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HOW IT WORKS

"Track1099 is an excellent example of where we were able to plug in a tool to greatly reduce the time our team takes to deliver on IRS-related solutions."
Leslie Jorgensen
President, Supporting Strategies

IRS Information

A 1096 is not required for e-file according to the IRS General 1099 instructions, Part E. Neither is a W-3 required when e-filing according to W-2/W-3 Instructions page 2, column 2 under E-filing.

If you do not have your contractor's SSN/EIN, you may select "I don't know the TIN" and we'll fill in blanks for you.

We recommend that you try our inexpensive W-9 service to obtain a valid TIN before e-filing.

Track1099 is approved by the IRS to e-file 1099-series, 1042-S, Affordable Care Act (Obamacare), and by the Social Security Administration to e-file W-2 and W-2C using government secure protocols. The SSA forwards W-2s to the IRS automatically.

Important Dates

Jan. 2, 2017 first day to e-deliver forms to Recipients/Employees
Jan. 19, 2017 first day to e-file to IRS
Jan. 31, 2017 due date to send 1099-series and W-2 forms to Recipients (unless Substitute Payments are reported in 1099-MISC box 8 or Gross Proceeds paid to an attorney are reported in box 14, in which case it's Feb 15). For e-delivery, you must have delivered the email to the Recipient notifying them that their form is ready for pick up.
Jan. 31, 2017 New! IRS due date to e-file 1099-MISC with Box 7 amounts and W-2 to IRS. Neither 1096 nor W-3 required.
Mar. 2, 2017 due date to send 1095-C to Recipients. See the IRS Notice.
Mar 31, 2017 due date to e-file to the IRS all other 1099-series and ACA forms 1094/1095-C.
Aug. 1, 2017 due date to file Corrected 1099s to IRS. W-2 and 1095-C may be corrected any time through Oct 15.
Dec. 5, 2017 last day to e-file

E-delivery requirement for Recipients/Employees from Pg 15 in the General 1099 instructions and Pg 16 in IRS Pub. 1141:

Post, on or before the January 31 or February 15, as applicable, due date, the applicable statement on a website accessible to the recipient through October 15 of that year. Inform the recipient, electronically or by mail, of the posting and how to access and print the statement.

As per the IRS, forms 1042-S and 1098-C may not be furnished electronically. Please mail.

30 day extensions for e-filing 1099s to the IRS are allowed by filing Form 8809 online via http://fire.irs.gov. Form 8809 must be filed by the due date of the returns, either Jan. 31 for W-2 and 1099-MISC with Box 7, March 15 for 1042-S or March 31 for all other forms. You can also request extenstions to ACA forms 1094-C and 1095-C on this site.

30 day extensions to the Jan. 31 recipient deadline
You may request an extension of time to furnish the statements to recipients by sending a letter to Internal Revenue Service, Information Returns Branch, Attn: Extension of Time Coordinator, 240 Murall Drive, Mail Stop 4360, Kearneysville, WV 25430. The letter must include (a) payer name, (b) payer TIN, (c) payer address, (d) type of return, (e) a statement that extension request is for providing statements to recipients, (f) reason for delay, and (g) the signature of the payer or authorized agent. Your request must be postmarked by the date on which the statements are due to the recipients. (Jan. 31)

For information on Sole Proprietors and dba Names, see Pg 10, part J, in the General 1099 Instructions.

Combined Federal and State Program for 1099-series

Track1099 participates in the the Combined Federal and State program for 1099-series forms. The IRS forwards 1099-MISC, INT, DIV, B, G, K, OID, PATR, R, and 5498 to participating states. It is your responsibility to be fully cognizant of your state's requirements.

Participating states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, South Carolina, Vermont, Virginia, Wisconsin.

California Swift California Payers may download free files formatted for submission to CA Swift for forms 1098, 1098-E, 1098-T, 1099-A, 1099-C, 1099-LTC, 1099-Q, 1099-S, 3921, 3922, 5498-ESA, and W-2G. We do not submit for you. After scheduling and paying for e-file, go to Downloads->California Swift. Click here to go to CA's web site.

Kentucky If you withheld Kentucky taxes, KY Payers may download free files formatted for submission to KY for forms 1099-B, DIV, G, INT, K, MISC, OID, R and W-2G. We do not submit for you. After scheduling and paying for e-file, go to Downloads->KY 1099. Click here to go to KY's web site.

Massachusetts E-file Massachusetts Payers may download free files formatted for submission to MA for 1099-MISC, INT and DIV. We do not submit for you. After scheduling and paying for e-file, go to Downloads->MA. In line 1 of that file, change the EIN beginning with 454..to your Payer's EIN before submitting to MA. Click here to go to MA's web site.

North Carolina 1099-MISC and R Any NC Payer with NC recipients may download a free file formatted for submission to NC. We do not submit for you. After scheduling and paying for e-file, go to Downloads->1099 file for North Carolina. NC has a bug in their system currently. You will have to manually insert two blanks at the end of every line in the NC file. Click here to go to NC's web site.

North Dakota 1099-MISC, B, G, S and W-2G Any ND Payer with ND recipients may download a free file formatted for submission to ND. We do not submit for you. After scheduling and paying for e-file, go to Downloads->1099 file for North Dakota.

Oklahoma Oklahoma Payers may download free 1099-MISC, 1099-K, and 1099-R files formatted for OkTAP. We do not submit for you. After scheduling and paying for e-file, go to Downloads->OkTAP file for Oklahoma.

Oregon iWire Oregon Payers may download free 1099-MISC, W-2G, 1099-R, and 1099-G files formatted for iWire. We do not submit for you. After scheduling and paying for e-file, go to Downloads->OR. Ensure you've entered the Payer's OR BIN in Box 17 of your recipients' forms.

Pennsylvania E-Tides Pennsylvania Payers may download a free file formatted for 1099-MISC submission to PA e-Tides. We do not submit for you. After scheduling and paying for e-file, go to Downloads->1099-MISC for Pennsylvania. Click here to go to PA's web site. Their CSV format requirements may be found here.

Tennessee 1099-K Any Payer with TN-based 1099-K recipients may download a free file formatted for submission to TN. We do not submit for you. After scheduling and paying for e-file, go to Downloads->1099-K for Tennessee.

Wisconsin 1099-MISC Any Payer with WI-based 1099-MISC, R or W-2G recipients may download a free file formatted for submission to WI. We do not submit for you. After scheduling and paying for e-file, go to Downloads->1099 for Wisconsin. Click here to go to WI's web site.

No W-2 State Filing Neither the IRS nor Track1099 reports W-2 information to states.

States with no 1099-MISC filing requirement:

Alaska, Florida, Illinois, Nevada, New Hampshire, North Carolina, New York, South Dakota, Tennessee, Texas, Washington, Wyoming

States that require 1099-MISC filing, if you withheld:

Kentucky, Rhode Island, Utah, West Virginia

States that require a separate 1099-series filing or are unclear on their filing requirements:

Iowa, Kentucky, Massachusetts, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Tennessee, Washington DC, Wisconsin.

IRS 1099-Series and W-2 Instructions

General IRS 1099 Instructions, including e-file and e-delivery.