1099 Pro Filing Timeline for ACA 1095, 1099, W-2, & 1042-S Information Returns.

Tax Calendar

1099 Pro Filing Timeline: Important Dates

Purchase, Download, & Install Software

1099 Professional, 1099 Enterprise, W-2 Professional, & 1042-S Professional are scheduled for release by this date. Returning customers should check their email for a renewal notice and follow the instructions to renew their license and download software.

All current versions, and updates, of 1099 Pro desktop software can be found here - 1099 Pro desktop software. Bookmark our WIKI to quickly check for seasonal updates!

After downloading the software, all users should install the software and either roll forward their data or enter their new filer/recipient information. First time users should watch "How to Add a Filer", "How to Import Your Data" and our other instructional videos - https://www.1099pro.com/videos.asp.

Download 1099 Software
August 26, 2022 - Download Calendar

Pre-Season Tax Preparation

At this point, customers should have:

  • Purchased or renewed software
  • Installed software (while our Support Team has ample time to troubleshoot any issues)
  • Determined their filing volume
  • Contacted the Service Bureau about contract and deposit requirements, if planning to submit 2,000+ forms for Print & Mail services
  • Provided sample import files to co-workers responsible for obtaining your tax data
  • Performed a test import (while our Support Team has more time to answer your questions)
  • Reviewed our Filing Timeline and calendared important dates (including the required January software update)
January tax report success is largely dependent on preparing yourself in November & December!

Pre-Season Tax Preparation
November 1, 2022 - Download Calendar

Sovos Comply & Connect: Reporting

Sovos’ Annual Conference in Washington, DC! Formerly known as the Intelligent Reporting Summit, Comply & Connect: Reporting is an annual, exclusive event that brings together renowned tax experts and provides attendees with current and practical guidance for efficient and compliant tax and regulatory reporting.

For more information, visit https://sovos.com/events/trr/sovos-comply-connect-reporting-event.

Sovos Comply & Connect: Reporting
November 9, 2022 to November 11, 2022 - Download Calendar

Software Renewal Discount Expires

Sovos 1099 Pro offers a renewal discount to all returning customers from the prior year. Today is the last day to take advantage of early renewal savings. Be sure to call in, or visit https://www.1099pro.com/prodRenewals.asp, and renew 1099 Pro software by this date if you or your company purchased in the previous year.

Renew Software

Schedule Service Bureau Appointment

November 30 – December 29, 2022

The Service Bureau requires a scheduled appointment to use its Print, Mail, &/or eFile services. A signed contract and paid deposit are necessary for users submitting 2,000+ forms for Print & Mail services. Return customers - who renew software by November 30th - are scheduled automatically for the same services used in the prior tax year.

The 1099 Pro Service Bureau is SSAE 18 SOC I Type II secure. Pricing for services is available at https://www.1099pro.com/serv_Print_Mail.asp.

New customers wishing to use the Service Bureau should email SB@1099pro.com or call (866) 444-3559 to book their appointment date and discuss contract & deposit terms.

Schedule Service Bureau Appointment
November 30, 2022 - Download Calendar

Submit Bulk TIN Match File

Now - AFTER gathering the bulk of your filing data and PRIOR to January - is a great time to submit a Bulk TIN Match file to validate your data for Recipient Name/TIN mismatches. IRS penalties for invalid Name/TIN data are significant and require time-consuming corrections if not handled proactively.

Use 1099 Pro & 1042-S Pro software's Bulk TIN Match Upload Wizard to quickly submit data to the Service Bureau. Results are returned in an easy-to-read file, typically within 2 business days. Learn more at https://www.1099pro.com/serv_TIN_Matching.asp. An appointment is required to submit for this service.

Bulk TIN Matching
December 12, 2022 - Download Calendar

Import & Review Your Data

Now that the Tax Year data is finalized, users should begin importing their tax data into the 1099 Pro software and thoroughly reviewing it. If interested in using the Service Bureau, immediately schedule an appointment for later this month.

