Create and file a 1099 electronically
File 1099s electronically through IRIS, since the IRS now requires e-filing for 10 or more information returns. Change the
Copy A filing method
to Electronic
then transmit.IRS information return e-file mandate
On February 23, 2023, the Department of the Treasury and the Internal Revenue Service published final regulations reducing the threshold for filing certain information returns electronically.
- The new rules apply starting with the 2023 tax year to be filed in the calendar year 2024.
- The threshold has been lowered to 10 from 250.
- For more information about the returns that are part of the aggregate count, refer to New electronic filing requirements for Forms W-2.
Based on new IRS regulations, all information returns need to be corrected using the same filing method as the original return.
Information Returns Intake System (IRIS)
Go to the IRS IRIS website to learn more about filing 1099s through the IRIS system.
note
- AnIRIS Transmitter Control Code (TCC)or aReporting Agent PINaren't required to file electronically through Accounting CS.
- Accounting CS doesn't support the CSV file upload format.
Do the following to file 1099 forms electronically to the IRIS system:
- Select tab.
- Change theCopy A/1099 Filing methodtoElectronic.
- SelectProcess Selectedto generate a file for transmission.
- SelectActions, thenProcess Electronic Forms.
- SelectTransmission Information, and select a staff member in theFile contactfield.noteIf no staff members show in this list, go to theStaffscreen. Make sure thePayroll form preparercheckbox is marked for the staff.
- Select the file, then selectPreview Selected.
- SelectTransmit Forms.
note
The charge to e-file Federal 1099 forms sent via CS Connect is $16 per client per form type. The unlimited 1099 e-filing license lets you file an unlimited number of 1099s for a year.