Frequently Asked Questions
for filing 1099 forms

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What exactly is eFile360?

e-File360 is a self-service website for quickly filing information return forms with the IRS. We offer the most cost-effective way of submitting your information return forms, including 1099 forms. You enter your data online and we e-file with the IRS and mail copies to recipients. You do not have to buy and fill paper forms. You do not have to install software. eFile360 is an approved IRS e-file for Business Provider for 1099 information returns.

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Why use eFile360?

eFile360 has been created to simplify businesses’ filing of 1099 and other information return forms. Our simple end-to-end online solution eliminates the need for printing on preprinted forms, stamps, envelopes, and the general confusion associated with filing with paper returns. There is no software to download and no forms to purchase. Sign up for a free account and begin entering your form information; we’ll take care of the rest, including processing, printing, mailing, and filing. Plus, you can access your data from anywhere.

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How much does it cost?

For 1099 forms, the cost starts at $3.50 per recipient. We offer discounted pricing for bulk orders. Click our pricing for detilaed pricing infomration.

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When can I start to file forms?

Even though most businesses will file 1099 forms in January, we usually switch to current year forms in early December each year. You can start filing right away.

You can check the due dates for your forms by clicking 1099 due dates. Please ensure you file before the due date so that we can mail recipient copies on time.

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How do I pay for forms I’ve submitted?

We accept Visa, MasterCard, Discover, and American Express. Credit card information is required when you submit your forms. The site offers real-time credit card processing.

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Do you store my credit card information?

For increased security, eFile360 does not store your credit card information, nor do we make it accessible on the site for future orders.

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What do I do if I can’t find my user ID or password?

Your user ID is your email. To retrieve your password, use the “Forgot Password” link on the login page. Your password will be emailed to the email address on file.

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Can I import data from my accounting software?

Yes, you can export data from any accounting software. We provide you with a formatted Excel file. You need to fill the Excel file with the data you exported using copy and paste.

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How do I get copies of each form for the businesses I’ve filed for?

Our service includes the mailing of an original form to the recipient for each 1099 form. You will also receive an email confirmation once your forms are accepted by the IRS, you can print or save your copies in PDF format. To do so, log in to your account and click the “Print Forms” button in the Reports section on Manage page.

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How long does it take for the recipient to receive their forms?

Forms received between January 1 and 26 are mailed on a weekly basis. Forms received between January 27 and the due date (January 31, by 5:00 PM EST) are guaranteed to be postmarked by the due date. In February, we resume weekly mailing. Recipients should receive their copies within 5-7 business day after mailing.

If you ordered the TIN Checking add-on service, we perform the TIN check before mailing recipient statements. If the TIN check fails, we let you know and hold the statements until the TIN check is successful. To avoid a late penalty around the deadline, we have to mail out all statements, even if TIN check was not successful. If we mail out a statement with a failed TIN check, you will have to file a correction to change the TIN. If the IRS TIN check service is not available, it may affect our ability to mail out paper statements. To avoid any late penalty, we reserve the right to mail paper statements before TIN check is complete.

If you have provided us with a recipient’s email, we deliver their statements electronically. We wait three days for the recipient to accept e-delivery. If the recipient does not accept e-delivery, we mail out a paper copy. As we approach the deadline, and if we cannot wait for the recipient’s acceptance, we mail out paper statements.

If recipients’ accept e-delivery, they can access their forms right away.

You can print or download your copies soon after payment.

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How do I file state, city, and local forms?

We do not e-file or mail state, city or local copies for you. Unless your state participates in the Combined Federal and State Filing program, you may need to print and mail a copy of your 1099 forms. You can print your forms by gogin to Manage pages and click “Print Forms” in the Reports section.

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I’m a tax professional and need to file for several businesses. Do I need to set up multiple accounts?

No, you only need to create one account. As you file forms with this account, the site will remember the payer/payee contact information.

When filing a form at a later date for the same payer, all you need to do is choose the payer and payee from the drop-down selection boxes on the form. All contact information will be filled in on the form.

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When must I submit a 1099 form to the (IRS)?

For filing deadlines, please refer to our Reporting Deadlines section by clicking 1099 deadlines.

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If I miss a 1099 form deadline, what penalties will I have?

If you fail to file a you cannot show reasonable cause, then you may be subject to a penalty. For more information about penalties, please refer to our Penalties section by clicking 1099 penalties.

