1099 Preparation Packages Explained

We offer 3 different options for 1099 NEC and 1099 MISC filing.

Your options at a glance

Options Explained:

• E-file with IRS and SSA– your forms will be submitted electronically to the IRS

• State E-File- some states require filing depending on the form recipient’s address.  If this applies, we’ll handle it for you.

• Printable PDF Forms–  we will provide you with both issuer and recipient copies of the forms filed in your behalf in PDF format so you can save for your records and distribute to your recipients.

• E-delivery to recipients– if you provide an email address for your recipients, we will deliver the forms via email so they can download.

• TIN Matching– we will check the name and Tax ID Number (social security number or EIN) provided in the W-9 form your vendor provided against the IRS/SSA database to ensure that the information matches.  There is a 2 business day turnaround time for this service, so we do not offer it if you approve your proposal close to the deadline.

• Email request of W-9 forms–  if your vendors haven’t provided W-9 forms yet and you provide their email address, we will send them an email on your behalf to collect this information.  If your vendor doesn’t reply in a timely manner, we will file 1099 forms with “TIN refused” and advice you to backup withhold from their payments until they provide the information.

• USPS Mailing– if your recipients do not want e-delivery and you don’t want to distribute the forms yourself, we will mail them to the address they provided in the W-9 form on your behalf via first class mail.  We are not responsible for the forms once they have been handed to USPS.