1099 year-end processing tips

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For payroll compliance (annually licensed)

The following is a list of tasks to follow and resources to use as you prepare for year-end 1099 form processing.

View the 1099 form processing workflow

The workflow provides both an overview and a step-by-step walkthrough of each process.

1099 form processing workflow

Filing by paper: Order the forms necessary for processing 1099s

Determine the total number of 1099s that you will need for your clients and then order the forms. The following resources may assist you.

  • W-2 or 1099 Ordering Worksheet - This article explains how to print this worksheet to calculate the minimum number of sheets needed when it's time to order W-2 and 1099 forms.
  • Ordering forms W-2, 1099, and 1095-C - This article contains information about forms available from Forms CS that can be used for printing Forms W-2, W-3, 1094-C, 1095-C, 1096, and 1099.
  • The Forms CS website (http://www.formscs.com/)
    • Discounts may be offered the earlier in the year you order. Contact Forms CS for the latest discounts being offered.

Note: The red scannable forms are still required. Because the IRS has not released specifications to produce black and white facsimile Copy A or 1096 forms, we cannot offer this print option.

Filing electronically: Register to file electronically

  • Visit the IRS FIRE page to learn how to register and use the 1099 electronic filing program.
  • Effective September 26, 2021, Form 4419 was replaced by the online Information Returns Application for Transmitter Control Code (IR Application for TCC) located at Access IR Application for TCC. The IR Application for TCC allows you to request an original TCC or an additional TCC.
    • Submit a paper Form 4419 (Rev. 9-2021) when you have an existing TCC that was issued prior to September 26, 2021.
  • Go to https://FIRE.IRS.gov to access the FIRE program and upload your 1099 files created from Accounting CS.

Review common Form 1099 processing questions

Creating Federal and state 1099 files

You may find the following articles helpful when creating Federal and state 1099 files.

Correcting 1099 forms

Learn how to create and submit corrected versions of 1099 forms if necessary for you to do so.

Addressing problems uploading 1099 files

If you encounter a problem with uploading a 1099 file to the IRS FIRE system, see Publication 1220 for guidance.

Take advantage of training opportunities

Sign up for a year-end seminar.

Verify your version of Accounting CS

Verify that the most recent version of the application is installed  and that all software updates have been applied. For a general estimate of the release dates for payroll tax forms, see When will the new tax forms be available.

You can determine the most current version of the application by viewing the latest release bulletin.

Additional resources

The Payroll tax processing overview contains links to many more articles that may be helpful as you perform your year-end processing.

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