b"TABLE OF CONTENTS WHAT'S NEWPGService Bureau Processing Info - Tax4 IRS Reduces Mandatory E-filing Threshold efile4Biz TMAffiliate Program5Envelopes & Folders6-12 to 10 or More Information ReturnsFast File Cards, 1099 & W-2 Resource Guide13In February 2023, the IRS issued a newn1097-BTCW-2 TaxRight Kits by ComplyRight14regulation that drastically reduced then1098, 1098-C, 1098E, 1098-Q, 1098TW-2 Ordering Information15-17W-2 IRS Form Changes & Filing Information18 threshold for mandatory electronic filing n1099 seriesof tax information returns. As a result, any W-2 Pre-Printed & Blank Laser Forms19-23 business or entity that files 10 or moren3921W-2 TFP Packaged Laser Sets24 information returns in a calendar year will n3922W-2 Apex Packaged Laser Sets25 be required to file electronically with the n5498 seriesW-2 Pre-Printed & Blank Pressure-Seal Forms26-28 IRS. (Paper forms can still be provided to recipients.)The 10-or-more-forms threshold applies to W-2 Continuous Forms & Mailers29 the total number of forms filed in a calendar W-2 Envelopes30 The new rule takes effect on January 1, 2024,year, regardless of form types. For example, 1099-MISC TaxRight Kits by ComplyRight23, 31 affecting filings for the 2023 tax year. It an employer that files eight W-2 forms plus 1099-NEC TaxRight Kits by ComplyRight24, 32 applies to the following information returns: two 1099 forms for the 2023 tax year will be 1099 Pre-Printed, Blank Forms & Kits Ordering Info25, 33 nW-2, W-2AS, W-2G, W-2GU, W-2VI required to file those returns electronically with the IRS in 2024 because the total number 1099 Guide to Filing Requirements26, 34 n 1042S of covered forms meets the new threshold. 1099 Formats Information27, 35 n1094 series (Corrected returns are not taken into account1099 Pre-Printed & Blank Laser Forms28-38, 36-45 n1095B, 1095-C in calculating the total.) 1099 TFP Packaged Laser Sets39-41, 46-481099 APEX Packaged Laser Sets42-43, 49-501099 Pre-Printed & Blank Pressure-Seal Forms44-46, 51-53 Adjust to This Market Shift with1099 Continuous Forms & Mailers47-48, 54-55 New Products & Services from ComplyRight1099 Envelopes49, 56Software50, 57 RECIPIENT-ONLY FORM SETS E-FILE AFFILIATE WEBSITEACA Forms Ordering & Filing Information51, 58 Our new W-2, 1099-MISC and 1099-NEC Recipient-OnlyInterested in generating additional revenue this tax ACA Forms Ordering & Filing Information52, 59 Laser Sets are designed for organizations that will beseason? The new IRS threshold presents the perfect required to e-file, and therefore will not need Copy A oropportunity to help your customers make the shift to Miscellaneous Forms53-54, 60 transmittal forms 1096 or W-3. e-filing and boost sales at the same time. Our new ComplyRight Ordering55, 61 c 22222 VOID aEmployees social security numberFor Ofcial Use Only 2 Federal income tax withheld PAYERS name, street address, city or town, state or province, country, ZIP$ 1 Rents OMB No. 1545-0115 MiscellaneousPAYERS name, street address, city or town, state or province, country, ZIPOMB No. 1545-0116 Compensation affiliate option is quick and easy to launch.OMB No. 1545-00089595 VOID CORRECTED 7171 VOID CORRECTEDor foreign postal code, and telephone no. or foreign postal code, and telephone no.bEmployers name, address, and ZIP code 1 Wages, tips, other compensation 4 Social security tax withheld 2 Royalties Form 1099-MISC Information Form 1099-NEC Nonemployee 3 Social security wages (Rev. January 2022) (Rev. January 2022)d 5 Medicare wages and tips sick pay 12c C C C C ddd ooooe e e e 6 Medicare tax withheld PAYERS TIN RECIPIENTS TIN $ $ $ 3 Other income $ $ $ For calendar yearCopy A PAYERS TINS name (Rev. 1-2022) RECIPIENTS TIN 2nd TIN not. $ $ $ $ 23 Nonemployee compensation For calendar year $ $ For Internal Revenue Terms & Conditions56, 62 eControl number Last name Suff. 13 7 Social security tips Third-party 12b 8 Allocated tips RECIPIENTS name $ 5 Fishing boat proceeds $ 4 Federal income tax withheld Internal RevenueRECIPIENT 1 Payer made direct sales totaling $5,000 or more of7 State income Copy A9106 Medical and health careService CenterForconsumer products to recipient for resale File with Form 1096.payments Service CenterStatutory Retirementconsumer products toand PaperworkFor Privacy Act and current 11plan 12aSee instructions for box 12 7 totaling $5,000 or more of8 of dividends or interest File with Form 1096. Street address (including apt. no.) 4 Federal income tax withheld s state no. Paperwork Reduction Act Payer made direct salesSubstitute payments in lieu For Privacy ActCity or town, state or province, country, and ZIP or foreign postal code 5 State tax withheld6 State/Payer Notice, see the employee recipient for resale 10 Gross proceeds paid to anReduction Act Account number (see instructions) General Instructions forCertain InformationReturns.Notice, see the14Other 12d dStreet address (including apt. no.) 9 Crop insurance proceeds attorney current General Form 1099-NECr Separate Forms on This Pa www.irs.gov/Form1099NEC Department of the Treasury - Internal Revenue ServiceCertainCity or town, state or province, country, and ZIP or foreign postal code 11 Fish purchased for resale12 Section 409A deferrals Instructions for Do Not Cut o 41-0852411 geDo Not Cut or Separate Forms on This PagefEmployees address and ZIP code 16State