Frequently Asked Questions

If you require the Confirmation Number after your forms have been transmitted to the IRS/SSA, it can be located on the Tax-Aid Filing website. Please follow these steps: • Select the "1099/W2" link from the Dashboard. • Select "View All Payers." • Select the Payer you are looking for from the tabs across the top. • Make sure you are viewing "Submitted" forms on left menu and locate the Recipient you are looking for. • Under "Actions," select 3 dots and click "Status Log." • Under "Federal Filing" select "Show More." • The drop-down will show the confirmation number

No Tax on overtime and qualified tips is a provision that was included in a larger tax reform bill that passed in July 2025. For 2025, employers are required to report this information to employees but Tax Forms will not be changed. Beginning in tax year 2026, the tax forms will be adjusted to reflect overtime compensation. Please reference your payroll system for this information.

You can cancel an order up until such time that we submit one-or-more of the forms in your order to the IRS/SSA. Cancelling an order only means that we will cease processing from that point in time. If the forms have already been printed and mailed, then your recipients will still receive their forms. Likewise, once we initiate the electronic transfer of your forms to the IRS/SSA, cancelling your order will not prevent the data from getting transferred. Due to the speed and automated nature of our service, we encourage you to thoroughly review your data before placing an order.

Per the IRS, the Payer's TIN/SSN will not be masked, but the recipient's TIN can be masked on the draft copy if selected.

Yes, any Payer can be edited in your Address Book. A Payee can be edited on the Forms Detail screen before filing. In both instances, please look for an "Actions" box, and select the "three dots" underneath Actions to edit.

Yes. Tax-Aid Filing allows you to enter an unlimited number of filers, and an unlimited number of associated recipients for each of those filers, with your one account.

Sign In to your Tax-Aid Filing account and select Print Forms. Filter by selecting Tax Year, Form Type, Business, Postal Mail Status & Online Access Status from the drop down menus to view and print forms.

When you e-file 1099/W-2 forms, you are not required to file 1096/W-3 with the IRS and SSA. We generate the summary forms for your reference in the Print Forms link under Summary Form. Look for 1096/W3/W-3PR/1042T link.

With our service you can do both. You can upload business, recipients and form details using our simple bulk upload templates. We accept Excel or .csv files, and files from QuickBooks Online and Xero Connect.

Yes, you can. With Tax-Aid Filing you have the option to Federal E-file, State E-File, Postal Mail or Online Access. You make this choice at the time that you check out and submit your forms. You only pay for the services you choose. After you've paid for your filings, you can download individual copies of your forms in PDF format. Prior to e-filing, Draft copies can be downloaded and printed from the Federal and State filing screens. You can View or Download individual or bulk Draft Copies.

You can file 1099-NEC and W-2 federal corrections if you filed your original forms with us, or through another provider. All other federal corrections, however, must have been originally filed through us to file a correction through the Tax-Aid Filing site.

A TCC (Transmitter Control Code) is NOT required to e-file with Tax-Aid Filing. It is easy to register your business and e-file 1099 and W-2 forms on our site.

Yes. Our TIN matching feature is designed to streamline the TIN verification process, ensuring your 1099 filings are error-free. Authorized payers with an EIN can match 1099 payee Tax Identification Number against the IRS records prior to filing information returns. You will receive a response within 24 hours and be able to correct the records that are not successful.

Once you submit your forms to the IRS/SSA, you will receive an email containing updates on the status of your submission. You can also Sign In to your account to check the status of your forms. Then, simply click on the 1099/W-2 at the top of the page to review current form status. Forms can have one of the following statuses: In Progress – The form has been created, but it has not been completed or submitted yet. To finish filing the form, you can click on "Continue" under the Action column. Transmitted to the IRS – Your tax return has been successfully transmitted to the IRS. However, the agency has yet to accept or reject the form. Accepted by the IRS – The IRS/SSA has accepted your return. It may take several days for the IRS to Accept your forms after Transmission. Rejected by IRS -Your return has been rejected by the IRS/SSA. Help receiving Tax-Aid Emails All Tax-Aid Filing emails will be sent from either notifications@taxaidfiling.com or support@taxaidfiling.com. To make sure you receive all emails from Tax-Aid Filing, please: 1. Check your spam filter. 2. Add notifications@taxaidfiling.com and support@taxaidfiling.com to your address book, or 'safe' list. 3. Read the instructions below for your email provider. If the email confirmation does not appear in your inbox within 5 minutes, please check for it in your 'Junk Mail' folder and adjust your junk mail filters accordingly.

