CS PROFESSIONAL SUITE Government Approved 2016 Tax Forms

Transcription

1 THOMSON REUTERS S PROFESSIONAL SUITE Gvrnmnt Apprv Tax Frms Sav 20% until Nvmbr 7,. Us c H *Sav 20% until Nv. 7,. T rciv yur iscunt us c H Paymnt must b rciv in full by Nv. 7,. annt b appli t a prir rr r cannt b cmbin with anthr ffr.

2 FORMS S TAX PRODUTS Onlin frmscs.cm Phn / Fax DEAR S PROFESSIONAL SUITE SOFTWARE USER: Frms S W-2s an 1099s ar 100% guarant cmpatibl with yur install S Prfssinal Suit yar n upat an in ttal cmplianc with IRS stanars. FAST, ON-TIME DELIVERY Sam ay srvic availabl. SELETION Prprint, blank & prssur sal frms. EZ packs & bulk packs. Slf-sal an rgular sal matching nvlps. ORDER HAS SHIPPED ALERT Prvi us with yur mail arss an w will alrt yu whn yur rr ships. TAX WIZARD G t ur nlin tax wizar fr hlp r call an spak t a tax frms spcialist. G t pag 10 fr th numbr f W-2 an 1099 parts rquir by yur stat. 2 SAMPLES Fr tst sampls suppli. SFI ERTIFIED Th papr us in ur tax frm pructs mts th surcing rquirmnts f th Sustainabl Frst Initiativ prgram. ntact Us Onlin: frmscs.cm Phn : M - F 8:30 a.m. - 7:00 p.m. EST Fax: inf@frmscs.cm Mail: Frms S PO Bx 681 Tarrytwn, NY Qustins abut th tax frms yu n? all us, w hav th frms t cmplt yur AA rprting! SATISFATION GUARANTEED W guarant yur satisfactin with ur pructs. Plas cntact us fr authrizatin n any rturns. NOTE: Dat frms cannt b rturn r rplac aftr January 6, 2017, all rturn mrchanis may b subjct t a 25% rstcking f. Prics ar subjct t chang withut ntic.

3 22222 py B T B Fil With Emply's FEDERAL Tax Rturn. a Emply's sc. sc. n. 1 Wags, tips, thr cmp. 2 Fral incm tax withhl b Emplyr ID numbr (EIN) c Emplyr's nam, arss, an ZIP c ntrl numbr Emply's nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a S inst. fr bx Statutry mply 14 Othr 12b Rtirmnt Thir-party Vi b Emplyr intificatin numbr (EIN) c Emplyr s nam, arss, an ZIP c ntrl numbr 12 OMB N Suff. py 2 T B Fil With Emply's Stat, ity, r Lcal Incm Tax Rturn. OMB N py Fr EMPLOYEE S REORDS (S Ntic t a Emply's sc. sc. n. 1 Wags, tips, thr cmp. 2 Fral incm tax withhl Emply n th back f py B.) r py 2 t b Fil With Emply s Stat, ity r Lcal Incm Tax Rturn 3 Scial scurity wags 4 Scial scurity tax withhl b Emplyr ID numbr (EIN) c Emplyr's nam, arss, an ZIP c ntrl numbr Emply's nam, arss, an ZIP c 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a 13 Statutry mply 14 Othr 12b Rtirmnt Thir-party 15 Stat Emplyr's stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 15 Stat Emplyr's stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam a ntrl numbr Frm W-2 Wag an Tax Statmnt Dpt. f th Trasury -- IRS Frm W-2 Wag an Tax Statmnt Dpt. f th Trasury b -- IRS 941 Military This infrmatin is bing furnish t th Intrnal Rvnu Srvic. Kin f Hshl. Micar Payr T-1 mp. gvt. mp. (hck n) c Ttal numbr f Frms W-2 Establishmnt numbr py Fr EMPLOYEE'S REORDS (S py 2 T B Fil With Emply's Stat, Ntic t Emply n th back f py B.) OMB N ity, r Lcal Incm Tax Rturn. OMB N a Emply's sc. sc. n. 1 Wags, tips, thr cmp. 2 Fral incm tax withhl a Emply's sc. sc. n. 1 Wags, tips, thr cmp. 2 Fral incm tax Emplyr withhl intificatin numbr (EIN) 3 Scial scurity wags 4 Scial scurity tax withhl 3 Scial scurity wags 4 Scial scurity tax withhl b Emplyr ID numbr (EIN) b Emplyr ID numbr (EIN) f Emplyr s nam c Emplyr's nam, arss, an ZIP c a Emply s scial scurity numbr 5 Micar wags an tips 6 Micar tax withhl Fr Official Us Only OMB N Emply s first nam an initial Last nam Suff. 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a S instructins fr bx 12 Rtirmnt Thir-party 13 Statutry mply 14 Othr f Emply s arss an ZIP c 15 Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam Dpartmnt f th Trasury Intrnal Rvnu Srvic Wag an Tax Statmnt Fr Privacy Act an Paprwrk Ructin py A Fr Scial Scurity Aministratin Sn this ntir pag with Act Ntic, s th sparat instructins. Frm W-3 t th Scial Scurity Aministratin; phtcpis ar nt accptabl. D Nt ut, Fl, r Stapl Frms n This Pag a Emply s scial scurity numbr Fr Official Us Only Vi OMB N b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl c Emplyr s nam, arss, an ZIP c ntrl numbr Emply s first nam an initial Last nam Suff. f Emply s arss an ZIP c 15 Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam Wag an Tax Statmnt py A Fr Scial Scurity Aministratin Sn this ntir pag with Frm W-3 t th Scial Scurity Aministratin; phtcpis ar nt accptabl. c Emplyr's nam, arss, an ZIP c 12b 12 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a S instructins fr bx 12 Rtirmnt Thir-party 13 Statutry mply 14 Othr 12b 12 Dpartmnt f th Trasury Intrnal Rvnu Srvic Fr Privacy Act an Paprwrk Ructin Act Ntic, s th sparat instructins. LW2A 5201 a Emply s scial scurity numbr Vi OMB N b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl c Emplyr s nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips ntrl numbr 9 10 Dpnnt car bnfits Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx Statutry mply Rtirmnt Thir-party 12b 14 Othr Micar wags an tips 6 Micar tax withhl Suff. a Emply s scial scurity numbr This infrmatin is bing furnish t th Intrnal Rvnu Srvic. If yu OMB N ar rquir t fil a tax rturn, a nglignc pnalty r thr sanctin may b imps n yu if this incm is taxabl an yu fail t rprt it. b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl c Emplyr s nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips ntrl numbr 9 10 Dpnnt car bnfits Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx Statutry mply Rtirmnt Thir-party 12b 14 Othr Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam py Fr EMPLOYEE S REORDS (S Ntic t Emply n th back f py B.) r py 2 t b Fil With Emply s Stat, ity r Lcal Incm Tax Rturn py Fr EMPLOYEE S REORDS (S Ntic t Emply n th back f py B.) r py 2 t b Fil With