wages, tips, etc.17State income tax18Local wages, tips, etc.19Local income tax20Locality name 13 requirement $ $ 14 Excess golden parachute$ $ 15 compensation Information PAYERS name, street address, city or town, state or province, country, ZIPOMB No. 1545-0116 Nonemployee Returns.IRS Form Changes57, 63 15StateEmployers state ID number 2023 41-0852411 Department of the TreasuryInternal Revenue ServiceAccount number (see instructions) 41-0852411 2nd TIN not. $ $ payments 17 State/Payers state no. $ $ 18 State income PAYERS TIN 7171 VOID CORRECTED $ Form 1099-NEC Compensation16 State tax withheld or foreign postal code, and telephone no. (Rev. January 2022)Form W-2 Wage and Tax StatementAct Notice, see the separate instructions.Form 1099-MISC (Rev. 1-2022) www.irs.gov/Form1099MISC Department of the Treasury - Internal Revenue Service RECIPIENTS TIN 1 Nonemployee compensation For calendar year Copy AFor Privacy Act and Paperwork Reduction Copy AFor Social Security Administration. Send this entire page with not acceptable. Do Not Cut or Separate Forms on This PageDo Not Cut or Separate Forms on This Page For Internal Revenue Form W-3 to the Social Security Administration; photocopies are Do Not Cut, Fold, or Staple Forms on This Page 9595 VOID CORRECTED OMB No. 1545-0115 RECIPIENTS name 2 Payer made direct sales totaling $5,000 or more of3 File with Form 1096.consumer products to recipient for resale Service CenterFor Privacy Act and b 22222 VOID aEmployees social security numberFor Ofcial Use Only 2 Federal income tax withheld PAYERS name, street address, city or town, state or province, country, ZIP$ 1 Rents Form 1099-MISC MiscellaneousStreet address (including apt. no.) $ 4 Federal income tax withheld Paperwork Reduction Act OMB No. 1545-0008 1 Wages, tips, other compensation or foreign postal code, and telephone no. General Instructions forcurrent Notice, see the Certain Information2022 Tax Forms Deletions58, 64 d cEmployers name, address, and ZIP code Last name Suff. 3 Social security wages sick pay C C C dddooooe e e e 4Medicare tax withheld PAYERS TIN RECIPIENTS TIN $ $ $ $ 2 Royalties 5$ $ $ $ (Rev. January 2022) Information City or town, state or province, country, and ZIP or foreign postal code ge $ $ $ 5 State tax withheld6 State/Payers state no. $ $ 7 State income Returns.5 Medicare wages and tips 6 Social security tax withheld Other income For calendar yearCopy A Account number (see instructions) 41-0852411 2nd TIN not. www.irs.gov/Form1099NEC Department of the Treasury - Internal Revenue Service7 Social security tips 8 Allocated tips 3 Fishing boat proceeds 4 Federal income tax withheld Internal RevenueForm 1099-NEC (Rev. 1-2022) Do Not Cut or Separate Forms on This Page6 Medical and health careService CenterForDo Not Cut or Separate Forms on This PaeControl number 9employeeplan 10RECIPIENTS name 7 totaling $5,000 or more ofpayments File with Form 1096. 7171 VOID CORRECTED OMB No. 1545-0116 Nonemployee PAYERS name, street address, city or town, state or province, country, ZIP 1112aSee instructions for box 12 Payer made direct sales8 of dividends or interest For Privacy Actor foreign postal code, and telephone no. Form 1099-NEC Compensation13Statutory Retirement Third-party 12b consumer products toSubstitute payments in lieuand Paperwork(Rev. January 2022)recipient for resale Reduction Act 14Other 12c Street address (including apt. no.) 9 Crop insurance proceeds10 Gross proceeds paid to ancurrent General For calendar yearNotice, see theForm Index by Form Number59, 65fEmployees address and ZIP code 16State wages, tips, etc.17State income tax18Local wages, tips, etc. 12d C d20Locality name City or town, state or province, country, and ZIP or foreign postal code 13 $ $ $ $ 11 Fish purchased for resale $ $ 15attorney $ $ Instructions forCertainPAYERS TIN (Rev. 1-2022) RECIPIENTS TIN NEC5110 $ $ $ 1 Nonemployee compensation 3 4$ $ 7 State income Copy A12 Section 409A deferrals Information RECIPIENTS name 2 Payer made direct sales totaling $5,000 or more ofFor Internal Revenue Service Center15StateEmployers state ID number 19Local income tax requirement 14 Excess golden parachutecompensation Returns. Street address (including apt. no.) consumer products to recipient for resale File with Form 1096.16 State tax withheld 5 State tax withheld6 State/Payers state no. For Privacy Act and current Account number (see instructions) 2nd TIN not. payments 17 State/Payers state no. 18 State income City or town, state or province, country, and ZIP or foreign postal code Federal income tax withheld Paperwork Reduction Act Notice, see the GeneralCertain Information Instructions forReturns.Form W-2 Wage and Tax Statement 2023 41-0852411 Department of the TreasuryInternal Revenue ServiceForm 1099-MISC (Rev. 1-2022)LMA41-08524115110www.irs.gov/Form1099MISC Department of the Treasury - Internal Revenue Service Account number (see instructions) NECLMA41-0852411 2nd TIN not.www.irs.gov/Form1099NEC Department of the Treasury - Internal Revenue ServiceFor Privacy Act and Paperwork Reduction Copy AFor Social Security Administration. Send this entire page with not acceptable. LW2AAct Notice, see the separate instructions. 5201 Form 1099-NEC Form W-3 to the Social Security Administration; photocopies are See pages 24 & 47 for format options and other details. See page 5 for details.2 3"