CS PROFESSIONAL SUITE Government Approved 2016 Tax Forms
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FORMS CS 2016 TAX PRODUCTSOnline formscs.com | Phone 800.909.1850 / 914.829.9651 | Fax 800.261.1499
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3
PREPRINTED 2UP 6 PART EZ PACK - enough for 50 or 100 employeesIncludes Employer Federal Copy A, Employee Federal IRS Copy B, Employee Record Copy C/Copy 2, Employer Copy D/1, 3 transmittals and self-seal envelopes.565050 – 50 employees ........$91.88 5650E – 100 employees .........$106.91
PREPRINTED LASER W-2 FORMS*Not available in Accounting CS / Accounting CS Payroll.
Item Description
2up 1 sheet equals 2 forms
5201 Copy A – Employer Federal IRS Copy Use W-2 Copy A to print wage and withholding information to send to the SSA (Social Security Administration). This form is printed in red drop out ink.
5202 Copy B - Employee Federal IRS Copy*Use the W-2 Copy B to print wage and withholding information for employee submission with federal tax return.
5203 Copy C - Employee Record*Use the W-2 Copy C to print wage and withholding information for the employee’s state, city or file copy.
5204 Copy D - Employer Copy*Use the W-2 Copy D to print employer record copies.
1up 1 sheet equals 1 form
5212 Employee Combined Federal IRS and file copy*Use the condensed W-2 1up form to print employee W-2 Copies B and C (federal and record).
4up 1 sheet equals 1 form
5205 Employee B/2/C/2 copies*Condensed W-2 4up, contains all employee copies (federal/state/record/city).
5200 W-3 Transmittal Use the W-3 form (Transmittal of Wage and Tax Statements) to summarize W-2 information for the SSA. This form is printed in red drop out ink. 3 transmittals will be included free with your order. Additional transmittals order item #5200-1. Packs of 50 order item #5200.
All Laser Forms 50 sheets for $14.02 500 sheets for $94.05
Additional Transmittals 5200-1 50 cents
Copy B—To Be Filed With Employee'sFEDERAL Tax Return.
Form W-2 Wage and Tax Statement
Copy 2—To Be Filed With Employee's State,City, or Local Income Tax Return.
Form W-2 Wage and Tax Statement
Copy 2—To Be Filed With Employee's State,City, or Local Income Tax Return.
Copy C—For EMPLOYEE'S RECORDS (SeeNotice to Employee on the back of Copy B.)
Form W-2 Wage and Tax Statement Form W-2 Wage and Tax Statement
2016 2016
2016 2016
a Employee's soc. sec. no. 1 Wages, tips, other comp. 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
b Employer ID number (EIN)5 Medicare wages and tips 6 Medicare tax withheld
c Employer's name, address, and ZIP code
d Control number
e Employee's name, address, and ZIP code
7 Social security tips 8 Allocated tips 9
10 11 12a
13 12b
12c
12d
15 State Employer's state ID number18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Dept. of the Treasury -- IRS
This information is being furnished to the Internal Revenue Service.
Dependent care bene�ts Code See inst. for box 12
Statutory employee
Retirement plan
Third-party sick pay
Code
Code
Code
Other14
State income tax17State wages, tips, etc.16
This information is being furnished to the IRS. If you are required to �le a tax return, a negligencepenalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
OMB No. 1545-0008 41-0852411
Suff.
5205L4UP
www.irs.gov/efile
Nonquali�ed plans
a Employee's soc. sec. no. 1 Wages, tips, other comp. 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
b Employer ID number (EIN)
5 Medicare wages and tips 6 Medicare tax withheld
c Employer's name, address, and ZIP code
d Control number
e Employee's name, address, and ZIP code
7 Social security tips 8 Allocated tips 9
10 11 12a
13 12b
12c
12d
15 State Employer's state ID number18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Dept. of the Treasury -- IRS
Dependent care bene�ts Code
Statutory employee
Retirement plan
Third-party sick pay
Code
Code
Code
Other14
State income tax17State wages, tips, etc.16
OMB No. 1545-0008 41-0852411
Suff.
Nonquali�ed plans
a Employee's soc. sec. no. 1 Wages, tips, other comp. 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
b Employer ID number (EIN)
5 Medicare wages and tips 6 Medicare tax withheld
c Employer's name, address, and ZIP code
d Control number
e Employee's name, address, and ZIP code
7 Social security tips 8 Allocated tips 9
10 11 12a
13 12b
12c
12d
15 State Employer's state ID number18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Dept. of the Treasury -- IRS
Dependent care bene�ts Code See inst. for box 12
Statutory employee
Retirement plan
Third-party sick pay
Code
Code
Code
Other14
State income tax17State wages, tips, etc.16
OMB No. 1545-0008 41-0852411
Suff.
Nonquali�ed plans
a Employee's soc. sec. no. 1 Wages, tips, other comp. 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
b Employer ID number (EIN)
5 Medicare wages and tips 6 Medicare tax withheld
c Employer's name, address, and ZIP code
d Control number
e Employee's name, address, and ZIP code
7 Social security tips 8 Allocated tips 9
10 11 12a
13 12b
12c
12d
15 State Employer's state ID number18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Dept. of the Treasury -- IRS
Dependent care bene�ts Code
Statutory employee
Retirement plan
Third-party sick pay
Code
Code
Code
Other14
State income tax17State wages, tips, etc.16
OMB No. 1545-0008 41-0852411
Suff.
Nonquali�ed plans
LW2A 5201
41-0852411
41-0852411
Voida Employee’s social security number For Official Use Only ▶
OMB No. 1545-0008
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e Employee’s first name and initial Last name Suff.
f Employee’s address and ZIP code
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement
Copy A For Social Security Administration — Send this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable.
Department of the Treasury—Internal Revenue Service
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Do Not Cut, Fold, or Staple Forms on This Page
Voida Employee’s social security number For Official Use Only ▶
OMB No. 1545-0008
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e Employee’s first name and initial Last name Suff.
f Employee’s address and ZIP code
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement
Copy A For Social Security Administration — Send this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable.