Emply s Stat, ity r Lcal Incm Tax Rturn Dpartmnt f th Trasury Intrnal Rvnu Srvic Saf, accurat, FAST! Us a Emply s scial scurity numbr This infrmatin is bing furnish t th Intrnal Rvnu Srvic. If yu OMB N ar rquir t fil a tax rturn, a nglignc pnalty r thr sanctin may b imps n yu if this incm is taxabl an yu fail t rprt it. b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl c Emplyr s nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips ntrl numbr 9 10 Dpnnt car bnfits Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx Statutry mply Rtirmnt Thir-party 12b 14 Othr Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam Dpartmnt f th Trasury Intrnal Rvnu Srvic Saf, accurat, FAST! Us LW2/LW Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam a Emply s scial scurity numbr Saf, accurat, Visit th IRS wbsit at OMB N FAST! Us b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl Dpartmnt f th Trasury Intrnal Rvnu Srvic Fr Privacy Act an Paprwrk c Ructin Emplyr s nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl Act Ntic, s sparat instructins. py 1 Fr Stat, ity, r Lcal Tax Dpartmnt py D Fr Emplyr. 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips ntrl numbr 9 10 Dpnnt car bnfits a Emply s scial scurity numbr Vi OMB N Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx 12 b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl 13 Statutry mply Rtirmnt Thir-party 12b c Emplyr s nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl 14 Othr 5 Micar wags an tips 6 Micar tax withhl 12 7 Scial scurity tips 8 Allcat tips 15 Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam ntrl numbr 9 10 Dpnnt car bnfits Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx Statutry mply Rtirmnt Thir-party 12b Dpartmnt f th Trasury Intrnal Rvnu Srvic 14 Othr py B T B Fil With Emply s FEDERAL Tax Rturn. This infrmatin is bing furnish t th Intrnal Rvnu Srvic Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam a Emply s scial scurity numbr This infrmatin is bing furnish t th Intrnal Rvnu Srvic. If yu OMB N ar rquir t fil a tax rturn, a nglignc pnalty r thr sanctin may b imps n yu if this incm is taxabl an yu fail t rprt it. b Emplyr intificatin numbr (EIN) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl Dpartmnt f th Trasury Intrnal Rvnu c Emplyr s Srvic nam, arss, an ZIP c 3 Scial scurity wags 4 Scial scurity tax withhl Fr Privacy Act an Paprwrk Ructin Act Ntic, s sparat instructins. 5 Micar wags an tips 6 Micar tax withhl py 1 Fr Stat, ity, r Lcal Tax Dpartmnt py D Fr Emplyr. LW2D Scial scurity tips 8 Allcat tips ntrl numbr 9 10 Dpnnt car bnfits Emply s nam, arss, an ZIP c Suff. 11 Nnqualifi s 12a S instructins fr bx 12 Rtirmnt Thir-party 13 Statutry mply 14 Othr 15 Stat Emplyr s stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam Fr Official Us Only OMB N DO NOT STAPLE 12b 12 Dpartmnt f th Trasury Intrnal Rvnu Srvic Saf, accurat, FAST! Us LW2B 5212 Nn apply 501c nn-gvt. Thir-party Kin f Stat/lcal (hck if Emplyr nn-501c Stat/lcal 501c Fral gvt. applicabl) (hck n) 1 Wags, tips, thr cmpnsatin 2 Fral incm tax withhl 3 Scial scurity wags 4 Scial scurity tax withhl 5 Micar wags an tips 6 Micar tax withhl 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a Dfrr cmpnsatin ntrl numbr ntrl numbr g Emplyr s arss an ZIP c Emply's nam, arss, an ZIP c Suff. Emply's nam, arss, an ZIP c h Othr EIN Suff. us this yar 13 Fr thir-party us nly 12b 15 Stat Emplyr s stat ID numbr 14 Incm tax withhl by payr f thir-party 16 Stat wags, tips, tc. 17 Stat incm tax 18 Lcal wags, tips, tc. 19 Lcal incm tax 7 Scial scurity tips 8 Allcat tips 9 7 Scial scurity tips 8 Allcat tips 9 10 Dpnnt car bnfits 11 Nnqualifi s 12a S inst. fr bx Dpnnt car bnfits 11 Nnqualifi s 12a Emplyr's cntact prsn Emplyr's tlphn numbr Fr Official Us Only 13 Statutry mply 14 Othr 12b 13 Statutry mply 14 Othr 12b Emplyr's fax numbr Emplyr's mail arss Rtirmnt Rtirmnt Unr pnaltis f prjury, I clar that I hav xamin this rturn an accmpanying cumnts an, t th bst f my knwlg an blif, thy ar tru, crrct, an Thir-party 12 Thir-party 12 cmplt. Signatur Titl Dat 15 Stat Emplyr's stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax 15 Stat Emplyr's stat ID numbr 16 Stat wags, tips, tc. 17 Stat incm tax Dpartmnt f th Trasury 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam 18 Lcal wags, tips, tc. 19 Lcal incm tax 20 Lcality nam Frm Transmittal f Wag an Tax Statmnts Intrnal Rvnu Srvic Phtcpis ar nt accptabl. D nt sn Frm W-3 if yu fil lctrnically with th SSA. Frm W-2 Wag an Tax Statmnt Dpt. f th Trasury -- IRS Frm W-2 Wag an Tax Statmnt Dpt. f th Trasury -- IRS D nt sn any paymnt (cash, chcks, mny rrs, tc.) with Frms W-2 an W-3. This infrmatin is bing furnish t th IRS. If yu ar rquir t fil a tax rturn, a nglignc pnalty r thr sanctin may b imps n yu if this incm is taxabl an yu fail t rprt it. L4UP 5205 Rminr Sparat instructins. S th Gnral Instructins fr Frms W-2 an W-3 fr infrmatin n cmplting this frm. D nt fil Frm W-3 fr Frm(s) W-2 that wr submitt lctrnically t th SSA. Purps f Frm A Frm W-3 Transmittal is cmplt nly whn papr py A f Frm(s) W-2, Wag an Tax Statmnt, is bing fil. D nt fil Frm W-3 aln. All papr frms must cmply with IRS stanars an b machin raabl. Phtcpis ar nt accptabl. Us a Frm W-3 vn if nly n papr Frm W-2 is bing fil. Mak sur bth th Frm W-3 an Frm(s) W-2 shw th crrct tax yar an Emplyr Intificatin Numbr (EIN). Mak a cpy f this frm an kp it with py D (Fr Emplyr) f Frm(s) W-2 fr yur rcrs. Th IRS rcmmns rtaining cpis f ths frms fr fur yars. Whn T Fil Mail Frm W-3 with py A f Frm(s) W-2 by January 31, Whr T Fil Papr Frms Sn this ntir pag with th ntir py A pag f Frm(s) W-2 t: E-Filing Th SSA strngly suggsts mplyrs rprt Frm W-3 an Frms W-2 py A lctrnically