Recipient copies are mailed the next business day after you place your order via first-class mail and your recipients will receive their form copies within 2 to 4 business days depending on the U.S. Postal Service. For orders placed after January 28, we make every effort, but cannot guarantee postmarked before the January 31 deadline.

When you decide to send 1099 or W-2 Forms to the state, we include the additional Reconciliation or Transmittal Forms as required by each state. These states do not require Forms 1099-NEC and 1099-MISC to be filed with the state: Alaska, Florida, Illinois, New Hampshire, Nevada, New York, South Dakota, Tennessee, Texas, Washington, Wyoming.

Form 1099-NEC Filing Deadline: February 2, 2026: • Both electronic and paper versions of Copy A and Copy B of 2023 1099-NEC forms must be filed with the IRS and furnished to the recipient by February 2, 2026. For all other 1099 forms, Copy A is due to the IRS by February 28, 2026 if paper filing, April 1, 2026 if filing electronically. Copy B is due to the recipient, paper and electronic filing, by February 2, 2026. W-2 Filing Deadline: February 2, 2026: • Both electronic and paper versions of Copy A and Copy B of 2023 W-2s must be filed with the Social Security Administration and furnished to recipients by February 2, 2026. Printing and Mailing Deadline: • For us to print and guarantee mailing your forms by the February 2nd deadline, you must complete your order no later than 10:00 AM EST on February 1st. Orders placed after February 1st at 10:00 AM EST are not guaranteed to be printed and/or mailed by the February 2nd deadline.

We support the following correction forms. Manual Correction: (13 forms) • Form W-2 • Form 1099 NEC • Form 1099 MISC • Form 1099 INT • Form 1099 DIV • Form 1099 B • Form 1099 R • Form 1099 S • Form 1099-K • Form 1099-C • Form 1098 • Form 1098-T • Form 3921 Bulk Correction: (9 forms) • Form W-2 • Form 1099 NEC • Form 1099 MISC • Form 1099 INT • Form 1099 DIV • Form 1099 B • Form 1099 R • Form 1099-K • Form 1098

No refunds will be allowed once the form has been transmitted to the IRS. Refunds will not be provided if the Federal or State agency rejects the form based on processing. The credits purchased on taxaidfiling.com do not expire and will be available in your account until used regardless of the tax year. Refunds will not be given for unused credits, over purchased credits, or choosing to pay with credit card at the time of checkout.

You can start filing as soon as we release the current year's forms, typically in early December. You do not have to wait until January to submit your forms. We offer a scheduling feature which allows you to complete your forms in advance and select a later filing date.

As an authorized IRS e-file provider, Tangible Values, Inc. operating under the brand Tax-Aid Filing, uses Span Enterprises' proprietary e-filing engine to transmit information returns to the IRS. Span is SOC certified, IRS approved and is headquartered in South Carolina, U.S.A. They are known for showcasing their commitment to security and operational excellence.

We start e-filing with the IRS/SSA as soon as the IRS opens the FIRE (File Information Returns Electronically) site, which occurs in mid-January. This is the earliest the IRS will accept forms. We will file daily (possibly multiple times per day during busy days). All 1099, 1098, and W-2 forms submitted before noon on January 30 will be postmarked and e-filed by the January 31 deadline. All ACA forms filed by April 1st are guaranteed to be postmarked and e-filed by the April 1st deadline. All other 1098 and 1099 forms must be filed on our site no later than April 1 in order to guarantee e-filing to the IRS/SSA deadline of April 1. All 1042-S forms must be filed on our site no later than March 15 in order to guarantee e-filing to the IRS to meet the deadline of March 15.

