Summary 1099-R printout is very useful. Why is there not one for Summary W-2?

[Just-Lisa-Now- · Accepted solution]

Greta, here's all the summaries available in the Form list

[Just-Lisa-Now-]

There is (at least in all previous years....I havent looked in 2019 yet), I print it out when I have clients with a dozen W2s, instead of printing the individual W2 worksheets.

[Just-Lisa-Now-]

In the Where Do I Enter box type in W2 Summary  that will pull it up.

[Greta]

Wow, how fabulous to learn after decades of using PS. Is there a way to print a summary of 1099-misc?

[George4Tacks]

I had an employee that said "I learned something new today, I should be able to go home early!"
@Greta You can go home early.

[Greta]

I will definitely use the 1099-R and W-2 summaries because they provide an itemized listing of all tax slips. But the 1099-misc summary seems to give give just the total, which I already have. My client has 25 oil 1099-misc slips, and each year I struggle to make sure I have them all, it would be nice to have an itemized summary as you do with W-2's and 1099R's.

[sjrcpa]

Make a schedule in Excel.

[poolcleaner]

When dealing with that many 1099-Misc forms, it is convenient to left click on the line for entering income not reported on a 1099 and then entering each name and number on that supporting statement.  It takes very little time and gives you the list you need. I usually enter a number on that list for a total of income that was not reported on a 1099. You also have the option as to whether or not to include that statement as a part of the return.

[sjrcpa]

That is a better idea.