insta f n papr. Th SSA prvis tw fr -filing ptins n its Businss Srvics Onlin (BSO) wbsit: W-2 Onlin. Us fill-in frms t crat, sav, print, an submit up t 50 Frms W-2 at a tim t th SSA. Fil Upla. Upla wag fils t th SSA yu hav crat using payrll r tax sftwar that frmats th fils accring t th SSA s Spcificatins fr Filing Frms W-2 Elctrnically (EFW2). W-2 Onlin fill-in frms r fil uplas will b n tim if submitt by January 31, Fr mr infrmatin, g t mplyr. First tim filrs, slct G t Rgistr ; rturning filrs slct G T Lg In. Scial Scurity Aministratin Data Opratins ntr Wilks-Barr, PA Nt: If yu us rtifi Mail t fil, chang th ZIP c t If yu us an IRS-apprv privat livry srvic, a ATTN: W-2 Prcss, 1150 E. Muntain Dr. t th arss an chang th ZIP c t S Publicatin 15 (ircular E), Emplyr s Tax Gui, fr a list f IRS-apprv privat livry srvics. Fr Privacy Act an Paprwrk Ructin Act Ntic, s th sparat instructins. LW Onlin WEB frmscs.cm ALL Phn FAX Fax PREPRINTED LASER W-2 FORMS *Nt availabl in Accunting S / Accunting S Payrll. Itm 2up 1 sht quals 2 frms Dscriptin 5201 py A Emplyr Fral IRS py Us W-2 py A t print wag an withhling infrmatin t sn t th SSA (Scial Scurity Aministratin). This frm is print in r rp ut ink py B - Emply Fral IRS py * Us th W-2 py B t print wag an withhling infrmatin fr mply submissin with fral tax rturn py - Emply Rcr * Us th W-2 py t print wag an withhling infrmatin fr th mply s stat, city r fil cpy py D - Emplyr py * Us th W-2 py D t print mplyr rcr cpis. 1up 1 sht quals 1 frm 5212 Emply mbin Fral IRS an fil cpy * Us th cnns W-2 1up frm t print mply W-2 pis B an (fral an rcr). 4up 1 sht quals 1 frm 5205 Emply B/2//2 cpis * nns W-2 4up, cntains all mply cpis (fral/stat/rcr/city) W-3 Transmittal Us th W-3 frm (Transmittal f Wag an Tax Statmnts) t summariz W-2 infrmatin fr th SSA. This frm is print in r rp ut ink. 3 transmittals will b inclu fr with yur rr. Aitinal transmittals rr itm # Packs f 50 rr itm #5200. All Lasr Frms 50 shts fr shts fr Aitinal Transmittals cnts Frm W-2 Frm W Frm W-2 Frm W Wag an Tax Statmnt Wag an Tax Statmnt Frm W-2 Wag an Tax Frm W-2 Statmnt Wag an Tax Frm W-2 Statmnt Wag an Tax Statmnt Wag an Tax Frm W-2 Statmnt W-3 Sn this ntir pag with th ntir py A pag f Frm(s) W-2 t th Scial Scurity Aministratin (SSA) / , Us fr W-2 frm 5205 Itm Dscriptin 100/pack W-2 4up slf-sal nvlp W-2 4up rgular sal nvlp , Us fr W-2 frms 5202, 5203, 5204 an 5212 Itm Dscriptin 100/pack W-2 2up slf-sal nvlp W-2 2up rgular sal nvlp PREPRINTED 2UP 6 PART EZ PAK - nugh fr 50 r 100 mplys Inclus Emplyr Fral py A, Emply Fral IRS py B, Emply Rcr py / py 2, Emplyr py D/1, 3 transmittals an slf-sal nvlps mplys E 100 mplys Evrything Yu N 3

4 Onlin frmscs.cm Phn Fax with instructins 5211 with instructins 5209 withut instructins withut instructins BLANK LASER W-2 FORMS Itm Dscriptin up withut instructins 1 sht quals 2 frms. 1 hrizntal prfratin up with backr instructins 1 sht quals 2 frms. 1 hrizntal prfratin up with backr instructins 1 sht quals 1 frm. 2 hrizntal an 1 vrtical prfratin up hrizntal with backr instructins 1 sht quals 1 frm. 3 hrizntal prfratins up with backr instructins 1 sht quals 1 frm. 1 vrtical an 1 hrizntal prfratin up withut instructins 1 sht quals 1 frm. 1 vrtical an 1 hrizntal prfratin. 5225B 14 Prssur Sal slf-mailr W-2 ccntric Z fl with backr instructins. 1 sht quals 1 frm. 1 vrtical an 2 hrizntal prfratins. Print n 28# whit lgr bn papr with hat rsistant ink. Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n W-3 Transmittal Us th W-3 frm (Transmittal f Wag an Tax Statmnts) t summariz W-2 infrmatin fr th SSA. This frm is print in r rp ut ink. All Lasr Frms shts fr shts fr Prssur sal mailr 5225B 500 shts fr Aitinal Transmittals with instructins 50 cnts 5208 with instructins Gvrnmnt! rgulatins spcify that all cpis must b print n prfrat papr xcpt py A. Plain papr is nt an accpt frmat BLANK 2UP W-2 PERFORATED PAPER EZ PAK - nugh fr 50 r 100 mplys Print W-2 py A n blank papr r a prprint frm. Print thr cpis n IRS apprv blank prfrat papr. Matching ubl winw slf-sal nvlps inclu. 5650BB Blank py A 50 mplys B1 Blank py A 100 mplys E5 Prprint py A 50 mplys EB Prprint py A 100 mplys , , All Inclusiv EZ Packs , Us fr W-2 frms 5207, 5222 Itm Dscriptin 100/pack W-2 2up slf-sal nvlp W-2 2up rgular sal nvlp Us fr W-2 frm W-2 3up slf-sal nvlp W-2 3up rgular sal nvlp Us fr W-2 frms 5221, 5209 Itm Dscriptin 100/pack W-2 4up slf-sal nvlp W-2 4up rgular sal nvlp Us fr W-2 frm W-2 4up hrizntal slf-sal nvlp W-2 4up hrizntal rgular sal nvlp

5 9595 VOID ORRETED PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP 1 Rnts OMB N r frign pstal c, an tlphn n. Miscllanus 2 Ryaltis Incm Frm 1099-MIS 3 Othr incm 4 Fral incm tax withhl py A Fr PAYER S fral intificatin numbr REIPIENT S intificatin numbr 5 Fishing bat prcs 6 Mical an halth car paymnts Intrnal Rvnu Srvic ntr Fil with Frm REIPIENT S nam 7 Nnmply cmpnsatin 8 Substitut paymnts in liu f Fr Privacy Act ivins r intrst an Paprwrk Ructin Act Strt arss (incluing apt. n.) Ntic, s th 9 Payr ma irct sals f 10 rp insuranc prcs Gnral 5,000 r mr f cnsumr Instructins fr pructs t a buyr ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c rtain (rcipint) fr rsal Infrmatin VOID ORRETED Rturns. PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP Payr's RTN (ptinal) OMB N r frign pstal c, an tlphn n. Accunt numbr (s instructins) FATA filing 2n TIN nt. 13 Excss gln parachut 14 Grss prcs pai t an rquirmnt paymnts attrny 1 Intrst incm 15a Sctin 409A frrals 15b Sctin 409A incm 16 Stat tax withhl 17 Stat/Payr s stat n. 18 Stat incm Frm 1099-INT 2 Early withrawal pnalty py A Frm 1099-MIS Dpartmnt f th Trasury - Intrnal Rvnu Srvic PAYER S fral intificatin numbr REIPIENT S intificatin numbr