News

Important Tax-Filing Dates Posted on 2 Jan 09:28

For your convenience, here are some important tax-filing deadlines for the 2024 tax season:

Important Information about the Date Box on 2023 Tax Forms Posted on 15 Sep 12:59

The IRS moving to a "continuous use" format for certain tax forms (where the full year is not preprinted on the form), and, in respose, the forms we sell are transitioning. Over the coming months, our forms will be gradually adjusted to include a blank "For calendar year" field for the four-digit year to be populated.  

Due to some tax software having printing limitations with the calendar year field, the IRS will accept the following values for the 2023 tax season: 23, 2023, 202023.


2023 IRS Tax Form Deletions Posted on 1 Sep 11:33

 Please note that the following products have been deleted. Alternatives are suggested where appropriate.

Form

Description

Form Type

Alternative

 W2C or 55226

W2-C 6-Part Dateless

Continuous

5313, 5314, 5315, 5316

X4 or 88884

W-2 8-Part Carbonless

Continuous

98116

LCAPA or 5197

1099-CAP Copy A

Laser

N/A

LCAPB or 5198

1099-CAP Copy B

Laser

N/A

LCAPC or 5199

1099-CAP Copy C

Laser

N/A

LLTCA or 5190

1099-LTC Copy A

Laser

N/A

LLTCB or 5191

1099-LTC Copy B

Laser

N/A

LLTCC or 5192

1099-LTC Copy C

Laser

N/A

LLTCD or 5193

1099-LTC Copy D

Laser

N/A

LSAA or 5123

1099-LSA Copy A

Laser

N/A

LSAB or 5124

1099-LSA Copy B

Laser

N/A

LSAC or 5125

1099-LSA Copy C

Laser

N/A

LOA or 5163

1099-OID Copy A

Laser

N/A

LOA or 5164

1099-OID Copy B

Laser

N/A

LOA or 5165

1099-OID Copy C

Laser

N/A

LQA or 5194

1099-Q Copy A

Laser

N/A

LQB or 5195

1099-Q Copy B

Laser

N/A

LQC or 5196

1099-Q Copy C

Laser

N/A

L18CA or 5901

1098-C Copy A

Laser

N/A

L18CB or 5902

1098-C Copy B

Laser

N/A

L18CC or 5903

1098-C Copy C

Laser

N/A

L18CD or 5904

1098-C Copy D

Laser

N/A

L58ESAA or 5926

5498-ESA Copy A

Laser

N/A

L58ESAB or 5927

5498-ESA Copy B

Laser

N/A

L58ESAC or 5928

5498-ESA Copy C

Laser

N/A

L58SAA or 5133

5498-SA Copy A

Laser

N/A

L58SAB or 5134

5498-SA Copy B

Laser

N/A

L58SAC or 5135

5498-SA Copy C

Laser

N/A

LW9 or 5311

W-9

Laser

N/A

W-422 or 102022

W-4 for 2022

Laser

N/A

W-423 or 102023

W-4 for 2023

Laser

N/A

3921A50 or 3921A

3921 Copy A

Laser

N/A

3921B50 or 3921B

3921 Copy B

Laser

N/A

3921A50 or 3921A

3921 Copy C

Laser

N/A

3921A50 or 3921A

3921 Copy D

Laser

N/A

3922A50 or 3922A

3922 Copy A

Laser

N/A

3922B50 or 3922B

3922 Copy B

Laser

N/A

3922C50 or 3922C

3922 Copy C

Laser

N/A

3922D50 or 3922D

3922 Copy D

Laser

N/A

PS814MB

14” Blank 1099-MISC w/ backer

Pressure Seal

N/A

PS360

11” 1099-B Copy B, Z-Fold

Pressure Seal

N/A

PS365

11” 1099-G Copy B, Z-Fold

Pressure Seal

N/A

PS350

11” 1099-OID Copy B, Z-Fold

Pressure Seal

N/A

PS1240 or 5504

14” 1099-R 4-UP

Pressure Seal

N/A

PS358

11” Printed 1099-S Copy B, Z-Fold

Pressure Seal

N/A

PS357 or 5505

11” Printed 5498 Copy B, Z-Fold

Pressure Seal

N/A

C5650ES25

W-2 Kit – 6-Part for 25 Employees with TaxRight Software

TaxRight Kit

5650ES25

C5650ES

W-2 Kit – 6-Part for 50 Employees with TaxRight Software

TaxRight Kit

5650ES

C5645ES25

W-2 Kit – 4-Part for 25 Employees with TaxRight Software

TaxRight Kit

5645ES25

C5645ES

W-2 Kit – 4-Part for 50 Employees with TaxRight Software

TaxRight Kit

5645ES

C5650E10

W-2 Kit – 6-Part for 10 Employees without software

TaxRight Kit

5650E10

C5650E

W-2 Kit – 6-Part for 50 Employees without software

TaxRight Kit

5650E

C5645E10

W-2 Kit – 4-Part for 10 Employees without software

TaxRight Kit

5645E10

C5645E25

W-2 Kit – 4-Part for 25 Employees without software

TaxRight Kit

5645E25

C6103ES25

1099-MISC Kit – 4-Part for 25 Employees with TaxRight Software

TaxRight Kit

6103ES25

95917 or 6102

1099-MISC Kit, 3-Part for 50 Employees

1099-MISC Set

610225 for 25 Employees

95919 or 6105

1099-MISC Kit, 5-Part for 50 Employees

1099-MISC Set

610525 for 25 Employees

NEC6105

1099-NEC Kit, 5-Part for 25 Employees

1099-MISC Set

