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About Tax Forms Software
IRS Approved
How Tax Preparation Software is Approved for Electronic Filing
The IRS requires all tax preparation software used for preparing electronic returns to pass the requirements for Modernized e-File Assurance Testing (ATS) as briefly explained below:
- The IRS issues a Publication 4162 that includes a series of test tax returns and Software vendors notify IRS they plan to test and provide a list of forms they plan to include in their tax preparation software. Note: IRS does not require software vendors to support all forms. They are allowed to develop their tax preparation software based on the needs of their clients.
- Software vendors use the test tax returns to create test returns and format in the specified Extensible Markup Language (XML) format.
- The software vendor transmits the XML formatted test tax returns to IRS.
- An IRS tax examiner checks every data entry field on the return.
- These checks ensure tax calculations on the test return matches the answers provided by IRS on the test returns.
- These checks also ensure the software correctly formats the test tax return data in XML format and the data can be successfully transmitted to, received and the tax return viewed by IRS.
- When the IRS determines the software correctly performs all required functions it is approved for electronic filing.
- Software vendors are allowed to market their tax preparation software as approved for electronic filing to corporations and/or tax professionals after the approval from IRS is received.
NOTE: The test returns issued by IRS do not include all forms or schedules that can be part of an actual return.
Q: Do Laser Link and TFP generate the W-2 Federal Copy A and the W3?
A: No. Laser Link and TFP do not generate the Federal Copy A or the W3. You must use the preprinted red scannable copies.
Q: What is the difference between 1099 forms and W-2 forms?
A:
- 1099-MISC forms are used to report interest payments of $600 or more, such as rent, royalties, prizes, awards, fishing boat proceeds, etc.
- 1099-INT is used to report interest payments of $10 or more to any one person by banks, credit unions, etc. It does not include the interest paid on an IRA.
- 1099-R forms report all distributions from pensions, annuities, retirement funds or profit sharing plans.
- 1099-S forms report gross earnings for the sale of real estate.
- 1099-G forms report unemployment compensation, state and local income tax refunds, agricultural payments and taxable grants. There are other 1099 forms to report specific interest payments.
- W-2 forms are used to report wages.
- 1098 forms report interest on mortgages.
- Transmittal forms are also called Summary forms. One Summary form must be included with each grouped order of W-2s a company files.
- W-3s are the Summary forms for W-2s.
- 1096s are the Summary forms for 1099s.
- If it is necessary to correct a W-3, use a W-2C and a W-3C form.
- New year W-4 forms are available in December of each year.
Q: What forms are supported by TFP?
A: The following forms are supported by TFP.
Form | Laser Form Description | Laser Item Number |
W-2 2 Forms to a Page | Red Federal Copy A | 82620 |
Employee Copy B | 82617 | |
Employee Copy C or 2 | 82618 |
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Employer Copy D or 1 | 82616 |
|
4-Part Pre-Printed Pre-Packaged Set | 82631 | |
6-Part Pre-Printed Pre-Packaged Set | 82632 | |
8-Part Pre-Printed Pre-Packaged Set | 82633 | |
W-3 Form to a Page | W3 Federal Transmittal | 82630 |
1099-DIV 2 Forms to a Page> | Red Federal Copy A | 82652 |
Copy B Recipients Copy | 82653 | |
Copy C Payer's Copy or Payer's State | 82654 | |
4-Part Pre-Printed Pre-Package Set | 82644 | |
1099-INT 3 Forms to a page | Red Federal Copy A | 82649 |
Copy B Recipients Copy | 82650 | |
Copy C Payer's Copy or Payer's State | 82651 | |
4-Part Pre-Printed Pre-Packaged Set | 82643 | |
1099-MISC 2 Forms to a Page | Red Federal Copy A | 82626 |
Copy B Recipients Copy or Recipients State Copy | 82627 82625 |
|
Copy C Payer's Copy or Payer's State | 82624 |
|
3-Part Pre-Printed Pre-Packaged Set | 82610 | |
4-Part Pre-Printed Pre-Packaged Set | 82634 | |
5-Part Pre-Printed Pre-Packaged Set | 82655 | |
1099-S 3 Forms to a Page | Red Federal Copy A | 82953 |
Copy B Transferor Copy | 82954 | |
Filers Copy C or Filer's State | 82955 | |
1096 1 Form to a page | 5100 | 82629 |
Q: What forms are supported by Laser Link?
A: The following forms are supported by Laser Link.
Form | Description | Item Number |
W-2 Formats | Red Federal Copy A | 82620 |
Employee Copy B | 82617 | |
Employee Copy C or 2 | 82618 |
|
Employer Copy D or 1 | 82616 |
|
Laser 4-up Version 1 | 82635 | |
4-Part Pre-Printed Pre-Packaged Set | 82631 | |
6-Part Pre-Printed Pre-Packaged Set | 82632 | |
8-Part Pre-Printed Pre-Packaged Set | 82633 | |
W3 | W3 Federal Transmittal | 82630 |
W2G | 3-up Blank Form | 82622 |
1099 B | Red Federal Copy A | 82661 |
Copy B Recipients Copy | 82660 | |
Copy C Payer's Copy or Payer's State | 82663 | |
1099 DIV | Red Federal Copy A | 82652 |
Copy B Recipients Copy | 82653 | |
Copy C Payer's Copy or Payer's State | 82654 | |
4-Part Pre-Printed Pre-Package Set | 82644 | |
1099 INT | Red Federal Copy A | 82649 |
Copy B Recipients Copy | 82650 | |
Copy C Payer's Copy or Payer's State | 82651 | |
Blank 3-up Form | 82622 | |
4-Part Pre-Printed Pre-Packaged Set | 82643 | |
1099 MISC | Red Federal Copy A | 82626 |
Copy B Recipients Copy or Recipients State Copy | 82625 | |
Copy C Payer's Copy or Payer's State | 82624 |
|
3-Part Pre-Printed Pre-Packaged Set | 82610 | |
4-Part Pre-Printed Pre-Packaged Set | 82634 | |
5-Part Pre-Printed Pre-Packaged Set | 82655 | |
1099 PATR | Blank 3-up Form | 82622 |
4-Part Pre-Printed Pre-Packaged Set | 82645 | |
6-Part Pre-Printed Pre-Packaged Set | 82647 | |
1099 S | Red Federal Copy A | 82953 |
Copy B Transferor Copy | 82954 | |
Filers Copy C or Filer's State | 82955 | |
Blank 3-up Form | 82622 | |
1098 | Red Federal Copy A | 82657 |
Payer/Borrower Copy B | 82658 | |
Recipient/Lender and/or State Copy C | 82659 | |
Blank 3-up Form | 82622 | |
1098 T | Red Federal Copy A | 82961 |
Student Copy B | 82962 | |
Filer and/or State Copy C | 82963 | |
Blank 3-up Form | 82622 | |
1096 | 1096 Federal Transmittal | 82629 |
Laser Link Software allows users to print W2s and 1099s on laser blank perforated paper and/or preprinted forms. If you are going to generate the entire format using a laser printer, use blank perforated paper. Laser Link also allows users to electronically file their W-2 and 1099 forms with the IRS/SSA.
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W2 - Blank Forms - 1098-1099 - Envelopes - Software - Misc Forms - Wage Forms - Pressure Seal