D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag Fr 3 Intrst n U.S. Savings Bns an Tras. bligatins Intrnal Rvnu Srvic ntr REIPIENT S nam 4 Fral incm tax withhl 5 Invstmnt xpnss Fil with Frm VOID ORRETED PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP 1 Rnts OMB N Frign tax pai 7 Frign cuntry r U.S. pssssin r frign pstal c, an tlphn n. Fr Privacy Act Strt arss (incluing apt. n.) Miscllanus an Paprwrk 8 Tax-xmpt intrst 9 Spcifi privat activity bn Ructin Act 2 Ryaltis Incm intrst Ntic, s th ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Gnral Frm 1099-MIS 10 Markt iscunt 11 Bn prmium Instructins fr 3 Othr incm 4 Fral incm tax withhl py A rtain Fr FATA filing Infrmatin PAYER S fral intificatin numbr REIPIENT S intificatin numbr 5 Fishing bat prcs 6 Mical an halth car paymnts Intrnal Rvnu rquirmnt 12 Bn prmium n Trasury bligatins 13 Bn prmium n tax xmpt bn Rturns. Srvic ntr Accunt numbr (s instructins) 2n TIN nt. 14 Tax-xmpt an tax crit 15 Stat 16 Stat intificatin n. 17 Stat tax withhl bn USIP n. Fil with Frm REIPIENT S nam 7 Nnmply cmpnsatin 8 Substitut paymnts in liu f Fr Privacy Act ivins r intrst an Paprwrk Frm 1099-INT Dpartmnt f th Trasury - Intrnal Rvnu Srvic Ructin Act D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag Strt arss (incluing apt. n.) Ntic, s th 9 Payr ma irct sals f 10 rp insuranc prcs Gnral 5,000 r mr f cnsumr Instructins fr pructs t a buyr ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c rtain (rcipint) fr rsal 9292 VOID ORRETED Infrmatin PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP Payr's RTN (ptinal) OMB N Rturns. r frign pstal c, an tlphn n. Accunt numbr (s instructins) FATA filing 2n TIN nt. 13 Excss gln parachut 14 Grss prcs pai t an rquirmnt paymnts attrny 1 Intrst incm 15a Sctin 409A frrals 15b Sctin 409A incm 16 Stat tax withhl 17 Stat/Payr s stat n. 18 Stat incm Frm 1099-INT 2 Early withrawal pnalty py A PAYER S fral intificatin numbr REIPIENT S intificatin numbr Frm 1099-MIS LMA Dpartmnt f th Trasury - Intrnal Rvnu Srvic Fr 3 Intrst n U.S. Savings Bns an Tras. bligatins Intrnal Rvnu Srvic ntr REIPIENT S nam 4 Fral incm tax withhl 5 Invstmnt xpnss Fil with Frm Frign tax pai 7 Frign cuntry r U.S. pssssin Fr Privacy Act Strt arss (incluing apt. n.) an Paprwrk 8 Tax-xmpt intrst 9 Spcifi privat activity bn Ructin Act intrst Ntic, s th ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Gnral 10 Markt iscunt 11 Bn prmium Instructins fr rtain FATA filing Infrmatin rquirmnt 12 Bn prmium n Trasury bligatins 13 Bn prmium n tax xmpt bn Rturns. Accunt numbr (s instructins) 2n TIN nt. 14 Tax-xmpt an tax crit 15 Stat 16 Stat intificatin n. 17 Stat tax withhl bn USIP n. Frm 1099-INT LIA Dpartmnt f th Trasury - Intrnal Rvnu Srvic D Nt Stapl 6969 OMB N Dpartmnt f th Trasury Intrnal Rvnu Srvic FILER'S nam Strt arss (incluing rm r suit numbr) ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Nam f prsn t cntact Tlphn numbr Fr Official Us Only arss Fax numbr 1 Emplyr intificatin numbr 2 Scial scurity numbr 3 Ttal numbr f frms 4 Fral incm tax withhl 5 Ttal amunt rprt with this Frm Entr an X in nly n bx blw t inicat th typ f frm bing fil. 7 Frm 1099-MIS with NE in bx 7, chck..... W-2G 1097-BT E 1098-Q 1098-T 1099-A 1099-B AP 1099-DIV 1099-G 1099-INT 1099-K Fr mr infrmatin an th Privacy Act an Paprwrk Ructin Act Ntic, s th Gnral Instructins fr rtain Infrmatin Rturns. L Frm 1096 () 9898 VOID ORRETED 1099-LT 1099-MIS 1099-OID 1099-PATR 1099-Q 1099-QA 1099-R 1099-S 1099-SA ESA 5498-QA 5498-SA PAYER S nam, strt arss, city r twn, stat r prvinc, 1 Grss istributin OMB N Distributins Frm A A 27 cuntry, an ZIP r frign pstal c Pnsins, Annuitis, Rtirmnt r Prfit-Sharing 2a Taxabl amunt Plans, IRAs, Rturn this ntir pag t th Intrnal Rvnu Srvic. Phtcpis ar nt accptabl. Insuranc Frm 1099-R ntracts, tc. Unr pnaltis f prjury, I clar that I hav xamin this rturn an accmpanying cumnts, an, t th bst f my knwlg an blif, thy ar tru, crrct, 2b Taxabl amunt Ttal py A an cmplt. nt trmin istributin Fr PAYER S fral intificatin REIPIENT S intificatin 3 apital gain (inclu 4 Fral incm tax Intrnal Rvnu numbr numbr in bx 2a) withhl Srvic ntr Signatur Titl Dat Fil with Frm Instructins Whn t fil. Fil Frm 1096 as fllws. REIPIENT S nam 5 Emply cntributins 6 Nt unraliz Futur vlpmnts. Fr th latst infrmatin abut vlpmnts With Frms 1097, 1098, 1099, 3921, 3922, r W-2G, fil by /Dsignat Rth apprciatin in Fr Privacy Act cntributins r mplyr s scuritis rlat t Frm 1096, such as lgislatin nact aftr it was Fbruary 28, an Paprwrk insuranc prmiums Ructin Act publish, g t autin: Fil Frm 1099-MIS by January 31, 2017, if yu ar Ntic, s th Rminr. Th nly accptabl mth f filing th infrmatin rprting nnmply cmpnsatin in bx 7. Als, chck bx 7 Strt arss (incluing apt. n.) 7 Distributin IRA/ 8 Othr Gnral rturns list n this frm in bx 6 lctrnically with th Intrnal abv. c(s) SEP/ Instructins fr SIMPLE Rvnu Srvic is thrugh th FIRE systm. S Pub With Frms 5498, fil by May 31, rtain % Purps f frm. Us this frm t transmit papr Frms 1097, 1098, Infrmatin Whr T Fil ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c 9a Yur prcntag f ttal 9b Ttal mply cntributins 1099, 3921, 3922, 5498, an W-2G t th Intrnal Rvnu Srvic. Rturns. Sn all infrmatin rturns fil n papr with Frm 1096 t th istributin % autin: If yu ar rquir t fil 250 r mr infrmatin rturns f fllwing. 