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Frequently Asked Questions (click tabs to expand)

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  6. Click the following for a video walkthrough: How To Turn Off Internet Explorer Pop-up Blocker

How To Add a Filer

Video Walkthrough - Please see How To Add a Filer.

Filer - A person or organization filing a 1095, 1099, W-2, or 1042-S series form. The term filer, employer, and payer are sometimes used interchangeably.

  1. Hover over the Management tab and click on Manage Recipients
  2. Click the Add New Filer button.
  3. You will now see the Filer screen where you can enter the Filer Name, TIN (Tax Identification Number), address, etc.
    1. *Note all necessary fields must be filled out (these are the fields that show up pink). If you do not have a Department Code, you must still enter something, for example: 001.
  4. At this point you will be able to add a State ID if needed. If you are not required to enter a State ID, you may ignore the State ID field.
  5. When you are done filling out the information, click Save.
  6. This will take you back to the Select a Filer screen, where you will see your newly created Filer listed.
    1. Note if you do not see your Filer listed on this page, check the checkbox named "Include Inactive Filers" at the top of the page.
    2. If you now see your Filer listed:
      1. Select that Filer and click Edit Selected Filer.
      2. Locate the Miscellaneous Information box (above the Departments/Contacts box), and click on the dropdown that says “Is Active?”. Use the drop down box to select “Yes” and click Save.

How To Edit a Filer (Before an Order Has Been Placed)

Video Walkthrough - Please see How To Edit a Filer.

  1. Hover over the Management tab and click on Manage Recipients
  2. On the left side, Select the Filer that you want to edit and click on Edit Selected Filer. This will show you all the Filer information. From here, you can change the name, address, EIN, SSN, etc.
    1. If you want to alter the Phone Number, Department Code, or Contact name, select the appropriate one under Departments/Contacts then click on edit. You will then be able to edit that specific information. Once all information has been updated, make sure to click Save.
    2. If you are changing the TIN number for the filer, a new (duplicate) filer will be generated.
  3. To apply the updated filer information to a form, find the form in question in the Work in Progress or View Cart section.
  4. Click on the form you want to update the filer information for.
  5. Click on Replace Filer.
  6. Choose the updated Filer from the list and click Continue.
  7. You will now see the completed form, click Save Form.

How To Add a Recipient

Video Walkthrough - Please see How To Add a Recipient.

Recipient - An individual or business that receives a form. Employees receive W-2 forms. The terms "recipient" and "employee" are sometimes used interchangeably.

  1. Hover over the Management tab and click on Manage Recipients
  2. Click the Add New Recipient button.
  3. You will now see the Recipient screen where you can enter the Recipient's name, TIN (Tax Identification Number), address, etc.
  4. When you are done filling out their information, click Save.
  5. This will take you back to the Select a Recipient screen, where you will see your newly created Recipient listed.
    1. Note if you do not see your Recipient listed on this page, check the checkbox named "Include Inactive Recipients" at the top of the page.
    2. If you now see your Recipient listed:
      1. Select that Recipient and click Edit Recipient.
      2. Locate the Additional Information box (the last box) and click on the dropdown that says “Is Active?”. Use the drop down box to select “Yes” and click Save.

How To Edit a Recipient

Editing a Recipient before an Order has been Placed:

  1. Hover over the Management tab and click on Manage Recipients
  2. On the left side, Select the Recipient that you want to edit and click on Edit Recipient. This will show you all the Recipient information. From here, you can change the name, address, EIN, SSN, etc.
  3. To apply the updated recipient information to a form, find the form in question in the Work in Progress or View Cart section.
  4. Click on the form you want to update the recipient information for.
  5. Click on Replace Recipient.
  6. Choose the updated recipient from the list and click Continue.
  7. You will now see the completed form, click Save Form.
Editing a Recipient after an Order has been Placed:
  1. If you have already placed your order and you need to update the Recipient's TIN or Name, then you will need to create a Zero Correction. A Zero Correction is a type of correction where the form filer zeroes out the dollar values for an Incorrect TIN / Name combination and then creates a new original form for the correct combination with the correct box amounts.
  2. Please see the "Zero Correction" section of "How to File 1099/W-2 Corrections" here - How to File 1099/W-2 Corrections.

How To Start A Manual Entry Filing

Video Walkthrough - Please see How To Start a Manual Entry Filing.

