1099 E-Filing

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​1099 E-Filing Module Overview

This guide will walk you through e-filing 1099's. Who must e-file. For e-filing threshold requirements, see IRS seeks to lower e-filing threshold. Getting Started. 1099s can be E-Filed with Payroll S…

Eric
Updated 20 hours ago by Eric

1099 E-Filing Step 1: Inputting Transmitter Data

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview. This tab tells the IRS who is transmitting the data electronically and who to contact if there is a problem rea…

Eric
Updated 6 months ago by Eric

1099 E-Filing Step 2: Create IRS file

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview. On this step, Payers for which you have prepared 1099’s are listed along with Form type(s), Quantity, and Statu…

Eric
Updated 6 months ago by Eric

1099 E-Filing Step 3: IRS Submittal

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview. In this step you will connect to the IRS FIRE System website to upload the file you have just created. Note eac…

Eric
Updated 4 months ago by Eric

1099 E-Filing Step 4: Create state file

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview. Most users will complete the required IRS FIRE System upload(s) , before moving on to State 1099’s. State proce…

Eric
Updated 6 months ago by Eric

1099 E-Filing Step 5: State Submittal

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview. State procedure in Step 5 is quite similar to the Step 3: IRS Submittal. See state-specific filing requirements…

Eric
Updated 1 month ago by Eric

1099 E-Filing: Checking file status

The IRS normally sends you email(s) which will update and inform you of your file’s status. If you do not receive acknowledgement from them as expected, or wish to check an uploaded file’s status, do…

Eric
Updated 6 months ago by Eric

1099 E-Filing: Filing Corrections

If an information return was successfully processed by the IRS and you identify an error with the file and more than 10 calendar days have passed since the IRS accepted the file and it is in "Good" s…

Eric
Updated 6 months ago by Eric

1099 E-Filing: Navigating the IRS FIRE System Website

All use of the FIRE System website and filing of Information Forms is entirely the user’s responsibility. This is not a replacement for IRS instructions or tutorials. Additionally, FIRE System web pa…

Eric
Updated 6 months ago by Eric

1099 E-Filing: submitting prior year files

Method 1: Use the current Payroll System program. In this method, you will create your prior year’s 1099(s) as if they are current information returns. To maintain separation of the prior year forms/…

Eric
Updated 5 months ago by Eric

Applying for a FIRE Transmitter Control Code (TCC)

Update: See IRS requires existing FIRE TCC holders to complete the new IR application between September 2022 and August 2023.. Tax Year 2023: The IRS Information Returns Intake System (IRIS) is onlin…

Eric
Updated 19 hours ago by Eric

Applying for an IRIS Transmitter Control Code (TCC)

The IRS Information Return Intake System (IRIS) portal was opened in early 2023 and allows filers to submit Information Returns (1098, 1099s, W2-G) to the IRS electronically. Forms may be completed m…

Greg Hatfield
Updated 19 hours ago by Greg Hatfield

Checking Size of Uploaded File

The FIRE System advises you to ensure that your uploaded file is the correct size. Note: You can also apply these concepts to checking the size of a W-2 file uploaded to the BSO website. This is simp…

Eric
Updated 6 months ago by Eric

Creating an IRS FIRE account

You must obtain a TCC before you can establish a FIRE Account to transmit files through the FIRE Systems (Production and Test). The system will prompt you to create your User ID, password, 10-digit P…

Eric
Updated 1 week ago by Eric

Does CFS support the Combined Federal/State Filing program?

CFS W2/1099 E-File add-on does not support the 1099 Combined Federal/State Program due to the user testing requirements, state direct filing requirements for 1099's with state withholding, variable s…

Eric
Updated 2 weeks ago by Eric

FIRE System Upload: Navigating to your File

If you were unsuccessful in pasting your "File name and path", or otherwise need help in navigating to your file, this article will illustrate two examples of navigating to a sample file (in Payroll…

Eric
Updated 6 months ago by Eric

IRS lowers e-filing threshold to 10 information returns of any type

It's official—the IRS now requires employers to electronically file the following forms if they have an aggregate of 10 or more of: W-2 1099 series. 1098 series. W-2G. 1042-S. 1094 1095 series. 3921…

Eric
Updated 3 days ago by Eric

Printing Summaries and Reports

In STEP 3 – IRS Submittal, you can Preview and Print the “Payer/Payee Summary”: The Payer/Payee Summary will show your created file’s Saved File Name, the number of Payers included, the number of 109…

Eric
Updated 6 months ago by Eric

Uploading 1099 files to CA SWIFT website

Select the ToFTB folder.. Click Upload. An Open File dialog will appear. Open the correct file. If you have just created your file in Step 4 of the 1099 e-filing article, type CTRL + V to paste in yo…

Eric
Updated 1 month ago by Eric

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