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1099 E-Filing: California

Nina Tchistiakova Updated by Nina Tchistiakova

Due date

March 31 electronic filing.

Important: If you submit your 1099's electronically to the IRS then you MUST submit your 1099's to the state of CA electronically.

E-filing threshold

Must E-file if more than 250, however CA E-filing is Mandatory if you E-filed your 1099's to the IRS (regardless of the # of 1099's)

FTB information webpage: https://www.ftb.ca.gov/file/business/information-returns.html

Filing options

Electronic filing: Must E-file if more than 250, however CA E-filing is Mandatory if you E-filed your 1099's to the IRS (regardless of the # of 1099's)

Paper Filing: You do not need to send a paper copy to the state. However, if you have an exception that requires you to report something differently for federal and state purposes, such as a different dollar amount, file separately with the IRS and the Franchise Tax Board (FTB). Please see: Guide to Information Returns Filed With California

Forms to file

State requires W-2G and all 1099's.

Required file name

Swift user ID with “.txt” at the end.

E-filing website

https://swift.ftb.ca.gov/

Contact

Email: IRPhelp@ftb.ca.gov

Getting User ID & Password for SWIFT (California e-filing website)

Email: IRPhelp@ftb.ca.gov to request a SWIFT user name and password. The SWIFT user name and password is NOT the same as MyFTB Account. You will get an email with your SWIFT User name and password. When requesting SWIFT User name and password, send the following information to IRPhelp@ftb.ca.gov:

  • Business Name*
  • Business Address*
  • Business FEIN*
  • Primary Business Contact Information* (First and last name*, Email*, Phone number*)
  • Back Up Business Contact Information (First and last name, Email, Phone number)
  • Primary Technical Contact Information (First and last name, Email, Phone number)
  • Back Up Technical Contact Information (First and last name, Email, Phone number)

Submitting files

California does NOT accept electronic filing for Prior Years.
California accepts electronic filing for Corrections.

The file needs to be named useridQ2021.txt where "userid" is the User ID for the SWIFT account. Employers filing more than 250 forms must submit the files electronically by using the Secure Web Internet File Transmission Service (SWIFT) .

You may request an extension to file electronically by submitting FTB Form 6274A. Visit our webpage, Information returns for more information including mandatory electronic filing requirements

Assistance with the SWIFT site is available at: https://www.ftb.ca.gov/help/swift/index.html

Note: Swift User Id is lower case. Select Binary when uploading your file.

Swift will send an email when the file is received. Usually within 5 minutes of uploading the file. If any problem with the file you will receive an email or a call within 2 weeks.

If you accidentally uploaded the file twice the FTB will automatically delete the duplicate if the file is exactly the same. The FromFTB Tab is not used for 1099 filing.

Refer to: Uploading 1099 files to CA SWIFT website

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