  1. From the Account Home Screen, click on Start a New Filing under the Quick Links Menu.
  2. Choose the correct Tax Year i.e. 2019, 2018, etc.
  3. Click on the Form Type you want to file i.e. 1099-MISC, W-2 etc.
  4. Choosing the Filer
    1. If you have a Filer already setup, select the filer you would like to use and click Continue
    2. If you do not have a filer setup or need to add another filer, click Add New Filer. On the next screen, input all the information for the filer and click the Save button. Add a State ID if required. If not, click on the Save/Continue button (This will take you back to the "Select a Filer"page. You can now select the filer you just created and click Continue.)
  5. Choosing the Recipient.
    1. If you have a Recipient already setup, select the recipient you would like to use and click Continue.
    2. If you do not have a Recipient setup or need to add another recipient, click Add New Recipient. On the next screen, input all information for the recipient and click on the Save button. (This will take you back to the "Select a Recipient for Filer" page. You can now select the recipient you just added and click Continue.)
  6. On the Blank form, enter the appropriate information into the appropriate box. Note: The Filer and Recipient address information will already be filed out.
  7. When you are done click Save Form.
  8. Choose if you want to:
    1. Add Filing to Cart - Adds the filing/record to the cart for purchase now or later.
    2. Browse Filings - Review your filings, add multiple forms to your cart, and place a single order for all forms at once.
    3. Add More Filings - Option to continue adding new filings. You can always put this filing, or any others you enter, in your shopping cart later. You can also remove filings from the cart at any time to edit them.
    4. Account Home - Return to your account home page.

How To Import Forms from Excel

Video Walkthrough - Please see How to Import Forms from Excel.

  1. Click on Import Forms under the Quick Links menu on the Account Home page.
  2. Select the Tax Year from the Upper Red Toolbar that you would like to import forms for, i.e 2019, 2018, etc.
  3. Click on the form type that you would like to import, i.e 1099-MISC, W-2, 1095-C, etc.
  4. Import Options:
    1. Enter a label for this import (optional). This is helpful if you have multiple import files and need to reset/void an import.
    2. Select the Filer that you would like to import the forms under.
      1. Use the Read From Import File option only if you are using eFileMyForms's Sample Import Files w/Filer Import.
    3. Click on Choose File and browse to the file that you would like to import.
    4. Click Submit.
  5. Import Mapping:
    1. Drag & Drop - If you are not using eFileMyForms's standard import maps, you can drag & drop the header information from your import file, located on the left-hand side, to the correct location on the actual tax form, located on the right-hand side.
    2. Auto Map - If you are using eFileMyForms's standard import maps, then select this option and all fields will be mapped to their corresponding location on the tax form automatically.
    3. Click Submit.
  6. Import Summary & Details:
    1. Summary - Lists the total number of records that were imported successfully, imported with validation errors, and/or rejected from import.
    2. Details - Provides detailed error messages that may cause possible IRS/SSA filing errors, rejects, and/or mailing delivery problems. These records should be reviewed & fixed, where necessary.
  7. Select the "Click here to view the forms just imported" option. All forms, excepted for those rejected in the import, are now in the Work In Progress page.

How To Create Reports

Available Reports:

  1. Transmittal Report - Provides an unofficial 1096/W-3/1042-T transmittal for the 1099/W-2/1042-S series forms in your order.
  2. Totals Report - Provides summary box totals, and grand totals, for each form type in your order.
  3. Summary Report - Provides the individual details of each form and recipient in your order.
How To Generate Reports:
  1. If an order has already been purchased:
    1. Hover over the Orders Tab and choose Order History.
    2. Click on the Order Number to choose the order you want to run the report for.
    3. Then choose either Get Transmittal, Totals Report, or Summary Report and the report will open up in another window.
      1. Note: that some report options might be missing because are variable based on the form type and the quantity of forms in your order.

  2. For items currently in your cart:
    1. Click on the View Cart tab.
    2. Then, on the bottom of the page, you can select Get Transmittal, Totals Report, or Summary Report and the report will open up in another window.
      1. Note: that some report options might be missing because are variable based on the form type and the quantity of forms in your cart.
*1096 Transmittal reports are not available until after an order is placed.

**Summary Reports will not be generated if you have more than 100 records in the report. If this is the case, please use the Totals Report instead.