The process is automatic. When you select "Postal Mail" we will print and mail the forms to your recipients along with electronically filing your forms with the IRS.

The 1099 form is a tax form used to report a supplier or vendor's income (your expense) to the Internal Revenue Service. However, it is up to the entity who is paying out the monies to submit this form. It is used specifically to report financial activity from different sources — specifically, sources other than a wage-paying job. Often people have income–a little bit here and there or a big chunk all at once–and they wonder whether the entity paying them is going to file a 1099 form. Businesses need to know when this form should be used. Top Line: The IRS wants to know who you paid for services and supplies. They will then use this reporting to ensure your supplier correctly reports the income. Some common situations that would require you to file a 1099 form are: • Reporting your business expenses for each of your qualified suppliers • Dividends paid by your business as an investment • Proceeds from the sale of real estate • A death benefit paid to a spouse or a family • Fees paid by you for contract work or freelance work (if the amount paid is under $600, the 1099 is not required) There are also some lesser-known instances in which a 1099 form should be used. Unfortunately–ignorance is no excuse when it comes to the IRS. It is up to each business owner or individual to know the laws and guidelines of all tax reporting. The IRS website (www.irs.gov) provides a library of articles to help you learn about tax laws and requirements, and stay abreast of changes. Here are additional situations that require submission of a 1099 form. As you can see they each have their own unique extension: • 1099-A: Acquisition or Abandonment of Secured Property • 1099-B: Proceeds from Broker and Barter Exchange Transactions • 1099-C: Cancellation of Debt • 1099-MISC: Miscellaneous Income • 1099-NEC: Non-employee Compensation • 1099-OID: Original Issue Discount • 1099-CAP: Changes in Corporate Control and Capital Structure • 1099-DIV: Dividends and Distributions • 1099-G: Government Payments • 1099-H: Health Insurance Advance Payments • 1099-INT: Interest Income • 1099-LTC: Long Term Care Benefits • 1099-PATR: Taxable Distributions Received From Cooperatives • 1099-Q: Payment from Qualified Education Programs • 1099-R: Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts • SSA-1099: Social Security Benefit Statement • SSA-1042S: Social Security Benefit Statement to Nonresident Aliens • 1099-S: Proceeds from Real Estate Transactions • 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA • 1042-S: Foreign Person's U.S. Source Income • RRB-1099: Payments by the Railroad Retirement Board • RRB-1099R: Pension and Annuity Income by the Railroad Retirement Board • RRB-1042S: Payments by the Railroad Retirement Board to Nonresident Aliens • W-2G: Certain Gambling Winnings See: www.irs.gov document i1099_13 for more details When you submit a 1099 to the IRS, the person who received the income must be mailed a copy. The 1099 forms that your business supplies to the IRS are also used by your contractors–your freelancers–to complete their tax returns. With all the different reasons why you would need to submit a 1099, it can be a daunting task. This is why the Tax-Aid Filing website was created–to make the filing of one or 100 tax forms a faster, more simple process. After years of doing nothing but electronic filing for taxpayers, the Tax-Aid Filing team has honed the process to the leanest and meanest that it's ever been.

The card issuer may have blocked the transaction when multiple online transactions occur to the same company in a short period of time. Contact us and we will help resolve the issue with your account.

The Discount is only applicable to Forms filed and not applicable to the purchase of credits.

The merchant name or transaction description will appear as "TANGIBLE VALUES, INC – TA MN"

Once a form is transmitted, we are required as an IRS-authorized e-file provider to maintain the records for 7 years. We cannot delete any records upon request.

After placing an order for postal mailing, the mailings are scheduled to be sent out to the respective individuals the next day. On the other hand, when the deadline to mail out copies nears, i.e., the last week of January, multiple mailings are scheduled for the same day. If you place an order after February 1, 2026, 10:00 AM EST, we may not be able to distribute the recipient copies postmarked by February 2nd, 2026, to be compliant with the SSA/IRS. Note: You can opt to online access if you want instant delivery of recipient copies at the deadline.