Skip to content
  • Checklist
  • Year-end forms
  • W-2 & 1099

The year-end forms checklist

A step-by-step checklist for getting W-2s, 1099s, and ACA forms right the first time, from pre-filing prep to e-filing and employee delivery.

Year-End Forms Checklist from Greenshades

Get the checklist

Free download, no form required

Download the checklist

What's included

Everything from prep to filing, in one list

  • Employee information and ID number checks
  • Social Security wage base and W-9 review
  • 941 reconciliation and imputed income
  • The right 1099 form and record storage
  • Data import, identity verification, and warnings
  • E-filing, paper filing, and employee delivery

Inside the checklist

What you'll work through

Before you file

Ask employees to confirm addresses and dependents, and verify SSNs and TINs against W-4s and W-9s before anything is submitted.

Get the numbers right

Check the Social Security wage base, reconcile W-2 totals to your 941s, and adjust imputed income so totals hold up.

Use the right forms

Use 1099-NEC for contractors, complete W-9s properly, and apply backup withholding when a valid TIN is missing.

File and deliver

Import data, resolve warnings, verify totals, e-file or mail, and give employees electronic access to their forms.

Ready when you are

Payroll shouldn't require a workaround

See how Greenshades runs multi-state payroll, tax, and compliance in one connected system.

Get a demo