How to Complete Your 1094 Transmittal for ACA 1095 Forms

  1. The 1094 transmittal(s) must be completed before any order for 1095 ACA forms can be placed.
  2. Select the Work In Progress tab once your 1095 order is ready to be placed.
  3. Select the Transmittal Required hyperlink on the right-hand side of any of the 1095 forms listed.
    1. Review the pre-populated information and complete the remaining fields on the 1094.
  4. Click the Save or Next Step button from the top or bottom of the page.
  5. The text will now read Transmittal Completed (Not In Cart) from the Work In Progress tab.
  6. Follow the instructions in the How To Place an Order tab below.

How To Place an Order

Video Walkthrough - Please see How to Place an Order.

From the "Select Forms for Checkout" Screen:

  1. For each form that you want to add to your cart, click on the cart icon with a Green Plus Sign under the Cart tab. You will need to do this for each form you wish to add.
    1. You can also click Actions drop-down and select Add All To Cart or Add Selected to Cart to add multiple forms at once.
    2. Once you have added your forms you want to file to your cart, click on View Cart.
      1. If you get a pop-up warning about some forms in your cart not being available for checkout, please check that you have completed the 1094 Transmittal for all of your 1095-B & 1095-C forms before adding them to your cart. For further instructions on completing the 1094 transmittal, please see How to Complete Your 1094 Transmittal for ACA 1095 Forms.

  2. Verify that all the forms listed in your cart are those that you want to submit.
    1. If you need to add a form, choose Add New Filing to add a new form, or Browse Filings to add an already existing form that has not already been purchased.
    2. If you need to remove a form, click on the cart icon with the Red Minus Sign to the right of the form you want to remove.
    3. Iif you would like to add the TIN Check Service to each form in your order, check the checkbox where it says Add the "TIN Check Service" to my order for only $1 per filing (form).Note that this is not available for 1095-B and 1095-C form types.

  3. Once all desired forms are in your cart, click on Checkout.
  4. Accept the terms of service and click Continue.
  5. Enter payment information if this is your first order, or you can update the saved payment information.
  6. Click the Continue button.
  7. Verify all information on the Review page and click Confirm Order to finish.

How To Print a Form (PDF)

  1. Click on Order History under the Orders Tab.
  2. Click on the Order Number you would like to view. This will take you to the page listing all the forms processed in that order.
  3. Find the correct recipient that you would like to print copies for.
  4. Select the PDF checkbox to the far right.
  5. Near the bottom right next to the Order Total, click the drop down menu that says Copy B. From here, you can choose the copy, or copies, that you would like to print for that recipient.
  6. Click on Get PDFs at the bottom right corner of the screen.
  7. Wait for the pop-up message to show up and click on the Click Here hyperlink. This will open a PDF with the forms you selected in a new tab.
  8. You can now use the print feature to print out the forms you have selected earlier or save them to your computer.

How to Email a Form (PDF)

  1. Click on Order History under the Orders Tab.
  2. Click on the Order Number you would like to view. This will take you to the page listing all the forms processed in that order.
  3. Click on the Envelope Icon under the Email Tab.
  4. When a window opens up, enter the recipients email address and any desired message.
    1. If you choose to include a custom message, be sure to check the Check to Include the Following Note in the Email box.
  5. From here, you can choose the copy, or copies, that you would like to email to that recipient.
  6. Click Send Email.
*The recipient will need a password to open their forms. The password is predetermined and follows this format: First 5 digits of their TIN, then a Dash, and then the first 5 digits of their Zip Code.

Example: The SSN is 123-45-6789 and the Zip Code is 98765, The Password would be 12345-98765

How to Edit A Form After an Order is Placed (Before IRS/SSA Filing)

All orders are processed immediately after being placed and cannot be modified (corrected) until the IRS/SSA has completed processing the file.

If you have already placed your order, please:

  1. Wait until you receive email notification that your order has been Accepted or Rejected by the IRS/SSA.
  2. Follow the steps here - How to File 1099/W-2 Corrections.

How to Update Payment Information

  1. Changing Saved Payment Information
    1. Hover over the Account tab, then choose Address & Payment Information. You will now see the screen to make any saved billing updates.
    2. Once you have updated the appropriate information, click on Update Account.

  2. Changing Payment Information that was Declined on a Placed Order
    1. Click on Order History under the Orders Tab.
    2. Click on the Order Number that the payment didn’t process for. Note that under status in red it will say Payment Problem for the order the payment was declined.
    3. Then click on Update Payment Information in the Resubmit Order box
    4. You will need to agree to the Terms of Service once more and click Continue.
    5. You will now see the screen to update your information.
      1. If you are updating a credit card number, you will do so in the New Credit Card Number field in the Saved Payment Information box.
      2. To update any other information, update the information in the appropriate field.
    6. Click on Continue.
    7. Click on Confirm Order to finish placing your order and complete the process.

