Can someone suggest the easiest way to print 1099-R Forms in MS Word

Posted on 2010-01-07
Last Modified: 2012-05-08
I work in a small office that uses a custom Pension Fund Management system.  I saw that I could get 1099-R Forms from Staples and want to be able to use them for generating our 1099s.  The Pension Fund Management system can export the 1099 data into a csv format which I could use as input for a mail merge.  The problem is how can I setup the tax form in MS Word so the fields will print in the correct places?

For example, if I was generating mailing labels, I would use the Mailing Wizard and choose the labels from the ones offered (i.e. Avery 8836).  The labels would be created and I would enter the field information where I want it to display on the label.  Is there a way to do that with a form so the data will appear on the 1099-R Form in the appropriate places?

Any help would be greatly appreciated.
Question by:dyarosh
    LVL 4

    Accepted Solution

    Have you checked to see if the forms have any printing instructions or templates included? Often the form/label maker will have downloadable templates for doing exactly what you're trying to do. You might find out who makes the forms and check their website.

    Author Closing Comment

    I found a reference to Tax Forms Helper Software.  Now I just have to find out where to buy the software.  Thanks.

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