Beginning with tax year 2020, use Form 1099-NEC to report nonemployee compensation. (Previously Box 7 on 1099-MISC)

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General Questions (click tabs to expand)

What Forms Does eFileMyForms Support?

eFileMyForms Supports:

  • 1042-S
  • 1094-B, 1094-C, 1095-B, 1095-C
  • 1098, 1098-F, 1098-T
  • 1099-A, 1099-B, 1099-C, 1099-DIV, 1099-G, 1099-INT, 1099-LTC, 1099-MISC, 1099-NEC, 1099-PATR, 1099-R, 1099-S, 1099-SA
  • 5498, 5498-SA
  • 592-B (California)
  • W-2, W-2G
  • Federally Tax Exempt Municipal Bond Reporting (CA, CT, MA, MN, NY)
  • IRS TIN/Name Matching

Can I File for More Than One Client or Business Using My One Account?

Yes. eFileMyForms allows you to enter an unlimited number of filers, and an unlimited number of associated recipients for each of those filers, with your one account.

Please see How To Add a Filer for step by step instructions of how to add filing entities.

How Do I Add the TIN and Name of the Other Companies That I Need to File For?

After you create your account and confirm your email address, you will log into your account and create "filer" records for each of the companies that you need to file for. For each of the "filers" you will then be able to create an unlimited number of "recipient" records.

Please see How To Add a Filer for step by step instructions.

Can I Upload / Import Data or Do I Have to Enter it Manually?

With eFileMyForms's service, you can do both!

  1. You can enter data manually by following the below instructions.
    1. Please view our How to File a 1099/W-2 Video Tutorial.
    2. Follow the step-by-step instructions from our How To Add a Filer , How To Add a Recipient, and How To Start A Manual Entry Filing.
  2. You can import data with excel, comma-delimited, or tab-delimited files. Please view our How To Import Forms from Excel and Upload Help.

Can I Use Your Service to eFile Only and Then Print and Mail My Own Forms?

Yes, you can. When you file forms with our service you have the option to "Print/Mail/eFile" or "eFile Only". You make this choice at the time that you pay for your forms. After you've paid for your filings, you can download individual copies of your forms in PDF format. We provide all Copies in this manner except for "Copy A".

Can I Cancel My Order At Any Time? If So, Will That Stop My Forms From Being eFiled?

eFileMyForms processes orders as quickly as possible in order to meet IRS/SSA deadlines and it is unlikely that an order can be canceled after it is placed. Therefore, we encourage all customers to thoroughly review their data before placing an order.

Currently, 1098/1099/W-2 series forms are processed immediately and cannot be canceled. ACA 1095 series forms can be modified/canceled up to the point that the forms display a status of "Submitted to the IRS/SSA". Finally, 1042-S series forms can be modified/canceled until any point in time on March 9th.

Please note that if an order is printed/mailed, but is canceled before IRS/SSA filing, there is no refund available as all the work has already been completed and all costs have already been incurred.

I Submitted My Forms After the January Deadline. Will I Be Penalized for a Late Submission?

Paper 1099 & W-2 forms are required to be postmarked by the last day of January, unless that day falls on a weekend or Federal holiday. If the last day of January falls on a weekend or Federal holiday, then the next business day is the deadline. If you miss this mailing date then you may be subject to penalties from the IRS/SSA.

If you are in this situation it is usually best to submit your order as quickly as possible for the complete print, mail, & eFile service. eFileMyForms can usually print/mail orders within one business day, depending on the volume of records submitted. The good news is that you will meet the IRS/SSA electronic filing deadlines if you submit your order for the complete print, mail, & eFile service before the deadlines listed in our Deadlines informational page (you must be logged in to your account to view this page).

Intentional disregard of mailing & filing introduces substantial penalties.

What is eFileMyForms Mail Tracking™?

Once your 1099's are delivered to regional postal centers they are scanned. We report the latest scan available and when possible we estimate the anticipated delivery date. While Mail Track ™ technology provides evidence of the date of delivery, it does not provide proof of delivery because carriers do not scan Intelligent Mail barcodes at recipients' delivery point.

Mail Tracking is designed to provide all Print & Mail Customers with the last automated processing scan which can indicate that the mail piece will be delivered later that day. eFileMyForms Mail Tracking ™ is not a substitute for Certified/Return Receipt mail but it's the next best thing.

How Can I Print my Forms or Track my Mail?

  1. Click on Account Home after logging into the site.
  2. On the left panel click on "Order History (Download PDF's)".
  3. Under Order History click on the Order Number in question.
  4. Either click on the Track Icon to see the last scan or select a PDF copy for example Copy B and then click on "Get PDFs" at the bottom.

When Does eFileMyForms File my Forms With the IRS / SSA?

eFileMyForms files your 1099/W-2 data electronically with the IRS/SSA on or before January 31st or March 31st, respective to the electronic filing deadline. Electronic filing deadlines are listed on the Deadlines page, and as long as the order is successfully submitted by the deadline stated on that page, it will be filed accordingly.

eFileMyForms files your 1094 & 1095 ACA data electronically with the IRS as early as the first week of March. IRS confirmation can take up to two weeks for ACA forms.

In cases where March 31st falls on a weekend or a Federal holiday, the deadline is automatically extended to the next business day.

As an example, for the 2007 tax season the electronic filing deadline was April 2nd, 2008. You can edit your forms until such time that they are electronically submitted to the IRS/SSA. .

Do You Send the Forms to the IRS / SSA and to the People I Have 1099'd?

When you choose the "Print, Mail, & eFile" service with us, we print and mail the forms to your recipients and we electronically file your forms with the IRS/SSA by the IRS deadlines listed on the Deadlines page. As long the individual states have no additional requirements, beyond the combined federal/state filing program, there is nothing further you need to do.

When I File with eFileMyForms, Do You Send Any Information to the States?

As an eFileMyForms customer, you are automatically enrolled in the Combined Federal / State Filing program (CFSFP) when you file your 1099 forms with us. Please visit IRS Combined Federal State Reporting Info for more information.

If you have questions regarding state filings we suggest that you talk with your Accountant, CPA, or Attorney for further clarification. Note: 1099-K & 1099-OID are in the CFS program but are not supported by

The 1099-NEC has been included in the CF/SF Program. However, the majority of states that require 1099-NEC reporting still want the data filed directly with the state agency. To ensure timeliness and accuracy, eFileMyForms will only support 1099-NEC tax form reporting directly to the states! See 1099-NEC State Reporting Service for eligible states and more information.

How do I Correct My Data?

eFileMyForms supports filing IRS/SSA corrections as long as the original form was filed with the eFileMyForms service.

For details, please visit our - How to File Corrections (After IRS/SSA Filing)

Do You Send a 1096, W-3, 1042-T Automatically?

1096, W-3, & 1042-T are paper transmittals sent to the IRS/SSA when filing on paper. When filing electronically, the information in the 1096, W-3, 1042-T transmittals is included in the electronic files and the paper copies of the 1096, W-3, & 1042-T are not needed. Therefore, you do not need the 1096, W-3, & 1042-T when filing with eFileMyForms!

If you would like to generate a 1096 Transmittal anyways, please see - How to Create a 1096 Report

The 1094-B & 1094-C are still required to be completed when filing a 1095-B or 1095-C.

After Entering 1099's Does eFileMyForms File a 1096 Transmittal?

A 1096 form is not required because we file electronically. Form 1096 is for paper filing only.

If you would like to generate a 1096 Transmittal anyways, please see - How to Create a 1096 Report

Can I Change Data in a Form That Has Already Been Printed and Mailed?

Yes, until the efiling dates listed on the Deadlines page you can revise data on forms that have already been printed and mailed. We encourage all customers to correct data in their forms as their own recipients report errors. It is important that the IRS receives the most accurate and up to date information. As part of our online filing service, we electronically submit your filings to the IRS/SSA prior to the end of January or March respectively. As such, you have until such time that forms are electronically submitted to correct any mistakes in the information you have submitted.

For details, please visit our - How to Edit a Form After an Order is Placed (Before IRS/SSA Filing).

Sometimes When I View the PDF Version Of One Of My Forms, the Information Does Not Match What I Entered on the Form?

This occurs when you view the PDF, then edit your data and then view the PDF a second time. You can resolve this by clearing your browser's cache (hit the F5 key).

How do I Change My Email Address / Login Email?

  1. Log into your account and go to the Account Home tab.
  2. Select the Account tab and then select Change Email.
  3. You will now see the Change Email Form.
  4. Please enter your new email address in both boxes and select the green button, labeled Update Email Address, in the bottom right.

What is a State ID Number?

A State ID Number is issued by the state to your company - generally for State Tax Withholding purposes. To obtain a State ID Number, please contact your State Tax Department.

If you are not required by the state to include a State ID Number, just close the window when you are prompted to enter a State ID Number.

What is the Combined Federal/State Filing Program (CFSF Program)?

The CFSF Program is a program that allows the IRS to forward your filing information to states that participate, for certain form types. eFileMyForms files your information in the CFSF Program and does not submit your information directly to states.

Please visit - IRS Combined Federal State Reporting Info - for more information.

We do NOT file 1099-NEC forms through the IRS Combined Federal/State Filing Program (CF/SF). See 1099-NEC State Reporting Service for eligible states and more information.

I cancelled my order. Will I receive a refund?

Your Print, Mail & eFile order is eligible for refund if the forms have not been printed and mailed. Your eFile-Only order is eligible for refund if the data has not yet been processed for the transmittal to the IRS.

