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FAQs

Your user ID is your email. Use the “Forgot Password” link on the login page to retrieve your password. Your password will be emailed to the email address on file.
Yes, you can export data from any accounting software. We provide you with a formatted Excel file. You need to fill the Excel file with the exported data using copy and paste.

Forms received between January 1 and 26 are mailed on a weekly basis. Forms received between January 27, and the due date (January 31, by 3:00 PM EST) are guaranteed to be postmarked by the due date. In February, we resume weekly mailing. Recipients should receive their copies within 5-7 business days after mailing.

If you ordered the TIN Checking add-on service, we would perform the TIN check before mailing recipient statements. If the TIN check fails, we let you know and hold the statements until the TIN check is successful. To avoid a late penalty around the deadline, we have to mail out all statements, even if the TIN check was unsuccessful. If we mail out a statement with a failed TIN check, you must file a correction to change the TIN. If the IRS TIN check service is not available, it may affect our mailing out paper statements. We reserve the right to mail paper statements before the TIN check is complete to avoid any late penalty.

We deliver recipient's statements electronically if you have provided us with a recipient’s email. We wait three days for the recipient to accept e-delivery. If the recipient does not accept e-delivery, we mail out a paper copy. As we approach the deadline, we mail out paper statements if we cannot wait for the recipient’s acceptance.

If a recipient accepts e-delivery, they can access their forms right away.

You can print or download your copies soon after payment.

No, you only need to create one account. As you file forms with this account, the site will remember the payer/payee contact information.

When filing a form later for the same payer, all you need to do is choose the payer and payee from the drop-down selection boxes on the form. Payer and payees' contact information will be auto-filled in on the form.

If you submitted a 1099 form and later discovered you made an error, you must file a corrected 1099 form as soon as possible and furnish the corrected form to the recipient. We supports filing corrected forms with the IRS and mailing recipient copies.

Please note that you can file a correction form using our service if you have used our service to file the original form. If you filed your original form on paper or used another service provider, we can still file a correction form; please get in touch with us for guidance.

You can change any information entered if you have not paid for our service. Once you make a payment, you will not be able to change the existing form

After paying for the forms, you must file a separate correction form if you discover an error.

Please note that there are numerous types of errors, and in some cases, more than one transaction may be required to correct the initial error. Check out for more details. Please get in touch with us if you have a question regarding this.

Error Type 1: Wrong amount reported, amount reported in the wrong box, or filed a 1099 form that should not have been filed. To correct this error only one corrected form must be submitted.

If you have filed a form that should not have been filed, please submit a new form with zero amounts to void the previous form.

If you have reported an incorrect amount or box information, then please submit a correction form with corrected information.

Error Type 2: Wrong payee name or tax ID reported. To correct this error, two corrected forms must be submitted. First, you need to file a form with zero amounts to void the original form. Then a second form needs to be filed with the correct name, tax ID, and correct amount.

Error Type 3: The following list of error cannot be corrected using our service. You must contact the IRS to fix these errors.

Duplicate reporting – if duplicated 1099 forms have been filed, IRS should be contacted immediately for instructions on how to avoid notices. The standard correction process will not resolve the duplicate issue.

Wrong payer (not recipient) name or TIN number was used. You must write a letter to the IRS containing the following information: (a) Name and address of payer (b) Type of error (include the incorrect payer name/TIN that was reported) (c) Tax year (d) Correct Payer TIN (e) TCC (f) Type of return (g) Number of payees (h) Filing method, paper or electronic (i) Was Federal income tax withheld?

Yes. Under this program, the IRS transmits relevant 1099 information to participating states. Separate reporting to those states is not required. The following information returns may be filed under the Combined Federal and State Filing Program:

  • Form 1099-B Proceeds from Broker and Barter Exchange Transactions
  • Form 1099-DIV Dividends and Distributions
  • Form 1099-G Certain Government Payments
  • Form 1099-INT Interest Income
  • Form 1099-K Payment Card and Third Party Network Transactions
  • Form 1099-MISC Miscellaneous Income
  • Form 1099-OID Original Issue Discount
  • Form 1099-PATR Taxable Distributions Received From Cooperatives
  • Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • Form 5498 IRA Contribution Information

 AlabamaIndianaMontana
ArizonaKansasNebraska
ArkansasLousianaNew Jersey
CaliforniaMaineNew Mexico
ColoradoMarylandNorth Carolina
ConnecticutMassachusettsNorth Dakota
DelawareMichiganOhio
GeorgiaMinnesotaOklahoma
HawaiiMississippiSouth Carolina
IdahoMissouriWisconsin

Each state’s filing requirements are subject to change. It is the payer’s responsibility to contact the participating states to verify their criteria.

If your state or the form you are submitting is not listed here, it is your responsibility to file with your respective state.

SSA and IRS do not transfer W-2 data to states. You will need to file with the state and local tax agencies separately.

Note: Some participating states require separate notification that the payer is filing in this manner. The IRS acts as a forwarding agent only. It is the payer’s responsibility to contact the appropriate state(s) for further information.