1099 Pro Filing Timeline for 1099, W-2, & 1042-S Information Returns.

(888) PRO-1099

Tax Calendar

1099 Pro Filing Timeline: Important Dates

Purchase, Download, & Install Software

All 1099 Pro desktop software (1099 Professional, 1099 Enterprise, W-2 Professional, & 1042-S Professional) should be available for download by July 31st, 2017. Returning customers should check their email for a renewal notice and follow the instructions to renew their license and download any software updates.

All current versions, and updates, of 1099 Pro desktop software can be found here - 1099 Pro desktop software.

After downloading the software, all users should install the software and either roll forward their data or enter their new filer/recipient information. Please watch our video demonstration of "How to Add a Filer" if this is your first time using the software.

Download 1099/W2 Software
July 31, 2017 - Download Calendar

Deadline to File Corrections with the IRS/SSA

This is the final date to file 1099 series, 1042-S series, and W-2 series corrections, for Tax Year 2016, with the IRS/SSA. The 1099 Pro software supports corrections filing and the 1099 Pro Service Bureau can eFile these corrections on your company's behalf for a small fee.

File 1099 Corrections
August 01, 2017 - Download Calendar

Regulatory Tax & Accounts Payable Conference

The 2017 IRS Compliance Conference The 2017 IRS Compliance & 1099 Pro Annual Accounts Payable Conference will take place at the world famous Grand Floridian at Disneyworld, located in the heart of Orlando, Florida. Industry leading vendors, expert speakers, and hundreds of attendees gather here every year to share and learn best practices, and discuss the latest updates from the IRS.

For more information, please view our 2017 Conference Flyer or visit IRS Compliance to register today.

Renew Software
November 5, 2017 to November 8, 2017 - Download Calendar

1099 Pro Renewal Discount Expires

1099 Pro offers a renewal discount to all returning customers from the prior year. Be sure to call in, or go to your online account, and purchase the 1099 Pro software by October 6th if you or your company purchased in the previous year. If this is not possible, please call our Service Bureau, (888) 776-1099, to see what can be arranged.

Renew Software
October 6, 2017 - Download Calendar

Sample Import Your 1099, W-2, and 1042-S Data

At this point, all users should begin preparations to compile their tax data into a file format, Excel or text, that can be imported into the 1099 Pro desktop software. This way, when the finalized information is ready in January, users will have little to do other than to copy & paste the information into their spreadsheet template. The best, and easiest, method is to make column headers that match our standard maps - see video demonstration here - and select "Importing Using Standard Maps".

Users that do not need to, or do not want to, import their data in a file format can always manually enter their tax form data - see video demonstration here - and select "How to Add a Form".

Import Forms
December 1, 2017 - Download Calendar

Schedule Service Bureau Print/Mail/Efile Appointment

The SSAE SOC I Type II secure Service Bureau requires that appointments be scheduled ahead of time in order to use its print, mail, and/or E-File services. Larger file submissions, 2,000 records or more, normally require a 50% deposit and/or a signed contract before the Service Bureau can print and mail on your behalf.

Returning customers will be scheduled automatically for the same services used in the prior tax year. All new customers wishing to use the 1099 Pro Service Bureau should call (866) 444-3559 and book their appointment dates.

Download Software
December 7, 2017 - Download Calendar

Order Paper Forms & Envelopes

All customers who wish to order paper forms or envelopes should begin to do so at this point. Delaying your purchase can subject you to expedited shipping fees or unforeseen shipping delays due to poor weather conditions.

Please view our tax forms and envelope page to choose the forms and envelopes that serve your needs.

1099 Forms & Envelopes
December 14, 2017 - Download Calendar

Download Software Update

Often times the IRS/SSA implement changes to the form layouts or filing specifications after the initial release of the 1099 Pro desktop software. All users should log into their 1099 Pro desktop software and click the "Check for Updates" prompt on startup.

1099 Enterprise and W-2 Professional users may have to check for updates once again in December or January in order to incorporate last minute file format updates for states requiring direct filing.