Department of the Treasury—Internal Revenue Service
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
22222
22222
2016
2016
LW2C/LW22 5203
on the back of Copy B.) or Copy 2 to be Filed WithEmployee s State, City or Local Income Tax Return’
Safe, accurate, FAST! Use
e Suff.Employee’s name, address, and ZIP code
a Employee’s social security numberOMB No. 1545-0008
This information is being furnished to the Internal Revenue Service. If you are required to file a tax return, a negligence penalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
Copy C—For EMPLOYEE’S RECORDS (See Notice to Employee
on the back of Copy B.) or Copy 2 to be Filed WithEmployee s State, City or Local Income Tax Return’
Safe, accurate, FAST! Use
e Suff.Employee’s name, address, and ZIP code
a Employee’s social security numberOMB No. 1545-0008
This information is being furnished to the Internal Revenue Service. If you are required to file a tax return, a negligence penalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
Copy C—For EMPLOYEE’S RECORDS (See Notice to Employee
LW2D1 5204
Copy 1—For State, City, or Local Tax DepartmentCopy D—For Employer.
e Employee’s name, address, and ZIP code
22222 Voida Employee’s social security number
OMB No. 1545-0008
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
Suff.
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions.
Copy 1—For State, City, or Local Tax DepartmentCopy D—For Employer.
e Employee’s name, address, and ZIP code
22222 Voida Employee’s social security number
OMB No. 1545-0008
b Employer identification number (EIN)
c Employer’s name, address, and ZIP code
d Control number
Suff.
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions.
5212
_
_
__
LW2BC
Safe, accurate, FAST! Use
Visit the IRS website at www.irs.gov/efile
e Suff.Employee’s name, address, and ZIP code
a Employee’s social security number
OMB No. 1545-0008
b Employer identi�cation number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care bene�ts
11 Nonquali�ed plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
Copy B—To Be Filed With Employee’s FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service.
on the back of Copy B.) or Copy 2 to be Filed WithEmployee s State, City or Local Income Tax Return’
Safe, accurate, FAST! Use
e Suff.Employee’s name, address, and ZIP code
a Employee’s social security numberOMB No. 1545-0008
This information is being furnished to the Internal Revenue Service. If you are required to �le a tax return, a negligence penalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
b Employer identi�cation number (EIN)
c Employer’s name, address, and ZIP code
d Control number
e
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care bene�ts
11 Nonquali�ed plans 12a See instructions for box 12Co d e
12bCo d e
12cCo d e
12dCo d e
13 Statutory employee
Retirement plan
Third-party sick pay
14 Other
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Form W-2 Wage and Tax Statement 2016
Department of the Treasury—Internal Revenue Service
Copy C—For EMPLOYEE’S RECORDS (See Notice to Employee
DO NOT STAPLE a Control number For Official Use Only ▶
OMB No. 1545-0008
b Kind of Payer (Check one)
▲ 941 Military 943 944
CT-1Hshld. emp.
Medicare govt. emp.
Kind of Employer (Check one)
▲ None apply 501c non-govt.
State/local non-501c State/local 501c Federal govt.
Third-party sick pay
(Check if
applicable)
c Total number of Forms W-2 d Establishment number
e Employer identification number (EIN)
f Employer’s name
g Employer’s address and ZIP code
h Other EIN used this year
1 Wages, tips, other compensation 2 Federal income tax withheld
3 Social security wages 4 Social security tax withheld
5 Medicare wages and tips 6 Medicare tax withheld
7 Social security tips 8 Allocated tips
9 10 Dependent care benefits
11 Nonqualified plans 12a Deferred compensation
12b13 For third-party sick pay use only
14 Income tax withheld by payer of third-party sick pay15 State Employer’s state ID number
16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax
Employer's contact person Employer's telephone number For Official Use Only
Employer's fax number Employer's email address
Under penalties of perjury, I declare that I have examined this return and accompanying documents and, to the best of my knowledge and belief, they are true, correct, and complete.
Signature ▶ Title ▶ Date ▶
Form Transmittal of Wage and Tax Statements Department of the Treasury Internal Revenue Service
5200LW3 41-0852411
__
33333
W-3 2016Send this entire page with the entire Copy A page of Form(s) W-2 to the Social Security Administration (SSA). Photocopies are not acceptable. Do not send Form W-3 if you filed electronically with the SSA. Do not send any payment (cash, checks, money orders, etc.) with Forms W-2 and W-3.
ReminderSeparate instructions. See the 2016 General Instructions for Forms W-2 and W-3 for information on completing this form. Do not file Form W-3 for Form(s) W-2 that were submitted electronically to the SSA.
Purpose of FormA Form W-3 Transmittal is completed only when paper Copy A of Form(s) W-2, Wage and Tax Statement, is being filed. Do not file Form W-3 alone. All paper forms must comply with IRS standards and be machine readable. Photocopies are not acceptable. Use a Form W-3 even if only one paper Form W-2 is being filed. Make sure both the Form W-3 and Form(s) W-2 show the correct tax year and Employer Identification Number (EIN). Make a copy of this form and keep it with Copy D (For Employer) of Form(s) W-2 for your records. The IRS recommends retaining copies of these forms for four years.
E-FilingThe SSA strongly suggests employers report Form W-3 and Forms W-2 Copy A electronically instead of on paper. The SSA provides two free e-filing options on its Business Services Online (BSO) website:• W-2 Online. Use fill-in forms to create, save, print, and submit up to 50 Forms W-2 at a time to the SSA.• File Upload. Upload wage files to the SSA you have created using payroll or tax software that formats the files according to the SSA’s Specifications for Filing Forms W-2 Electronically (EFW2).
W-2 Online fill-in forms or file uploads will be on time if submitted by January 31, 2017. For more information, go to www.socialsecurity.gov/employer. First time filers, select “Go to Register”; returning filers select “Go To Log In.”
When To FileMail Form W-3 with Copy A of Form(s) W-2 by January 31, 2017.
Where To File Paper FormsSend this entire page with the entire Copy A page of Form(s) W-2 to:
Social Security Administration Data Operations Center Wilkes-Barre, PA 18769-0001
Note: If you use “Certified Mail” to file, change the ZIP code to “18769-0002.” If you use an IRS-approved private delivery service, add “ATTN: W-2 Process, 1150 E. Mountain Dr.” to the address and change the ZIP code to “18702-7997.” See Publication 15 (Circular E), Employer’s Tax Guide, for a list of IRS-approved private delivery services.
