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Filing dates and reminders

Date
Event
January 10, 2024 (Wednesday)
  • You can begin submitting your 2023 1099 and 1098 IRS data files and your prior year corrections data files for tax years 2019 through 2022.
  • You'll need to submit your request to prepare your 1099 and 1098 data files by the end of business each Tuesday if you want them included in the Wednesday transmission to the IRS.
  • Starting January 10, 2024, all created 1099 and 1098 data files are transmitted to the IRS each Wednesday. This includes any prior year corrections files for tax years 2019 through 2022.
  • Before your 1099s can be filed with the IRS, you must authorize Thomson Reuters to transmit your 1099 information. The authorization checkbox is on the Filing subtopic in the Information Reporting topic in the Setup menu. You're responsible for downloading and submitting your state data files that are required to be filed directly with the states. Thomson Reuters does not transmit state direct filings for 1099 data.
  • You can begin creating 2023 1042-S data files and prior year correction data files.
January 30, 2024 (Tuesday)
Last day to submit request to prepare 1099-NEC (Non-Employee Compensation) data files if you want to file by the IRS filing deadline (January 31, 2024) rather than file an extension with IRS.
The IRS doesn't grant automatic extensions for 1099-NEC. ONESOURCE Trust Tax won't file extensions for those returns.
February, 27, 2024 (Tuesday)
Last day to submit request to prepare 1099-NEC (Non-Employee Compensation) data files if you filed for an extension.
March 25, 2024 (Monday)
30-day extension to electronically file all 1098s and 1099s (excluding 1099-NEC) is automatically created and filed with the IRS by ONESOURCE Trust Tax. Be sure to have your 2023 payers created before this date.
March 26, 2024 (Tuesday)
Last day to submit request to prepare 1099 and 1098 data files if you want to file by the IRS filing deadline (April 1, 2024) and you're not taking advantage of the 30-day extension period.
April 23, 2024 (Tuesday)
Last day to submit request to prepare 1099 and 1098 data files if you're taking advantage of the extension period. April 30, 2024 is the extension filing deadline.
May 13, 2024 (Monday)
You can begin submitting your requests to prepare your 2023 5498 IRS data files.
May 23, 2024 (Thursday)
30-day extension to electronically file 5498s is created and filed with the IRS by ONESOURCE Trust Tax. Be sure to have your 2023 payer(s) entered before this date.
May 28, 2024 (Tuesday)
Last day to submit request to prepare 5498 data files if you want to file by the IRS filing deadline (May 31, 2024) and you're not taking advantage of the 30-day extension period.
June 25, 2024 (Tuesday)
Last day to submit request to prepare 5498 data files if you're taking advantage of the 5498 extension period. July 1, 2024 is the extension filing deadline.
November 13, 2024 (Wednesday)
  • Last transmission to IRS for calendar year 2024. The filing feature for 1099, 1098, and 5498 returns will re-open for correction filings for tax years 2020 through 2023 in January 2025.
  • Last day to create 1042-S data files.

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax