State 1099 and W-2 Form Mandates
1099 Reporting Software and Outsourcing Solutions
The IRS developed the Combined Federal/State Filing (CF/SF) program almost 20 years ago giving clients
the opportunity to submit one file to the IRS which can also be forwarded to whatever participating state(s) the client selects. States participate and withdraw from the CF/SF every year
and the list of participating states remains about 30 states in total.
Many states now require you to upload data to their Department of Revenue even if that state belongs to the CF/SF program and you electronically filed or plan to transmit data through the
CF/SF program to that participating state.
Outsourcing Solutions...
Our trained staff can import, print and mail, and electronically file on your behalf the 1094/1095 forms to the IRS as well as to individual states. We will forward you the file status when it arrives which is typically 1-3 days.
We can help eliminate the stress of filing information returns by providing complete, secure outsourcing solutions for IRS Forms 1095-B and/or 1095-C. Competitive pricing. Please call our sales office at (480) 706-6474.
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Alabama (Form 1099-K)
The Wholesale to Retail Accountability Program, or WRAP, was enacted during the 2017 regular session of the Alabama Legislature. This legislation requires payors to file
duplicate federal form 1099-K information returns with the Alabama Department of Revenue or a duplicate of all information returns related to taxpayers or participating
payees with an Alabama address.
Alabama is a member of the Combined Federal/State program. Regardless, if you efiled or plan to data through the CF/SF program, you have to file a copy of the 1099-K
information returns electronically through https://myalabamataxes.alabama.gov as well. We have a MAT logon and can file
efile on your behalf.
Illinois (Form 1099-K)
Illinois participated in the CF/SF for years. You could upload one file to the IRS and select Illinois to also receive that data. Then Illinois withdrew from
CF/SF and developed their own website, their own system for uploading and receiving data and their own mandates.
In tax year 2019, Illinois issued bulletin 2020-14 which requires Form 1099-K issued to a payee with an Illinois address to be filed through the Illinois FIRE
Electronic Transmission program. The due date is March 31.
The file that you transmit to Illinois is similiar but not identical to the IRS file. Also, you must transmit your data to Illinois E-services website using
HTTPS protocol and POST method.
Quirks exist with this Illinois FIRE System!
Florida (Form 1099-K)
Florida requires every payment settlement entity, their electronic payment facilitators, or contracted third parties to file an annual 1099-K (Merchant Card and Third-Party Payments Information Report) with the Department of Revenue. All returns must be filed electronically using the Florida Department of Revenue website. Florida is not a member of the Combined Federal/State Filing program.
Wisconsin (Forms 1099-MISC, 1099-R, W-2)
The state of Wisconsin still participates in the CF/SF program. Wisconsin says:
Persons who participate in the Combined Federal/State Filing Program are not required to file Forms 1099 with the Wisconsin Department of Revenue. The department receives this information from the IRS. Exception – Any Form 1099 reporting Wisconsin withholding, must be filed with the department by January 31.
If the recipient is from Wisconsin and you withheld, then you skip filing through the CF/SF program and upload directly to the Wisconsin DOR using this link:
https://www.revenue.wi.gov/Pages/OnlineServices/w-2.aspx
It is the same file you would transmit to the IRS with one revision, you have to add the state code. Form W-2 can also be transmitted to the Wisconsin DOR.