Menu

Search

Knowledge Base


10623: Forms W-2 and 1099 in View and Sets


Options Setup

I have entered W-2 and 1099 source documents in data entry. Is the form displayed in view?

At Setup > Options > Form & Schedule Options, you can select to print select forms in the view mode. Other forms are not available for printing, however, you can print a list of the forms that have been entered.

 

Forms 1099-MISC, 1099-DIV, and 1099-INT are not produced in view mode. Form W-2, Form 1099-R, and Form 1099-G are produced in the view mode. 

Lists are available for the following forms/items: 

  • W-2
  • W-2G
  • 1099-M
  • 1099-NEC
  • 1099-R
  • Federal Withholding
  • List of Dividends and Interest (1099-DIV or 1099-INT)
  • K-1 (1065 and 1120-S returns only)

The lists identify data entry made on each screen. Set the option to 0 (zero) if you want the list displayed in view if even a single form has been entered. 

State Info

Starting in Drake19, the 1099-R Detail Listing will display state information under State Code, Taxable, and State W/H columns: 

Sets

When selected, the lists are included in the Client and Preparer sets by default.

You can change the sets in which these lists appear. The change is global and applies to all returns. You can make the change while you are in a return where they are displayed, or you can do it in Setup.

To add or remove a list in a return where it is displayed, view the return (Ctrl+V) or go to Print Mode (Ctrl+P). If you are in Enhanced View, right click the list (1099-R Listing in the example below) and select Setup > Form Properties (in Basic View, right click the document and select Properties). The Properties dialog box appears:


Modify the number of copies per set and click Save.

To add or remove a list in Setup,

  1. Go to Setup > Printing > Printer Setup and click the Sets button at the bottom of the dialog box.
  2. Select the return type under Form Categories.
  3. Double click the appropriate list form.  The list form numbers are as follows:
    List Form Name List Form Number
    W-2 Listing 0327
    W-2G Listing 0194
    1099-M Listing 0195
    1099-NEC Listing
    0192
    1099-R Listing 0328
     Federal Withholding Listing 0305
    Dividend Listing 0326
    Interest Listing 0336
    Form K-1 Listing (1065 and 1120S returns only) 0210
  1. Modify the number of copies per set and click Update.
  2. Click Save to save the changes.

Related Links


Also In This Category


On a scale of 1-5, please rate the helpfulness of this article


Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Article has been viewed 21K times.
Last Modified: 6 Months Ago
Article not rated yet.
Options