1099/945 Forms

The 1099/945 Forms module minimizes your manual data entry and delivers client forms instantly in .pdf format.  Fast and easy federal and state e-file is available with our fulfillment service.

With the ftwilliam.com 1099 Forms package, you will be entitled to access/use all the forms beginning on the date you enroll.  You may purchase future versions at the time they become available.  If you do not want to print and mail, or if you do not want to e-file the federal forms to the IRS, take advantage of our fulfillment service.

Software Highlights

Fast. Deliver forms instantly in .pdf format.

Integrated. All features were designed from the ground up to work in an integrated fashion using a consistent user interface. Payor data from the previous year’s forms are automatically transferred to the current year.

Fulfillment service. Our fulfillment service will e-file federal and state copies and mail your recipient copies on your behalf (additional fees apply).

E-filing. Easy e-filing via FIRE is available with our data export feature.

Avoid manual data entry. Upload payee data for all plans from a .csv template.

Extensive online error correction. Context-sensitive help buttons on every line item, as well as extensive edit checking.

Batch printing. Available for all forms.

Upload data. Payer data from the previous year’s form automatically transferred to the current year.

Schedules Provided

1099-R

  • 1099-R
  • 1099-R – IRS Copy A
  • 1099-R – Payee Copies B, C, and 2
  • 1099-R – Payer Copy D
  • 1099-R – State Copy 1

1099 Misc

  • 1099-Misc – IRS Copy A
  • 1099-Misc – Payee Copies B, 2, and payee instructions
  • 1099-Misc – Payer Copy C
  • 1099-Misc – State Copy 1

1099 Div

  • 1099-Div – IRS Copy A
  • 1099-Div – Payee Copies B, 2, and payee instructions
  • 1099-Div – Payer Copy C
  • 1099-Div – State Copy 1

1096

945/945-A/945-V/945-X

5498

  • 5498 – IRS Copy A
  • 5498 – Payee Copies B and payee instructions
  • 5498 – Payer Copy C

5498-SA (Years 2011–2015 only)

  • 5498-SA – IRS Copy A
  • 5498-SA – Payee Copy B and payee instructions
  • 5498-SA – Payer Copy C

1099-SA

  • 1099-SA – IRS Copy A
  • 1099-SA – Payee Copy B and payee instructions
  • 1099-SA – Payer Copy C

1099-INT

  • 1099-INT – IRS Copy A
  • 1099-INT – Payee Copies B, 2, and payee instructions
  • 1099-INT – Payer Copy C