Table of Contents

1099 E-Filing: Pennsylvania

Nina Tchistiakova Updated by Nina Tchistiakova

Due date

January 31

Regardless if this date falls on a weekend or holiday

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

https://mypath.pa.gov/_/

Contact

Edwin Palacios

717-772-3165

Epalacios@pa.gov

Submitting files

If the employer/payer does not have a state id number than enter all zeros in the state id field on the state setup screen.

e-TIDES, the current online filing system for business taxpayers, will be replaced beginning in late November 2022. That means all business taxpayers and current e-TIDES users will instead use myPATH for filing returns, making payments, and managing their accounts.

It is recommended that all e-TIDES users wait until late November 2022 to create a myPATH profile for taxes being transitioned in the fifth phase of the modernization project.

Third party tax professionals with access to client tax accounts in e-TIDES will be able to migrate their account access into the new system beginning in late November 2022. These users will be required to enter their e-TIDES User ID and Password (i.e., e-Signature account credentials) to migrate access.

Business Taxes (pa.gov) As additional information becomes available it will be posted to this link.

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) using the File Return/Payment link.

Steps to filing year end forms

Program to Display:

1.  Create the 1099's Form: Located under Program to Display "W-2/1099 Information Returns"

2. Create the REV-1667 Form: Located under Program to Display "W-2/1099 Information Returns", PA REV-1667 - Annual Withholding Reconciliation Statement

PA Form REV-1667 - Annual Withholding Reconciliation Statement

Note: Create only ONE Form PA REV-1667 – Annual Withholding Reconciliation Statement for Payer’s W-2’s and 1099’s.  Only one PA REV-1667 file should be uploaded on the state website per payer.

3. Create the REV-1667 CSV File: Located under Program to Display "W-2/1099 Information Returns", PA REV-1667 - CSV File Upload to myPATH

PA Form REV-1667 - CSV File Upload Instructions

Make sure you save the file as a .csv

4.  Create the 1099 File: Located under Program to Display "e-file/Magmedia", Create 1098 / 1099 / W-2G e-file/MagMedia Files -> Step 4 - State File

5. Submit the 1099 and Rev 1667 (Step 5 State Submittal): Located under Program to Display "e-file/Magmedia", Create 1098 / 1099 / W-2G e-file/MagMedia Files -> Step 5 - State Submittal

Connect to the state website by clicking, “Connect to URL for” button (found in lower left portion of Step 5 (Create 1098 / 1099 / W-2G e-file/MagMedia Files module).  Next to the button, make sure correct state is chosen.

On the PA website: Look for Reconciliation Upload -> Add File

Upload the 1099- Select "CSV format", (on the State website)

File Location: "..... CFSlib\Pr2022\PR2022db\1099W2efile\1099_PA22\"

Upload the Rev-1667- Select "CSV format", (on the State website)

File Location: "..... CFSLib\Pr2022\PAcsv"

6. Print any acknowledgements from the state website.

7. Mark as Submitted – Click the “Mark as Submitted” button in Step 5 of the Create 1098 / 1099 / W-2G e-file/MagMedia Files module.  This will put a small “t” before your Program File Name in Step 5.

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