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Frequently Asked Questions

Get to know our services by exploring the questions below.

Frequently Asked Questions

Get to know our services by exploring the questions below.

Start today

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

When printing a Draft Copy of your W-2/1099, is it possible to mask the Payer’s TIN/SSN?

Can I edit (or delete) a Payer or Payee that I have entered before e-filing is completed?

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

Can I get copies of forms after I file them?

Do I need to file 1096/W-3 while filing 1099/W-2 forms?

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

Can I use your service to e-File only and then print and mail my own forms?

Do you support 1099/W-2 corrections for state filing?

Is a TCC required to e-file with Tax-Aid Filing

Guide to Information Returns

Does Tax-Aid Filing offer TIN Verification Services?

How do I check the e-filing status of my tax return?

How long does it take for my recipients to receive their paper forms?

What 1099 and W-2 information will be sent to the State?

What are the deadlines for filing 1099 and W-2 forms?

What correction forms do you support?

What is your refund policy?

When can I start filing forms?

Is Tax-Aid Filing an authorized e-file provider?

When does Tax-Aid Filing transmit my forms to the IRS/SSA?

When I file with Tax-Aid Filing, do you send the forms to the IRS/SSA and to the taxpayer or is there something more that I need to do?

When to File a 1099 Form

What can I do if my account is locked?

Do discount offers apply to purchasing credits?

How will credit card charges appear on my statement?

Does Tax-Aid Filing retain information records and can they be deleted upon request?


All FAQs
General FAQs
Technical Questions
Cancellations & Refunds
Guide to Information Returns
When to File a 1099 Form

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

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.

When can I start filing forms?

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.

When I file with Tax-Aid Filing, do you send the forms to the IRS/SSA and to the taxpayer or is there something more that I need to do?

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.

Can I use your service to e-File only and then print and mail my own forms?

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.

Does Tax-Aid Filing offer TIN Verification Services?

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.

When does Tax-Aid Filing transmit my forms to the IRS/SSA?

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.

How long does it take for my recipients to receive their paper forms?

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.

What 1099 and W-2 information will be sent to the State?

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.

Do you support 1099/W2 corrections for state filing?

You can file 1099 and W-2 federal corrections if you filed your original forms with us. However, we do not currently support state filing for 1099 and W-2 corrections.

What are the deadlines for filing 1099 and W-2 forms?

Form 1099-NEC Filing Deadline: January 31, 2024: 

  • 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 January 31, 2024. For all other 1099 forms, Copy A is due to the IRS by February 28, 2024 if paper filing, April 1, 2024 if filing electronically. Copy B is due to the recipient, paper and electronic filing, by January 31, 2024.

W-2 Filing Deadline: January 31, 2024: 

  • 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 January 31, 2024.

Printing and Mailing Deadline:

  • For us to print and guarantee mailing your forms by the January 31st deadline, you must complete your order no later than noon (PST) January 30th. Orders placed after Noon (PST) January 30th are not guaranteed to be printed and/or mailed by the January 31st deadline.

Do we need to file 1096/W-3 while filing 1099/W2 forms?

No. When you e-file 1099/W2 forms, you are not required to file 1096/W-3 with the IRS and SSA. We will generate the form copy for your reference. You can access the 1096/W3 summary form copy by navigating to the “Distribution Center” from the dashboard.

What correction forms do you support?

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

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

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 and Xero.

Can I get copies of forms after I file them?

Sign In to your Tax-Aid Filing account and select Distribution Center. Select the 1099/W-2/1098/5498 Forms link to view and print forms.

How do I check the e-filing status of my tax return?

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 your account to check the status of your forms.

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.

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

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.

What is your refund policy?

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.

