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IMPORTANT: BE SURE THAT YOU HAVE REVIEWED THE LIMITATIONS, AND PRICING, HERE - Service Bureau - 1099-NEC Reporting Details.
METHOD 1 - SERVICE BUREAU PRINT & MAIL UPLOAD (and 1099-NEC State Direct Filing Add-On)
- If you are submitting a print & mail upload and you select the below criteria then you will have the opportunity to select the Service Bureau 1099-NEC State Direct Filing Add-On.
- Criteria 1: If you have selected the 1099-NEC form type, in any way, on Step 2 "Form Types".
- This can be whether you select "All Form Types", which includes the 1099-NEC, or if you select the 1099-NEC form type directly.
- Criteria 2: If you have also selected the "I request immediate filing with the IRS".
- Many users select this option, when uploading 1099-NEC forms, because the 1099-NEC forms have the same IRS deadline for printing, mailing, and electronic filing to the IRS. This saves the extra step of submitting a second IRS electronic filing upload.
- Criteria 1: If you have selected the 1099-NEC form type, in any way, on Step 2 "Form Types".
- Once the above two criteria are selected Step 7 "1099-NEC State Direct" will become visible. Check the checkbox to add the limited 1099-NEC state filing feature to your order.
- If you select this 1099-NEC State Direct Add-On, the software will first create two uploads once you hit "Create File".
- Upload 1: This will be your print, mail, and IRS electronic filing upload.
- You will be asked to signed the control totals for it before submitting.
- Upload 2: This will be your 1099-NEC state direct electronic filing upload. It will automatically start a new upload process and cycle through all the eligible states in your order.
- The control totals will likely be different than those of your IRS filing upload. This is because:
- Not every state requires the 1099-NEC to be reported directly
- Many states have dollar value thresholds for reporting and only records above those thresholds are included.
- The Service Bureau does not support every state that requires 1099-NEC state direct reporting.
- The control totals will likely be different than those of your IRS filing upload. This is because:
- Upload 1: This will be your print, mail, and IRS electronic filing upload.
METHOD 2 - SERVICE BUREAU IRS ELECTRONIC FILING UPLOAD (and 1099-NEC State Direct Filing Add-On)
- If you are submitting a Service Bureau IRS electronic filing upload and you have the 1099-NEC form type included then you will have the opportunity to select the Service Bureau 1099-NEC State Direct Filing Add-On.
- Once the above two criteria are selected Step 6 "1099-NEC State Direct" will become visible. Check the checkbox to add the limited 1099-NEC state filing feature to your order.
- If you select this 1099-NEC State Direct Add-On, the software will first create two uploads once you hit "Create File".
- Upload 1: This will be your IRS electronic filing upload.
- You will be asked to signed the control totals for it before submitting.
- Upload 2: This will be your 1099-NEC state direct electronic filing upload. It will automatically start a new upload process and cycle through all the eligible states in your order.
- The control totals will likely be different than those of your IRS filing upload. This is because:
- Not every state requires the 1099-NEC to be reported directly
- Many states have dollar value thresholds for reporting and only records above those thresholds are included.
- The Service Bureau does not support every state that requires 1099-NEC state direct reporting.
- The control totals will likely be different than those of your IRS filing upload. This is because:
- Upload 1: This will be your IRS electronic filing upload.
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