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 options 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.
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.
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.
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 pand you select the below options 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 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.
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.
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.
