Software Support for GiftWrap

1099-R deadlines are as follows:

January 31, 2022 - Paper forms to annuitants

February 28, 2022 - Paper forms to the IRS

March 31, 2022 - Electronic form to the IRS – required if more than 500 1099-Rs

1099-Rs are produced based on the data in the Tax Schedule in the Association Information screen, not the data in the Payment Schedule. GiftWrap can produce correct 1099-Rs even if the system is not used to produce payments:

• Run Verify Person and Gift Data in the Utilities menu and correct any errors
• Run Year End Update in the Actions menu to bring your Organization Year to 2022
• In the 1099-R Forms interface, set Tax Year to 2021
• Use PDF, not Report Viewer, as the Display Option

This issue arises because GiftWrap produces the 1099-R information in the precise size required to fit data into the little boxes on the pre-printed 1099-R forms, but many printers and some browsers automatically resize before printing.

You can identify the resizing issue because the data will typically print a little too low relative to the boxes on the top half of the 1099-R form and too high on the bottom half. The trick is to persuade your printer to print the GiftWrap data without alteration.

In the Print Dialog window, look for the setting that controls sizing. Printer drivers use different terms, but you want “Page Scaling” set to “None” or “Actual Size” or “100%”. In Chrome, there is a checkbox labeled “Fit to page” and this box must be Unchecked.