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Do I need to file my forms electronically with the IRS?

Section 6011(e)(2)(A) requires filers who file 250 or more information returns for any calendar year are required to file the returns electronically. The 250 or more requirement applies separately for each type of form and separately for original and corrected returns. We file all forms electronically with the IRS irrespective of the forms count.

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Can I file for more than one client or business using my own account?

Yes. eFile360 allows you to enter an unlimited number of filers and an unlimited number of associated recipients for each of those filers in one account.

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When I create my account, how do I add the TIN and names of the other companies that I need to file for?

After you create your account and confirm your email address, you will log in to your account and start filling out your forms. If we already have your payers’ information, you can just select the payer name from the list. You will not need to enter all of the payer information again. If, however, we do not have your payer information in our records, then you will only need to enter it once. The same is true for recipient information. We retain payer and recipient information in our records so that you don’t have to key it in again.

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Can I upload data or do I have to enter it manually?

With our service, you can do both. You can upload information using our simple upload process. We have a Excel template file that you can use to import your data. For more information, view our How It Works page by clicking Upload 1099 data.

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Do I need to mail printed forms to the recipients?

No, eFile360 does that for you.

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I have filed 1099 forms with eFile360, but I’ve discovered that the information I had entered was incorrect. How do I correct my 1099 forms?

If you submitted a 1099 form and later discovered you made an error on it, you must file a corrected 1099 form as soon as possible and furnish the corrected form to the recipient. eFile360 supports the filing of corrected forms with the IRS and mailing recipient copies.

Please note that you can file a correction form using our service if you have used our service to file the original form. If you filed your original form on paper or used another service provider, then we can still file a correction form, please contact us for guidence.

You can change any information entered as long as you have not paid for our service. Once you make a payment you will not be able to make changes to the existing form.

If you discover any error after you have paid for the forms you must file a separate correction form.

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How to correct errors?

Please note that there are numerous types of errors, and in some cases, more than one transaction may be required to correct the initial error. Please contact us if you have a question regarding this.

Error Type 1:

  • Wrong amount reported, amount reported in the wrong box, or filed a 1099 form that should not have been filed. To correct this error only one corrected form must be submitted.
  • If you have filed a form that should not have been filed, please submit a new forms with zero amounts to void the previous form.
  • If you have reported an incorrect amount or box information, then please submit a correction form with corrected information.

Error Type 2:

Wrong payee name or tax ID reported. To correct this error, two corrected forms must be submitted. First, you need to file a form with zero amounts to void the original form. Then a second form needs to be filed with the correct name, tax ID, and correct amount.

Error Type 3:

The following list of error cannot be corrected using eFile360. You must contact the IRS to fix these errors.

  • Duplicate reporting – if duplicated 1099 forms have been filed, IRS should be contacted immediately for instructions on how to avoid notices. The standard correction process will not resolve the duplicate issue.
  • Wrong payer (not recipient) name or TIN number was used. You must write a letter to the IRS containing the following information: (a) Name and address of payer (b) Type of error (include the incorrect payer name/TIN that was reported) (c) Tax year (d) Correct Payer TIN (e) TCC (f) Type of return (g) Number of payees (h) Filing method, paper or electronic (i) Was Federal income tax withheld?

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Can I cancel my order at any time? If so, will that stop my forms from being e-filed?

An order is not complete until payment has been made and incomplete orders are not filed. Once the payment has been made, you will not be able to cancel your order. We encourage you to thoroughly review your data before placing an order. We will not be able to process any refunds after the forms are submitted to the IRS.

If you accidentally submitted a form that should not have been filed or you have reported wrong information, and we have already submitted it to the IRS, then you will need to file a separate correction form to correct the IRS’s records.

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What is the deadline to file my forms?

Please click 1099 due dates to review the filing deadlines.

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I submitted my forms after January 31. Will I be penalized for a late submission?

There may be a penalty for filing late. If you have missed a deadline, please file your form as soon as possible as the penalties increase with time. Click 1099 penalties to review penalties associated wtih late filing..

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When does eFile360 file my forms with the IRS?

eFile360 files your data electronically with the IRS throughout the year. Between January 1 and 26, we file weekly. From January 27 to 31, we will make sure that we file by the january 31 due date. Review the filing due dates by clicking 1099 filing timeline.

