Friday, February 17, 2017

Introducing Form 1099-B!

ExpressIRSForms is proud to present Form 1099-B!

That’s right: in addition to e-filing Forms 1099-MISC, 1099-INT, 1099-DIV, and 1099-R with ExpressIRSForms, you can now e-file Form 1099-B directly with the IRS!

In an effort to provide our clients with as many options for federal e-filing as possible, we’ve begun the process of expanding and adding more forms, starting with Form 1099-B, Proceeds From Broker and Barter Exchange Transactions.

Form 1099-B, in other words, is used by brokers or those who authorize barter exchanges to report for whom they sold
  • Stocks,
  • Commodities,
  • Regulated futures contracts,
  • Foreign currency contracts,
  • Forward contracts,
  • Debt instruments,
  • Options, or
  • Securities futures contracts
for cash.

Form 1099-B is due to be sent out by payers to recipients by February 15 the year following the year the transaction took place. Copy A of Form 1099-B must be filed with the IRS by February 28/29 unless you’re filing electronically. For those e-filing, Form 1099-B is due by March 31. If any of these dates fall on a weekend or federal holiday, the due date is extended to the next business day.

ExpressIRSForms clients can now e-file Form 1099-B with the IRS! And although the deadline for recipient copies was earlier this week, we’ll still send them out for you if you opt for postal mailing before you e-file! Better late than never, right?

And don’t forget that if you have any questions during the e-filing process, we’ll be happy to help! Our customer support team is available 24/7! We offer phone (704-684-4751) and live chat support during our office hours of Monday-Friday, 9:00 a.m. to 6:00 p.m. EST. And we offer email support round the clock at

Be sure to stay tuned with ExpressIRSForms for all the upcoming changes and new forms in store for you!

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Tuesday, February 7, 2017

E-Sign Form W-9

In the midst of the tax filing season, you may realize you’re missing some necessary information.

Enter Form W-9!

Form W-9, the Request for Taxpayer Identification Number and Certification, allows you to legally, securely request sensitive information, like taxpayer ID numbers, you need to complete 1099s, W-2s, etc.

This form is typically used when you have a new hire or have worked with an independent contractor for the first time and need to report wages paid.

One of the easiest way to complete your W-9 Forms and get that much closer to having your IRS filing done is to complete and e-sign them through ExpressIRSForms!

E-Sign Form W-9 with ExpressIRSForms
ExpressIRSForms offers safe, secure e-signing of Form W-9 right from your EIF account!

First, create or log into your account. Next, you’ll see your Dashboard and the big, orange “Start New Form” button. Click that and you’ll see this pop-up:

Click the "Start Now!" button in the W-9 Form section, circled in green above. From there, you'll enter your payer details before coming to the request screen:

Here, you can request one or more W-9 Forms be completed by filing out the names and e-mail addresses of the payees you need to complete them. You can add them individually or add them from existing contents in your address book.

You may also notice the notification preference link. Click it to set your notification settings in this pop-up:

You can decide if you’d like to be notified by email each time a recipient signs or if you’d like one summary email each day. You can also have your recipients’ information added to your address book for faster e-filing later!

Once your requests are in order, click the “Send Request” button. Another pop-up will come up:

We already have a pre-loaded message explaining to your recipients why you’re requesting their signature, but you can take this opportunity to make any adjustments you see fit. Once it looks up to snuff, press that “Send Request” button.

Since e-signing Form W-9 is free with ExpressIRSForms, there’s no need to enter your credit card details, so you’re taken back to your Dashboard once you send off your requests. From the Form W-9 tab that automatically comes up, you can see the status of the W-9s you’ve requested as well as re-send or cancel the W-9.

If you have any questions about Form W-9 or the e-signing process, please don’t hesitate to contact our support team. That’s what we’re here for! We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also provide 24/7 email assistance through

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Thursday, February 2, 2017

Coming Soon to ExpressIRSForms: The 940 Series!

E-File Federal 94x Forms
You’ve asked, and we’re about to deliver!