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
5200 / 5200-1
5201
5203
5204
5212
5205
ENVELOPESUse for W-2 forms 5202, 5203, 5204 and 5212
Item Description 100/pack
6666-2 W-2 2up self-seal envelope $38.34
6666-1 W-2 2up regular seal envelope $32.22
ENVELOPESUse for W-2 form 5205
Item Description 100/pack
9999-2 W-2 4up self-seal envelope
$39.76
9999-1 W-2 4up regular seal envelope
$33.34
6666-1, 6666-2
WEB formscs.com | CALL 800.909.1850 | FAX 800.261.1499
9999-1, 9999-2
Everything You Need
4
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
BLANK 2UP W-2PERFORATED PAPER EZ PACK -enough for 50 or 100 employeesPrint W-2 Copy A on blank paper or a preprinted form. Print other copies on IRS approved blank perforated paper. Matching double window self-seal envelopes included. 5650BB – Blank Copy A 50 employees ......................... $52.795650B1 – Blank Copy A 100 employees ....................... $76.625650E5 – Preprinted Copy A 50 employees .........................$58.085650EB – Preprinted Copy A 100 employees ........................$85.15
5221
without instructions
ENVELOPES Use for W-2 forms 5221, 5209
Item Description 100/pack
9999-2 W-2 4up self-seal envelope $39.76
9999-1 W-2 4up regular seal envelope $33.34
Use for W-2 form 5208
4444-2 W-2 4up horizontal self-seal envelope
$39.76
4444-1 W-2 4up horizontal regular seal envelope
$33.34
BLANK LASER W-2 FORMSItem Description
5207 2up without instructions 1 sheet equals 2 forms. 1 horizontal perforation.
5222 2up with backer instructions 1 sheet equals 2 forms. 1 horizontal perforation.
5211 3up with backer instructions 1 sheet equals 1 form. 2 horizontal and 1 vertical perforation.
5208 4up horizontal with backer instructions 1 sheet equals 1 form. 3 horizontal perforations.
5209 4up with backer instructions1 sheet equals 1 form. 1 vertical and 1 horizontal perforation.
5221 4up without instructions 1 sheet equals 1 form. 1 vertical and 1 horizontal perforation.
5225B 14” Pressure Seal self-mailerW-2 – eccentric Z fold with backer instructions. 1 sheet equals 1 form. 1 vertical and 2 horizontal perforations. Printed on 28# white ledger bond paper with heat resistant ink. When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
5200 W-3 Transmittal Use the W-3 form (Transmittal of Wage and Tax Statements) to summarize W-2 information for the SSA. This form is printed in red drop out ink.
All Laser Forms 50 sheets for $14.02
500 sheets for $94.05
Pressure seal mailer 5225B 500 sheets for $116.31
Additional Transmittals 5200-1 50 cents
ENVELOPES Use for W-2 forms 5207, 5222
Item Description 100/pack
6666-2 W-2 2up self-seal envelope $38.34
6666-1 W-2 2up regular seal envelope
$32.22
Use for W-2 form 5211
3333-2 W-2 3up self-seal envelope $38.34
3333-1 W-2 3up regular seal envelope
$32.22
9999-1, 9999-26666-1, 6666-2
4444-1, 4444-2
All Inclusive EZ Packs
5209
with instructions5222
with instructions5207
without instructions
5211
with instructions
Government regulations specify that all copies must be printed on perforated paper except Copy A. Plain paper is not an accepted format.
5208
with instructions
!
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
5
PREPRINTED 2UP 1099 MISC 4 PART EZ PACK - enough for 50 or 100 recipients Includes Federal Copy A, Recipient Copy B, Payer and/or State Copy C, 3 transmittals and self-seal envelopes.6103NV – 50 recipients ..... $89.32 6103E – 100 recipients ...... $95.59
LASER 1099 FORMS *Not available in Accounting CS / Accounting CS Payroll.
Item Description
1099-MISC Miscellaneous Income, 2up 1 sheet equals 2 forms
5110 Copy A – Federal copy
5111 Copy B – Recipient copy*
5112 Copy C – Payer and/or State copy*
1099-MISC Pressure Seal Self-Mailer
5113B 1099-MISC – Recipient Copy 2 and B Pressure Seal*1 sheet equals 1 form. 2 horizontal perforations. Printed on 28# white ledger bond paper with heat resistant ink. When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
1099-INT Interest Income, 2up 1 sheet equals 2 forms
5120 Copy A - Federal copy
5121 Copy B – Recipient copy*
5122 Copy C – Payer and/or State copy*
1099-INT Pressure Seal Self-Mailer
5115B 1099-INT – Recipient Copy B Pressure Seal*1 sheet equals 1 form. 2 horizontal perforations. Printed on 28# white ledger bond paper with heat resistant ink. When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
1099-DIV Dividends and Distributions, 2up 1 sheet equals 2 forms
5130 Copy A - Federal copy
5131 Copy B – Recipient copy*
5132 Copy C – Payer and/or State copy*
1099-R Distributions from Pension, Annuities, Retirement Plans, 2up 1 sheet equals 2 forms
5140 Copy A - Federal copy
5141 Copy B – Recipient copy*
5142 Copy C – Payer and/or State copy*
5143 Copy D – Payer and/or State, City or Local copy*
5100 1096 Transmittal Annual summary/transmittal of returns. 1 sheet equals 1 form. 3 transmittals will be included free with your order. Additional transmittals order item #5100-1. Packs of 50 order item #5100.
All Laser Forms 50 sheets for $14.02 500 sheets for $94.05
Pressure Seal 5113B, 5115B mailers 500 sheets for $109.14
Additional Transmittals 5100-1 50 cents
ENVELOPES Use for 1099-MISC, 1099-INT,
1099 DIV and 1099-R forms
Item Description 100/pack
7777-2 1099 2up self-seal envelope
$39.76
7777-1 1099 2up regular seal envelope
$33.34
Everything You Need
DET
ACH
BEF
OR
E M
AILI
NG
LMA 5110
Form 1099-MISC
2016 Miscellaneous Income
Copy AFor
Internal Revenue Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0115
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions) FATCA filing requirement
2nd TIN not.