10 Amunt allcabl t IRR 11 1st yar f FATA filing 12 Stat tax withhl 13 Stat/Payr s stat n. 14 Stat istributin any n typ, yu must fil lctrnically. If yu ar rquir t fil If yur principal businss, ffic within 5 yars sig. Rth cntrib. rquirmnt lctrnically but fail t s, an yu nt hav an apprv r agncy, r lgal rsinc in Us th fllwing waivr, yu may b subjct t a pnalty. Fr mr infrmatin, s th cas f an iniviual, is thr-lin arss part F in th Gnral Instructins fr rtain Infrmatin Rturns. lcat in Accunt numbr (s instructins) 15 Lcal tax withhl 16 Nam f lcality 17 Lcal istributin Frms 1099-QA an 5498-QA can b fil n papr nly, rgarlss f th numbr f rturns. Alabama, Arizna, Arkansas, Wh must fil. Th nam, arss, an TIN f th filr n this frm nncticut, Dlawar, Flria, Grgia, Frm 1099-R must b th sam as ths yu ntr in th uppr lft ara f Frms Kntucky, Luisiana, Main, Dpartmnt f th Trasury - Intrnal Rvnu Srvic Dpartmnt f th Trasury Massachustts, Mississippi, Nw 1097, 1098, 1099, 3921, 3922, 5498, r W-2G. A filr is any prsn r Intrnal Rvnu Srvic ntr D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag Hampshir, Nw Jrsy, Nw Mxic, ntity wh fils any f th frms shwn in lin 6 abv. Austin, TX Nw Yrk, Nrth arlina, Ohi, Entr th filr s nam, arss (incluing rm, suit, r thr unit Pnnsylvania, Rh Islan, Txas, numbr), an TIN in th spacs prvi n th frm. Vrmnt, Virginia, Wst Virginia 9898 VOID ORRETED PAYER S nam, strt arss, city r twn, stat r prvinc, 1 Grss istributin OMB N Distributins Frm cuntry, an ZIP r frign pstal c Pnsins, Annuitis, Rtirmnt r Prfit-Sharing 2a Taxabl amunt PAYER S fral intificatin REIPIENT S intificatin numbr numbr Frm 1099-R 2b Taxabl amunt Ttal nt trmin istributin 3 apital gain (inclu 4 Fral incm tax in bx 2a) withhl Plans, IRAs, Insuranc ntracts, tc. py A Fr Intrnal Rvnu Srvic ntr Fil with Frm REIPIENT S nam 5 Emply cntributins 6 Nt unraliz /Dsignat Rth apprciatin in Fr Privacy Act cntributins r mplyr s scuritis an Paprwrk insuranc prmiums Ructin Act Ntic, s th Strt arss (incluing apt. n.) 7 Distributin IRA/ 8 Othr Gnral c(s) SEP/ Instructins fr SIMPLE rtain % Infrmatin ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c 9a Yur prcntag f ttal 9b Ttal mply cntributins Rturns. istributin % 10 Amunt allcabl t IRR 11 1st yar f FATA filing 12 Stat tax withhl 13 Stat/Payr s stat n. 14 Stat istributin within 5 yars sig. Rth cntrib. rquirmnt Accunt numbr (s instructins) 15 Lcal tax withhl 16 Nam f lcality 17 Lcal istributin Frm 1099-R LRA Dpartmnt f th Trasury - Intrnal Rvnu Srvic Onlin frmscs.cm Phn Fax LASER 1099 FORMS *Nt availabl in Accunting S / Accunting S Payrll. Itm Dscriptin 1099-MIS Miscllanus Incm, 2up 1 sht quals 2 frms 5110 py A Fral cpy 5111 py B Rcipint cpy * 5112 py Payr an/r Stat cpy * 1099-MIS Prssur Sal Slf-Mailr 5113B 1099-MIS Rcipint py 2 an B Prssur Sal * 1 sht quals 1 frm. 2 hrizntal prfratins. Print n 28# whit lgr bn papr with hat rsistant ink. Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n INT Intrst Incm, 2up 1 sht quals 2 frms 5120 py A - Fral cpy 5121 py B Rcipint cpy * 5122 py Payr an/r Stat cpy * 1099-INT Prssur Sal Slf-Mailr 5115B 1099-INT Rcipint py B Prssur Sal * 1 sht quals 1 frm. 2 hrizntal prfratins. Print n 28# whit lgr bn papr with hat rsistant ink. Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n DIV Divins an Distributins, 2up 1 sht quals 2 frms 5130 py A - Fral cpy 5131 py B Rcipint cpy * 5132 py Payr an/r Stat cpy * 1099-R Distributins frm Pnsin, Annuitis, Rtirmnt Plans, 2up 1 sht quals 2 frms 5140 py A - Fral cpy 5141 py B Rcipint cpy * 5142 py Payr an/r Stat cpy * 5143 py D Payr an/r Stat, ity r Lcal cpy * Transmittal Annual summary/transmittal f rturns. 1 sht quals 1 frm. 3 transmittals will b inclu fr with yur rr. Aitinal transmittals rr itm # Packs f 50 rr itm #5100. All Lasr Frms 50 shts fr shts fr Prssur Sal 5113B, 5115B mailrs 500 shts fr Aitinal Transmittals cnts PREPRINTED 2UP 1099 MIS 4 PART EZ PAK - nugh fr 50 r 100 rcipints Inclus Fral py A, Rcipint py B, Payr an/r Stat py, 3 transmittals an slf-sal nvlps. 6103NV 50 rcipints E 100 rcipints Evrything Yu N Frm 1096 Annual Summary an Transmittal f U.S. Infrmatin Rturns 5100 / Us fr 1099-MIS, 1099-INT, 1099 DIV an 1099-R frms Itm Dscriptin 100/pack up slf-sal nvlp up rgular sal nvlp DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS , Intrst Incm Intrst Incm DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS

6 8080 VOID ORRETED LENDER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP r frign pstal c, an tlphn n. OMB N Acquisitin r Abannmnt f Scur Prprty Frm 1099-A 8686 VOID ORRETED 1 Dat f lnr's acquisitin r 2 Balanc f principal py A knwlg f abannmnt LENDER S fral intificatin numbr BORROWER S intificatin numbr utstaning PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP 1 Unmplymnt cmpnsatin OMB N Fr r frign pstal c, an tlphn n. Intrnal Rvnu rtain BORROWER S nam 3 4 Fair markt valu f prprty Srvic ntr Gvrnmnt 2 Stat r lcal incm tax Fil with Frm rfuns, crits, r ffsts Paymnts Fr Privacy Act Strt arss (incluing apt. n.) 5 If chck, th brrwr was prsnally liabl fr rpaymnt an Paprwrk Frm 1099-G Ructin Act f th bt PAYER S fral intificatin numbr REIPIENT S intificatin numbr 3 Bx 2 amunt is fr tax yar 4 Fral incm tax withhl py A Ntic, s th ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c 6 Dscriptin f prprty Gnral Fr Instructins fr REIPIENT S nam 5 RTAA paymnts 6 Taxabl grants Intrnal Rvnu rtain Accunt numbr (s instructins) Infrmatin Srvic ntr Rturns. 