How to Void a Non-Filed Form

  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to be voided.
  3. Click on the Void Form button.
  4. When the window pops up saying "Are you sure you want to void this form? This cannot be undone" pops up, click OK to void the form. You will now see the form as a cancelled status in the order screen.
*Voided forms will not be filed with the IRS and you will no longer be able to print copies of voided forms. Your payment will be automatically refunded to the credit card used to place the order.

How to Save an Excel File in Tab Delimited Format

PDF Walkthrough - Please see How to Save as Tab Delimited to download a PDF of the instructions with pictures.

  1. Open the file in Excel.
  2. Make sure that the information that you would like to save is only in the first sheet of the Excel file.
    1. If your information isn't in the first sheet of the Excel file, remove any other tabs that are in front of it by right-clicking on the tabs and selecting delete.
  3. Click on File in the upper left and select the Save As option.
  4. Choose the dedtination folder for saving the file.
  5. Click on the Save As Type: drop-down menu (just below the File Name selection).
    1. To save as Tab-Delimited (.tab): Select Text (Tab delimited) (*.txt).
    2. To save as Comma Separated Values (.csv): Select CSV (Comma delimited) (*.csv).

How to File 1099/W-2 Corrections (After IRS/SSA Filing)

Video Walkthrough - Please see How to File 1099/W-2 Corrections.

NOTE - Orders/records can only be edited after you have received notification that the order has been Accepted By IRS/SSA. If you do not receive the email, you can check the order status by logging into your account, hovering over the Orders tab, clicking on Order History, and viewing the Status Column, which must say Completed before a correction can be created.

Zero Correction - This type of correction cancels out (zeroes out) the information that was previously filed with the IRS/SSA. This type of correction is generally performed when the Recipient's and/or Filer's TIN or Name was filed incorrectly. You will be charged for the corrected form as this is now a new filing.

  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to be voided.
  3. Click on the Amount Correction button.
  4. Click OK when the informational box comes up to continue.
  5. Put zeroes, or blank, all of the amounts in the appropriate boxes.
  6. Click on Save Form
  7. You will now be taken to the Select Forms for Check out Screen.
  8. Add the form that says Correction Form (Form Type) for (Tax Year) by clicking on the cart icon with the Green Plus Sign to the far right.
  9. Go to Account Home and Start a New Filing that contains the data that should have been submitted.
  10. Add the form to the Cart
  11. Click on View Cart.
  12. You will now be taken to the Shopping Cart screen.
  13. Click on Checkout.
  14. Accept the Terms of Service and click Continue.
  15. Verify Payment information and click Continue.
  16. Click on Confirm Order to submit your voided form.
*If you are generating a zeroed out form, and then creating a new form of the same type for the same person, be sure and put a unique account number on the new form.

Amount Correction - This type of correction updates the amounts that were previously filed with the IRS/SSA. This type of correction is generally performed when the Recipient's taxable amounts were filed incorrectly. You will be billed for the corrected form as this is now a new filing.
  1. Search for the Recipient from the Account Home search feature.
  2. Click on the form for the recipient that needs to corrected.
  3. Click on the Amount Correction button.
  4. Click OK when the informational box comes up to continue.
  5. Change the amounts in the appropriate boxes.
  6. Click on the Save Form button.
  7. You will now be taken to the Select Forms for Check out Screen.
  8. Add the form that says Correction Form (Form Type) for (Tax Year) by clicking on the cart icon with the Green Plus Sign to the far right.
  9. Click on View Cart.
  10. You will now be taken to the Shopping Cart screen.
  11. Click on Checkout.
  12. Accept the Terms of Service and click Continue.
  13. Verify Payment information and click Continue.
  14. Click on Confirm Order to submit your corrected form.
*Corrections may only be filed with eFileMyForms if the original filing/record was also filed with eFileMyForms.

How to Find & Correct 1095 ACA Forms That Are "Accepted With Errors"

Accepted With Errors - ACA forms that have been electronically filed with the IRS AIR System and are returned with the "Accepted With Errors" status may require your attention to avoid IRS penalties. Filing corrections for these forms is recommended.

