We are a TPA firm with a few 401(k) Plans that do not have an institutional trustee or custodian. We prepare the 1099s for these Plans. In the past the Plan Sponsors have prepared the Form 945, Annual Report of Federal Taxes Withheld, but we are thinking about providing this service. We currently use 1099Pro software to prepare the 1099s, but it won't do the Form 945. Does anybody have any recommendations for software that will do both the 1099 and the 945?

I use Relius Govt. Forms 1099 software, provided by Corbel in Jacksonville FL. and have been happy with it.

A bit late to the party, but...

IRS has fill-in 945s up on the Forms & Pubs website. They indicate that they are perfectly okay for filing, so if you have Adobe Acrobat Reader, you can complete the form online. You cannot, however, save the completed form with Reader -- you'll need the full version of Acrobat for that.

K