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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).
 To install the free IDMSPDF writer, follow the (case sensitive) link
http://www.IDMSInc.com/download/idmspdf/AccountAbilityPDFWriter.exe
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-F — 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-NEC — 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). |
 Notes
| • | If you customized Form 1099-MISC to suppress instructions, select Copy B; Select Copy 2. |
| • | If you customized Form 1099-NEC to suppress instructions, select Copy B; Select Copy 2. |
| • | You will have the option to combine aggregate forms 3921 and 3922 into a single output file. |
| • | Aggregate forms 3921 are written to files named 3921-EMPLOYEE NAME-SYSTEM ID.pdf, unless combined. |
| • | Aggregate forms 3921 are always secured by the employee's social security number, unless combined. |
| • | Combined aggregate forms 3921 are written to files named 3921-DATE-TIME (YYYYMMDD-HHMMSS) |
| • | Aggregate forms 3922 are written to files named 3922-EMPLOYEE NAME-SYSTEM ID.pdf, unless combined. |
| • | Aggregate forms 3922 are always secured by the employee's social security number, unless combined. |
| • | Combined aggregate forms 3922 are written to files named 3922-DATE-TIME (YYYYMMDD-HHMMSS) |
When the proper combination has been selected, Account Ability displays the following message
 Copies can be written to distinct PDFs
Click the Print button to display the PDF Output Options dialog.
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Printing to PDF Files