Update 1099/W2 Software
December 22, 2017 - Download Calendar

Import Your Finalized 1099, W-2, and 1042-S Data

Now that the Tax Year 2017 data is finalized, all users should begin importing their tax data into the 1099 Pro software. The best, and easiest, method is to make column headers that match our standard maps - see video demonstration here - and select "Importing Using Standard Maps".

Users that do not need to, or do not want to, import their data in a file format can always manually enter their tax form data - see video demonstration here - and select "How to Add a Form".

Import Forms
January 2, 2018 - Download Calendar

Submit Bulk TIN Matching File

After importing your tax forms it is considered best practice to submit a bulk TIN matching file to check your data for TIN/Name mismatches. The IRS can charge up to $250 per mismatch and require time-consuming corrections if not handled pro-actively.

Users are able to submit bulk TIN matching files directly from the 1099 Pro desktop software to the Service Bureau, which will process the results and return them in a neatly formatted file with further instruction of how to proceed. This process costs $135 and requires that users contact the Service Bureau to schedule a submission date - (888) 776-1099.

The Service Bureau also automatically scans file submissions for TIN/Name mismatch errors when a file is submitted for printing, mailing, and/or eFiling and sends a notification if mismatches are found. Please disregard this notice if you are certain that your company has already taken the proper steps to correct the TIN/Name mismatch errors.

Bulk TIN Matching
January 3, 2018 - Download Calendar

IRS FIRE Production System Opens

Users can now connect to the IRS's FIRE site for the filing of 1099 series information returns.

Connect to the FIRE Production System by accessing https://fire.irs.gov/. The FIRE Production System is available from January 17, 2017, through December 8, 2018.

IRS FIRE Site
January 17, 2018 - Download Calendar

Service Bureau Print & Mail Deadline

January 24th is the final date that the Service Bureau can accept print/mail submissions, as well as W-2 & 1099-MISC Non-Employee Compensation (Box 7) eFile submissions, before the IRS/SSA deadlines. However, 1099 Pro recommends that users schedule their Service Bureau submissions between January 9 and January 13 in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II audited and pricing can be found at the right-hand side of our informational printing and mailing page.

Please watch our video demonstrations of "How to Print and Mail Using the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works.

SB Print/Mail
January 24, 2018 - Download Calendar

Service Bureau eFile Deadline

January 26th is the final date that the Service Bureau can accept eFile submissions, as well as W-2 & 1099-MISC Non-Employee Compensation (Box 7) eFile submissions, and guarantee filing before the IRS/SSA deadlines. However, 1099 Pro recommends that users schedule their Service Bureau submissions between January 10 and January 14 in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II audited and pricing can be found at the right-hand side of our informational printing and mailing page.

Please watch our video demonstrations of "How to Print and Mail Using the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works.

SB Print/Mail
January 26, 2018 - Download Calendar

IRS/SSA Deadline: Filing of W-2 & 1099-MISC Box 7

January 31st is the IRS/SSA deadline to file Form W-2 & 1099-MISC, with Non-Employee Compensation (Box 7) amounts, with IRS/SSA via paper or electronically. Entities with over 250 forms are required by federal law to eFile these forms with the IRS/SSA instead of paper filing. Entities with under 250 forms have the choice of either paper filing or eFiling. 1099 Pro recommends that all entities eFile in order to save time & paper.

All users have the ability to utilize the 1099 Pro Service Bureau to eFile on their behalf - see video demonstration here - and select "Filing Electronically with the Service Bureau". Otherwise, users with the Enterprise, W-2 Professional, or 1042-S Professional versions of 1099 Pro software are able to create and submit eFiles on their own - provided that the relevant Transmitter Control Code (IRS) or Submitter PIN (SSA) has been applied for and received.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II secure and pricing can be found at the right-hand side of our informational printing and mailing page.


IRS/SSA Deadline: Print/Mail Recipient Copies

January 31st is the IRS and SSA deadline for postmarking (printing & mailing) certain information returns, listed below. The 1099 Pro Service Bureau will perform this service on your behalf if your company has already submitted its data to the Service Bureau by the submission deadline. Any companies that have not submitted their data to the Service Bureau or have entered/imported new records after sending the submission may be required to print and mail the forms themselves, depending on the situation.