The IRS usually closes their e-filng system from Early December to January 10 for annual maintenance. Any forms that are submitted in November-December and before January 10, will be e-filied as soon as the IRS system becomes availble.

We also have the ability to delay e-file till the deadline. If you want us to hold your forms until a certain date, please contact us.

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When I file with eFile360, do you send the forms to the IRS and to the people I owe 1099 or is there something more that I need to do?

When you file with us, we print and mail the forms to your recipients and we electronically file your forms with the IRS. You need to print the forms for your records or mail to the appropriate state governmental agency, if applicable..

Our electronic filing eliminates the need to submit paper documents to the IRS. CAUTION: Do not send Copy A of the paper forms to IRS/IRB for any forms filed electronically. This may result in duplicate filing and erroneous notices could be generated.

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Once I file my forms on eFile360, do I need to file form 1096 or W-3?

Forms 1096 and W-3 are not required because we file electronically. Forms 1096 and W-3 are for paper filing only.

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Does eFile360 participate in the Combined Federal and State Filing program?

Yes. Under this program, the IRS transmits relevant 1099 information to participating states. Separate reporting to those states is not required. The following information returns may be filed under the Combined Federal and State Filing Program:

  • Form 1099-B Proceeds from Broker and Barter Exchange Transactions
  • Form 1099-DIV Dividends and Distributions
  • Form 1099-G Certain Government Payments
  • Form 1099-INT Interest Income
  • Form 1099-K Payment Card and Third Party Network Transactions
  • Form 1099-MISC Miscellaneous Income
  • Form 1099-OID Original Issue Discount
  • Form 1099-PATR Taxable Distributions Received From Cooperatives
  • Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  • Form 5498 IRA Contribution Information

These states participate in this program:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Georgia
  • Hawaii
  • Idaho
  • Indiana
  • Kansas
  • Lousiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • New Jersey
  • New Mexico
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • South Carolina
  • Wisconsin

Each state’s filing requirements are subject to change. It is the payer’s responsibility to contact the participating states to verify their criteria.

If your state or the form you are submitting is not listed here, it is your responsibility to file with your respective state.

SSA and IRS do not transfer W-2 data to states. You will need to file with the state and local tax agencies separately.

Note: Some participating states require separate notification that the payer is filing in this manner. The IRS acts as a forwarding agent only. It is the payer’s responsibility to contact the appropriate state(s) for further information.

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How do I change my email address?

Contact us to request that we change the email address associated with your account. Please include your new email address in your request.

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Can I file last year’s data?

Yes, you can file previous year forms using our service. But please be aware that the IRS might impose some penalties. As a filer you are responsible for any such penalty.

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How does eFile360 protect my data?

We use the data you provided us only for the purpose of processing your information return. Please refer to our Privacy Policy section for details

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Will I be charged for 1099 forms that are rejected by the IRS?

Since we incur the costs of processing the forms, we are unable to refund any charges. We provide several layers of checks to ensure your IRS 1099-MISC forms meet the highest possible quality standards prior to sending them to the IRS. If we miss something and the IRS rejects your form, we will send you an email explaining why the IRS rejected your 1099-MISC form and how to correct and resubmit the forms.

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Can you append an import for 1099 forms?

Yes. eFile360 automatically appends any non-duplicate 1099 forms when batch importing. Please make sure that you do not upload duplicate data.

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Who is a filer?

A filer is the person or organization required by law to file information return forms with the IRS. A filer may be a payer, creditor, recipient of mortgage or student loan interest payments; educational institution; broker, barter exchange, person reporting real estate transactions; trustee or issuer of any educational savings account; individual retirement arrangement or medical savings account; lender who acquires an interest in secured property or who has reason to know that the property has been abandoned; or certain donees of motor vehicles, boats, and airplanes.

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Who is a form recipient?

A form recipient is the person to whom you are required by law to furnish a copy of the official form or information statement. The form recipient may be referred to by different names on various Forms 1099 and related forms (“borrower,” “debtor,” “donor,” “employee,” “insured,” “participant,” “payer/borrower,” “policyholder,” “student,” “transferor,” or, in the case of Form W-2G, the “winner”).

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What is a Recipient Statement?

A recipient statement is a paper statement of the information reported on an information return form. This statement must be furnished to a person (form recipient), on paper or electronically by the deadline.