Can forms be printed to separate PDF files for each recipient?

Eric Updated by Eric

Yes, if the print operation is performed one recipient at a time. If multiple recipients are selected to be printed to a PDF, they will all be included in a single PDF file.

  1. Open Payroll System and change Select Program to Display to W-2/1099 Information Returns.
  2. Double-click on Print Forms W-2/1099/1098.
  3. Select the desired form in Select Form under Form/Copy Options on the Print Forms for... dialog.
  4. Click Print Selected Recipients in List under Recipient Options.
  5. Select the desired recipients. See Selecting multiple clients, substituting the word "recipient" for "client" in that article.
  6. Fill out the rest of the desired options on the screen then click Print.

How did we do?

Create IRS Bulk TIN Matching File