Guide to Information Returns

*Due date is March 31 if filed electronically. Dates that fall on a weekend or legal holiday may be filed on the next business day. IRS Source: General Instructions for Certain Information Returns, 2023
Form Title What To Report Amounts To Report Due Date
To IRS To Recipient (unless noted)
1042-S Foreign Person’s U.S. Income Subject to Withholding Interest, dividends, royalties, pensions and annuities, gambling winnings, and compensation for personal services See form instructions March 15 March 15
1098 Mortgage Interest Statement Mortgage interest (including points) received in the course of a trade or business from individuals and reimbursements of overpaid interest $600 or more February 28* (To Payer/Borrower) January 31
1098-C Contributions of Motor Vehicles, Boats, and Airplanes Information regarding donated motor vehicles, boats or planes Gross proceeds of $500 or more February 28* 30 days from sale or contr.
1098-E Student Loan Interest Statement Student loan interest received in the course of a trade or business $600 or more February 28* January 31
1098-F Fines, Penalties, and Other Amounts Government-furnished statement regarding violations or potential violations All amounts to be paid N/A N/A
1098-T Tuition Statement Qualified tuition and related expenses, reimbursements or refunds and scholarships or grants (optional) See IRS instructions February 28* January 31
1099-A Acquisition or Abandonment of Secured Property Information about the acquisition or abandonment of property that is security for a debt for which you are the lender All amounts February 28* (To Borrower) January 31
1099-B Proceeds From Broker and Barter Exchange Transactions Sales or redemption of securities, futures transactions, commodities, and barter exchange transactions All amounts February 28* February 15
1099-C Cancellation of Debt Cancellation of a debt owed to a financial institution, credit union, RTC, FDIC, NCUA, or federal government agency $600 or more February 28* January 31
1099-CAP Changes in Corporate Control and Capital Structure Reporting substantial changes in corporate control and/or capital structure Over $1,000 February 28* (To Shareholders) January 31
1099-DIV Dividends and Distributions Distributions, such as dividends, capital gains distributions, or nontaxable distributions, that were paid on stock and liquidation distributions $10 or more, except $600 or more for liquidations February 28* January 31
1099-G Certain Government Payments Unemployment compensation, state and local income tax refunds, agricultural payments, and taxable grants $10 or more for unemployment and refunds February 28* January 31
1099-INT Interest Income Interest income, including tax-exempt interest income; do not include interest income from an IRA $10 or more ($600 or more in some cases) February 28* January 31
1099-K Payment Card and Third Party Network Transactions Payment card transactions Third party network payments All amounts More than $600 February 28* January 31
1099-LTC Long-Term Care and Accelerated Death Benefits Insurance disbursement for long-term care All amounts February 28* January 31
1099-MISC Miscellaneous Information Also, use either this form or Form 1099-NEC (see below) to report the occurrence of direct sales of $5,000 or more of consumer goods for resale.
  • Rent or royalty payments: Prizes and awards that are not for services
  • Fish purchases paid in cash for resale
  • Fishing boat operator payments to crew members (including cash)
  • Payments to a physician, physicians’ corporation, or other supplier of health and medical services; issued mainly by medical assistance programs or health and accident insurance plans
  • Crop insurance proceeds
  • Income from nonqualified deferred compensation plans
  • Gross proceeds paid to attorneys
  • Substitute dividend and tax-exempt interest payments reportable by brokers
$600 or more, except $10 or more for royalties $600 or more All amounts $600 or more $600 or more All amounts $600 or more $10 or more February 28 January 31 February 15
1099-NEC Nonemployee Compensation Payments for services performed for a trade or business by people not treated as its employees; Examples: Fees to subcontractors or directors, and golden parachute payments Attorney fees $600 or more January 31 January 31
1099-OID Original Issue Discount Original issue discount $10 or more February 28* January 31
1099-PATR Taxable Distributions Received From Cooperatives Distributions from cooperatives passed through to their patrons $10 or more February 28* January 31
1099-Q Payments From Qualified Education Programs Used to report earnings and payments from qualified state and private eligible education institutions AND ESA rollovers All amounts February 28* January 31
1099-QA Distributions from ABLE Accounts Distributions from ABLE accounts All amounts February 28* January 31
1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Distributions from retirement or profit-sharing plans, IRAs, insurance contracts and IRA recharacterizations $10 or more February 28* January 31
1099-S Proceeds From Real Estate Transactions Gross proceeds from the sale or exchange of real estate and certain royalty payments Generally, $600 or more February 28* February 15
1099-SA Archer MSA, HSA or Medicare Advantage MSA Distributions from an Archer MSA, HSA, or Medicare Advantage MSA All amounts February 28* January 31
3921/3922 Exercise of an Incentive Stock Option Transfer of stock through exercise of an incentive option OR transfer of employee stock acquired through a purchase plan All amounts February 28* January 31
5498 IRA Contribution Information Contributions (including rollover contributions) to an individual retirement arrangement (IRA), including an SEP, SIMPLE or Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value of the account All amounts May 31 (Value of acct.) January 31 (Contributions) May 31
5498-ESA Coverdell ESA Contribution Information Contributions (including rollover contributions) to a Coverdell Education Savings Account All amounts May 31 April 30
5498-SA HSA, Archer MSA, or Medicare Adv. MSA Info Contributions to an HSA or MSA and the fair market value All amounts May 31 (To Participant) May 31
W-2G Certain Gambling Winnings Gambling winnings from horse racing, dog racing, jai alai, lotteries, keno, bingo, slot machines, sweepstakes, wagering, etc. Generally, $600 or more; $1,200+ from bingo or slot machines; $1,500+ from keno February 28* January 31
W-2 Wage and Tax Statement Wages, tips, other compensation, withheld income, social security and Medicare taxes, and advance earned income credit (EIC) payments. Includes bonuses, vacation allowances, severance pay, moving expense payments, some kinds of travel allowances, and third-party payments of sick pay See SSA instructions (To SSA) January 31 January 31

When to File a 1099 Form

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.

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