Step 1 - Identifying Invalid Forms & IRS Error Messages:

  1. Hover over the Orders tab click on Order History.
  2. Click on the order number on the order history page.
  3. Select the drop-down option "Accepted with Errors by IRS" from the "Filter order by status" drop-down options.
    1. This is located under the Billing Address box and above the table that lists out all of the 1095 ACA forms that were submitted in the order.
    2. Only the ACA forms that have the "Accepted with Errors" status will now be displayed.
  4. Click on the Form "Form 1095-X for 20XX" on the left-hand side of the order table.
  5. The error message will be displayed at the top of the form.
    1. Example 1, "1095C-010-01; 'OtherCompletePersonName' and 'SSN' in 'EmployeeInfoGroup' must match IRS database" is the result of the employee's TIN/Name combination not matching the IRS records.
    2. Example 2, "1095C-039-01; In Covered Individual #X, 'CoveredIndividualName' and 'SSN' in 'CoveredIndividualGroup' must match IRS database" is the result of a covered individual's TIN/Name combination not matching the IRS records. The exact covered individual is referenced by the "In Covered Individual #X" number.
      1. If either of these are the case, please refer to Publication 1586 - Publication 1586.
      2. www.TINCheck.com can be used to verify an existing TIN/Name combination after a valid TIN/Name has been received by the employee or covered individual.
Step 2 - Creating an IRS Correction for Invalid ACA Forms:

Correcting Employees or Responsible Individuals:
  1. Select the "Create Correction Form" at the upper right of the form.
  2. Select the "Replace Recipient" option near the upper right of the form.
  3. Choose the Recipient that you want to alter, then click on Edit Recipient. This will show you all the Recipient information. From here you can change the name, address EIN or SSN, etc.
    1. Select the "Save" button at the bottom right when done.
  4. Click on the radio button of the newly edited recipient from the recipient list and then click on the "Continue" button at the bottom right of the recipient list.
  5. The Responsible Individual on the form will now reflect the changes you made.
  6. Click "Save Form" if there are no other changes. The newly corrected form is now in the Work in Progress section.
Correcting Part II Information or Covered Individuals:
  1. Select the "Create Correction Form" at the upper right of the form.
  2. Edit sections II or IV directly on the form interface.
  3. Click "Save Form" if there are no other changes. The newly corrected form is now in the Work in Progress section.
Correcting Filers, Issuers, or Other Coverage Providers:
  1. To update the name, address, or contact info:
    1. Select the "Create Correction Form" at the upper right of the form.
    2. Select Account Home near the upper left.
    3. Select Manage Filers from the left-hand toolbar
    4. Click on the radio button to the left of the Issuer/Filer you want to edit and select the "Edit Selected Filer" button.
      1. Edit the Issuer/Filer name, address, or contact information and click the "Save" button.
  2. To update the Issuer/Filer TIN:
    1. Please email support@eFileMyForms.com.

How to Resubmit Rejected Forms

  1. Hover over the Orders tab and then choose Order History.
  2. Select the relevant order number.
  3. You will now see your forms listed on the screen with a status of rejected.
  4. Click on the Form that you would like to update.
  5. This will take you to the Rejected Form screen. You will now be able to see the reason that the form was rejected in yellow below the form.
  6. Make the necessary changes to clear the errors.
  7. Once the form is ready to be resubmitted click on Fix Form and Resubmit.
    1. This will send the form to be resubmitted to the IRS/SSA. Do not select this option until you are certain your revision is complete.
  8. Click OK when the informational box appears.
  9. Your form will be resubmitted to the IRS/SSA, you will need to wait for your conformation email that they have accepted it.

How to Generate State Reporting Files (CA 592-B & Tax Exempt Interest)

After placing a successful order with State Reporting (CA 592-B or Tax Exempt Interest) forms, please follow the below steps.

  1. Hover over the Orders tab and then choose Order History.
  2. Select the relevant order number.
  3. You will now see your forms listed on the screen. All State Reporting Forms will have a status of Pending Transfer to eFile Form.
  4. Click on the Green Button that says Get File which is located at both the top and bottom of your forms list for that order.
    1. CA 592-B
      1. This will generate and download a zip file containing your information in a format that you use to submit to the CA FTB website.
      2. If you complete an order with multiple filers, you will recieve different files seperated by filer. Each file would need to be individually filed with the state.
    2. Tax Exempt Interest
      1. This will download a .txt file if there is only one reporting entity/state or will generate a .zip file if there are multiple reporting entities/states.
  5. Please see - Do You File My State Reporting Forms to the State For Me - for information on creating state accounts to submit your files to the state(s).
  6. Please see - State & Federal Government Links - for Federal Government, State Department of Revenue, and Additional Helpful Website Links to help you stay informated about current tax regulations.

