W-2/1099 Summary Reports

Greg Hatfield Updated by Greg Hatfield

The W-2/1099 Summary Reports screen can be accessed from the REPORTS - W-2/1099 menu. Several summary reports may be printed from this screen for the current employer. They include W-2 Summary, 1099/1098/W-2G Summary, and 1099-R Summary.

Other reports include Client List (a listing of all employers/payers), Client List with form totals (useful for counting recipients when ordering red forms), Client Checklist (a listing of all employers/payers with columns to check off that various forms have been completed), Employee/Recipient Address List (address list of all recipients of the chosen type for the current employer), and Employee/Recipient Info Update Sheet (a sheet to be given to the client to verify/update recipient addresses, etc.).

First select the desired report. Click PREVIEW to view the report on the screen or PRINT to print the report.

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W2/1099: Transferring data between 1099-MISC form and 1099-NEC form