Watch our "Importing Using Standard Maps" video for an overview of the import process - https://www.1099pro.com/videos.asp.

Download sample import files at https://wiki.1099pro.com/display/PDWA/Import+Field+Definitions+and+Data+Types.

Import Data
January 4, 2023 - 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 6th through early December (users are responsible for verifying dates on FIRE site).

Sovos 1099 Pro desktop software users must run the January update to enable eFiling functionality, visit https://wiki.1099pro.com.

IRS FIRE Site
January 6, 2023 - Download Calendar

Download Software Update

The software update is required to enable Service Bureau Upload and IRS/SSA/State eFile functionality, as product appropriate. Updates also reflect any IRS/SSA implemented 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 January in order to incorporate last minute file format updates for states requiring direct filing. RUN ALL UPDATES AS PROMPTED.

Manual Download Location: https://wiki.1099pro.com/display/PDWA/Support+Download+Site

Update 1099/W2 Software
January 9, 2023 - Download Calendar

Service Bureau NEC State Reporting Deadline

This is the final date that the Service Bureau can accept NEC state direct reporting submissions, before many states' January 31st deadline. However, 1099 Pro recommends that users schedule their Service Bureau submissions between January 10th and January 14th in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 18 SOC I Type II secure. Pricing for this service is available at https://wiki.1099pro.com/display/PDWA/Service+Bureau+-+1099-NEC+State+Reporting+Pricing.

Thoroughly review our State Reporting - Walkthrough at https://wiki.1099pro.com/display/PDWA/Service+Bureau+-+State+Walkthrough for a detailed overview of how the process works.

  • The Service Bureau deadline for receiving the NEC State Reporting upload is January 24th 5PM PST to guarantee January 31st deadline.
  • NEC State Reporting uploads received after 1/24 5PM PT will be processed as time allows. RUSH SERVICES ARE NOT AVAILABLE.

Service Bureau Print & Mail Deadline

This is the final date that the Service Bureau can accept Print & Mail (or Full Service) submissions before the IRS/SSA January 31st deadline. However, 1099 Pro recommends that users schedule their Service Bureau submissions between January 10th and January 14th in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 18 SOC I Type II secure. Pricing for services is available at https://www.1099pro.com/serv_Print_Mail.asp. A scheduled appointment is required to use the Service Bureau.

Watch our "How to Print and Mail (and eFile) Using the Service Bureau" video for an overview of the upload process - https://www.1099pro.com/videos.asp.

  • The Service Bureau deadline for receiving the Print (or Full Service) upload is January 24th 5PM PST to guarantee January 31st mailing.
  • Print (or Full Service) uploads received after 1/24 5PM PT will be processed as time allows. RUSH SERVICES ARE NOT AVAILABLE.
SB Print/Mail
January 24, 2023 - Download Calendar

Service Bureau E-File Deadline

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1099 Enterprise, W-2 Professional, or 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC). See https://www.irs.gov/taxtopics/tc802 for more details.

Watch our "Filing Electronically with the Service Bureau" & " How to Print & Mail (and eFile) via the Service Bureau" videos for an overview of the upload process - https://www.1099pro.com/videos.asp.

  • The Service Bureau deadline for receiving the eFile transmission is January 27th 5PM PST to guarantee January 31st filing.
  • eFile uploads received after 1/27 5PM PT will be processed as time allows. RUSH SERVICES ARE NOT AVAILABLE.
  • The Service Bureau deadline for receiving the Print (or Full Service) transmission is January 24th 5PM PST to guarantee January 31st mailing.

Entities requiring a 30-day filing extension can use Sovos 1099 Pro's automatic extension tool - https://tools.1099pro.com. Extensions are NOT allowed for 1099-NEC or W-2 forms, nor to provide statements to Recipients.