7 Agricultur paymnts 8 hck if bx 2 is Fil with Frm tra r Frm businss 1099-A Dpartmnt f th Trasury - Intrnal Rvnu Srvic Strt arss (incluing apt. n.) Fr Privacy Act incm D Nt ut r Sparat an Paprwrk Frms n This Pag D Nt ut r Sparat Frms n This Pag 9 Markt gain Ructin Act ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Ntic, s th 10a Stat 10b Stat intificatin n. 11 Stat incm tax withhl Gnral 8080 Instructins fr VOID ORRETED Accunt numbr (s instructins) LENDER S nam, strt rtain arss, Infrmatin city twn, stat r prvinc, cuntry, ZIP r OMB N frign pstal c, an tlphn n. Rturns. Acquisitin r Frm 1099-G Dpartmnt f th Trasury - Intrnal Rvnu Srvic Abannmnt f D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag Scur Prprty Frm 1099-A 1 Dat f lnr's acquisitin r 2 Balanc f principal py A knwlg f abannmnt utstaning Fr 8686 VOID ORRETED PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP 1 Unmplymnt cmpnsatin r frign pstal c, an tlphn n. LENDER S fral intificatin numbr BORROWER S nam BORROWER S intificatin numbr 3 4 Fair markt valu f prprty Intrnal Rvnu Srvic ntr Fil with Frm Fr Privacy Act rfuns, crits, r ffsts Paymnts Strt arss (incluing apt. n.) 5 If chck, th brrwr was prsnally liabl fr rpaymnt an Paprwrk Frm 1099-G Ructin Act f th bt Ntic, s th PAYER S fral intificatin numbr REIPIENT S intificatin numbr 3 Bx 2 amunt is fr tax yar 4 Fral incm ity r tax twn, withhl stat r prvinc, cuntry, py an AZIP r frign pstal c 6 Dscriptin f prprty Gnral Instructins fr Fr rtain REIPIENT S nam 5 RTAA paymnts 6 Taxabl grants Accunt numbr (s instructins) Intrnal Rvnu Infrmatin Srvic ntr Rturns. 7 Agricultur paymnts 8 hck if Frm bx A is Fil with Frm Dpartmnt f th Trasury - Intrnal Rvnu Srvic tra r businss Strt arss (incluing apt. n.) D Nt ut r Sparat Fr Privacy Act incm Frms n This Pag D Nt ut r Sparat Frms n This Pag an Paprwrk 9 Markt gain Ructin Act ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Ntic, s th 10a Stat 10b Stat intificatin n. 11 Stat incm tax withhl 8080 Gnral VOID ORRETED LENDER S nam, strt arss, Instructins city r twn, fr Accunt numbr (s instructins) stat r prvinc, cuntry, ZIP r OMB N frign pstal c, an rtain tlphn Infrmatin n. Rturns. Acquisitin r Frm 1099-G Dpartmnt f th Trasury - Intrnal Rvnu Srvic Abannmnt f D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag Scur Prprty Frm 1099-A 1 Dat f lnr's acquisitin r 2 Balanc f principal py A knwlg f abannmnt utstaning Fr Frm 1099-G 2 Stat r lcal incm tax 8686 VOID ORRETED PAYER S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP 1 Unmplymnt cmpnsatin r frign pstal c, an tlphn n. PAYER S fral intificatin numbr REIPIENT S nam Strt arss (incluing apt. n.) REIPIENT S intificatin numbr ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Accunt numbr (s instructins) 2 Stat r lcal incm tax OMB N LENDER S fral intificatin numbr OMB N BORROWER S nam rtain Gvrnmnt rtain Gvrnmnt LGA 5156 Dpartmnt f th Trasury - Intrnal Rvnu Srvic BORROWER S intificatin numbr rfuns, crits, r ffsts Strt arss (incluing apt. Paymnts n.) Frm 1099-G ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c 3 Bx 2 amunt is fr tax yar 4 Fral incm tax withhl py A Accunt numbr (s instructins) Fr 5 RTAA paymnts 6 Taxabl grants Intrnal Rvnu Srvic ntr Frm 1099-A LAA Agricultur paymnts 8 hck if bx 2 is Fil with Frm tra r businss Fr Privacy Act incm an Paprwrk 9 Markt gain Ructin Act Ntic, s th 10a Stat 10b Stat intificatin n. 11 Stat incm tax withhl Gnral Instructins fr rtain Infrmatin Rturns. 3 4 Fair markt valu f prprty 5 If chck, th brrwr was prsnally liabl fr rpaymnt f th bt 6 Dscriptin f prprty Intrnal Rvnu Srvic ntr Fil with Frm Fr Privacy Act an Paprwrk Ructin Act Ntic, s th Gnral Instructins fr rtain Infrmatin Rturns. Dpartmnt f th Trasury - Intrnal Rvnu Srvic Strt arss (incluing apt. n.) ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c 10 Othr Accunt numbr (s instructins) Accunt numbr (s instructins) 2n TIN nt. Fr Privacy Act an Paprwrk rtain 7 Is arss f prprty scuring mrtgag sam as USIP numbr Ructin Act FATA filing 10 Unraliz prfit r (lss) n 11 Aggrgat prfit r (lss) Infrmatin PAYER'S/BORROWER'S arss? Ntic, s th rquirmnt pn cntracts 12/31/ n cntracts Rturns. If Ys, chck bx Gnral If N, ntr arss f prprty scuring 14 mrtgag Stat nam blw 15 Stat intificatin n. 16 Stat tax withhl Instructins fr rtain 12 hck if prcs frm 13 Bartring cllctibls 8 Arss f prprty scuring mrtgag (s instructins) Infrmatin Rturns. Frm 1099-B Dpartmnt f th Trasury - Intrnal Rvnu Srvic D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag 9 If prprty scuring mrtgag has n arss, prvi scriptin f th prprty (s instructins) Frm Dpartmnt f th Trasury - Intrnal Rvnu Srvic D Nt ut r Sparat Frms n This Pag D Nt ut r Sparat Frms n This Pag 8181 VOID ORRETED PAYER'S fral intificatin numbr REIPIENT'S intificatin numbr 1 Prcs 1 st r thr basis py A REIPIENT'S/LENDER'S nam, strt arss, city r twn, stat r OMB N prvinc, cuntry, ZIP r frign pstal c, an tlphn n. 1f Accru markt iscunt 1g Wash sal lss isallw Mrtgag Fr Intrnal Rvnu Intrst REIPIENT'S nam 2 Shrt-trm gain r lss 3 hck if basis rprt t Srvic ntr Statmnt IRS Lng-trm gain r lss Fil with Frm Frm 1098 Orinary Strt arss (incluing apt. n.) 4 Fral incm tax withhl 5 hck if nncvr 1 Mrtgag intrst rciv frm payr(s)/brrwr(s) py A scurity Fr 6 Rprt t IRS: 7 hck if lss is nt allw Fr Privacy Act REIPIENT'S/LENDER'S fral PAYER'S/BORROWER'S taxpayr 2 Outstaning mrtgag 3 Mrtgag riginatin at Intrnal Rvnu bas n amunt in 1 intificatin numbr intificatin n. principal as f 1/1/ ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Grss prcs an Paprwrk Srvic ntr Ructin Act Nt prcs Ntic, s th 4 Rfun f vrpai 5 Mrtgag insuranc 8 Prfit r (lss) raliz in 9 Unraliz prfit r (lss) n intrst prmiums Fil with Frm n cls cntracts pn cntracts 12/31/2015 Gnral Accunt numbr (s instructins) 2n TIN nt. Instructins fr PAYER'S/BORROWER'S nam rtain 6 Pints pai n purchas f principal rsinc USIP numbr FATA filing 10 Unraliz prfit r (lss) n 11 Aggrgat prfit r (lss) Infrmatin Fr Privacy Act rquirmnt pn cntracts 12/31/ n cntracts Rturns. an Paprwrk Strt arss (incluing apt. n.) 7 Is arss f prprty scuring mrtgag 14 Stat sam nam as 15 Stat intificatin n. 16 Stat tax withhl Ructin Act PAYER'S/BORROWER'S arss? Ntic, s th 12 hck if prcs frm 13 Bartring If Ys, chck bx cllctibls Gnral If N, ntr arss f prprty scuring mrtgag blw Instructins fr ity r twn, stat r prvinc, cuntry, an ZIP r frign pstal c Frm 1099-B LBA Dpartmnt f th Trasury - Intrnal Rvnu Srvic rtain 8 Arss f prprty scuring mrtgag (s instructins) Infrmatin Rturns. 