Understanding Year-End Forms

After printing the audit reports and making any necessary corrections, you can print year-end forms. You can also reset year-end forms when you need to reprint forms to correct inaccurate information.

You can print 1099-MISC, 1099-NEC, 1099-R, 499R-2, W-2, and W-2C forms, as well as 1096 summary information.

The W-3 form, which summarizes the amounts that were reported for all of the W-2 forms, can be printed for each type of W-2. The W-3 form should be used only by employers who file paper copies of the Copy A of Form W-2 to the Social Security Administration (SSA). Electronic filing filers transmit this information differently.