SB Print/Mail
January 27, 2023 - Download Calendar

IRS/SSA Deadline: Filing of W-2 & 1099-NEC

January 31st is the IRS/SSA deadline to file Forms W-2 & 1099-NEC with the IRS/SSA via paper or electronically. 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 our posted Service Bureau submission deadline. 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, although the paper filing threshold is expected to reduce. 1099 Pro recommends that all entities eFile in order to save time & paper.

Please watch our video demonstrations of "Filing Electronically with the Service Bureau" or "Quick Tip: Print to Blank Paper" if you would like a quick refresher of how the process works - https://www.1099pro.com/videos.asp.

Print & Mail 1099
January 31, 2023 - Download Calendar

IRS Deadline: Print/Mail Recipient Copies

This 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 10. 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 - https://www.1099pro.com/videos.asp.

Print & Mail
February 15, 2023 - Download Calendar

Filing Corrections with the IRS/SSA

This is the final date to file 1099-NEC & W-2 corrections with the IRS/SSA before late filing penalties increase to $110 per form. Sovos 1099 Pro software supports corrections filing and the Service Bureau can eFile these corrections on your company's behalf for a nominal fee.

Watch our "How to Create Corrections after IRS/SSA Filing" video for an overview of the correction process - https://www.1099pro.com/videos.asp.

1099 Paper Filing

IRS Deadline: Paper Filing

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation.

February 28th is the IRS deadline to Paper file Form 1098, 1099 (excluding 1099-NEC), 3921, 3922, & W-2G with IRS. Entities with under 10 forms have the choice of Paper filing now or eFiling at end of March. Sovos 1099 Pro recommends that all entities eFile in order to provide additional filing time and to save paper.

Entities can self-file via 1099 Enterprise, W-2 Professional, or 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC) see https://www.irs.gov/taxtopics/tc802.

The Service Bureau is SSAE 18 SOC I Type II secure. General rates and terms are available online - https://www.1099pro.com/serv_Print_Mail.asp. Watch our "Filing Electronically with the Service Bureau" video for an overview of the upload process - https://www.1099pro.com/videos.asp.

1099 Paper Filing

Submit IRS 30-Day Filing Extension

1099 Pro recommends that all filing entities utilize the free filing extension tool (https://tools.1099pro.com/). 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.

1099 Paper Filing
February 28, 2023 - Download Calendar

Service Bureau 1042-S Print/Mail Deadline

This is the final date that the Service Bureau can accept Print/Mail or Full Service submissions for 1042-S forms. However, 1099 Pro recommends that users schedule their Service Bureau submissions between March 1st and March 3rd in order to avoid potentially higher call-waiting times.

The 1099 Pro Service Bureau is SSAE 18 SOC I Type II secure and requires that appointments be scheduled ahead of time in order to use its eFile services.

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.

  • The Service Bureau deadline for receiving the Print (or Full Service) upload is March 8th 5PM PST to guarantee March 15th mailing.
  • Print (or Full Service) uploads received after 3/08 5PM PT will be processed as time allows. RUSH SERVICES ARE NOT AVAILABLE.
SB Print/Mail
March 8, 2023 - Download Calendar

Service Bureau E-File 1042-S Deadline

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC) see https://www.irs.gov/taxtopics/tc802.

Watch our "Filing Electronically with the Service Bureau" & " How to Print & Mail (and eFile) via the Service Bureau" videos for an overview of the upload process - https://www.1099pro.com/videos.asp.

  • The Service Bureau deadline for receiving the eFile Only transmission is March 13th 5PM PST to guarantee March 15th filing.
  • eFile uploads received after 3/13 5PM PT will be processed as time allows. RUSH EFILE SERVICES ARE NOT AVAILABLE.
  • The Service Bureau deadline for receiving the Print (or Full Service) transmission is March 8th 5PM PST to guarantee March 15th mailing.

Entities requiring a 30-day filing extension can use Sovos 1099 Pro's automatic extension tool - https://tools.1099pro.com.

File 1042-S
March 13, 2023 - Download Calendar

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

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC) see https://www.irs.gov/taxtopics/tc802.

