Table of Contents

1099 E-Filing: Pennsylvania

Nina Tchistiakova Updated by Nina Tchistiakova

Due date

January 31

E-filing threshold

Must E-file if 250 or more

Filing options

Electronic filing

Forms to file

State requires 1099-MISC, 1099-NEC, and 1099-R.

Transmittal form

Two separate uploads are required. Upload 1099's to Pennsylvania through “e-file/MagMedia Create 1098/1099/W-2G Files” Module, steps 4 and 5. Then also Upload File Form REV-1667, located in CFS Payroll System under “W-2/1099 Information Returns”.

Note: 1099's are only included on the REV-1667 if there is withholding.

Required file name

Any name with “.csv” at the end.

E-filing website

Submitting files

E-filing is mandatory for those employers/payers with more than 250 employees or payees. Users must process only one form type at a time for Pennsylvania state filing.

The due date for the original filing of W-2/1099 information is Jan. 31 regardless if this date falls on a weekend or holiday. Corrections to W-2/1099 information must be made within 3 years of the original submission date.

Form REV-1667 one file per employer per filing period (in case an annual period). Combine the W2 and 1099 on the same form.

File or Enter Manually You can file your W-2 wage records, 1099-R distributions, 1099-MISC income and REV- 1667 Annual Withholding Reconciliation Statement (Transmittal) in e-TIDES using the File Return/Payment link. The Employer W-2/1099 Menu allows you to enter or edit information that was filed manually or uploaded in e-TIDES.

Note: You can make corrections to the W-2 wage records, 1099-R distributions and 1099- MISC income files that were uploaded, ONLY if the REV-1667 Annual Withholding Reconciliation Statement (Transmittal) was not yet submitted.

When electronically filing the user must use a multi-import file upload. This process will allow users to prepare a file and upload all of their records in a single transaction. The file should not exceed 20 MB and be formatted using the .CSV file extension or any other type of a comma delimited/comma separated value file. (This file should contain a minimum of 17 columns of data.)

Note: Pennsylvania cannot process corrected 1099's electronically at this time. However, we are able to process an amended REV-1667 Annual Withholding Tax Reconciliation Statement (Transmittal) electronically.

If you are making a correction to a 1099-MISC form, you must submit the original form as well as the “corrected” form by fax to 717-783-4124.

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