10 Othr Accunt numbr (s instructins) Frm 1098 L18A If prprty scuring mrtgag has n arss, prvi scriptin f th prprty (s instructins) VOID ORRETED PAYER'S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP Applicabl chck bx n Frm 8949 r frign pstal c, an tlphn n. Dpartmnt f th Trasury - Intrnal Rvnu Srvic OMB N Frm 1099-B 1a Dscriptin f prprty (Exampl 100 sh. XYZ.) 8181 VOID ORRETED 1b Dat acquir 1c Dat sl r isps REIPIENT'S/LENDER'S nam, strt arss, city r twn, stat r OMB N prvinc, cuntry, ZIP r frign pstal c, an tlphn n. PAYER'S fral intificatin numbr Mrtgag REIPIENT'S intificatin numbr 1 Prcs 1 st r thr basis Intrst 1f Accru markt iscunt 1g Wash sal lss isallw Statmnt Frm REIPIENT'S 1098 nam 2 Shrt-trm gain r lss 3 hck if basis rprt t 1 Mrtgag intrst rciv frm payr(s)/brrwr(s) IRS py A Lng-trm gain r lss Orinary Fr REIPIENT'S/LENDER'S fral PAYER'S/BORROWER'S taxpayr 2 Outstaning mrtgag 3 Mrtgag Strt riginatin arss (incluing at apt. Intrnal n.) Rvnu 4 Fral incm tax withhl 5 hck if nncvr intificatin numbr intificatin n. principal as f 1/1/ scurity Srvic ntr 6 Rprt t IRS: 7 hck if lss is nt allw 4 Rfun f vrpai 5 Mrtgag insuranc bas n amunt in 1 intrst prmiums ity r twn, stat r prvinc, Fil with cuntry, Frm an ZIP r frign pstal c Grss prcs PAYER'S/BORROWER'S nam Nt prcs 8 Prfit r (lss) raliz in 9 Unraliz prfit r (lss) n 6 Pints pai n purchas f principal rsinc n cls cntracts pn cntracts 12/31/ VOID PAYER'S nam, strt arss, city r twn, stat r prvinc, cuntry, ZIP r frign pstal c, an tlphn n. ORRETED Applicabl chck bx n Frm 8949 Frm 1099-B 1a Dscriptin f prprty (Exampl 100 sh. XYZ.) 1b Dat acquir OMB N c Dat sl r isps Transactins py A Fr Intrnal Rvnu Srvic ntr Fil with Frm Fr Privacy Act an Paprwrk Ructin Act Ntic, s th Gnral Instructins fr Transactins Onlin frmscs.cm Phn Fax LASER 1099 FORMS *Nt availabl in Accunting S / Accunting S Payrll. 6 Itm Dscriptin 1099-A Acquisitin, 3up 1 sht quals 3 frms 5146 py A - Fral cpy 5147 py B Brrwr cpy * 5148 py Lnr an/r Stat cpy * 1099-B Brkr, 2up 1 sht quals 2 frms 5153 py A - Fral cpy 5154 py B Rcipint cpy * 5155 py Payr an/r Stat cpy * 1099-G rtain Gvrnmnt Paymnts, 3up 1 sht quals 3 frms 5156 py A - Fral cpy 5157 py B Rcipint cpy * 5158 py Payr an/r Stat cpy * 1099-SA Distributins frm HSA r Micar Avantag MSA, 3up, 1 sht quals 3 frms 5123 py A - Fral cpy 5124 py B Rcipint cpy * 5125 py Payr an/r Stat cpy * 1099-OID Original Issu Discunt, 2up, 1 sht quals 2 frms 5163 py A - Fral cpy 5164 py B Rcipint cpy * 5165 py Payr an/r Stat cpy * 1099-PATR Taxabl Distributins Rciv frm prativs, 3up 1 sht quals 3 frms 5166 py A - Fral cpy 5167 py B Rcipint cpy * 5168 py Payr an/r Stat cpy * 1099-S Prcs frm Ral Estat Transactins, 3up 1 sht quals 3 frms 5160 py A - Fral cpy 5161 py B Transfrr cpy * 5162 py Filr an/r Stat cpy * Us fr 1099-B, 1099 OID, 1098 MTG INT, 5498 IRA frms Itm Dscriptin 100/pack up slf-sal nvlp up rgular sal nvlp Us fr 1099-A, 1099-G, 1099-SA, 1099-PATR, 1099-S, 5498-SA frms up slf-sal nvlp up rgular sal nvlp Itm DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS Dscriptin 1098 MTG INT Mrtgag Intrst Statmnt, 2up 1 sht quals 2 frms 5150 py A - Fral cpy 5151 py B Payr/ Brrwr cpy * 5116B 1098 Mrtgag Intrst py B fr Payr * 1 sht quals 1 frm. 2 hrizntal prfratins. Print n 28# whit lgr bn papr with hat rsistant ink. Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n py Rcipint/ Lnr an/r Stat cpy * 5498 IRA ntributin Infrmatin, 2up 1 sht quals 2 frms 5170 py A - Fral cpy 5171 py B Participant cpy * 5172 py Trust r Issur an/r Stat cpy * 5498-SA HSA r Micar Avantag MSA, 3up 1 sht quals 3 frms 5133 py A - Fral cpy 5134 py B Participant cpy * 5135 py Trust cpy * Transmittal Annual summary/transmittal f rturns. 1 sht quals 1 frm. 3 transmittals will b inclu fr with yur rr. Aitinal transmittals rr itm # Packs f 50 rr itm #5100. All Lasr Frms Prssur Sal 5116B mailr DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS 50 shts fr Aitinal Transmittals , DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS 500 shts fr shts fr cnts Prcs Frm Brkr an Bartr Exchang Prcs Frm Brkr an Bartr Exchang , DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS

7 5159 Onlin frmscs.cm Phn Fax BLANK LASER 1099 FORMS Itm up, 1 sht quals 3 frms Dscriptin 5174 Withut instructins 2 hrizntal prfratins, 1 vrtical prfratin With backr instructins 2 hrizntal prfratins, 1 vrtical prfratin Withut instructins 2 hrizntal prfratins up, 1 sht quals 2 frms 5144 Withut instructins 1 hrizntal prfratin. 1 vrtical prfratin With backr instructins fr 1099 MIS 1 hrizntal prfratin With backr instructins fr 1099 MIS 1 hrizntal prfratin. 1 vrtical prfratin MIS Prssur Sal Mailrs 5119B 5501B Blank, Z fl withut backr instructins Blank, Z fl with backr instructins 1 sht quals 1 frm. 2 hrizntal prfratins. Prssur Sal 1099 slf-mailrs ar print n 28# whit lgr bn papr with hat rsistant ink. Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n Transmittal Annual summary/transmittal f rturns. All Lasr Frms 50 shts fr shts fr Prssur sal 5119B, 5501B mailrs 500 shts fr Aitinal Transmittals cnts withut instructins with instructins withut instructins with instructins withut instructins with instructins DETAH BEFORE MAILING MANUFATURED ON OR LASER BOND PAPER USING HEAT RESISTANT INKS , , Us fr 5144, 5108, 5159 Itm Dscriptin 100/pack up slf-sal nvlp up rgular sal nvlp Us fr 5174, up slf-sal nvlp up rgular sal nvlp Us fr up rgular sal nvlp All Inclusiv EZ Packs BLANK 2UP 1099-MIS 4-PART EZ PAK nugh frms fr 100 rcipints Inclus 100 Fral py A, 150 shts f blank prfrat papr, 3 transmittals an 100 slf-sal nvlps. 6103EB 100 rcipints

