data from Sage 50 (formerly Sage Peachtree) and Sage DacEasy (requires W2 Mate Option #3)

    Our 1099 tax software also ships with a dedicated 1099 import wizard for importing data from Sage Peachtree and Sage DacEasy. The user can map the data into the different 1099 form types supported by our software.

    Exports W2 and 1099 data (employer, employee, payer and 1099 recipient information) to Excel format

    This is one of the most popular features with our customers. With the capability to export data to Excel, our 1099 W2 filing software opens the door for the user to process the tax information inside a spreadsheet program to fit his or her own needs. For example some of our customers use the QuickBooks import capability to import the 1099 data into W2 Mate, then they use the export feature to process the data inside MS Excel and then import the data back into our 1099 / W-2 software. The resulting Excel file includes all the information relating to a certain form, for example when exporting W2 forms to Excel the resulting file includes employer information, employee information and all the boxes from 1 to 20.

    1099 Electronic Filing (1099 E-File) through IRS FIRE (requires W2 Mate Option #4)

    W2 Mate is a complete 1099 E-file software, with the ability to E-File 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID with the IRS.

    Our 1099 software includes the ability to generate electronic filing submissions of information returns ( 1099 MISC, 1099 INT, 1099 DIV, 1099 R, 1099 S, 1099 A, 1099 K, 1099 B, 1099 C, 1099 PATR, 1099 OID, 1098 T and 1098 forms). What the software basically does is generates a flat file that follows the IRS regulations, this file includes the required tax information that you need to submit. The resulting file is formatted according to the "Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically or Magnetically" which is defined by the IRS. Once you use our software to generate the 1099 INFORMATION RETURN FILE, you can use the IRS FIRE (Filing Information Returns Electronically) system to submit the file to the Internal Revenue Service.

    This W-2/1099 preparation software supports the Combined Federal/State Filing (CF/SF) Program. This program was established to simplify information returns filing for the taxpayer. IRS/ECC-MTB will forward 1099 information to participating states free of charge for approved filers. Separate reporting to those states is not required. All 1099 forms supported by W2 Mate may be filed under the Combined Federal/State Filing Program (this includes Form 1099-MISC, Form 1099-DIV, Form 1099-INT, Form 1099-OID, Form 1099-PATR and Form 1099-R). The following states participate in this program (you can efile 1099s for these states): Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, South Carolina, Utah, Vermont, Virginia and Wisconsin.

    W-2 Electronic Filing (E-Filing) through SSA Business Services Online(requires W2 Mate Option #4)

    W2 Mate is also a complete W-2 E-file Software: the software includes the ability to generate electronic filing submissions of Annual Wage Reports (W2 Forms).

    Runs over a network (requires W2 Mate Option #2)

    Using W2 Mate on a network in order to share the W2 and 1099 information is easy and straightforward. The user will first need to setup a shared data folder on a certain computer on the network (preferably a server). Any machine that needs to access the shared folder needs to have full READ, WRITE and MODIFY permissions to that folder. The W2 Mate software needs to be installed on each machine, where the W2 and 1099 forms need to be prepared. Finally the software on each machine needs to be configured to point the "Company Data Path" to the shared data folder created earlier.

    SSN Masking (Masking Social Security numbers on recipient 1099 forms / Truncating Social Security Numbers on Paper Payee Statements).

    Our 1099 software supports truncating Social Security Numbers as defined by Internal Revenue Bulletin: 2009-51. This notice creates a pilot program allowing filers of information returns to truncate an individual payee's nine-digit identifying number on paper payee statements for calendar years 2009 and 2010 if the filers meet the requirements set forth in this notice. The identifying number is truncated by replacing the first five digits of the nine-digit number with asterisks or Xs (for example, a social security number 123-45-6789 would appear on the paper payee statement as ***-**-6789 or XXX-XX-6789). Currently, the Internal Revenue Service allows only SSNs to be masked. EINs may not be masked.

    Works with Accounts Payable Software to simplify and enhance 1099 reporting

    1099 Compliance for rental properties

    Helps rental property owners, managers and real estate agents comply with IRS 1099 reporting requirements. This applies to individuals who manage rental payment manually or who use property management software such as Timberline, Yardi Systems and Tenant Pro. Please note that "IRS Section 1.6041-1(e)(5) Example 5" clarifies when the real estate agent must use Form 1099-MISC to report the rent paid over to the property owner.

    Try before you buy, download and test entering W2 1099 data immediately.

    Take our W2 1099 software for a spin, we are sure you will like it. The demo you download is fully functional and you don't need to re-enter or re-type anything once you decide to order the product. The demo setup is less than 5MB, which means you can download it in seconds.

    All data needed to fill W-2, 1099, W3 and 1096 forms can be saved for later use and modification.

    W2 Mate's slick interface and intuitive navigation menus make management and preparation of (1099 / W2 ) forms data simple and straightforward. When performing data entry, users of our 1099 software are presented with form replicas, allowing them to quickly tab through form boxes or use their mouse to move from one field to another.

    You own the software and you own the data

    W2 Mate is NOT a hosted or online 1099 / W2 reporting solution. You download the software to your own machine / network where you can setup your W2 / 1099 data. No one can take care of your business information and protect it as much as you will.

    Back-up the whole database in seconds to different types of media to keep your data safe and to move it from one machine to another. The restore process is just as easy and powerful.

    Data rollover from previous tax years (for example from W2 Mate 2014 to W2 Mate 2017)

    To save time and avoid re-entering employee and recipient information, you can bring the data forward from the previous year and then simply change the money amounts.

    Controlled access to the software through an encrypted user name and password.

    Generates printing labels for employees and 1099 recipients

    Powerful data validation

    Help and links to IRS and SSA instructions online

    W2 Kit (All you need to file your W2 forms!)

    Includes the following:

    30 W-2 Copy A Laser Forms.

    5 W-3 summary Forms .

    W2 Mate Software (Prints both 1099 and W2 Forms)

    1099 Kit (All you need to file your 1099-Misc forms!)

    Includes the following:

    30 1099-Misc Copy A Laser Forms.

    5 1096 summary Forms .

    W2 Mate Software (Prints both 1099 and W2 Forms)