1 Rents
$2 Royalties
$3 Other income
$4 Federal income tax withheld
$5 Fishing boat proceeds
$
6 Medical and health care payments
$7 Nonemployee compensation
$
8 Substitute payments in lieu of dividends or interest
$9 Payer made direct sales of
$5,000 or more of consumer products to a buyer (recipient) for resale
10 Crop insurance proceeds
$11 12
13 Excess golden parachute payments
$
14 Gross proceeds paid to an attorney
$15a Section 409A deferrals
$
15b Section 409A income
$
16 State tax withheld
$$
17 State/Payer’s state no. 18 State income
$$
Form 1099-MISC www.irs.gov/form1099misc
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page41-0852411
Form 1099-MISC
2016 Miscellaneous Income
Copy AFor
Internal Revenue Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0115
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions) FATCA filing requirement
2nd TIN not.
1 Rents
$2 Royalties
$3 Other income
$4 Federal income tax withheld
$5 Fishing boat proceeds
$
6 Medical and health care payments
$7 Nonemployee compensation
$
8 Substitute payments in lieu of dividends or interest
$9 Payer made direct sales of
$5,000 or more of consumer products to a buyer (recipient) for resale
10 Crop insurance proceeds
$11 12
13 Excess golden parachute payments
$
14 Gross proceeds paid to an attorney
$15a Section 409A deferrals
$
15b Section 409A income
$
16 State tax withheld
$$
17 State/Payer’s state no. 18 State income
$$
Form 1099-MISC www.irs.gov/form1099misc41-0852411
9595
9595
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41-0852411
Form 1099-INT
2016 Interest Income
Copy A
For Internal Revenue
Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0112
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
FATCA filing requirement
Account number (see instructions) 2nd TIN not.
Payer's RTN (optional)
1 Interest income
$2 Early withdrawal penalty
$3 Interest on U.S. Savings Bonds and Treas. obligations
$4 Federal income tax withheld
$5 Investment expenses
$6 Foreign tax paid
$7 Foreign country or U.S. possession
8 Tax-exempt interest
$
9 Specified private activity bond interest
$10 Market discount
$
11 Bond premium
$12 Bond premium on Treasury obligations
$13 Bond premium on tax–exempt bond
$14 Tax-exempt and tax credit
bond CUSIP no.15 State 16 State identification no. 17 State tax withheld
$$
Form 1099-INT www.irs.gov/form1099int
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
41-0852411
Form 1099-INT
2016 Interest Income
Copy A
For Internal Revenue
Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0112
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
FATCA filing requirement
Account number (see instructions) 2nd TIN not.
Payer's RTN (optional)
1 Interest income
$2 Early withdrawal penalty
$3 Interest on U.S. Savings Bonds and Treas. obligations
$4 Federal income tax withheld
$5 Investment expenses
$6 Foreign tax paid
$7 Foreign country or U.S. possession
8 Tax-exempt interest
$
9 Specified private activity bond interest
$10 Market discount
$
11 Bond premium
$12 Bond premium on Treasury obligations
$13 Bond premium on tax–exempt bond
$14 Tax-exempt and tax credit
bond CUSIP no.15 State 16 State identification no. 17 State tax withheld
$$
Form 1099-INT www.irs.gov/form1099int
9292
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41-0852411L1096 5100
Return this entire page to the Internal Revenue Service. Photocopies are not acceptable.
Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete.
Signature ▶ Title ▶ Date ▶
InstructionsFuture developments. For the latest information about developments related to Form 1096, such as legislation enacted after it was published, go to www.irs.gov/form1096.
Reminder. The only acceptable method of filing the information returns listed on this form in box 6 electronically with the Internal Revenue Service is through the FIRE system. See Pub. 1220.
Purpose of form. Use this form to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the Internal Revenue Service.
Caution: If you are required to file 250 or more information returns of any one type, you must file electronically. If you are required to file electronically but fail to do so, and you do not have an approved waiver, you may be subject to a penalty. For more information, see part F in the 2016 General Instructions for Certain Information Returns.
Forms 1099-QA and 5498-QA can be filed on paper only, regardless of the number of returns.
Who must file. The name, address, and TIN of the filer on this form must be the same as those you enter in the upper left area of Forms 1097, 1098, 1099, 3921, 3922, 5498, or W-2G. A filer is any person or entity who files any of the forms shown in line 6 above.
Enter the filer’s name, address (including room, suite, or other unit number), and TIN in the spaces provided on the form.
When to file. File Form 1096 as follows.
• With Forms 1097, 1098, 1099, 3921, 3922, or W-2G, file by February 28, 2017.
Caution: File Form 1099-MISC by January 31, 2017, if you are reporting nonemployee compensation in box 7. Also, check box 7 above.
• With Forms 5498, file by May 31, 2017.
Where To FileSend all information returns filed on paper with Form 1096 to the following.
If your principal business, office or agency, or legal residence in
the case of an individual, is located in
Use the following three-line address
▲ ▲
Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, West Virginia
Department of the Treasury Internal Revenue Service Center
Austin, TX 73301
For more information and the Privacy Act and Paperwork Reduction Act Notice, see the 2016 General Instructions for Certain Information Returns.
Form 1096 (2016)
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Do Not Staple
Form 1096Department of the Treasury Internal Revenue Service
Annual Summary and Transmittal of U.S. Information Returns
OMB No. 1545-0108
2016FILER'S name
Street address (including room or suite number)
City or town, state or province, country, and ZIP or foreign postal code
Name of person to contact Telephone number
Email address Fax number
For Official Use Only
1 Employer identification number 2 Social security number 3 Total number of forms 4 Federal income tax withheld
$
5 Total amount reported with this Form 1096
$
6 Enter an “X” in only one box below to indicate the type of form being filed.
W-2G 32
1097-BTC 50
1098 81
1098-C 78
1098-E 84
1098-Q 74
1098-T 83
1099-A 80
1099-B 79
1099-C 85
1099-CAP 73
1099-DIV 91
1099-G 86
1099-INT 92
1099-K 10
1099-LTC 93
1099-MISC 95
1099-OID 96
1099-PATR 97
1099-Q 31
1099-QA 1A
1099-R 98
1099-S 75
1099-SA 94
3921 25
3922 26
5498 28
5498-ESA 72
5498-QA 2A
5498-SA 27
7 Form 1099-MISC with NEC in box 7, check . . . . . ▶
9898
9898
5140LRA
41-0852411
41-0852411
Form 1099-R
2016
Distributions From Pensions, Annuities,
Retirement or Profit-Sharing
Plans, IRAs, Insurance
Contracts, etc.