The 940 Series, a set of IRS forms most all employers are required to file, will be making its debut on ExpressIRSForms this year. Soon, you’ll be able to take care of your annual and quarterly tax filing with your favorite e-file provider!

So just what are these new forms we’ll be offering? Read on, and we’ll tell ya!

Form 940

Form 940 is what employers use to report annual Federal Unemployment Tax Act (FUTA) tax. Employers who paid wages of $1500 or more to employees in any calendar quarter during 2015 or 2016 needs to file Form 940 and pay FUTA tax. FUTA tax is used to pay for unemployment compensation to workers who have lost their jobs, but it is not collected or deducted from employee wages.

Form 940 is due January 31 every year, unless you’ve paid off your FUTA tax in full, in which case it’s due February 10.

Form 941

Form 941 is a quarterly report employers use to indicate income, social security, and Medicare taxes withheld from employees’ wages. Employers also use Form 941 to pay their portion of social security or Medicare taxes quarterly. The deadlines for Form 941 are as follows:
  • First quarter (Jan-Mar), April 30
  • Second quarter (Apr-Jun), July 31
  • Third quarter (Jul-Sept), October 31
  • Fourth quarter (Oct-Dec), January 31

Form 943

A pretty specific form, Form 943 is the Employer’s Annual Federal Tax Return for Agricultural Employees. If employers paid wages to one or more farmworkers during the calendar year, they must report Form 943 by the following January 31. The wages the employers paid to their farmworkers must have been subject to social security and Medicare taxes or federal income tax withholding to file Form 943.

Form 944

Form 944 is known as the Employer’s Annual Federal Tax Return. This form is for the smallest of employers. Basically, you have to be so small, it’s not worth it to the IRS for you to send in four 941 Forms per year. This typically applies to those whose annual liability for social security, Medicare, and withheld federal income taxes is $1000 or less.

Coming Soon!

Form 941 will be available in the upcoming weeks so ExpressIRSForms clients can use their accounts to e-file Form 941 in time for the first quarter deadline on April 30. The other 940 Forms mentioned here (and maybe a few others?) will be available within a few months. Of course, you’ll hear it here first when they’re ready, so be sure to check back regularly!

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Tuesday, January 31, 2017

Today is the Last Day to E-file These Information Returns!

Heads up, information return filers!

In case you haven’t heard, today’s a pretty big deadline for 1099 and W-2 filers.

W-2 Forms
As we mentioned a time or two before, the filing deadline for all W-2 Forms for the 2016 tax year is January 31, 2017. This means:
  • W-2 Forms to your recipients must be postmarked and sent today.
  • W-2 Forms to be filed with the Social Security Administration need to be filed on paper or electronically today.
If you still need to get started, there’s no time to waste. Read on to see how ExpressIRSForms can help!

1099 Forms
1099 Form filers who haven’t begun filing for the 2016 tax year yet may be in slightly less dire straits - if they fall in the right categories. Regardless of the 1099, you need to file or what you need to report on it, the recipient copies must be mailed out today, January 31, 2017.

And if you need to file Form 1099-MISC to report nonemployee compensation in box 7, you must file Copy A of Form 1099-MISC with the IRS today. You may also be required to file a copy of this form with your state today as well.

E-filing with ExpressIRSForms
ExpressIRSForms is the perfect place for last-minute filing. Not only do we begin the IRS e-filing process as soon as you hit transmit (ensuring you that pre-11:59 p.m. timestamp that marks your return on time), we’ll also print, stamp, and mail your recipient copies!

Now, we can only guarantee your recipient copies go out today if you get them in by 11:00 a.m. EST today. But we are pulling extra hours to provide the support you need so get them in as soon as you can anyway.

Speaking of support, if you have any questions as we get down to the wire, we’re here and we’re open late. Give us a call at (704) 684-4751 or send us a live chat and we’ll do our best to help you get everything filed on time. And, as always, you can also send us an email to and we’ll make sure you get a speedy response!

