Which forms/envelopes are compatible with CFS W2/1099 Software?

Michael Toney Updated by Michael Toney

It is easy to get confused about which tax forms/envelopes are compatible with what software.

Not all tax forms/envelopes are compatible with CFS W2/1099 Payroll System software. 

Red Forms

Copy A (red or sometimes referred to as pink) forms must comply with IRS “specs” and will therefore work with any IRS approved program (like CFS W2/1099 software) which prints that particular form on a red form. CFS sells the following red forms, all of which are compatible with our W2/1099 program.

RED FORMS

UP (forms

per sheet)

SHEETS/PACK

COMPATIBILITY WITH CFS SOFTWARE

1096

1

25

Compatible with CFS W2/1099 program

1098

2

50

Compatible with CFS W2/1099 program

1098-T

3

34

Compatible with CFS W2/1099 program

1099-DIV

2

50

Compatible with CFS W2/1099 program

1099-INT

2

50

Compatible with CFS W2/1099 program

1099-MISC

2

50

Compatible with CFS W2/1099 program

1099-NEC

3

34

Compatible with CFS W2/1099 program

1099-A

3

34

Compatible with CFS W2/1099 program

1099-B

2

50

Compatible with CFS W2/1099 program

1099-C

3

34

Compatible with CFS W2/1099 program

1099-PATR

3

34

Compatible with CFS W2/1099 program

1099-R

2

50

Compatible with CFS W2/1099 program

1099-S

3

34

Compatible with CFS W2/1099 program

W-2

2

50

Compatible with CFS W2/1099 program

W-3

1

25

Compatible with CFS W2/1099 program

Blank Forms

There are many types of blank and perforated forms (also called “perfs”).

Be very careful to get the blank forms that work with your program.

PERFORATED

FORMS

UP (forms

per sheet)

SHEETS/PACK

COMPATIBILITY WITH CFS SOFTWARE

1099 Blank

3

100

Compatible with CFS W2/1099 program

1099-R Blank

4

100

Compatible with CFS W2/1099 program

W-2 Blank

4

100

Compatible with CFS W2/1099 program

W-2 Blank

3

100

Incompatible with CFS W2/1099 program

W-2 Blank

2

50

Incompatible with CFS W2/1099 program

1099 Blank

2

50

Incompatible with CFS W2/1099 program

The CFS W2/1099 program is designed to print employee W-2s in a 4-up format.

  • Think of a piece of paper with 4 copies of an employee’s W-2, one in each corner. 
  • Each employee gets 4 copies of their W-2: Copy B, Copy C and two Copy 2s.
  • Filing instructions are pre-printed on 4-up W-2 "perf's" or can be printed separately from the program.

The CFS W2/1099 program is designed to print recipient 1099s (and 1098s) in a 3-up format.

  • Think of a piece of paper folded into thirds like you would fold a letter in order to put it in a standard 4 x 9 1/2 inch mailing envelope.
  • Each recipient gets 2 copies of their 1099 or 1098, one printed on the top third and the other printed on the middle third of the page.
  • The filing instructions are printed on the bottom third of the page.
There is an exception. CFS W2/1099 prints recipient 1099-R in a 4-up format (not a 3-up format). Therefore, users can print recipient 1099-R on 4-up "perf’d" paper and use Envelope A (see Envelope section below).

Our program prints the lines as well as the data on a blank, perforated sheet of paper. Therefore, you can use blank 4-up “perfs” to print employee W-2s with CFS W2/1099 software.

By contrast, some programs require pre-printed blank black forms because the program only prints the data (not the lines). Some programs print in 2-up or 3-up format. Some will print in a 4-up “stacked” format (instead of 1 in each corner of the page).

W-2/1099 Envelopes

ENVELOPE

SHEETS/PACK

COMPATIBILITY WITH CFS SOFTWARE

Env A

50

Compatible with CFS W2/1099 program

Env B

50

Compatible with CFS W2/1099 program

Env C

50

Incompatible with CFS W2/1099 program

Env E

50

Incompatible with CFS W2/1099 program

Envelope A works for 1099-R recipient copies (4-up format).

Here’s what a 4-up “perf” in the style that works with CFS W2/1099 software and an accompanying envelope for an employee W-2 (or recipient 1099-R) looks like.

Here’s what a 3-up “perf” in the style that works with CFS W2/1099 software and an accompanying envelope for a recipient 1099 (or 1098) looks like.

Be very careful to get the blank forms and/or envelopes that are compatible with the program you use.

Call (800) 343-1157 if you have questions.

How did we do?

Reconcile W-2s with 941

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