IRS instructions for the W-2/1099 recipients

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

W-2 instructions

To view or print the W-2 instructions using the Adobe Reader, click the appropriate link below:

1099 instructions

To view or print the 1099 instructions using the Adobe Reader, click the appropriate links below:


Note: If you have difficulty opening a PDF guide, you might need to download and install the latest version of Adobe Reader from the Download page of the Adobe website.

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