What forms do I need to order from NELCO to print my 1099Rs from the Pension System?
The following are the Item Codes from the W-2 and 1099 forms brochure from NELCO:
Required to produce redline 1099Rs:
- 1099R Federal Copy A BRFED05
- 1096 Federal Copy B109605
You can use preprinted two forms per page forms for reporting to the participants This means running once for copy 1, once for copy B, once for copy 2 and once for copy C. Also there will be two participants reported on each page so you will have to separate and collate the forms manually for each participant.
This would mean ordering in addition to the 1099R and 1096 redline forms listed above:
- Payer or state Copy 1 BRPAY05
- Recipient Federal Copy B BRB05
- Recipient State copy 2 BR205
- Recipient File Copy C BRREC05
If you use a laser printer to create the forms and fill them with the data for the participant and for the payer, you can use plain paper. Make your life easier supplies:
If you use blank perforated paper to print the employee copies, they are easier to fold. If you also use the window envelope available from NELCO to match the perforated paper, it will make your mailing of the 1099Rs that much faster and easier.
- Blank perforated paper for participant copies 4UPPER05
- Matching Envelope 4UPDWENV05
DATAIR recommends verifying stock numbers with the vendor when ordering.
NELCO can be reached at (800) 266-4669 or at www.taxforms.com. Mention that you are ordering for DATAIR software to receive a discount.
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