2024 W-2, W-3, 1099, and 1096 form requirements

Important information for 2024

  • Sage BusinessWorks 2023 SP6 and higher includes support for 1099-DIV and 1099-INT
    • If vendors use SSN/ITIN numbers, go to AP, Vendors, Maintain Vendors, Other, and enter the First and Last name
  • Federal 1099 and 1096 forms no longer print on the red preprinted forms. These forms now print directly to printer paper
  • If you’re processing multiple 1099 types, order enough blank 4-part perforated forms for all recipient copies
  • Order your required forms from Sage Checks and Forms

W-2 and W-3 Forms

Employee Copy

  • Print on blank 4-up perforated paper with instructions on the back
  • Sage Checks and Forms Item Number LW2BLANK4 and LW2BK4DWS bundle with envelopes

Federal Copies

  • Print on blank paper in a 2-up format
  • Don’t use the preprinted red ink form
  • You don’t need to purchase any forms
  • The Social Security Administration accepts substitute forms on plain paper

Employer copies

  • Print on plain 4-up perforated paper
  • Sage Checks and Forms Item Number LW2BLNK4NB.

State copies

  • Print on plain paper and print in 4-up format
  • You don’t need to purchase any forms

W-3 Form

  • Prints on plain paper
  • Don’t use the preprinted red ink form
  • You don’t need to purchase any forms
  • The Social Security Administration accepts substitute forms on plain paper

1099 and 1096 Forms

Federal 1099
(Copy A)

  • Print on blank paper in a 2-up format
  • Don’t use the preprinted red ink form
  • You don’t need to purchase any forms
  • The Social Security Administration accepts substitute forms on plain paper

Recipients copy

  • Prints on blank 4-part perforated form
  • Sage Checks and Forms Item Number L99BLANK4 or L99BK4DWS bundle with envelopes

State copy

  • Prints on blank paper
  • Contact your State agency for specific printing requirements
  • Some states don’t require filing of 1099s

Payer copy (Copy C)

  • Prints on blank 4-part perforated form
  • Print on plain paper or Blank 4-part perforated

1096

  • Prints on plain paper
  • Don’t use the preprinted red ink form
  • You don’t need to purchase any forms
  • The Social Security Administration accepts substitute forms on plain paper