You are welcome to submit your upload - no appointment is necessary - there is no need to call Sales or Support .  However, if submitting 10,000 or more forms for print services a contract and paid deposit are required, see Contracts & Deposits, below. Questions? View Service Bureau FAQs. 

Please submit your upload to the Service Bureau during the appropriate upload window (chart below). 

New customers or customers who may require support are encouraged to submit early in the Upload Window. Please anticipate extended wait times in our phone queues from January 20 to January 24. 


Tax Year 2023 Service Bureau Upload Windows 

Upload Type

Upload Window

Full Service (Print/Mail/eFile)
(All form types except 1042-S)

1/15/2024 – 1/24/2024

Print & Mail Only
(All form types except 1042-S)

1/15/2024 – 1/24/2024

Full Service (Print/Mail/eFile)
(1042-S only)		2/01/2024 – 3/08/2024
Print & Mail Only
(1042-S only)		2/01/2024 - 3/08/2024

NEC State Reporting

1/15/2024 – 1/24/2024

IRS/SSA eFile Only:

1099-NEC, 1098-F, W-2

1/15/2024 – 1/24/2024

1098/1099/392X/5498/W-2G & ACA 1095
 (excludes 1099-NEC & 1098-F)

1/15/2024 – 3/27/2024

1042-S

2/01/2024 – 3/13/2024

Bulk TIN Match 

Anytime

AFTER the Upload Window - What to Expect

Uploads received, or scheduled, outside of our Upload Windows will be processed as quickly as possible. The Service Bureau does not guarantee turnaround for uploads received outside of our Upload Windows. 

RUSH PROCESSING IS NOT AVAILABLE.  View  IIRS/SSA Deadlines.

Contracts & Deposits

Customers submitting a combined total of 10,000 or more forms for Full or Print & Mail Only services are required to sign a contract and pay a deposit before print services can be initiated. Email SB@1099pro.com to initiate the contract process. There is no contract or deposit requirement for most eFile Only or Bulk TIN Match customers, or print customers submitting less than 10,000 forms for Full or Print & Mail Only services. Learn more at  Service Bureau FAQs.

Service Bureau Resource Wiki

Bookmark Service Bureau Information  for Service Bureau FAQs, links to sample import files and video tutorials, guidance on submitting uploads, contact information and more.

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