SOFTWARE       for filing of all 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8966 FATCA Report, 8955-SSA, W-2G, and 1042-S IRS tax forms.
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1099 software
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The 1099 software has multiple print options and features available:

  1. Print the data only onto the approved forms purchased or received from the IRS. This option is necessary for the copy A red copy which is submitted to the IRS. Copies B and C give you the option to insert those copies directly into the printer, then print the data onto those forms.

  2. Print both the form and data. For both copy B & C, you may choose to have the program print the actual form directly, already complete.

  3. Choose the number of copies per page. The software allows forms to be printed three per page, or choose the one per page option by selecting that checkbox (see below).

    printing 1099 software
To print your data, first open your data file if it isn’t already open, by selecting FILE, then OPEN, and retrieving your file. Select the PRINT button at the top of the screen, and when prompted, choose the type of 1099 you wish to print.

The print option screen will appear. Select the 1099 data you wish to print by checking the name, or if you are printing all choose the SELECT ALL button. Next, choose what it is you wish to print. If you want to print copies A, B and C, you will need to select each individually, print, then select the next copy. In other words, you would first choose copy A, print all of the copies you wish, then select Copy B and print, then choose Copy C and print. The different copies cannot all be chosen simultaneously.

To print copy A, choose the print data only option, insert the red copy into your printer prior to choosing the data to print.

The 1096 option is included in all versions of the software, and is printed in similar fashion. Please note that if you are opting to file electronically, a 1096 will not need to be submitted.

Please send an e-mail to with any comments you might have.