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Thursday, January 26, 2017

Get to Know the 1099s You Can E-file with ExpressIRSForms

If you’re looking to file a 1099 Form, then look no further because you’ve come to just the right place! ExpressIRSForms is a leader in the 1099 e-filing industry and provides stress-free, IRS-authorized e-filing.

Form 1099 has a few important deadlines coming up now that the 2016 tax filing season is in full swing. Recipient copies of Form 1099 must be postmarked and mailed to your recipients by January 31, 2017. If you’re paper filing, you’ll need to have your forms to the IRS by February 28, 2017. If you’re going the easier route and e-filing, you have until March 31, 2017.

So now that you know when to file, check out your options for filing Form 1099 with ExpressIRSForms:

Form 1099-MISC
Form 1099-MISC is used to report miscellaneous income received by an individual for services other than a wage-paying job. In other words, this form is used to report payments rendered to non-employees, like sub-contractors, renters, prize winners, etc.

Those filing Form 1099-MISC this year for the 2016 tax year will need to pay special attention to its new deadline. If you’re filing Form 1099-MISC to report non-employee compensation in box 7, the form is due to your recipient and the IRS by January 31, 2017.

Form 1099-INT
Form 1099-INT is used to report payments on interest income of $10 or more. Generally, this form is filed by banks or financial, mutual fund, or government institutions. There are certain exemptions for Form 1099-INT, however. You’re exempt from filing one for payments made to payees that are
  • US agencies or states or possessions, including Washington, D.C.
  • Corporations or tax-exempt organizations
  • Archer MSA or Medicare Advantage MSA
  • Health savings accounts (HSA) or Individual Retirement Accounts (IRA)
  • Registered securities or commodities dealers, nominees or custodians, brokers, or notional principal contract (swap) dealers

Form 1099-DIV
Form 1099-DIV is for dividends and distributions. It’s provided to investors by bankers and other financial institutions to report dividends and other distributions, like capital gains and exempt-interest dividends, of over $10 to payees and the IRS. There are only two exceptions for filing Form 1099-DIV and they are:
  • Taxable dividend distributions from life insurance contracts and employee stock ownership plans. These distributions should be reported on Form 1099-R.
  • Payments received by a broker resulting from a loan of a customer’s securities, which are reported on Form 1099-DIV.

Form 1099-R
Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. of $10 or more during the year. Most public and private pension plans not included in the Civil Service System can use Form 1099-R to report as well. Additionally Form 1099-R can be used to report certain death benefit payments from employers and disability payments from retirement plans.

Can’t Forget the Corrections
While we have every feature in place to ensure your filing is error-free the first time around, it never hurts to have back-ups. That’s why we also offer e-filing for Form 1099 corrections. And even if you didn’t initially file with us, you can still file corrections easily with ExpressIRSForms.

Corrections should be filed as soon as you notice the error or receive word that the IRS did. There are two types of corrections that can be made:
  • Type 1: incorrect tax amount(s), code, checkbox, payee name, or to void a return.
  • Type 2: missing/incorrect payee TIN, incorrect name or address, or the return was filed on the wrong form.

Form 1096
Typically, when Form 1099 is sent to the IRS via postal mail, a transmittal Form 1096 must accompany it. When you e-file, Form 1096 isn’t required. However, since you may need a copy for your records, when you e-file with ExpressIRSForms, we generate a copy based on the forms you file, which you can access in your account’s print center at any time.

For questions about e-filing any of these forms, please don’t hesitate to reach out to our customer support team. We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also provide 24/7 assistance at!

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Tuesday, January 24, 2017

How to E-file Form W-2 with ExpressIRSForms

That W-2 Form deadline is just a week away so if you haven’t already filed, it’s definitely the time to start looking into doing so!

Luckily, you’ve landed upon ExpressIRSForms, one of the best places for fashionably late filers. We’re an IRS-authorized e-file provider, and our program’s built with tons of features to help you get your W-2 filing done easily and quickly - sometimes in as little as just a few minutes!

So how does it work? Keep reading, and we’ll tell ya!

