• Recipient copy — January 31.
• IRS, on paper — February 28.
• IRS, electronically — March 31.

Any date landing on a Saturday, Sunday, or legal holiday in the District of Columbia moves to the next business day. We track the current year's dates and will flag them when we scope your filing.

More than $20,000 in gross payments and more than 200 transactions. The One Big Beautiful Bill Act restored this pre-2022 threshold, cancelling the planned reductions to $2,500 and $600.

Payment card transactions have no minimum — the threshold applies to third party network transactions only.

• Copy A — filed with the IRS. Printed in red and machine-scannable; the version downloaded from IRS.gov cannot be printed and filed.
• Copy 1 — filed with the state tax department, where required.
• Copy B — furnished to the recipient for their records.
• Copy 2 — furnished to the recipient to file with their state income tax return, when required.

When we file on your behalf the agency copy is transmitted electronically, so the red scannable paper form is never involved.

We can handle all filing needs:

• Original filings — submit brand-new information returns.
• Corrections — fix and resubmit forms that contain errors.
• Prior years — file late or amended returns for previous tax years, under the rules in force for that year.

Whether you are submitting current forms, making corrections, or catching up on past obligations, we make sure your filings are accurate and compliant.

Yes. When applicable, we automatically transmit eligible data through the Combined Federal/State Filing Program as part of the federal filing process. This allows qualifying information returns to be shared with participating states.

Not every state participates, and some states may still require separate direct filing with the state tax agency. State requirements can depend on the form type, payer location, recipient location, filing volume, and whether state withholding was reported. We can review your filing data and determine whether any additional state filing steps are needed.

Yes. We generate recipient copies for you to review and approve before they are mailed. This gives you a chance to confirm names, addresses, amounts, and other recipient details before anything is sent.

After approval, we can print and mail recipient copies on your behalf. We handle any volume, from small batches to large recipient files, so you do not have to manage printing, envelopes, postage, or mailing internally.

1099 IRIS (formerly 1099FIRE) previously sold software for the IRS FIRE System, where users could generate a file and upload it through the IRS website. IRIS is different. There is no simple IRS upload screen where users can browse for a file and submit it themselves. IRIS transmissions must be sent through a secure A2A channel.

Because the A2A connection cannot be packaged as normal downloadable software, we now provide an e-filing service instead. Send us your Excel file, and we handle the data import, validation, recipient PDFs, XML creation, and IRS IRIS transmission on your behalf.

Yes. We can run TIN matching on your behalf before filing. TIN matching compares recipient names and taxpayer identification numbers against IRS records before the forms are submitted.

TIN matching can identify name and taxpayer identification number mismatches before filing. This reduces the chance of IRS notices, backup withholding issues, and correction work after the forms have already been submitted.