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.
Aligning Print Settings
Before printing Form 1096 and Copy A, ensure proper alignment by setting up Acrobat correctly:
- Adjust Print Scaling:
- Click the printer icon in the Acrobat toolbar (below the main browser toolbar).
- Under Page Handling, set Page Scaling to None (default is often "Fit to Page," which shrinks the form to 94%).
- Confirm the zoom in the Preview section is at 100%.
Alternative Option:
- If the Page Scaling option outlined above is unavailable, select Actual Size and perform a test print on blank paper.
- Hold the printed test against the red Copy 1096 form to verify alignment.
For Firefox Users:
- If Page Scaling options are not visible, refer to the provided instructional recording for guidance.
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.