NEC6105 for 50 Employees

5644

1099-R Kit, 4-Part for 50 Employees

1099-R Set

564425 for 25 Employees

95903ES

1099-MISC, 3-Part

1099-MISC Set

95904ES 4-Part Set

95905ES

1099-MISC, 5-Part

1099-MISC Set

95904ES 4-Part Set

NEC95905ES

1099-NEC, 5-Part

1099-NEC Set

NEC95904ES 4-Part Set

95923

1099-INT, 3-Part

1099-INT Set

Buy components separately

95924

1099-INT, 4-Part

1099-INT Set

Buy components separately

95923E

1099-INT, 3-Part with envelopes

1099-INT Set

Buy components separately

95908ES

1099-INT, 4-Part with envelopes

1099-INT Set

Buy components separately

95933E

1099-DIV, 3-Part with envelopes

1099-DIV Set

95933

95934E

1099-DIV, 4-Part with envelopes

1099-DIV Set

95934

95944

1099-R, 4-Part

1099-R Set

Buy components separately

95946

1099-R, 6-Part

1099-R Set

Buy components separately

 


2023 IRS Tax Form Changes Posted on 22 Aug 18:06

The IRS has changed the format of some forms for 2023. See the list below for details.

Form Date of Revision Change(s) Made

Reprogramming Necessary?

 1042-S 12/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
1094-B TBD 2023 forms expected to be released in Q4 TBD
1094-C TBD 2023 forms expected to be released in Q4 TBD
1095-B TBD 2023 forms expected to be released in Q4 TBD
1095-C TBD 2023 forms expected to be released in Q4 TBD
1096 4/23 Checkboxes in Box 6 repositioned and reformatted.
Minor verbiage changes on backers, including text additions and deletions, year updates and date changes.
Yes
1097-BTC 2019

"20xx" removed from Calender Year Box.

Yes
1098 1/22 "20xx" removed from Calender Year Box. Yes
1098-E 11/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
1098-MA 2019 "20xx" removed from Calender Year Box. Yes
1098-T 11/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
1098-Q 2019 "20xx" removed from Calender Year Box. Yes
1099-A 1/22 "20xx" removed from Calender Year Box. Yes
1099-B 12/22 Copy C discontinued.
Minor verbiage changes on backers, including text additions and deletions, year updates and date changes.
Yes
1099-C 1/22 "20xx" removed from Calender Year Box. Yes
1099-DIV 1/22 "20xx" removed from Calender Year Box. Yes
1099-G 1/22 "20xx" removed from Calender Year Box. Yes
1099-INT 1/22 "20xx" removed from Calender Year Box. Yes
1099-K 3/22 "20xx" removed from Calender Year Box. Yes
1099-LS 2019 "20xx" removed from Calender Year Box. Yes
1099-MISC 1/22 "20xx" removed from Calender Year Box. Yes
1099-NEC 1/22 "20xx" removed from Calender Year Box. Yes
1099-PATR 12/22 Minor border shift to replace year with form name. Added revision date to box and at bottom next to form number.
Minor verbiage changes on backers, including text additions and deletions, year updates and date changes.
"20xx" removed from Calender Year Box.
Yes
1099-R 12/22

Minor border shift to replace year with form name. Added revision date to box and at bottom next to form number.
Added new box with calender year fill-in.
Moved 2nd TIN not. box to under FATCA box and lowered account number box to align with 2nd TIN not. box.
Minor verbiage changes on backers, including text additions and deletions, and replace wording on form year with current year.

Yes
1099-S 1/22 "20xx" removed from Calender Year Box. Yes
1099-SB 2019 "20xx" removed from Calender Year Box. Yes
5498 11/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
W-2 12/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
W-2 VI 12/22 Copy D discontinued.
Minor verbiage changes on backers, including text additions and deletions, year updates and date changes.
Yes
W-2AS 12/22 Copy D discontinued.
Minor verbiage changes on backers, including text additions and deletions, year updates and date changes.
Yes
W-2G 1/21 "20xx" removed from Calender Year Box. Yes
W-3 11/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No
W-3SS 12/22 Minor verbiage changes on backers, including text additions and deletions, year updates and date changes. No

IRS Tax Form Changes for 2022 Posted on 22 Aug 18:02

The IRS has changed the format of some forms for 2022. See the list below for details.