2011ApexTaxFormCatalog 2011ApexTaxFormCatalog : Page 2

Table of Contents Laser Cut Sheets W-2’s......................................................................................................3 Prepackaged Set W-2’s .........................................................................4 Combined Format W-2’s .................................................................. 5-6 Blank Format W-2’s ..............................................................................7 Prepackaged Set 1099’s ................................................................... 8-9 1099’s ............................................................................................ 10-12 Blank Format 1099’s ...........................................................................13 W-2C / W-3 / W-3C / 1096 / 1042S / W-2G / LW9 .............................14 CHANGES ON W-2 FORMS FOR 2011!! Reprogramming required on 1042S, 1096, 1098C, 1099A, 1099B, 1099C, 1099DIV, 1099R, 941 FED, W-3, W-3C , W-411, W-9 ELECTRONIC FILING INFORMATION W-2 FORMS -MUST BE FILED ELECTRONICALLY OR ON PAPER Mag-Media ﬁling will no longer be accepted by the Social Security Administration (SSA) as of February 28, 2006. Pressure Seal W-2 ................................................................................................ 15-16 1099R’s / 1099 MISC ...........................................................................17 Miscellaneous Forms ..........................................................................18 1099 FORMS MUST BE FILED ELECTRONICALLY OR ON PAPER AS OF 12/1/10 The change in the electronic ﬁling requirements generally affects information returns relating to interest and dividend payments (Forms 1099INT, DIV, OID, and PATR) and broker and barter exchange transactions (Form 1099B). You are required to ﬁle such information returns electronically only if you are required to ﬁle 250 or more returns. NEW! Software Software for Preprinted W-2 and 1099 Forms .................................19 OTHER INFORMATION RETURNS If you are required to ﬁle 250 or more returns on Form 1098, 1099A, 1099G, 1099MISC, 1099R, 1099S, 5498 or W-2G you are required to ﬁle electronically. For determining the number of returns you are required to ﬁle “count each type of form separately”, for example, if you must ﬁle 300 Form 1098 and 100 1099MISC, you are not required to ﬁle Form 1099MISC electronically, but you must ﬁle Form 1098 electronically. The due dates for Electronic Filing are the same as for Paper Document Reporting. For further information concerning Electronic Filing or information about a waiver contact: Internal Revenue Service.; Enterprise Computing Center-Martinsburg; Attn:Information Reporting Program; 230 Murall Drive; Kearneysville, WV. 25430; Telephone: (304) 263-8700. The following returns may be ﬁled electronically to the IRS: 1099A 1099B 1099C 1099CAP 1099G 1099K 1099INT 1099LTC 1099OID 1099PATR 1099Q 1099R 1099S 1042S 1098 1098C 1098T 3921 3922 5498 5498SA W2G W-2 Forms are ﬁled to the Social Security Administration 1099DIV 1099MISC 1099SA 1098E 5498ESA Envelopes Diagonal Seam Envelopes .................................................................19 Double & Single Window Envelopes ................................................20 Regular Gum Seal or Self Seal Envelopes ........................................20 W-2 Forms Continuous & Mailers 1-Wide Continuous ............................................................................21 Twin Set Continuous ..........................................................................22 Electronic Filing -Continuous ...........................................................22 2-Wide Continuous ............................................................................22 1-Wide Mailers ...................................................................................22 Electronic Filing -Mailers ............................................................ 23-25 W-2 Mailers .................................................................................. 23-25 1099 Forms Continuous & Mailers Continuous 1099’s ....................................................................... 26-31 Mailer 1099’s ................................................................................ 26-31 Electronic Filing 1099’s ................................................................ 26-32 Open Date 1099’s ........................................................................ 28-32 State W-2 and 1099R Part Requirements 6-PART STATES AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, ID, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, ND, NJ, NM, NY, NYC, OH, OK, OR, PA, RI, SC, UT, VA, VT, WI, WV. (Add extra parts for city witholding tax.) 4-PART STATES AK, FL, NV, NH, SD, TN, TX, WA, WY. Employer Copies Employee Copies Federal Copy B State Copy 2 City Copy 2 File Copy C Federal Copy A State Copy 1 City File Copy 1 Copy D W-2 4-Part 6-Part 8-Part X X X X X X X X X X X X X X X X X X Miscellaneous Forms W-2G, W-3, 1096, 1042S ....................................................................33 W-2C, W-3C, W-4, W-4P, 940, I-9 .......................................................34 Federal And State Quarterlies ..........................................................34 State 1099 Part Requirements 3-PART STATES AK, CO, FL, IL, KY, MD, ME, MI, NE, NH, NJ, NM, NV, OH, RI, SD, TN, TX, VT, WA, WV, WY. 4-PART STATES AL, AR, AZ, CA, CT, DE, DC, GA, HI, IA, ID, IN, KS, LA, MA, MN, MO, MS, MT, NC, ND, NY, NYC, OK, OR, PA, SC, UT, VA, WI. 2

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