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1099 Checklist:
What Tax Filer Must Know
before the 2025 Tax Season?


   

10 or More Returns: E-filing Now Required

  • The Internal Revenue Service (IRS) has issued final regulations that reduce the electronic filing threshold from 250 to 10 informational returns (such as Forms W-2 or 1099), beginning January 2024.
  • If you file 10 or more informational returns, you must file electronically unless the IRS grants a waiver or exemption.

    • If you are a first time 1099 efiler, please apply now for a Transmitter Control Code (TCC). It may take a couple of weeks for processing.


  • Part 1: General Information
  • Part 2: Paper Forms
  • Part 3: eFile
  • Part 4: Waiver and extension
  • Part 5: For ezPaycheck and ezAccounting Clients
  • Part 6: For QuickBooks Users
  • Part 7: IRS Guides and Help Center

    • (W2 checklist before the 2025 Tax Season)

    Part 1: General Information

    1. What is the due date?

    2. I need to file 1099-nec form. Which software should I use?
    Both ezW2 and ez1099 support the form 1099-nec. If you need to file 1099-nec only, we suggest ezW2 because it is less expensive.

    3. I need to file 1099-nec and 1099-misc forms. Should I use ez1099 software?

    Yes, ez1099 software will work for you.

    ez1099 software was developed to simplify, fill out, print and eFile W2G, 1097BTC, 1098s (1098, 1098C, 1098E, 1098F, 1098Q, 1098T), 1099s (1099A, 1099B, 1099C, 1099CAP, 1099DIV, 1099G, 1099INT, 1099K, 1099LTC, 1099MISC, 1099NEC, 1099OID, 1099PATR, 1099Q, 1099QA, 1099R, 1099S, 1099SB, 1099SA), 5498s(5498, 5498ESA, 5498QA, 5498SA), 8935, 3921, 3922, 1096 forms required by the IRS

    4. I purchased your software last year. Can I reuse last year's data?
    Yes, please view the guides:
    - How to roll forward ezW2 2023 data to ezW2 2024.
    - How to roll forward ez1099 2023 data to ez1099 2024.

    5. Can I use ezW2 to file 1099-nec forms?
    Yes, ezW2 can file W2, W3, 1099-nec and 1096.

    6. Can ez1099 software support multiple companies?
    Yes, ez1099 Software can support unlimited companies, recipients and forms at no additional charge. Many of our customers are CPA's and tax preparers.

    7. Do you offer the free DEMO version of ez1099 2024?
    Yes. You are welcome to test drive ez1099 with no obligation and no cost.No credit card required.

    8. Sample 1099 1096 forms

    9. What are the differences between ezW2 and ez1099?


    Part 2: About Paper Forms

    1. Are red forms required for 1099 reporting?
    Yes. IRS does not certify substitute forms. You need to print the data on the red forms for copy A and 1096.

    2. Can I print the recipient copies on white paper?
    Yes.

    3. Where to order to red forms? You can find the red forms from your local office store and our site. We ship all forms wtih USPS priority mail.

    Part 3: About eFile

    1. How to efile 1099's to IRS?

    2. How to apply the TCC to efile 1099?

    3. I am a new tax filer. When should I apply the TCC if I want to file 1099 electronically this year?
    Please apply as soon as possible. It may take several days to a couple of weeks to set up a new account. Please contact IRS directly to check the current status.

    4. I am a new CPA. I need to efile W2, 1099, 1095 forms for clients this year. Can I apply for one IRS efile account for all forms?
    No. You must apply different accounts.

    - You need to apply User ID to file W2/W2C for SSA return.
    - You need to apply TCC to file 1099 to IRS FIRE System.
    - You need to apply TCC for IRS ACA system.

    5. Do I need to register for efiling each year?
    No, you just need to register once. Please make sure you can log in your account before the tax season.

    Reminder: We posted the IRS support information in this guide. If you see any IRS log in issue, please contact IRS support team directly.

    6. I am a CPA. When I file for multiple companies, do I need to register for a separate TCC for each company I send a report?
    No, you only need one TCC. The same TCC is used to file for each client.

    7 When I efile my 1099 forms, do I need to submit a 1096 separately?
    No. The efile document created by ez1099 (or ezW2) software includes both 1099 forms and 1096 form.

    Part 4: Waiver and extension

    1. Application For A Waiver from Electronic Filing of Information Returns
    You can file Form 8508.

    2. Application for Extension of Time to File Information Returns

    Part 5: For ezPaycheck and ezAccounting clients

    1. How ezW2 works with ezPaycheck?

    2. How ezW2 works with ezAccounting?


    Part 6: For QuickBooks Clients

    1. Can I use your tax software with QuickBooks?
    Yes, many QuickBooks clients like ezW2 and ez1099 software. Our software can import data from QuickBooks IIF file.

    - How ezW2 works with QuickBooks

    - How ez1099 works with QuickBooks


    Part 7: IRS Guides and Help Center

    The Technical Services Operation (TSO) is available to payers, transmitters, and employers at the numbers listed below. When you call you will be provided guidance to essential elements pertaining to technical aspects for electronic filing through the FIRE systems, self-help resources, and referrals to tax law topics on IRS.gov. Below are some examples of essential elements:
  • Form identification
  • How to obtain a form
  • Provide related publications for a form or topic
  • FIRE File status information and guidance


    • Contact Technical Services Operation (TSO)

    Monday through Friday 8:30 a.m. - 5:30 p.m. EST

  • 866-455-7438 Toll-free
  • 304-263-8700 International
  • The IRS welcomes calls via your choice of relay. Deaf or hard of hearing taxpayers using a relay service may call any of our toll-free numbers.