Printing 1099 Forms

Recipient Copies & General Printing


To print recipient copies open in the grid, click the File menu then Print (Create) Laser Forms option from the drop-down list (or click the printer icon on the speed bar).
File Print
The Page Setup dialog box will appear.
  • Select the Copy needed in the Graphic Forms section (default will be Copy B to Recipients with instructions - 1 person per page).

  • After selecting the Copy, select Print
Print Setup
The Windows page setup will populate, click OK at the bottom left to print all 1099s.
ok
Printing a Range of Forms is also possible.
  • To print a specific page, select the Pages drop-down menu and select Custom Range option.

  • Enter the Line (record) number of the recipient needed.

  • All laser forms are printed on regular LETTER size paper.
Custom Range
The LASER FORMS Menu creates professional looking "1099 likeness" forms on plain white paper. This style works with any Windows printer, including ink jet, bubble-jet, and others but works fastest with a laser printer.
The form shown below is designed to be folded in 3rds, with or without perforated paper.
  • The top form will fit most No. 9 double window envelopes and most No. 10 single window stationery.

  • The lower addresses can be moved anywhere on the lower left to fit almost any double window envelope.

  • The legend "Important Tax Return Document Enclosed" can also be moved to show through the upper or lower window in the Advanced settings.
Sample NEC

Printing Form 1099-Misc


When printing form 1099-Misc, if the Window Envelope Addresses checkbox is not checked, the full set of instructions will be printed on the bottom 1/3rd of the page. In this case, Z-fold the paper, and the top form will fit nicely in the recommended No. 9 double window envelopes.
  • If Window Envelope Addresses is checked, 1099-Misc will attempt to print the addresses as shown (on the bottom left) AND print the minimum instructions (on the bottom right).

  • This will allow use of other style window envelopes. Only instructions for boxes containing money are printed on the bottom right. Unnecessary instructions are not printed. If money is reported in too many boxes on form 1099-Misc then there may not be enough room to print all of the required instructions. If this is the case, 1099 Express will print the full instructions on the bottom 1/3rd for that particular form (like the paragraph above).

  • For all other forms that have room, 1099Exress will print with the lower addresses showing. If this is not acceptable, 1099Express can be forced to print all instructions on the back using the Duplex checkbox.
For a Video tutorial on how to print forms on plain paper, please refer here: How to Print Forms on Plain Paper

Instructions to recipients are required by the IRS to be present and must be sent to the recipients.

1099-R has a word document for this purpose.



All other forms have nothing on the bottom 1/3rd of the page, and thus can print the Window Envelope Addresses with no problem. The exceptions are forms 1099-Misc, 1099-R, W2-G, and 1098-C. Those forms have 2 or 3 copies of the same person on the page. Thus, there may be no room for the instructions.

On 1099-R and W2-G, instructions are never printed on the front page; you must print them on the back of the page or provide the instructions on a separate page. If you have a laser printer capable of printing on the back of the page (duplex) 1099 Express will automatically print the instructions to recipients on the back of the page, if the duplex checkbox is checked.

See Print Setup Functions


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