Not a subscriber? Click here to sign up!
In this issue:
Summer Renewal Notice
See your summer renewal notice for details, or click here to renew online.
NOTE: If you have already renewed, you will not receive a summer renewal notice. If you renew online, you do not need to return a paper renewal form.
2016 Form Changes
Form 1099-SA. The 2016 Instructions for Forms 1099-SA and 5498-SA state:
Online fillable form. Due to the very low volume of paper Forms 1099-SA and 5498-SA received and processed by the IRS each year, these forms have been converted to an online fillable format. You may fill out the forms, found online at www.irs.gov/form1099sa and www.irs.gov/form5498sa, and send Copy B to the recipient. For filing with the IRS, follow your usual procedures for filing electronically if you are filing 250 or more forms. If you are filing these forms on paper due to a low volume of recipients, for these forms only, you may send in the black and white Copy A with Forms 1096 that you print from the IRS website.
In light of the above, we will no longer produce a red Form 1099-SA. However, our W2/1099 program will generate a black Form 1099-SA Copy A that can be filed with the IRS, and the W2/1099 E-file add-on adds electronic filing capability for Form 1099-SA and most other information returns.
Please check your order as soon as it arrives. Whenever you receive a shipment of tax forms or supplies, we urge you to open it immediately and verify that we sent you the correct items and that there is nothing you forgot to order. Keep in mind that items are sometimes damaged in transit.
Damages, Discrepancies, Returns. Damages or discrepancies must be reported within 14 days of receiving your order. Forms and envelopes may be returned sealed and unused within 30 days, but no later than December 15th. Refunds do not include shipping charges.
Order by August 31st. If you have not yet ordered your red forms, blank form stock, envelopes, or other supplies, now is the time to do so. You will receive a 15% discount on all supplies ordered by August 31st. The best way to order your forms and envelopes or tax return supplies is at our online store.
Form starter kits will be mailed in the fall to new users of W2/1099 Payroll System and customers who renewed the program by May 31st.
Early Filing Deadline for W-2 and 1099-MISC
All the more reason to order forms early!
CFS Customer Service
To contact us, please click here. To unsubscribe from this service,