Menu

Search

Knowledge Base


15763: TIN Masking Options for Forms W2/1099/1098 (DAS)


Client

Drake Accounting®: How can I mask the TIN on Forms 1099, 1098, or W-2? 

The option Mask ID on 1099/1098 is available from the Client > Add or Edit window, on the Federal Form Setup tab. 

The option Mask ID on W-2 is available from the Client > Add or Edit window, on the Federal Form Setup tab. 


A masked ID number prints with an X in the first five positions, with only the last four visible (i.e. XXX-XX-1234). 

Notes:

  • The IRS requires the full ID number to be displayed on Copy A or Copy 1, therefore, masking will not be applied to either copy.
  • Masking does not apply to the filer's TIN.
    • Per the instructions: "A filer's TIN may not be truncated on any form."
  • Masking is not allowed on Form W-2G.
    • Per the instructions: "Filers of information returns are permitted to truncate a payee's TIN (SSN, ITIN, ATIN, or EIN) on most payee statements. The payee's TIN may not be truncated on Form W2-G." 

Also In This Category


On a scale of 1-5, please rate the helpfulness of this article


Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Article has been viewed 6.6K times.
Last Modified: 6 Months Ago
Article not rated yet.
Options