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 22222 VOID aEmployees social security numberFor Ofcial Use Only 2 Federal income tax withheld 9595 VOID CORRECTED $ OMB No. 1545-0115 Miscellaneous7171 VOID CORRECTED OMB No. 1545-0116 Compensation affiliate option is quick and easy to launch.OMB No. 1545-0008 1 Wages, tips, other compensation PAYERS name, street address, city or town, state or province, country, ZIP 1 Rents or foreign postal code, and telephone no.or foreign postal code, and telephone no. PAYERS name, street address, city or town, state or province, country, ZIP bEmployers name, address, and ZIP codec 3 Social security wages 4 Social security tax withheld 2 Royalties Form 1099-MISC Information Form 1099-NEC Nonemployee (Rev. January 2022) (Rev. January 2022)5 Medicare wages and tips 6 Medicare tax withheld PAYERS TIN RECIPIENTS TIN $ 3 Other income $ For calendar yearCopy A PAYERS TIN RECIPIENTS TIN $ 1 Nonemployee compensation For calendar year Copy ATerms & Conditions56, 62 d eControl number Last name Suff. 13 7 Social security tips Third-party 12b C C C C dddd oooe e e e 8 Allocated tips RECIPIENTS name $ $ $ 5 Fishing boat proceeds $ $ $ 4 Federal income tax withheld Internal RevenueRECIPIENTS name (Rev. 1-2022) 41-0852411 2nd TIN not. $ $ $ 2 Payer made direct sales totaling $5,000 or more of3 $ $ For Internal Revenue 9106 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 11employeeplan sick pay 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 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/Payers state no. Notice, see the fEmployees address and ZIP code 16State wages, tips, etc.17State income tax18Local wages, tips, etc. 12d o20Locality name City or town, state or province, country, and ZIP or foreign postal code 13 $ recipient for resale $ 10 Gross proceeds paid to ancurrent General Account number (see instructions) VOID www.irs.gov/Form1099NEC OMB No. 1545-0116 GeneralCertain Information Instructions for14Other 12c Street address (including apt. no.) 9 Crop insurance proceeds attorney Notice, see the 7 State incomeReturns.Reduction ActCertain11 Fish purchased for resale12 Section 409A deferrals Instructions for Form 1099-NECr Separate Forms on This PageDo Not Cut orDepartment of the Treasury - Internal Revenue ServiceInformation Do Not Cut o Separate Forms on This PageReturns.IRS Form Changes57, 63 15StateEmployers state ID number 2023 41-0852411 19Local income tax Account number (see instructions) 41-0852411 requirement $ $ $ 14 Excess golden parachute$ 15compensation $ $ 18 State income PAYERS TIN 7171 RECIPIENTS TIN CORRECTED $ Form 1099-NEC Compensationpayments or foreign postal code, and telephone no. Nonemployee PAYERS name, street address, city or town, state or province, country, ZIP 2nd TIN not.16 State tax withheld 17 State/Payers state no.Form W-2 Wage and Tax Statement Department of the TreasuryInternal Revenue ServiceForm 1099-MISC (Rev. 1-2022) www.irs.gov/Form1099MISC Department of the Treasury - Internal Revenue Service 1 Nonemployee compensation (Rev. January 2022) Copy AFor Privacy Act and Paperwork ReductionFor calendar yearCopy AFor Social Security Administration. Send this entire page with not acceptable.Act Notice, see the separate instructions.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 b 22222 Do Not Cut, Fold, or Staple Forms on This Page 2 Federal income tax withheld 9595 VOID CORRECTED $ OMB No. 1545-0115 MiscellaneousRECIPIENTS 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 VOID aEmployees social security numberFor Ofcial Use Only PAYERS name, street address, city or town, state or province, country, ZIP 1 Rents Street 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 2022 Tax Forms Deletions58, 64 d cEmployers name, address, and ZIP code Last name Suff. 13 3 Social security wages Third-party 12b C C C C ddddoooe e e e 4Medicare tax withheld PAYERS TIN RECIPIENTS TIN $ $ $ $ 2 Royalties 5$ $ $ $ Form 1099-MISC Information City or town, state or province, country, and ZIP or foreign postal code$ $ $ 5 State tax withheld6 State/Payers state no. $ $ Certain Information5 Medicare wages and tips 6 Social security tax withheld Other income (Rev. January 2022) Copy A Account number (see instructions) 41-0852411 2nd TIN not. www.irs.gov/Form1099NEC 7 State incomeReturns.For calendar year Form 1099-NEC (Rev. 1-2022) Separate Forms on This Page7 Social security tips 8 Allocated tips 3 Fishing boat proceeds 4 Federal income tax withheld Internal RevenueDo Not Cut or Separate Forms on This PageDo Not Cut orDepartment of the Treasury - Internal Revenue Service9106 Medical and health careService CenterForPAYER 7171 VOID CORRECTED OMB No. 1545-0116paymentseControl number 11Statutory Retirementsick pay 12aSee instructions for box 12 RECIPIENTS name 7 Payer made direct sales8 of dividends or interest File with Form 1096. or foreign postal code, and telephone no. Form 1099-NEC CompensationS name, street address, city or town, state or province, country, ZIP employeeplan Street address (including apt. no.) totaling $5,000 or more ofSubstitute payments in lieu For Privacy Act(Rev. January 2022) Nonemployee consumer products toand PaperworkFor calendar year14Other 12c oCity or town, state or province, country, and ZIP or foreign postal code $ 9 Crop insurance proceeds $ 10 Gross proceeds paid to anReduction ActPAYERS TIN S name RECIPIENTS TIN 1 Nonemployee compensation 3 For Internal Revenue recipient for resaleNotice, see theForm Index by Form Number59, 6515 fEmployees address and ZIP code 16State wages, tips, etc.17State income tax18Local wages, tips, etc. 12d 20Locality name Account number (see instructions) LMA41-08524115110 13 requirement $ $ $ 11 Fish purchased for resale $ 15attorney $ $ current General RECIPIENT (Rev. 1-2022)NECLMA41-0852411NEC5110 $ $ $ 2 Payer made direct sales totaling $5,000 or more of$ $ Copy AEmployers state ID number 19Local income tax 14 Excess golden parachute12 Section 409A deferrals Instructions forCertainStreet address (including apt. no.) consumer products to recipient for resale Service CenterInformation File with Form 1096.Form State Wage and Tax Statement 2023 41-0852411 Department of the TreasuryInternal Revenue ServiceForm 1099-MISC (Rev. 1-2022) 2nd TIN not. payments compensation Returns. City or town, state or province, country, and ZIP or foreign postal code 4 Federal income tax withheld Paperwork Reduction Act For Privacy Act and Paperwork Reduction16 State tax withheld 17 State/Payers state no. 18 State income Account number (see instructions) 5 State tax withheld6 State/Payers state no. For Privacy Act and current Notice, see the General Instructions forCertain InformationW-2 LW2AAct Notice, see the separate instructions. 5201 www.irs.gov/Form1099MISC Department of the Treasury - Internal Revenue Service Form 1099-NEC2nd TIN not.www.irs.gov/Form1099NEC 7 State incomeReturns.Copy AFor Social Security Administration. Send this entire page with not acceptable. Department of the Treasury - Internal Revenue ServiceForm 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"