Copy A For
Internal Revenue Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0119
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, and ZIP or foreign postal code
PAYER’S federal identi�cation number
RECIPIENT’S identi�cation number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
10 Amount allocable to IRR within 5 years
$
11 1st year of desig. Roth contrib.
FATCA �ling requirement
Account number (see instructions)
1 Gross distribution
$2a Taxable amount
$2b Taxable amount
not determinedTotal distribution
3 Capital gain (included in box 2a)
$
4 Federal income tax withheld
$5 Employee contributions
/Designated Roth contributions or insurance premiums
$
6 Net unrealized appreciation in employer’s securities
$7 Distribution code(s)
IRA/ SEP/
SIMPLE
8 Other
$ %9a Your percentage of total
distribution %
9b Total employee contributions
$12 State tax withheld
$$
13 State/Payer’s state no. 14 State distribution
$$
15 Local tax withheld
$$
16 Name of locality 17 Local distribution
$$
Form 1099-R www.irs.gov/form1099r
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
Form 1099-R
2016
Distributions From Pensions, Annuities,
Retirement or Profit-Sharing
Plans, IRAs, Insurance
Contracts, etc.
Copy A For
Internal Revenue Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0119
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, and ZIP or foreign postal code
PAYER’S federal identi�cation number
RECIPIENT’S identi�cation number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
10 Amount allocable to IRR within 5 years
$
11 1st year of desig. Roth contrib.
FATCA �ling requirement
Account number (see instructions)
1 Gross distribution
$2a Taxable amount
$2b Taxable amount
not determinedTotal distribution
3 Capital gain (included in box 2a)
$
4 Federal income tax withheld
$5 Employee contributions
/Designated Roth contributions or insurance premiums
$
6 Net unrealized appreciation in employer’s securities
$7 Distribution code(s)
IRA/ SEP/
SIMPLE
8 Other
$ %9a Your percentage of total
distribution %
9b Total employee contributions
$12 State tax withheld
$$
13 State/Payer’s state no. 14 State distribution
$$
15 Local tax withheld
$$
16 Name of locality 17 Local distribution
$$
Form 1099-R www.irs.gov/form1099r
5100 / 5100-1
5110
5120
5140
7777-1, 7777-2
6
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
LASER 1099 FORMS*Not available in Accounting CS / Accounting CS Payroll.
Item Description
1099-A Acquisition, 3up 1 sheet equals 3 forms
5146 Copy A - Federal copy
5147 Copy B – Borrower copy*
5148 Copy C – Lender and/or State copy*
1099-B Broker, 2up 1 sheet equals 2 forms
5153 Copy A - Federal copy
5154 Copy B – Recipient copy*
5155 Copy C – Payer and/or State copy*
1099-G Certain Government Payments, 3up 1 sheet equals 3 forms
5156 Copy A - Federal copy
5157 Copy B – Recipient copy*
5158 Copy C – Payer and/or State copy*
1099-SA Distributions from HSA or Medicare Advantage MSA, 3up, 1 sheet equals 3 forms
5123 Copy A - Federal copy
5124 Copy B – Recipient copy*
5125 Copy C – Payer and/or State copy*
1099-OID Original Issue Discount, 2up, 1 sheet equals 2 forms
5163 Copy A - Federal copy
5164 Copy B – Recipient copy*
5165 Copy C – Payer and/or State copy*
1099-PATR Taxable Distributions Received from Cooperatives, 3up 1 sheet equals 3 forms
5166 Copy A - Federal copy
5167 Copy B – Recipient copy*
5168 Copy C – Payer and/or State copy*
1099-S Proceeds from Real Estate Transactions, 3up 1 sheet equals 3 forms
5160 Copy A - Federal copy
5161 Copy B – Transferor copy*
5162 Copy C – Filer and/or State copy*
_
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41-0852411
5146
Form 1099-A
2016Acquisition or
Abandonment of Secured Property
Copy AFor
Internal Revenue Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0877
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDLENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
LENDER’S federal identification number BORROWER’S identification number
BORROWER’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Date of lender's acquisition or knowledge of abandonment
2 Balance of principal outstanding
$3 4 Fair market value of property
$5 If checked, the borrower was personally liable for repayment
of the debt
6 Description of property
Form 1099-A www.irs.gov/form1099a
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
41-0852411
Form 1099-A
2016Acquisition or
Abandonment of Secured Property
Copy AFor
Internal Revenue Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0877
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDLENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
LENDER’S federal identification number BORROWER’S identification number
BORROWER’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Date of lender's acquisition or knowledge of abandonment
2 Balance of principal outstanding
$3 4 Fair market value of property
$5 If checked, the borrower was personally liable for repayment
of the debt
6 Description of property
Form 1099-A www.irs.gov/form1099a
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
41-0852411
Form 1099-A
2016Acquisition or
Abandonment of Secured Property
Copy AFor
Internal Revenue Service Center
Department of the Treasury - Internal Revenue Service
File with Form 1096.
OMB No. 1545-0877
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTEDLENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
LENDER’S federal identification number BORROWER’S identification number
BORROWER’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Date of lender's acquisition or knowledge of abandonment
2 Balance of principal outstanding
$3 4 Fair market value of property
$5 If checked, the borrower was personally liable for repayment
of the debt
6 Description of property
Form 1099-A www.irs.gov/form1099a
. . . . . . . . . . ▶
. . . . . . . . . . ▶
. . . . . . . . . . ▶
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Item Description
1098 MTG INT Mortgage Interest Statement, 2up 1 sheet equals 2 forms
5150 Copy A - Federal copy
5151 Copy B – Payer/ Borrower copy*
5116B 1098 Mortgage Interest Copy B for Payer*
1 sheet equals 1 form. 2 horizontal perforations. Printed on 28# white ledger bond paper with heat resistant ink. When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
5152 Copy C – Recipient/ Lender and/or State copy*
5498 IRA Contribution Information, 2up 1 sheet equals 2 forms
5170 Copy A - Federal copy
5171 Copy B – Participant copy*
5172 Copy C – Trustee or Issuer and/or State copy*
5498-SA HSA or Medicare Advantage MSA, 3up 1 sheet equals 3 forms
5133 Copy A - Federal copy
5134 Copy B – Participant copy*
5135 Copy C – Trustee copy*
5100 1096 Transmittal Annual summary/transmittal of returns. 1 sheet equals 1 form. 3 transmittals will be included free with your order. Additional transmittals order item #5100-1. Packs of 50 order item #5100.