Watch our "Filing Electronically with the Service Bureau" video for a quick review of the upload process - https://www.1099pro.com/videos.asp.

The Service Bureau deadline for receiving the eFile transmission is March 13th 5PM PST to guarantee March 15th filing.

Entities requiring a 30-day filing extension can use Sovos 1099 Pro's automatic extension tool - https://tools.1099pro.com.

File 1042-S
March 15, 2023 - Download Calendar

Service Bureau eFile Deadline

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC) see https://www.irs.gov/taxtopics/tc802.

Watch our "Filing Electronically with the Service Bureau" video for a quick review of the upload process - https://www.1099pro.com/videos.asp.

The Service Bureau deadline for receiving the eFile transmission is March 27th 5PM PST to guarantee March 31st filing.

Entities requiring a 30-day filing extension can use Sovos 1099 Pro's automatic extension tool - https://tools.1099pro.com/. Any entity that has submitted the extension has an additional 30 days available for filing via the Service Bureau.

1099 eFile
March 27, 2023 - Download Calendar

IRS FATCA 8966 Deadline: eFiling

The IRS reporting deadline for FFIs in non-IGA jurisdictions and FFIs in Model 2 IGA jurisdictions reporting FATCA 8666 forms via the IDES Gateway. Please see the IRS FATCA timeline here - https://www.irs.gov/businesses/corporations/summary-of-fatca-timelines - for more information.

Watch our "FATCA 8966 Software Tutorial" video for an overview of creating and packaging XML files - https://www.1099pro.com/videos.asp. Visit the IDES Gateway Support to learn about the filing enrollment process - https://www.ides-support.com.

IRS/SSA eFiling Deadline

IRS Deadline: eFiling

The IRS eFile deadline for the form types listed below. All entities filing 10 or more information returns are required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1099 Enterprise, W-2 Professional, or 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC), see https://www.irs.gov/taxtopics/tc802.

E-File Form 1098, 1099 (excluding 1099-NEC), 3921, 3922, & W-2G with the IRS via the FIRE System - https://fire.irs.gov.

E-File Form 1095-B & 1095-C with the IRS via the AIR System - https://www.irs.gov/e-file-providers/affordable-care-act-information-returns-air.

IRS/SSA eFiling Deadline
March 31, 2023 - Download Calendar

Service Bureau eFile Deadline w/ Extension

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Only companies that have applied for, and received, an extension may file with the Service Bureau at this date without incurring late filing penalties.

Watch our "Filing Electronically with the Service Bureau" video for an overview of the upload process - https://www.1099pro.com/videos.asp.

Extension Deadline
April 27, 2023 - Download Calendar

IRS Deadline: Printing & Mailing 5498-ESA

IRS Deadline: Printing & Mailing 5498-ESA This marks both the IRS deadline for printing & mailing recipient copies of Form 5498-ESA.

IRS/SSA eFiling Deadline
April 28, 2023 - Download Calendar

IRS Deadline: Printing, Mailing, & eFiling

This represents 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.

LOWER FILING THRESHOLD: Entities filing 10 or more information returns may be required to eFile, pending adoption of IRS/SSA legislation. Entities can self-file via 1099 Enterprise, W-2 Professional, or 1042-S Professional software or alternately - efile via the Service Bureau for a fee. Any company submitting eFiles directly to the IRS is required to have applied for, and received, a Transmitter Control Code (TCC) see https://www.irs.gov/taxtopics/tc802.

Print, Mail, & eFile 1099
June 1, 2023 - Download Calendar

Filing 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 before late filing penalties increase to $290 per form or more. Sovos 1099 Pro software supports corrections filing and the Service Bureau can eFile these corrections on your company's behalf for a nominal fee.

Watch our "How to Create Corrections after IRS/SSA Filing" video for an overview of the correction process - https://www.1099pro.com/videos.asp.

File 1099 Corrections
August 1, 2023 - 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.