FAQs | Answers to Common E-Filling Questions

General FAQs

Using eFileMyForms

TIN Matching FAQs

Orders and Billing

What forms are supported?

Visit our forms page for information on all supported forms.

Does eFileMyForms support corrections?

Yes – If you filed original 1099, 1095, W-2 and 1042-S forms with eFileMyForms you can manage corrections for current and prior tax years.  For more details on making corrections, visit the Help Center.

How does eFileMyForms pricing work?

Visit our pricing page for all pricing details.

I have more than 1,000 forms to file, is eFileMyForms right for me?

Sovos offers a variety of 1099, W-2 and ACA products and services for high volume filers. If you have more than 1,000 forms, find the right solution for your business.

I signed up, how do I get started filing forms?

Check out the Quick Start Guide in the eFileMyForms Help Center. It will give you an easy to follow overview of how to file your forms.

Can I see an eFileMyForms demonstration?

Yes! Check out the video overview at the top of this page. You can also view additional instructional videos on our YouTube channel.

Can I import multiple filers or recipients from Excel?

Yes – you can. And we provide handy templates so you can correctly format your data to improve accuracy and save time.

Can I have multiple users on the same account?

Yes, you can. Additional users can log in using the same login credentials. This way multiple users can access the account at the same time. All users must use the same username and password to access the account.

How does eFileMyForms protect my data?

eFileMyForms takes your data security and privacy very seriously. For our current data security standards and certifications visit our Security page. For our latest data privacy policy, visit our Privacy Policy page.

What is eDelivery/electronic Delivery? (1095-B & 1095-C)?

If you are required to submit a written statement to the recipient, you may submit the statement electronically instead of mailing it on paper. This includes submitting the statement to recipients of forms 1095-A, 1095-B, and 1095-C.

If you’re importing a 1095-B or 1095-C XLS file, you can include each recipient’s e-mail address and we’ll e-mail them in order to get their consent to eDelivery. If the recipient consents to eDelivery, the recipient can access their information immediately after you finish the checkout process of the 1095 form.

Recipients can revoke their consent for the next tax year by clicking the remove consent link in the e-mail that is provided to them when originally asking for consent. Recipients can revoke consent until the 1095-C is sent to them. After the form has been accessed from the website, there’s no option for physically mailing the form as IRS requirements are already met.

If the recipient doesn’t consent to receiving the statement electronically, a paper copy will automatically be sent to the mailing address on the recipient’s tax form.

What is the TIN matching service?

With the TIN matching service, we verify that the Taxpayer Identification Numbers (TIN) used in your forms are correct before they are sent to the IRS.

A TIN mismatch occurs when the IRS can’t match the TIN and recipient name to the IRS database. A TIN can be either a Social Security Number (SSN) or an Employer Identification Number (EIN). If the IRS/SSA finds a mismatch in your form(s) each mismatch can result in significant penalties.

Using the eFileMyForms TIN matching service can help you avoid or minimize your exposure to these penalties. This is an optional service that can be added to an order when you use either of our Print, Mail, eFile or eFile Only services.

How and when will I be notified of the results?

TIN matching results are generally returned within 48 hours. After we perform the TIN matching on the forms in your order, we will send you an email that your match has been completed. Once you receive the email, log into your account and review your order to see if there are any forms that failed the TIN match.

What are the penalties for missing and incorrect TIN/Name?

When you submit a 1099 form with an inaccurate Taxpayer Identification Number (TIN) and name combination, the IRS issues a CP2100 or CP2100A notices (error notices). These notices inform you that you may need to correct the error or begin backup withholding 24% of future vendor payments.If you receive a B-Notice you are required to request correct information on a W-9 form from your payee within 15 days or begin backup withholding. The 24% backup withholding must be remitted to the IRS according to a strict Form 945 deposit schedule, and additional annual solicitation requirements apply.

If you fail to address a mismatched Tax ID/name in a timely fashion, you could be subject to an IRS penalty of up to $280.00 per mismatched TIN/Name combination. To avoid this penalty, consider utilizing the eFileMyForms TIN Matching service.

What is the cost of the TIN matching service?

The TIN matching service costs $1 per form. This additional charge will show as a line item in your order.

How does eFileMyForms pricing work?

Visit our pricing page for all pricing details.

What forms of payment can I use?

eFileMyForms accepts any major credit card including Visa, Discover, Mastercard, Amex, etc.

When will I be charged?

Your credit card will be charged immediately after checkout. Make sure to review your order carefully before you complete the check out process. In most cases forms will be filed and processed for print and mail immediately after checkout. The one exception to this is if your order is placed before the IRS systems are accepting the current year tax forms (orders typically placed prior to the second week in January). In that case you will still be charged at order checkout, but your order will be held until the IRS/SSA are open for processing.

When am I eligible for a refund?

You are eligible for a refund if you cancel your order with Customer Support before it has been processed for printing or eFiling. If you cancel your order, you can choose to receive a refund or filing credit toward another order in the future.

Refunds may take up to 2 weeks. Refund requests for orders in January and February may be delayed longer due to the increase in transactions during those months.

Note: Clicking Void Term on a form does not make you eligible for a refund. If you want to be issued a refund or filing credit you must contact customer service.

What is eFileMyForms’ cancellation policy?

An order can be canceled up until eFileMyForms begins processing the order. Typically, eFileMyForms begins processing forms immediately after an order has been placed. However, if you use eFileMyForms delayed processing, your forms will have the Pending status until your selected processing date.

While an order is Pending it can be modified or canceled. When an order is no longer Pending it can’t be canceled. Due to the speed and automated nature of our service, we encourage you to thoroughly review your data and order details before checking out.

If you’d like a refund for your canceled order, you must speak with customer service. For more information on refunds, please read the When am I eligible for a refund? article in the eFileMyForms Help Center.