CT Form CT-W3 or CT-1096- CSV File Upload Instructions

Greg Hatfield Updated by Greg Hatfield

This screen is accessed from the CT Form CT-W3 or CT-1096 CSV File Upload entry in the Module Library list.

See also Form CT-W3 or Form CT-1096.

This module prepares the CSV file for Form CT-W3 or CT-1096 bulk filing on the Connecticut myconneCT website. If you bulk upload Form W-2 or 1099 files to the website, then you must also bulk upload Form CT-W3 or CT-1096 CSV files instead of keying them in or submitting them on paper.

See the options, instructions, and tutorials for filing on the Connecticut website.

You can upload your returns using the CSV file format if you are a registered 3rd party bulk filer or a registered taxpayer. If you are not yet registered and/or do not yet have a myconneCT logon, see the website to register. Note that Forms 1099 and CT-1096 can be filed without logging in.

STEP 1 - Create the CT-W3 or CT-1096 CSV file. First, create and save Form CT-W3 or CT-1096 data files as if you were submitting them on paper. Next, on the CT-W3 or CT-1096 CSV File Upload screen select the desired form and then select the employers with saved data files that are marked "Ready" in the status column.

The status column lists the status of the form for each employer. The meaning of each status is listed below.

Ready - One form data file has been saved for this employer and it may be included in the CSV file.

None No form data file has been saved.

Duplicate - More than one form has been saved for this employer and the program cannot choose which to include. To include a file for this employer you must delete the extra files. Only one file may be saved per client.

If a client needs to save multiple CT-1096 files because they have 1099-NEC and 1099-MISC forms, then they must make a copy of the client (see the main program screen Utilities menu) and save the other CT-1096 with the copied client. Both will appear on the employer list and can be added to the CSV file.

MM/DD/YY - File Name - Form CT-W3 or CT-1096 was included in a CSV file with the specified file name on that date. The form data file may NOT be included in another CSV file unless the status is reset. See STEP 4.

Only those marked "Ready" can be included in a file. Check the box next to the employers you want to include in the file. Click the "Create File" button, navigate to a directory where you will save your CSV files, enter the file name and click OPEN to save the file. We recommend you use the default directory created by the program to save all your CSV files.

STEP 2 - Transmit the file to CT using the CT myconneCT website. First click the ''Login to myconneCT'' button to connect to the website. Enter your login Username and Password. Follow the instructions to select the type of file to upload and enter any requested information. Note that typically you must upload the W-2 or 1099 file first and then the CT-W3 or CT-1096 file. Although the CT-W3 and CT-1096 are CSV files, the W-2 and 1099 files (created with out W-2/1099 e-File/MagMedia Add-on program) are Standard File Format. Be sure to choose the proper option for the files. Click the Browse button to locate the file to upload. Follow the instructions to complete the file upload. See the link to the tutorials at the top on this help topic.

STEP 3 - Look for a confirmation of filing and print for your records.

STEP 4 - If you must resubmit, first correct the errors on the form for each affected employer. Next you must reset the status of the affected employers on the list by placing a check next to each employer name and clicking the RESET STATUS button. This allows those employers to be included in another file for that filing period. You may now create the file again as described in STEP 1.

How did we do?

CT Form CT-1096 – Connecticut Annual Summary and Transmittal of Information Returns

DE WTH-REC - Annual Withholding Reconciliation Statement (for e-file only)