Print/Mail Form 1095-B, 1095-C, 1098, 1099, 3921, 3922, W-2, and W-2G Recipient Copies (Exceptions: 1099-Misc reporting payments in Boxes 8 or 14, 1099-B, 1098-C, 1099-S). Users must also print/mail Form W-2 Employee Copies by this date, if applicable.

Please watch our video demonstrations of "How to Print and Mail Using the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works.

1099 Paper Filing
January 31, 2018 - Download Calendar

IRS Deadline: Print/Mail Recipient Copies

February 15th marks the IRS deadline for printing and mailing recipient copies for the below form types. The Service Bureau can perform this task on behalf of your company, provided that you have called ahead of time and scheduled an appointment, or your company can manually print and mail its own recipient copies.

Print/Mail Recipient Copies for Form 1099-B, 1099-S, and 1099-Misc reporting payments in Boxes 8 or 14. This also applies to statements furnished as part of a consolidated reporting statement.

Please watch our video demonstrations of "How to Print and Mail Using the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works.

Print & Mail
February 15, 2018 - Download Calendar

IRS/SSA Deadline: Paper Filing

February 28th is the IRS/SSA deadline to file Form 1098, 1099 (excluding 1099-MISC Box 7 amounts), 3921, 3922, & W-2G with IRS/SSA via Paper. March 2nd is the deadline for printing & mailing Forms 1095-B and 1095-C. Entities with over 250 forms are required by federal law to eFile these forms with the IRS/SSA instead of paper filing. Entities with under 250 forms have the choice of either paper filing or eFiling at a later date. 1099 Pro recommends that all entities eFile in order to provide additional filing time and to save paper.

All users have the ability to utilize the 1099 Pro Service Bureau to eFile on their behalf - see video demonstration here - and select "Filing Electronically with the Service Bureau". Otherwise, users with the Enterprise, W-2 Professional, or 1042-S Professional versions of 1099 Pro software are able to create and submit eFiles on their own - provided that the relevant Transmitter Control Code (IRS) or Submitter PIN (SSA) has been applied for and received.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II secure and pricing can be found at the right-hand side of our informational printing and mailing page.

1099 Paper Filing
February 28, 2018 - Download Calendar

Submit IRS 30-Day Filing Extension

1099 Pro recommends that all filing entities utilize the free filing extension tool. This tool, developed by 1099 Pro, provides a 30-day filing extension for eFiles submitted to the IRS. Users can still submit ahead of the deadline but filing an extension is always considered prudent.

File IRS Extension
March 1, 2018 - Download Calendar

Service Bureau 1042-S Print/Mail/E-File Deadline

March 8th is the final date that the Service Bureau can accept print/mail/eFile submissions for Form 1042-S reporting. However, 1099 Pro recommends that users schedule their Service Bureau submissions between March 1st and March 8th in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II audited and pricing can be found at the right-hand side of our informational printing and mailing page.

Please watch our video demonstrations of "How to Print and Mail Using the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works.

SB Print/Mail
March 8, 2018 - Download Calendar

IRS Deadline: Print, Mail, & eFile 1042-S Forms

March 15th is the IRS deadline to print, mail, and eFile Form 1042-S. Entities with over 250 forms are required by federal law to eFile these forms with the IRS/SSA instead of paper filing. Entities with under 250 forms have the choice of either paper filing or eFiling at a later date. 1099 Pro recommends that all entities eFile in order to provide additional filing time and to save paper.

All 1042-S Professional users have the ability to utilize the 1099 Pro Service Bureau to eFile on their behalf - see video demonstration here - and select "Filing Electronically with the Service Bureau". Otherwise, 1042-S Professional users are able to create and submit eFiles on their own - provided that the related Transmitter Control Code (IRS) has been applied for and received.

The 1099 Pro Service Bureau is SSAE 16 SOC I Type II secure and pricing can be found at the right-hand side of our informational printing and mailing page.

