CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax...

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CS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 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.

Transcript of CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax...

Page 1: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

CS PROFESSIONAL SUITE Government Approved 2016 Tax Forms

THOMSON REUTERS

Save 20% until November 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.

Page 2: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

2

FORMS CS 2016 TAX PRODUCTSOnline formscs.com | Phone 800.909.1850 / 914.829.9651 | Fax 800.261.1499

DEAR CS PROFESSIONAL SUITE SOFTWARE USER:Forms CS W-2s and 1099s are 100% guaranteed compatible with your installed CS Professional Suite year end update and in total compliance with 2016 IRS standards.

FAST, ON-TIME DELIVERYSame day service available.

SELECTIONPreprinted, blank & pressure seal forms. EZ packs & bulk packs. Self-seal and regular seal matching envelopes.

ORDER HAS SHIPPED ALERTProvide us with your email address and we will alert you when your order ships.

TAX WIZARDGo to our online tax wizard for help or call and speak to a tax forms specialist.

SAMPLESFree test samples supplied.

SFI CERTIFIED The paper used in our tax form products meets the sourcing requirements of the Sustainable Forest Initiative program.

SATISFACTION GUARANTEEDWe guarantee your satisfaction with our

products. Please contact us for authorization on any returns.

NOTE: Dated forms cannot be returned or replaced after January 6, 2017, all returned merchandise may

be subject to a 25% restocking fee.Prices are subject to change without notice.

Contact UsOnline: formscs.com Phone : 800.909.1850 914.829.9651 M - F 8:30 a.m. - 7:00 p.m. EST

Fax: 800.261.1499 Email: [email protected]: Forms CS – PO Box 681 Tarrytown, NY 10591

Go to page 10 for the number of W-2

and 1099 parts required by your state.

Questions about the tax forms you need?

Call us, we have the forms to complete your ACA reporting!

Page 3: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

Online formscs.com | Phone 800.909.1850 | Fax 800.261.1499

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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

Page 4: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

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

!

Page 5: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

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

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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

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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

Page 6: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

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

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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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

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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

Page 9: CS PROFESSIONAL SUITE - Forms CS · PDF fileCS PROFESSIONAL SUITE Government Approved 2016 Tax Forms THOMSON REUTERS Save 20% until November 7, 2016. Use code H09167-110 ... 2 FORMS

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

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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.

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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

800.909.1850 • formscs.com

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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