Print Forms Printing to PDF Files

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If you have a portable document format (PDF) writer (i.e. Adobe PDF, PDF Creator, CutePDF, etc.) installed on your computer and your printer preferences are configured for GDI, printed output can be saved to a PDF file. In general, recipient returns are saved to a single PDF file. However, if you are using the free IDMSPDF writer, recipient returns can be written to distinct PDF files (for file naming conventions, see the topic PDF Output Options).

 

Paper ClipTo install the free IDMSPDF writer, follow the (case sensitive) link

http://www.IDMSInc.com/download/idmspdf/AccountAbilityPDFWriter.exe

 

groupHow to Print to Distinct PDF Files

If you are using the IDMSPDF writer, the following guide must be followed in order to print the specified forms to distinct PDF files. If you do not follow this guide, all output will be written to a single PDF file.

 

1095-B Select Save to PDF.
1095-C Select Save to PDF.
1098 Select Copy B; Select INSTRUCTIONS.
1098-C Select Copy C; Select INSTRUCTIONS.
1098-E Select Copy B; Select INSTRUCTIONS.
1098-Q Select Copy B; Select INSTRUCTIONS.
1098-T Select Copy B; Select INSTRUCTIONS.
1099-A Select Copy B; Select INSTRUCTIONS.
1099-B Select Copy B; Select INSTRUCTIONS.
1099-C Select Copy B; Select INSTRUCTIONS.
1099-CAP Select Copy B; Select INSTRUCTIONS.
1099-DIV Select Copy B; Select INSTRUCTIONS.
1099-G Select Copy B; Select INSTRUCTIONS.
1099-INT Select Copy B; Select INSTRUCTIONS.
1099-K Select Copy B; Select INSTRUCTIONS.
1099-LTC Select Copy B; Select INSTRUCTIONS.
1099-MISC Select Copy B; Select INSTRUCTIONS.
1099-OID Select Copy B; Select INSTRUCTIONS.
1099-PATR Select Copy B; Select INSTRUCTIONS.
1099-Q Select Copy B; Select INSTRUCTIONS.
1099-R Select 4-UP (Copies B-C-2-2).
1099-S Select Copy B; Select INSTRUCTIONS.
1099-SA Select Copy B; Select INSTRUCTIONS.
3921 Select Aggregate Forms 3921 or Copy B with INSTRUCTIONS.
3922 Select Aggregate Forms 3922 or Copy B with INSTRUCTIONS.
5498 Select Copy B; Select INSTRUCTIONS.
5498-ESA Select Copy B; Select INSTRUCTIONS.
5498-SA Select Copy B; Select INSTRUCTIONS.
W-2G Select Copy B-C-2-2 Universal Format.
W-2 Select 4-UP (Copies B-C-2-2).
W-2C Select Copy C.

 

note Notes

 

If you customized Form 1099-MISC to suppress instructions, select Copy B; Select Copy 2.
Aggregate forms 3921 are written to files named 3921-EMPLOYEE NAME-SYSTEM ID.pdf
Aggregate forms 3921 are always secured by the employee's social security number.
Aggregate forms 3922 are written to files named 3922-EMPLOYEE NAME-SYSTEM ID.pdf
Aggregate forms 3922 are always secured by the employee's social security number.

 

When the proper combination has been selected, Account Ability displays the following message

 

Red ArrowCopies can be written to distinct PDFs

 

Click the Print button to display the PDF Output Options dialog.