8 Onlin frmscs.cm Phn Fax LIENT PRESENTATION Prsnt yur clints tax rturns in a prfssinal lking cvr. ENVF, SENVF MAILING Stack winws ENVF Rgular sal SENVF Slf-sal LALTF, LALTFS Lanscap with altrnat winws ALTF Rgular sal Lanscap styl pns SALTF Slf-sal at th tp (lng si) LALTF Rgular sal fr asy insrting. LALTFS Slf-sal MALTBE A ubl winw nvlp that mts th pstal rgulatins fr bulk/prsrt mailings. Us mailing nvlps fr all yur tax-rlat crrspnnc. Our First lass winw nvlps ar sign t wrk with th mailing slip shts pruc by UltraTax Systms. Fin mr styls at frmscs.cm SIZE: 9 ½ x 12 ALTF, SALTF Mailing nvlps sl in packs f 25. Slf-sal nvlp pr pack Rgular sal nvlp pr pack Altrnat winws MALTBE Altrnat winws LIENT ORGANIZER OVERS FLDR Stack winws ALTR Altrnat winws FLDSS Si stapl stack winws ALTSS Si stapl altrnat winws FLDTT Tp stapl stack winws ALTTT Tp stapl altrnat winws EXPFLB Expans t 1 stack winws rat a prfssinal prsntatin with lint Organizr vrs. Dsign t wrk with th mailing slip shts pruc by UltraTax Systms an fits ur First lass winw nvlps. 80# linn txtur papr, xpanabl, hls up t 125 shts, with businss car i cuts n insi pckt. SIZE: 8 ¾ x 11 1/4 Fin mr styls at frmscs.cm OLORS: Blu, burguny, bny, gray, grn. Nt all styls availabl in all clrs. vrs sl in packs f FLDSS ALTR EXPFLB Winw cvrs pr pack Si stapl winw cvrs pr pack Expanabl winw cvrs pr pack FLDR

9 Onlin frmscs.cm Phn Fax NEW TAX REPORTING REQUIREMENTS IMPLEMENTED TO REPORT PARTIIPATION IN THE AFFORDABLE ARE AT Bginning January, th Affrabl ar Act s Emplyr Shar Rspnsibility Rul will rquir mplyrs t fil annual infrmatin rturns with th IRS an livr mply statmnts cntaining infrmatin abut halth cvrag. This rprting rquirmnt is in aitin t rprting halth car csts n Frm W-2. Plas nt that mplyrs will n tw cpis f th 1095: On fr ach mply an n fr th IRS. Unlik th W-2, thr ar nt assign cpis r parts fr th mply an gvrnmnt agncy. Dscriptin Itm Pric Blank frm with 1095-B an backr Siz: 8 1/2 x 11 Blank 14 Prssur Sal frm with 1095-B an backr Siz: 8 1/2 x K 50 shts fr KB 500 shts fr P195BK 500 shts fr Whn run thrugh aut salr quipmnt th ahsiv arun th gs crats a bn s n nvlp is n. all fr mr infrmatin n th aut sal quipmnt n. BUSINESS SUPPLIES GREEN LINE STAMPS GP20 Th nvirnmntally rspnsibl stamp. Pruc with 80% rcycl plastic. Packag in 100% rcycl unblach papr fibr. Ma with watr bas inks. FREE lg. Ink clrs: black, blu, r, purpl Plas spcify ink clr whn rring. If n clr is spcifi black ink will b us. Itm Siz Pric GP20 9/16 x 1-1/ GP30 3/4 x 1-7/ GP40 15/16 x 2-3/ SIGN HERE ARROW FLAGS lr: r Siz: ½ x 1 5 /8 80 flags pr pack FLGRD1 1 pack fr 9.04 PRIVAY AT NOTIE Prvirs f financial srvics ar rquir t iscls thir plicy rgaring clint cnfintiality t thir clints nc a yar. Siz: 3 ½ x 8 ½ 100 pr pack fr FLGRD

10 WEB frmscs.cm ALL FAX IMPORTANT TAX RETURN DEADLINES FILING DEADLINES Knw th fral alins & avi unncssary pnaltis. Fin th fral filing alins at frmscs.cm.* *Excptins may apply Quartrly 941 Dalins Th quartrly alins fr papr & -filing ar th sam fr 941/Schul B. Stat Filing Dalins Filing alins vary pr stat. Rviw yur stat filing alins. Slct th crrct numbr f parts rquir by ach stat: STATE W STATE W STATE W Alabama** 6 4 r 5 Kntucky** 6 3 Nrth Dakta 6 4 Alaska 4 3 Luisiana 6 4 Ohi** 6 3 Arizna 6 4 Main 6 3 Oklahma 6 4 Arkansas 6 4 r 5 Marylan 6 3 Orgn 6 4 alifrnia 6 4 Massachustts 6 4 Pnnsylvania** 6 4 lra 6 3 Michigan** 6 3 Rh Islan 6 3 nncticut 6 4 Minnsta 6 4 Suth arlina 6 4 Dlawar** 6 4 Mississippi 6 4 r 5 Suth Dakta 4 3 Dist. lumbia 6 4 Missuri** 6 4 Tnns 4 3 Flria 4 3 Mntana 6 4 Txas 4 3 Grgia 6 4 Nbraska 6 3 Utah 6 4 Hawaii 6 4 Nvaa 4 3 Vrmnt 6 3 Iah 6 4 Nw Hampshir 4 3 Virginia 6 4 Illinis 6 3 Nw Jrsy 6 3 Washingtn 4 3 Iniana 6 4 Nw Mxic 6 3 r 4 Wst Virginia 6 3 Iwa 6 4 Nw Yrk 6 4 Wiscnsin 6 4 Kansas 6 4 Nrth arlina 6 4 Wyming 4 3 **rtain citis in ths stats rquir an 8 part W-2 frm. Sm stats rquir a 5 part frm if Bx 16 (stat tax withhl) is fill in n 1099 MIS frms. Stats nt as 3 r 4 part fr 1099 MIS filing: If fral taxs hav bn withhl n th 1099 MIS thn a 4 part frm is rquir; thrwis, a cpy is nt rquir t b fil with th rcipint s prsnal taxs. PERSONALIZED POSTARDS PSTDA Frnt: Rminr, it s tim t schul yur tax appintmnt. Back: Just a rminr that it s tim t schul an appintmnt. PSTDT Frnt: Thank yu fr yur rfrral. Back: Yur rcmmnatin is gratly apprciat. PSTDA SIZE: 6 x 4 Pstcars 100 fr PSTDT Pricing inclus yur imprint an rturn arss n back. 10 Fr pstcar imprint: Plas fax r mail yur imprint an rturn arss. Maximum siz f imprint ara is 2-1/4 W x 1-1/2 H xcluing rturn arss.

11 FORMS S TAX PRODUTS frmscs.cm BILLING ADDRESS: (Will nt b accpt fr pruct imprint.) Attntin Titl Purchas Orr N. Dat mpany Nam Strt Arss Rm, Suit r Flr N. Phn Fax ity, Stat, Zip SHIPPING ADDRESS: (Fill in ONLY if iffrnt frm billing arss abv.) mpany Nam Dpartmnt Strt Arss Rm, Suit r Flr N. ity, Stat, Zip Attntin Phn Fax Spcial Instructins METHOD OF PAYMENT: (Yur rr will b prcss whn paymnt is rciv.) AMEX Visa Mastrcar Discvr hck r mny rr payabl t: Frms S rit ar N. Authriz Signatur ORDER INFORMATION: Expiratin Dat* 3 r 4 igit VV numbr* *REQUIRED Quantity Itm N. Dscriptin Pric pr Itm Ttal Pric SURFAE DELIVERY HARGES If yur rr is: plas a: If yur rr is: plas a: 0 t t t t t t t t t t t an up t Ths rats apply t th ntinntal U.S. nly. all fr rats t AK, HI, PR, VI, anaa an Guam Fax r mail a cpy f this frm t: Frms S, PO Bx 681, Tarrytwn, NY Onlin: frmscs.cm Phn: Fax: NY an A rsints a applicabl Sals Tax Subttal Tax Dlivry hargs Sav 20% until Nv. 7, * Us c H * Sav 20% until Nv. 7,. T rciv yur iscunt us c H Paymnt must b rciv in full by Nv. 7,. annt b appli t a prir rr r cannt b cmbin with anthr ffr. Ttal Frms S Hurs f pratin: Mnay - Friay 8:30 a.m. t 7:00 p.m. Eastrn Stanar Tim