All Laser Forms 50 sheets for $14.02
500 sheets for $94.05
Pressure Seal 5116B mailer 500 sheets for $109.14
Additional Transmittals 5100-1 50 cents
ENVELOPES Use for 1099-B, 1099 OID, 1098 MTG INT, 5498 IRA forms
Item Description 100/pack
7777-2 1099 2up self-seal envelope $39.76
7777-1 1099 2up regular seal envelope $33.34
Use for 1099-A, 1099-G, 1099-SA, 1099-PATR, 1099-S, 5498-SA forms
2222-2 1099 3up self-seal envelope $36.09
2222-1 1099 3up regular seal envelope $27.77
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41-0852411 Department of the Treasury - Internal Revenue ServiceForm 1099-GDo Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
41-0852411 Department of the Treasury - Internal Revenue ServiceForm 1099-G
www.irs.gov/form1099g
Form 1099-G
2016Certain
Government Payments
Copy AFor
Internal Revenue Service Center
File with Form 1096.
OMB No. 1545-0120
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain Information
Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Unemployment compensation
$2 State or local income tax
refunds, credits, or offsets
$3 Box 2 amount is for tax year 4 Federal income tax withheld
$5 RTAA payments
$6 Taxable grants
$7 Agriculture payments
$8 Check if box 2 is
trade or business income ▶
9 Market gain
$10a State 10b State identification no. 11 State income tax withheld
$$
41-0852411 Department of the Treasury - Internal Revenue ServiceForm 1099-GDo Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
www.irs.gov/form1099g
Form 1099-G
2016Certain
Government Payments
Copy AFor
Internal Revenue Service Center
File with Form 1096.
OMB No. 1545-0120
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain Information
Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Unemployment compensation
$2 State or local income tax
refunds, credits, or offsets
$3 Box 2 amount is for tax year 4 Federal income tax withheld
$5 RTAA payments
$6 Taxable grants
$7 Agriculture payments
$8 Check if box 2 is
trade or business income ▶
9 Market gain
$10a State 10b State identification no. 11 State income tax withheld
$$
Form 1099-G
2016Certain
Government Payments
Copy AFor
Internal Revenue Service Center
File with Form 1096.
OMB No. 1545-0120
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain Information
Returns.
VOID CORRECTEDPAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER’S federal identification number RECIPIENT’S identification number
RECIPIENT’S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Unemployment compensation
$2 State or local income tax
refunds, credits, or offsets
$3 Box 2 amount is for tax year 4 Federal income tax withheld
$5 RTAA payments
$6 Taxable grants
$7 Agriculture payments
$8 Check if box 2 is
trade or business income ▶
9 Market gain
$10a State 10b State identification no. 11 State income tax withheld
$$
8686
8686
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Form 1098
2016 Mortgage Interest
Statement
Copy A For
Internal Revenue Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0901
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTED RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
RECIPIENT'S/LENDER'S federal identification number
PAYER'S/BORROWER'S taxpayer identification no.
PAYER'S/BORROWER'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Mortgage interest received from payer(s)/borrower(s)
$ 2 Outstanding mortgage principal as of 1/1/2016
$
3 Mortgage origination date
4 Refund of overpaid interest
$
5 Mortgage insurance premiums
$6 Points paid on purchase of principal residence
$7 Is address of property securing mortgage same as PAYER'S/BORROWER'S address? If Yes, check box . . . . . . . . . . If No, enter address of property securing mortgage below
8 Address of property securing mortgage (see instructions)
9 If property securing mortgage has no address, provide description of the property (see instructions)
10 Other
Form 1098 www.irs.gov/form1098
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
Form 1098
2016 Mortgage Interest
Statement
Copy A For
Internal Revenue Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0901
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
VOID CORRECTED RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
RECIPIENT'S/LENDER'S federal identification number
PAYER'S/BORROWER'S taxpayer identification no.
PAYER'S/BORROWER'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions)
1 Mortgage interest received from payer(s)/borrower(s)
$ 2 Outstanding mortgage principal as of 1/1/2016
$
3 Mortgage origination date
4 Refund of overpaid interest
$
5 Mortgage insurance premiums
$6 Points paid on purchase of principal residence
$7 Is address of property securing mortgage same as PAYER'S/BORROWER'S address? If Yes, check box . . . . . . . . . . If No, enter address of property securing mortgage below
8 Address of property securing mortgage (see instructions)
9 If property securing mortgage has no address, provide description of the property (see instructions)
10 Other
Form 1098 www.irs.gov/form1098L18A 515041-0852411
41-0852411
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41-0852411
5153
VOID CORRECTED
Form 1099-B2016
Proceeds From Broker and
Barter Exchange Transactions
Copy A
For Internal Revenue
Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0715
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER'S federal identification number RECIPIENT'S identification number
RECIPIENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions) 2nd TIN not.
CUSIP number FATCA filing requirement
Applicable check box on Form 8949
1a Description of property (Example 100 sh. XYZ Co.)
1b Date acquired 1c Date sold or disposed
1d Proceeds
$1e Cost or other basis
$1f Accrued market discount
$1g Wash sale loss disallowed
$2 Short-term gain or loss
Long-term gain or loss
Ordinary
3 Check if basis reported to IRS
4 Federal income tax withheld
$5 Check if noncovered
security
6 Reported to IRS:
Gross proceeds
Net proceeds
7 Check if loss is not allowed based on amount in 1d
8 Profit or (loss) realized in 2016 on closed contracts
$
9 Unrealized profit or (loss) on open contracts—12/31/2015
$10 Unrealized profit or (loss) on
open contracts—12/31/2016
$
11 Aggregate profit or (loss) on contracts
$12 Check if proceeds from
collectibles13 Bartering
$
14 State name 15 State identification no. 16 State tax withheld
$$
Form 1099-B www.irs.gov/form1099b
Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page
VOID CORRECTED
Form 1099-B2016
Proceeds From Broker and
Barter Exchange Transactions
Copy A
For Internal Revenue
Service Center
File with Form 1096.
