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. Form 8508, Request for Waiver From Filing Informatio…

Eric
Updated 5 months 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 3 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 4 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. For state-specific filing requirements…

Eric
Updated 3 months 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 4 months ago by Eric

1099 E-Filing: Filing Corrections

A correction is an information return transmitted by the transmitter to correct an information return that was previously transmitted to and successfully processed by the IRS (or state), but which co…

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 2 months ago by Eric

1099 E-Filing: submitting prior year files

There are two methods available to create your previous year’s file. Method 2 is the most common. Method 1: Use the current Payroll System program. In this method, you will create your prior year’s 1…

Eric
Updated 3 months ago by Eric

Applying for a Transmitter Control Code (TCC)

Important Information. A Transmitter Control Code (TCC) is required to e-file 1099’s (and certain other information returns) to the IRS. You must electronically apply for a TCC if: You have not previ…

Eric
Updated 5 months ago by Eric

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 4 months ago by Eric

Creating an IRS FIRE account

Go to the IRS login page. Click Create New Account.. Effective January 1, 2022, FIRE Account User ID format will change. Your new User ID must contain, • a minimum of 8 to 25 characters • both alpha…

Eric
Updated 4 months 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 3 months 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 2 years ago by Eric

IRS seeks to lower e-filing threshold

Read below for the proposed threshold changes. As of this writing, the IRS has not finalized the regulations. The Taxpayer First Act gave the IRS the authority to lower the e-file threshold for infor…

Eric
Updated 4 months 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 2 years 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 6 months ago by Eric

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