How to Correct & File a 1094-C Authoritative Transmittal (Free!)

Video Walkthrough - Please see How to Correct & File a 1094-C Authoritative Transmittal.

After placing a successful order for 1095-C and 1094-C ACA forms, please follow the below steps.

  1. Log into your eFileMyForms account.
  2. Hover over the Orders tab and then click on Order History.
  3. Click on the Order Number that contains the Filer with the non-authoritative 1094-C that you wish to correct.
  4. Select the Filer that you wish to correct the 1094-C for from the drop-down menu labeled "Filter Order for Filer".
    1. This option is directly above the "Form" column that displays the individual forms from your order.
    2. Only the ACA forms for the Filer selected, in the drop-down menu, will be displayed.
  5. Under the "Transmittal Status" column, click on the blue hyperlink for any of the forms listed.
    1. The blue hyperlink will be displayed as either "Transmittal Accepted by the IRS", "Transmittal Accepted with Errors by the IRS", or "Transmittal Rejected by the IRS, Review and Re-Save".
    2. The 1094-C is the same for all 1095-C forms filed under a Filer. Therefore, it does not matter which blue hyperlink you click on in the "Transmittal Status" column.
    3. This will bring you to the 1094-C that you previously filed.
  6. Select the gray Create Correction button near the bottom right of the 1094-C form.
    1. You are now able to edit, or correct, any field on the 1094-C.
  7. To designate the 1094-C as a 1094-C Authoritative Transmittal you must check the Line 19 checkbox.
    1. This option will now open Part II, Part III, and possibly Part IV (depending on the options you select).
      1. These Parts are visible by selecting the Next Step button near the bottom right of the 1094-C.
    2. For information on how to complete these sections, please refer to the IRS instructions - IRS 1094-C Instructions - starting on Page 6.
  8. Select Complete Transmittal once you have completed all of your 1094-C corrections.
    1. This will send your corrected 1094-C Authoritative Transmittal to the IRS.
    2. eFileMyForms does not charge an additional fee for this service.
  9. Be sure to confirm that your 1094-C Authoritative Transmittal was accepted by the IRS. This generally happens within seven (7) days of filing.
Note: You only need to file one 1094-C Authoritative transmittal per filer for each tax year.

How to Delay the Processing of Your Order

Video Walkthrough - Please see How to Delay the Processing of Your Order

After placing tax records in your cart and selecting the Checkout option, please follow the below steps.

  1. Terms of Service - Agree to the Terms of Service checkbox and click Continue.
  2. Checkout Step 1 - Enter/Update your billing information and click Continue.
  3. Checkout Step 2 - At the bottom of the screen, click on the Delayed Order Processing Options.
  4. Delayed Processing Tab - Click in the box that is just to the right of the text that says Delay Processing Until (Optional) and select your delayed processing date.
    1. The date selected is the minimum date that the order will be processed. It can still take 1-2 days to print, mail, and eFile after this date.
    2. If a date is selected, that is past the eFileMyForms Order Completion Deadline, then eFileMyForms will override your selection and process the order before the deadline.
    3. If this option is left blank, then the order will be processed as soon as possible.
  5. Select Confirm Order and you're done!
NOTE: eFileMyForms allows you to delay the processing of your order, until a specified date, so that no tax records are printed, mailed, or filed until that date. This is helpful if you would like to prepare, and place, your order ahead of time but would like to come back and review the tax records for accuracy one last time before they are reported.

NOTE: This option only delays the processing of your tax forms - it does not delay your credit card from being charged.

How to File 1095 ACA Forms with Eligible States

To enable State Filing for your ACA forms, make sure that all 1095 forms are in the Cart.

You will then select one of the following options for State Filing in your Cart:

  • Option 1: File all ACA forms with Eligible States

  • Option 2: File ONLY ACA forms that you have specifically marked for State Filing
    • For Advanced Users Only
    • Check this option only if you have entered the Jurisdiction for every recipient in your Import File or you manually mapped states to every form using "Manage States."
    • This will only state file forms with a Jurisdiction assigned, even if you have other forms in your cart that are eligible for State Filing.
Note: There is an additional charge for State Filing of $500 per Eligible State and an additional $0.15 per Eligible Record.





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