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0715
For Privacy Act and Paperwork Reduction Act
Notice, see the 2016 General
Instructions for Certain
Information Returns.
PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
PAYER'S federal identification number RECIPIENT'S identification number
RECIPIENT'S name
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Account number (see instructions) 2nd TIN not.
CUSIP number FATCA filing requirement
Applicable check box on Form 8949
1a Description of property (Example 100 sh. XYZ Co.)
1b Date acquired 1c Date sold or disposed
1d Proceeds
$1e Cost or other basis
$1f Accrued market discount
$1g Wash sale loss disallowed
$2 Short-term gain or loss
Long-term gain or loss
Ordinary
3 Check if basis reported to IRS
4 Federal income tax withheld
$5 Check if noncovered
security
6 Reported to IRS:
Gross proceeds
Net proceeds
7 Check if loss is not allowed based on amount in 1d
8 Profit or (loss) realized in 2016 on closed contracts
$
9 Unrealized profit or (loss) on open contracts—12/31/2015
$10 Unrealized profit or (loss) on
open contracts—12/31/2016
$
11 Aggregate profit or (loss) on contracts
$12 Check if proceeds from
collectibles13 Bartering
$
14 State name 15 State identification no. 16 State tax withheld
$$
Form 1099-B www.irs.gov/form1099b
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515051565146 5153
2222-1, 2222-27777-1, 7777-2
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
7
BLANK 2UP 1099-MISC 4-PART EZ PACK – enough forms for 100 recipientsIncludes 100 Federal Copy A, 150 sheets of blank perforated paper, 3 transmittals and 100 self-seal envelopes.6103EB – 100 recipients ..........$91.97
BLANK LASER 1099 FORMSItem Description
1099 3up, 1 sheet equals 3 forms
5174 Without instructions 2 horizontal perforations, 1 vertical perforation.
5173 With backer instructions2 horizontal perforations, 1 vertical perforation.
5145 Without instructions 2 horizontal perforations.
1099 2up, 1 sheet equals 2 forms
5144 Without instructions1 horizontal perforation. 1 vertical perforation.
5108 With backer instructions for 1099 MISC 1 horizontal perforation.
5159 With backer instructions for 1099 MISC 1 horizontal perforation. 1 vertical perforation.
11” 1099 MISC Pressure Seal Mailers
5119B Blank, Z fold without backer instructions
5501B Blank, Z fold with backer instructions1 sheet equals 1 form. 2 horizontal perforations. Pressure Seal 1099 self-mailers are printed on 28# white ledger bond paper with heat resistant ink. When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
5100 1096 Transmittal Annual summary/transmittal of returns.
All Laser Forms 50 sheets for $14.02 500 sheets for $94.05
Pressure seal 5119B, 5501B mailers 500 sheets for $109.14
Additional Transmittals 5100-1 50 cents
All Inclusive EZ Packs
5174
ENVELOPES Use for 5144, 5108, 5159
Item Description 100/pack
7777-2 1099 2up self-seal envelope $39.76
7777-1 1099 2up regular seal envelope $33.34
Use for 5174, 5173
2222-2 1099 3up self-seal envelope $36.09
2222-1 1099 3up regular seal envelope $27.77
7777-1, 7777-22222-1, 2222-2 8888-1
5144
5173
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5159
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5108
5159
5145
without instructions
without instructions
with instructions
without instructions
with instructions
with instructions
Use for 5145
8888-1 1099 3up regular seal envelope $32.22
8
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
MAILING ENVELOPESCENVFC Regular seal SENVFC Self-seal
CALTFC Regular seal SALTFC Self-seal
LALTFC Regular seal LALTFS Self-seal
MALTBE A double window envelope that meets the postal regulations for bulk/presort mailings.
Use mailing envelopes for all your tax-related correspondence.Our First Class window envelopes are designed to work with the mailing slip sheets produced by UltraTax Systems.Find more styles at formscs.comSIZE: 9 ½” x 12”
Mailing envelopes sold in packs of 25.
Self-seal envelope $13.76 per pack
Regular seal envelope $10.29 per pack
CLIENT PRESENTATION Present your clients tax returns in a professional looking cover.
CLIENT ORGANIZER COVERSCFLDR Stacked windowsCALTR Alternate windowsFLDSS Side staple stacked windowsALTSS Side staple alternate windowsFLDTT Top staple stacked windowsALTTT Top staple alternate windowsEXPFLB Expands to 1” stacked windowsCreate a professional presentation with Client Organizer Covers. Designed to work with the mailing slip sheets produced by UltraTax Systems and fits our First Class window envelopes.80# linen texture paper, expandable, holds up to 125 sheets, with business card die cuts on inside pocket.SIZE: 8 ¾” x 11 1/4”
Find more styles at formscs.comCOLORS: Blue, burgundy, ebony, gray, green. Not all styles available in all colors. Covers sold in packs of 25.
Window covers $37.83 per pack
Side staple window covers $42.42 per pack
Expandable window covers $42.42 per pack
CALTR
FLDSS
CFLDR
CENVFC, SENVFCStacked windows
CALTFC, SALTFCAlternate windows
LALTFC, LALTFSLandscape with
alternate windows
Landscape style opens at the top (long side)
for easy inserting.
MALTBEAlternate windows
EXPFLB
Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499
9
PRIVACY ACT NOTICE Providers of financial services are required to disclose their policy regarding client confidentiality to their clients once a year.Size: 3 ½” x 8 ½”100 per pack.
8700-1 – 100 for $23.75
8700-1
GREEN LINE STAMPSThe environmentally responsible stamp. Produced with 80% recycled plastic. Packaged in 100% recycled unbleached paper fiber. Made with water based inks. FREE logo.Ink colors: black, blue, red, purplePlease specify ink color when ordering. If no color is specified black ink will be used.
