Print 1099 Forms

The Federal 1099s will be printed from this window and can be placed on the pre-printed forms or on blank paper.

Pre-Printed Forms
The pre-printed forms are available at most office supply stores. The information that prints on the 1099 is based off of the information on the "Update 1099 File" window. You MUST use the Pre-printed forms for the copy you send to the IRS.

Format - Print 1099s On:
Select the format option that you will be using to print the 1099s.

Print On:
Blank Paper - Prints the complete 1099 format so that you can print on blank paper. When marked you will also have to specify which of the 4 Copies you want to print.
Preprinted Forms - Mark this option if you are using the pre-printed forms. SherWare will only print the information that goes within each box. You MUST use the Pre-printed forms for the copy you send to the IRS.

Copies To Print:
Select the forms that you would like to print. A seperate print job will be sent to the printer for each option selected.

Selection Criteria:

Tax Year
The year that you are printing the 1099s for.

Print all 1099s
All 1099s for the specified year will print when this option is marked.

Print Selected 1099s
Allows you to specify which entities you want to print a 1099 for.

Selecting 1099s To Print
When you mark the "Print selected 1099s" option a separate window will appear listing all of the available entities on the left. Move the desired entities over into the "Selected" space. The report will then only appear for the entities in the selected column. Click on the single arrow (>) to move it into the selected field. Click on the double arrow (>) to move all records into the selected field. You can hold the Ctrl or shift keys on your keyboard to select multiple entities at a time. Owners in the "Selected" section on the right will be included on the report.

Options:

Corrections
Marking this option will result in the "Corrected" option at the top of the 1099 form being marked with an "X". This will indicate that the 1099s are a correction. This should be done only when correcting a form previously filed with the IRS.

Mask Recipient Tax IDs
The report will not show the tax ID for each entity if this option is marked. Generally this option is not used. The IRS does accept 1099s with masked tax IDs. This option will add security and is a safeguard against identity theft.

Print By Well
If the 1099s were created by well then you will need to mark this option. If you did not create the 1099s by well then this option should not be marked.

Beginning/Ending Well
These will only be visible if the print by well option is marked. The first and last well IDs in the range that you want to view the report for.

Print Alignment Sheet
Prints a generic 1099 with all of the fields filled out. Print this once prior to printing your actual 1099s to verify that the alignment of the information matches up with the fields on the pre-printed forms. If you do have any alignment issues the format of where SherWare is printing these can be modified under the utilities menu.