First, if you don’t have an ExpressIRSForms account, you’ll need to create one. Just go to and click the “Register” button in the upper right hand corner. Fill out your basic information on this page:

And click “Create Account.” You can also use the Facebook or Google registration options at the bottom of the page.

Once you’re logged in, click the big orange “Start New Form” button on your Dashboard. Then you’ll see this window appear:

Go ahead and click the “W-2” button to continue to the next screen. From here, you’ll enter your employer details, including the name, EIN, address, and contact info. Once you’ve filled out this data, click “Next” for another pop-up that’ll ask you how you’d like to enter your employee information:

If you only have a few employees to file for, you can choose to enter their information individually. Or, if you have tons of employees and want to enter all their data at once, you can select the Multi-Data Upload option to bulk upload your info.

Once you’ve entered in your employees’ basic and financial information that’s needed for the W-2 Forms, you’ll be taken to a summary screen where you can view each of your W-2s to confirm they’re ready for filing. From this screen, you can also add more forms for this employer or even add another employer to file W-2 Forms for before you complete your filing.

After you’ve confirmed everything is accurate, click the “Continue” button to go to the next step, which is the “Choose Services” page. When you e-file with ExpressIRSForms, your forms are automatically e-filed with the federal agency they’re required to go to - in this case, the Social Security Administration. By clicking the “Choose Plan” icons on this page, you’ll be able to decide if you’d like to include state filing and postal mailing with your order as well:

Just an FYI - postal mailing means we’ll print and mail your recipient copies for you the very next business day after you order!

Once your order looks complete, click “Continue” to move along in the payment process. Review your order details on the next screen and click “Continue” again. Before you can e-file, you’ll need to enter your credit card details to pay our one-time transmittal fee to send your files along to the appropriate agencies.

Enter your credit card info, click “Continue,” then click the green “Transmit” button on the next page and your done! Your forms are sent and your stress levels should be no more worse for the wear!

If you have any questions during your filing process, you can always reach out to our customer support team. We’re here to help anytime! Give us a call at (704) 684-4751 or send us a live chat during our office hours, Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. If you miss us during these hours, you can always send us an email to support@ExpressIRSForms and we’ll reply within a few hours!

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Thursday, January 19, 2017

How to File Form 1099-R with ExpressIRSForms

Did you know that you can E-file 1099-R with ExpressIRSForms??

Well you can!

What’s Form 1099-R?

Form 1099-R is the form used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. If distributions of $10 or more were paid from one of these sources to an individual during the calendar year, it must be reported on Form 1099-R to the IRS and to the individual receiving the funds.

Most public and private pension plans not included in the Civil Service System can use Form 1099-R to report distributions as well. Filers can also use Form 1099-R to report certain death benefit payments from employers and disability payments from retiring plans.

When Does it Need to be Filed?

Like other 1099 Forms, Form 1099-R needs to be filed with the IRS the year following the tax year the distribution payments were made. So for the 2016 tax year, the deadlines for when 1099-R Forms need to be turned in are:
  • January 31, 2017, for recipient copies to be mailed out.
  • February 28, 2017, for IRS copies to be mailed, if paper filing.
  • March 31, 2017, for IRS copies to be transmitted, if e-filing.
And also like with other 1099 Forms, the Form 1099-R IRS deadline can be extended for 30 days by applying for an extension with Form 8809.

How to E-file Form 1099-R with ExpressIRSForms

Of course, one of the easiest ways to file Form 1099-R is with ExpressIRSForms! Simply log into your account and select the “Create New Form” button. Choose the 1099-R option and fill in the information needed to complete the form. Then, you’ll review your completed form(s), pay a one-time transmittal fee, and e-file your form(s) directly with the IRS. Easy peasy!

And if you select postal mailing when you check out, we’ll even send your payee copies out to your recipients for you by the next business day!

If you have any questions about getting started (or) e-filing your 1099-R Form with the IRS, don’t hesitate to reach out to us! We offer live customer support by phone (704-684-4751) and chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also offer 24/7 assistance at!

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