Accessing the Print Features:
The Print Menu on the main "Form 1099 - Year" screen is where users select printing options and print forms. This menu is organized into three columns: IRS Copies, Other Copies, and Reports.
Selecting Payees for Printing
Payee Selection:
Only Payees selected under "Select Payees" in the "Edit Payees" box will be included in the print job.- If fewer Payees are selected than the total participant count, not all Payee copies will be printed.
Printing and Mailing Forms:
If forms will be printed and mailed by the user, access the Print Menu on the main 1099-X - Year screen. Alternatively, users can utilize the ftwilliam.com Fulfillment Service. for printing, mailing, and e-filing.Ordering Special Paper:
If printing is handled in-house, specialized paper is required for different copies. For paper needs, Nelco Solutions is recommended.
Additional Menu Features
At the top of the Print Menu, two links offer further customization:
Print Options:
- Adjust print margins to ensure alignment with Copy 1096 and Copy A.
- Test print on blank paper and compare against the special red paper before final printing. Adjust margins as needed within Print Options.
TIN Masking:
- Enable TIN Masking (hides all but the last 4 digits of the Payee’s SSN) for Other Copies (Copy B, Copy C, and Copy 2).
- Note: Only Designated Admin Users can enable global TIN Masking.