I cancelled my order after the forms were printed and mailed. Why don’t you refund the difference between the Print, Mail & eFile price and the eFile-Only price?

The difference in the price of the two services is mostly paper and postage. But those aren’t the only costs incurred by the time your order is printed and mailed. The bulk of the cost of preparing these forms is in the data processing. As soon as Print, Mail & eFile orders have been printed and mailed, all of the data processing has been completed and the file has been prepared for the IRS. So we do not refund these orders after the forms have been printed and mailed.

Why Can't I Locate the Recipient That I Just Saved in My Manage Recipients List?

If you have saved your recipient as inactive, previously tried to delete the recipient, or cannot see the recipient that you just entered then you will need to set the recipient back to active by following the below steps:

  1. From the Manage Recipients screen select the box at the top of your list that says ‘Include inactive recipients’ if you now see your recipient listed then you simply need to set them back to ‘Active’.
  2. From Manage Recipient screen select the Recipient record you would like to set to active by clicking on the radio button to the left of the listed form and then select the Edit Recipient button.
  3. The last box at the bottom Additional Information asks “Is Active?” set the drop down to “Yes” to set them back to active and be able to easily view them in you Manage Recipients list
  4. Click Save. Your recipient is now set to active and will be listed with your other recipients when you go to create your forms.

Why Can't I Locate the Filer That I Just Saved in My Manage Filer List?

If you have saved your Filer as inactive, previously tried to delete the Filer, or cannot see the Filer that you just entered then you will need to set the Filer back to active by following the below steps:

  1. From the Manage Filers screen select the Filer record you would like to set to active by clicking on the radio button to the left of the listed form and then selecting the Edit Filer button.
  2. The third box down, Miscellaneous Information, asks “Is Active?” set the drop down to “Yes” if you would like them to show up on your Filer list when creating forms.
  3. Click Save. Your Filer is now set to active and will be listed with your other Filers when you go to create your forms.

Why Don't I Have the Option to Add My 1095-B / 1095-C to the Cart?

If you do not have the option to add your 1095-B’s or 1095-C’s to your cart, it is because you have not yet completed your 1094-B or 1094-C transmittal information. To do so, follow these steps:

  1. Please make sure you are at your Work in Progress screen from the Account Home Quick Links menu.
  2. To the right of your first 1095, in the Status column, click on the blue hyperlink that says Transmittal Required.
  3. You are now viewing the 1094 transmittal form. Please fill out all necessary fields and, when finished, click Save.
    1. Please refer to the IRS 1094 Transmittal Instructions if you are unsure of how to complete your transmittal.
      1. Unfortunately if you contact us we will not be able to advise you on how to fill out your 1094 transmittal information, as you will be contacting technical support and not a tax advisor. Please contact your CPA or tax attorney if you have any questions that the IRS instructions did not answer.
    2. ALE members and are looking for the additional 1094 pages should complete the first page and then check the box on line 19 stating this is an authoritative transmittal for an ALE member.
      1. An informational popup will appear stating you have selected that this is an authoritative transmittal - please click OK. You will then be able to complete Part II & Part III of the transmittal.
  4. Once you complete your 1094 Transmittal Information you will be brought back to the Work in Progress screen. In the status column of your 1095 forms you will now see it says Transmittal Completed (Not in Cart).
  5. You now have the option to add your 1095 forms to your cart by either selecting the green plus sign on the shopping cart icon, or by clicking on the Actions drop down at the stop of your screen and selecting Add All to Cart.
    1. Note: You will be required to complete a 1094 transmittal for each filing entity.
  6. You're finished!

Do You File My State Reporting Forms to the State For Me?

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.

Please see the below categories of State Reporting forms for more information on what is included.

*It is the user's responsibility to create any state specific accounts, to submit any eFiles, or to print & mail any recipient copies.

Can I Have Multiple Users on the Same Account?

Yes, to do this, additional users must login using the same login credentials. This way multiple users can access the account at the same time.

  • Please be cautious and communicative when changing data. Make sure you do not change the same data at the same time as one user's changes will not be saved.

What is E-Delivery/Electronic Delivery? (1095-B & 1095-C)

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

If you are importing a 1095-B or 1095-C excel file, you can include each recipient's e-mail address for us to e-mail them in order to consent to E-Delivery.

If the recipient consents to E-Delivery, 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 on the remove consent link in the e-mail that is provided to them when originally asking for consent. Recipients have the option to revoke consent until the 1095-C is sent to them. After the form has been accessed from the website, there is no option for a physically mailing the form as IRS requirements are already met.

If the recipient does not consent to receive the statement electronically, a paper copy will be automatically be shipped to the mailing address on the recipient's tax form. is a 1099 Pro LLC Service
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