Item Size Price
GP20 9/16” x 1-1/2” $35.31
GP30 3/4” x 1-7/8” $37.18
GP40 15/16” x 2-3/8” $40.56
GP20
‘SIGN HERE’ ARROW FLAGS Color: redSize: ½” x 1 5/8”80 flags per pack
FLGRD1 – 1 pack for $9.04
FLGRD1
NEW TAX REPORTING REQUIREMENTS IMPLEMENTED TO REPORT PARTICIPATION IN THE AFFORDABLE CARE ACT
Beginning January 2016, the Affordable Care Act’s Employer Shared Responsibility Rule will require employers to file annual information returns with the IRS and deliver
employee statements containing information about health plan coverage.
This reporting requirement is in addition to reporting health care costs on Form W-2.
Please note that employers will need two copies of the 1095: One for each employee and one for the IRS.
Unlike the W-2, there are not assigned copies or “parts” for the employee and government agency.
Description Item Price
Blank form with 1095-B and 1095-C backer Size: 8 1/2” x 11”
1095K 50 sheets for $14.02
1095KB 500 sheets for $94.05
Blank 14” Pressure Seal form with 1095-B and 1095-C backer Size: 8 1/2” x 14”
P195BK 500 sheets for $116.31
When run through auto sealer equipment the adhesive around the edges creates a bond so no envelope is needed. Call for more information on the auto seal equipment needed.
BUSINESS SUPPLIES
10
IMPORTANT 2016 TAX RETURN DEADLINESFILING DEADLINESKnow the federal deadlines & avoid unnecessary penalties.Find the federal filing deadlines at formscs.com.**Exceptions may apply
Quarterly 941 DeadlinesThe quarterly deadlines for paper & e-filing are the same for 941/Schedule B.
State Filing DeadlinesFiling deadlines vary per state. Review your state filing deadlines.
WEB formscs.com | CALL 800.909.1850 | FAX 800.261.1499
PSTCDAFront: Reminder, it’s time to schedule your tax appointment.Back: Just a reminder that it’s time to schedule an appointment.
PSTCDTFront: Thank you for your referral.Back: Your recommendation is greatly appreciated.
PSTCDA
PSTCDT
For postcard imprint:Please fax or email your imprint and return address.
Maximum size of imprint area is 2-1/4” W x 1-1/2” H excluding return address.
PERSONALIZED POSTCARDS
Pricing includes your imprint and return address on back.
SIZE: 6” x 4”
Postcards 100 for $90.55
Select the correct number of parts required by each state:STATE W-2 1099 STATE W-2 1099 STATE W-2 1099
Alabama** 6 4 or 5 Kentucky** 6 3 North Dakota 6 4Alaska 4 3 Louisiana 6 4 Ohio** 6 3Arizona 6 4 Maine 6 3 Oklahoma 6 4Arkansas 6 4 or 5 Maryland 6 3 Oregon 6 4California 6 4 Massachusetts 6 4 Pennsylvania** 6 4Colorado 6 3 Michigan** 6 3 Rhode Island 6 3Connecticut 6 4 Minnesota 6 4 South Carolina 6 4Delaware** 6 4 Mississippi 6 4 or 5 South Dakota 4 3Dist. Columbia 6 4 Missouri** 6 4 Tennesee 4 3Florida 4 3 Montana 6 4 Texas 4 3Georgia 6 4 Nebraska 6 3 Utah 6 4Hawaii 6 4 Nevada 4 3 Vermont 6 3Idaho 6 4 New Hampshire 4 3 Virginia 6 4Illinois 6 3 New Jersey 6 3 Washington 4 3Indiana 6 4 New Mexico 6 3 or 4 West Virginia 6 3Iowa 6 4 New York 6 4 Wisconsin 6 4Kansas 6 4 North Carolina 6 4 Wyoming 4 3
**Certain cities in these states require an 8 part W-2 form.Some states require a 5 part form if Box 16 (state tax withheld) is filled in on 1099 MISC forms. States noted as 3 or 4 part for 1099 MISC filing: If federal taxes have been withheld on the 1099 MISC then a 4 part form is required; otherwise, a copy is not required to be filed with the recipient’s personal taxes.
Fax or mail a copy of this form to: Forms CS, PO Box 681, Tarrytown, NY 10591Online: formscs.com • Phone: 800.909.1850 • Fax: 800.261.1499
BILLING ADDRESS: (Will not be accepted for product imprint.)Attention Title Purchase Order No. Date
Company Name Phone
Street Address Fax
Room, Suite or Floor No. Email
City, State, Zip Code
SHIPPING ADDRESS: (Fill in ONLY if different from billing address above.)Company Name Department
Street Address Attention
Room, Suite or Floor No. Phone
City, State, Zip Code Fax
Special Instructions
METHOD OF PAYMENT: (Your order will be processed when payment is received.)
❏ AMEX® ❏ Visa® ❏ Mastercard® ❏ Discover® ❏ Check or money order payable to: Forms CS
Credit Card No. Expiration Date*
3 or 4 digit CVV number*
*REQUIRED
Authorized Signature
ORDER INFORMATION:Quantity Item No. Description Price per Item Total Price
Subtotal
NY and CA residents add applicable
Sales Tax Tax
Delivery Charges
Total
SURFACE DELIVERY CHARGES
These rates apply to the Continental U.S. only. Call for rates to AK, HI, PR, VI, Canada and Guam
FORMS CS 2016 TAX PRODUCTS
Forms CS Hours of operation:Monday - Friday 8:30 a.m. to 7:00 p.m.
Eastern Standard Time
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If your order is: please add:$0 to 24.99 .................................... 12.40$25.00 to 49.99 .............................16.97$50.00 to 74.99 ........................... 24.94$75.00 to 99.99 ............................27.37$100.00 to 124.99 ........................ 33.00$125.00 to 149.99 ........................ 35.89$150.00 to 174.99 ......................... 38.49
If your order is: please add:$175.00 to 199.99 ......................40.42$200.00 to 299.99 ....................51.30$300.00 to 399.99 ...................66.59$400.00 to 499.99 ....................79.76$500.00 to 599.99 ................... 94.37$600.00 and up ........................ 111.90
Save 20% until Nov. 7, 2016* Use code H09167-110
* Save 20% until Nov. 7, 2016. To receive your discount use code H09167-110. Payment must be received in full by Nov. 7, 2016. Cannot be applied to a prior order or cannot be combined with another offer.
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