With critical deadlines fast approaching for successful completion of year-end Form W-2 finalization and Form 1099 printing, we want to ensure UKG can meet your needs. Here are some things to keep in mind ahead of the Form W-2 finalization deadline on Monday, January 6, at 5:00 p.m. ET:

Regenerate year-end tables. Before the deadline, you will need to regenerate your Year-End tables and confirm your settings in W-2 Print Approval in your UKG Pro^® solution (under Menu > Administration > Reporting > Year-End Dashboard > Employee Forms). The system will automatically finalize your data so it’s important to make sure it’s correct to help avoid the need to create Forms W-2C.

Review printing and shipping options. Review your printing and shipping options with the W-2 Print Approval tile (under Menu > Administration > Reporting > Year-End Dashboard > W-2 Print Approval). Incorrect information can result in delays for your Forms W-2. You do not need to approve your Forms W-2 for printing yet, but you can save the page to confirm your selections.

Forms 1099 printing. If you have any Forms 1099 you can now print and distribute them from the Year-End Dashboard (under Menu > Administration > Reporting > Year-End Dashboard > Employee Forms). Your employees will be able to see their Forms 1099 electronically under the U.S. Wage & Tax Statements option on their profile. For the Forms 1099 tax file, including Forms 1099-M, 1099-R, and 1099-NEC, please open a case in the UKG Community™.