File 1042-S
March 15, 2018 - Download Calendar

Service Bureau eFile Deadline

All entities that are filing 250 or more information returns are required to eFile. Entities can eFile on their own if using 1099 Enterprise, W-2 Professional, or 1042-S Professional versions of the software. However, all software versions allow for users to have the Service Bureau eFile on their behalf. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC).

Please watch our video demonstration of "Filing Electronically with the Service Bureau" if you would like a quick refresher of how the process works.

For more information on a TCC - please click here. For entities that have not filed an extension with 1099 Pro's automatic extension tool, the Service Bureau deadline for receiving the eFile transmission is March 23, 2017. Any entity that has submitted the extension has an additional 30 days available for filing via the 1099 Pro secure Service Bureau.

1099 eFile
March 28, 2018 - Download Calendar

FATCA 8966 Deadline: eFiling

March 31st represents the IRS eFile deadline for reporting FATCA 8666 forms via the IDES Gateway.

Please watch our video demonstration of "FATCA 8966 Software Tutorial" if you would like a quick refresher of how to create and package the XML file.

Users can learn more about the enrollment process for filing via IDES Gateway Support that is provided by the IRS.

IRS/SSA eFiling Deadline
March 31, 2018 - Download Calendar

IRS/SSA Deadline: eFiling

April 2nd represents the IRS/SSA eFile deadline for the form types listed below. All entities that are filing 250 or more information returns are required to eFile. Entities can eFile on their own if using 1099 Enterprise, W-2 Professional, or 1042-S Professional versions of the software while all software models allow for the Service Bureau eFile on your behalf - video demonstrations here. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC).

E-File Form 1098, 1099 (excluding 1099-MISC Box 7 amounts), 3921, 3922, & W-2G with the IRS via the FIRE System.

E-File Form 1095-B & 1095-C with the IRS via the AIR System.

IRS/SSA eFiling Deadline
April 2, 2018 - Download Calendar

Service Bureau eFile Deadline w/ Extension

All entities that are filing 250 or more information returns are required to eFile. Entities can eFile on their own if using the 1099 Enterprise, W-2 Professional, or the 1042-S Professional software while all software models allow for the user to have the Service Bureau file on their behalf - video demonstrations here. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC). For more information on a TCC - please click here.

Only companies that have applied for, and received, an extension may file with the 1099 Pro secure Service Bureau at this date.

Extension Deadline
April 23, 2018 - Download Calendar

IRS Deadlines: Print & Mail 5498-ESA and Extended eFile Deadline

May 1st marks both the IRS deadline for printing & mailing recipient copies of Form 5498-ESA as well as the deadline for eFiling all forms not yet filed that are subject to the eFile extension, if previously submitted.

Please view our video demonstrations of "Quick Tip: Print to Blank Paper" for a tutorial of how to print and mail recipient copies of Form 5498-ESA and "Filing Electronically with the Service Bureau" if submitting an eFile.

Print & Mail 1099
April 30, 2018 - Download Calendar

IRS Deadlines: Printing, Mailing, & eFiling

May 31st marks the IRS deadline for printing and mailing 5498-SA and 5498 Contributions. Secondly, all 5498, 5498-ESA, and 5498 reporting contributions must be paper filed or eFiled with the IRS at this point.

All entities that are filing 250 or more information returns are required to eFile. Entities can eFile on their own if using the 1099 Enterprise, W-2 Professional, or the 1042-S Professional software while all software models allow for the Service Bureau file on your behalf. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC).

Print, Mail, & eFile 1099
May 31, 2018 - Download Calendar

Deadline to File Corrections with the IRS/SSA

This is the final date to file 1099 series, 1042-S series, and W-2 series corrections with the IRS/SSA. The 1099 Pro software supports corrections filing and the 1099 Pro Service Bureau can eFile these corrections on your company's behalf for a small fee.

File 1099 Corrections
August 1, 2018 - Download Calendar

*This calendar is meant for informational purposes only and is not verified by taxing authorities. Each company may have different filing requirements and should always perform research on its own filing responsibilities, deadlines, and requirements.