1099 Form 
Use this page to select and generate the actual 1099 forms.
Note: Special instructions for printing the 1099-R Z-fold form appear at the end of this help topic.
Fields
| Field | Description |
|---|---|
| Report Information | |
| Tax Year | Tax year being reported. The current year is the default selection. |
| Company Federal Tax ID | Required. Employer Identification Number. Many organizations have only one Company Federal Tax ID, but in the case of a multi-company scenario, the forms may be run for only one company at a time. |
| 1099 Type | 1099-R. This type is the only option. |
| Form Type |
Required. Select the blank form you wish to print. Troubleshooting Tip: If this field is blank, either the year-end update has not yet been applied, or it was applied incorrectly. Ask your IT staff to re-apply the update. |
| Truncate SSN | Select the check box if the number should be truncated for security purposes when it is printed. The Truncate SSN check box displays for Blank Copy C and Blank Z-Fold forms only. |
| Exceeding Minimum Only |
Cleared: 1099 transactions for all employees, regardless of amount, appear on the forms. Selected: only those transactions exceeding the minimum amount required to print a 1099 appear on the forms. |
| Employee | Print 1099-R for one employee only. Leave this field blank to print 1099-Rs for all employees. |
| Margins (Inches) | |
| Left |
Required. Adjust the horizontal placement of the data within your laser form. Express fractions of inches as decimals. The adjustment may include up to four decimal places. Use 0.0000 the first time you print 1099-Rs; the alignment should be correct for the Form Type you selected. After you print 1099s, if changes are not necessary, this field should be populated with 0.0000. |
| Top | Required. Adjust the vertical placement of the data within your form. Use zero (0.0000) the first time you print 1099-Rs; the alignment should be correct for the Form Type you selected. |
After making your entries, click Print to send the file of 1099-R forms to myReports.
From myReports, click the 1099-R Retirement Income Form link located on the left side of the page. Only the tax values for the 1099 form appear on the screen and can be reviewed before you print the form.
If you need to adjust the margins before printing, breadcrumb back to the 1099 Form page, and use the Left and Top margin fields, respectively, to shift the data horizontally and vertically.
When the data alignment is correct, load the appropriate blank IRS tax forms into your printer based on the form type you are printing.
Click the printer icon in the Adobe toolbar at the top of the preview pane to print the form, and select the appropriate print options, including None in the Page Scaling field of the Print dialog.
Note: It is recommended that you first print one form to ensure the paper is loaded correctly in your printer before you print all forms.
Click OK.
Print 1099-R Z-Fold Form
Note: The 1099-R Z-fold form must be printed on a network printer, due to additional printer setup that needs to be performed.
The Z-fold version of the 1099-R form prints on legal-size paper. Printing from New World ERP uses the default paper size for the printer you select, so unless that is the default for your printer, follow the steps below to change the network printer's default paper size to Legal:
- Connect to the server that houses the application server or the report server (if installed) by going to Start > Run and typing mstsc /console.
- In the Computer field, type the name of your server and click Connect.
- Log into the server using the administrator log in.
- Select Start > Printers and Faxes.
- Right click the printer used to print the Z-fold W-2 forms. Remember that it should have the printer icon that designates a network printer.
- Select Printing Preferences from the menu. Set the default paper size to Legal.
- Click Apply to make the changes.
Note: The log-on user for the service must have rights to the printer used to print the Z-fold forms. This setup has been performed if the printer is available for selection on the myReports page.
- You can now print the 1099-R Z-fold forms from the 1099 Form page in New World ERP. Remember to select the 1099 Z-Fold option in the Form Type field. When you select the Print button at the bottom of the preview pane in myReports, the printer expects legal-size paper to be used.
- Once the forms are printed, return your network printer to its default settings.
To see help for another page in the 1099 Processing workflow, click the appropriate link provided below:
