Thursday, December 8, 2016

Upload Multiple Tax Forms with ExpressIRSForms!

Ready or not, the 2016 tax filing season is nearly upon us!

Here at ExpressIRSForms, we want to do everything we can to make sure your e-filing is as simple and smooth as possible. That’s why we’ve built up our program with a ton of features that ensure your filing is done faster and easier than ever before.

And one of those awesome features is one of our most classic: the bulk upload.

Now, we’ve had the option to bulk upload for as long as ExpressIRSForms has been around and then some; it was one of our cutting edge features when we first launched in late 2012 as ExpressTaxFilings. With bulk upload, you can upload all of your information for whichever form you’re filing - 1099, W-2, ACA Forms, whatever! - all at once using our Excel spreadsheet or one of your own! Then, once your information is input into your account, you just review that all the names and numbers went in the correct boxes and e-file.

Seems simple enough because it is! And this year, we’ve even updated our bulk upload to include Xero and QuickBooks™ integration! So now, if you use either Xero or QuickBooks™ to handle your 1099 or W-2 or ACA information, you can easily integrate your data to e-file your forms even more quickly.

To learn more about bulk upload and our other quick filing features, check out our website! You can also contact our stellar customer support team with any e-filing or ExpressIRSForms questions you may have. We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST and we offer 24/7 assistance through support@ExpressIRSForms.


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Tuesday, December 6, 2016

Time's Running Out to File Your 2016 W-2 Forms!

Quick - have you heard?!

The Social Security Administration (SSA) has changed the deadline for all filings for Form W-2 - paper filing, e-filing, and even employee copies - to January 31 starting with the 2016 tax year.

That means those paper forms you thought you had until February 28th, 2017 to send or the e-filing you intended to put off until March 31, 2017, for this year's set of W-2s are actually due by January 31, 2017.

The employee copies of your W-2 Forms were already due to be out by January 31, 2017, anyway, but now you need to make sure your W-2s are submitted to the SSA in some form by that date. Which means you don’t have much time left to get your W-2 Forms ready to go!

Of course, ExpressIRSForms will be here the moment the SSA opens up e-filing for the 2016 tax year to help get your forms filed and sent out on time! As an IRS-authorized e-file provider, we’ve got the edge to help securely e-file your forms as early as possible and the features to do it in no time at all.

And did we mention we do postal mailing? That’s right: before you e-file, just select the option to add in postal mailing. We’ll get an alert here at our headquarters in Rock Hill, SC and begin printing the employee copies of your W-2 Forms to securely mail them by the next business day.

Why, with ExpressIRSForms, you could have your W-2 Forms submitted to the SSA and sent to your employees in a matter of minutes - and well before the January 31 deadline too!

Head on over to ExpressIRSForms now to sign up for an account and learn more about e-filing with us! And if you have any questions, don’t hesitate to give us a call (704-684-4751) or send us a live chat; we’re available Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. And we also provide 24/7 customer assistance through email at support@ExpressIRSForms.com!

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Thursday, December 1, 2016

2016 Tax Year Changes for Form 1094-C

Yesterday we learned about the new changes coming to Form 1095-C in 2017 for the 2016 filing season. And we’d certainly be remiss to not mention the changes to its accompanying form, Form 1094-C.

Transmittal Form 1094-C
As you may know, Form 1094-C is the transmittal form of Form 1095-C, and it summarizes the data found in its accompanying ACA return. It’s filed by Applicable Large Employers who are required to offer health insurance coverage to their fifty or more full-time employees. You don’t need to send a copy of Form 1094-C to your employees with their Form 1095-C, but it is required to have the Form 1094-C to the IRS by their ACA filing deadlines, which are:
  • February 28, 2017, for paper filers and
  • March 31, 2017, for e-filers.
So now that we’ve got all the basics out of the way…

The Changes
There are two form revisions to Form 1094-C that you’ll want to make note of:
  • Line 22, box B has been designated “Reserved” and should not be used. This box used to indicate the Qualifying Offer Method Transition Relief, which is no longer available for 2016.
  • “Section 4980H” was put in before “Full-Time Employee Count for ALE Member” in Part III, column (b), to remind those filing that the section 4980H definition of “full-time employee” should be used for filling out this column, not any other definition an ALE may use for other purposes.
So there you have it. And don’t forget that ExpressIRSForms is here to guide you through all the changes the ACA Forms encounter while helping you e-file them accurately and on time!


For more information on e-filing your ACA Forms with ExpressIRSForms, check out our website, or give us a call! Our friendly support team is here to help by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST and by email 24/7 at support@ExpressIRSForms.com.


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Wednesday, November 30, 2016

The New ACA Form 1095-C Codes

Let’s switch gears here for a post and talk about the Affordable Care Act Forms. More specifically, Form 1095-C and the changes it’s gone through to be ready for 2016 filing early next year.

If you filed 1095-C Forms this past year, you may recall on lines 14 and 16 you were required to enter codes that corresponded with the type of coverage you offered and the safe harbor relief for which you were eligible. These codes were chosen from Code Series 1, Offer of Coverage, and Code Series 2, Section 4980H Safe Harbor Codes and Other Relief for ALE Members, respectively.

Code Series 1 Changes
This past year, Code Series 1 provided a variety of codes, numbered 1A to 1I, to indicate more information about the coverage offer you provided to the employee. But for 2016 filing, this code is a little different.

For one thing, code 1I, which only applied for 2015 transitional relief options, is no longer available and is marked as “reserved” by the IRS. In other words, don’t use it on any future forms.

For another, codes 1J and 1K were added to the list. Codes 1J and 1K address conditional offers of spousal coverage. A conditional offer refers to an offer of coverage that is subject to one or more objective conditions, which must be found reasonable to the IRS. An example of an appropriate conditional offer would be an offer to cover an employee’s spouse only if the spouse is not eligible for coverage under a group health plan sponsored by another employer or Medicare.

Code 1J: Minimum essential coverage providing minimum value is offered to the employee and at least MEC is conditionally offered to the spouse. MEC is not offered to the dependent(s).
Code 1K: MEC providing minimum value is offered to the employee and dependent(s) and at least MEC is conditionally offered to the spouse.

Code Series 2 Changes
Code Series 2 was a little bit different than the first series because not everyone would necessarily use it. Code Series 2, with codes 2A to 2I, is used to indicate the safe harbor relief for which you may be eligible.

This coming year, for the 2016 filing season, code 2I is no longer applicable. Similar to code 1I, code 2I only applied for a 2015 safe harbor relief option, so, naturally, it can’t be used past the tax year 2015.



We’ll be sure to keep you updated on any major ACA changes in the coming months to help make sure you’re as prepared as possible for the 2016 filing season. And if you have any questions in the meantime or need to e-file Form 1095-C, don’t hesitate to give ExpressIRSForms a call! We’re available by phone (704-684-4751) and live chat (through our site) Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also provide 24/7 customer support via email at support@ExpressIRSForms.com.

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Tuesday, November 22, 2016

E-filing and Form 1096

If you’ve been filing 1099 Forms for a few years now, you probably remember a time before e-filing. And in this time, Form 1099 was always sent along to the IRS with Form 1096.

What is Form 1096?
The reason Form 1096 was sent with a 1099 Form return is because Form 1096 is the transmittal form for the 1099 Series. Form 1096 basically acts as a summary for all the 1099 Forms mailed to the IRS in that particular return. In fact, Form 1096’s official name is the Annual Summary and Transmittal of U.S. Information Returns and it’s used to transmit Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS.

E-filing and Form 1096
If you made the switch from paper filing to e-filing, you may have noticed that Form 1096 typically isn’t there when you go to e-file your return. All your other information forms are, but how are you going to transmit your return without the transmittal form?

The reason the IRS needed that transmittal form for paper copies is because individual workers would use them to make reviewing returns faster and simpler. When you e-file, a computer does all that so Form 1096 isn’t required.

Form 1096 and ExpressIRSForms
Even though Form 1096 isn’t required when you e-file, many filers find themselves wanting one for their records. Or maybe for the nostalgia of it. Whatever the reason, when you e-file with ExpressIRSForms, we automatically generate an IRS-authorized Form 1096 based on your 1099 return information that you can print and keep! (Just remember you don’t actually need to send it to the IRS.)

For more information on 1099 e-filing and accessing your Form 1096 in your ExpressIRSForms account, don’t hesitate to give us a call! Our expert support team is here to help right from our headquarters in Rock Hill, South Carolina. We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. ET and by email 24/7 at support@ExpressIRSForms.com!

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Thursday, November 17, 2016

Extension Form 8809: What You Need to Know

Did you know that you can get an extra 30 days to e-file your information returns with the IRS? All you have to do is apply with Form 8809!

What is Form 8809?
Form 8809 is officially titled the Application for Extension of Time to File Information Returns. If you don’t think you’ll be able to have the information returns you’re required to file each year ready on time, you can apply for a quick 30-day extension of time to file with Form 8809.

Now, a couple things to keep in mind about Form 8809:
  • It must be filed by the original filing deadline you’re trying to extend. We recommend not waiting til the last minute for this, though, since W-2 extensions are no longer automatic and you’ll need to get verification your extension has been granted.
  • Form 8809 does not extend your deadline for having your employee or recipient copies mailed out. So even if you receive an extension to file your 1099 Forms with the IRS, you’ll still need to make sure you have those recipient copies out by the original deadline.

For Which Forms Can I Use Form 8809?

Form 8809 can be used for a myriad of forms, namely Forms
  • W-2,
  • 1094-C, 1095-C,
  • 1095-B,
  • 1097, 1098, 1099, 3921, 3922, W-2G,
  • 1042-S,
  • 5489,
  • 5489-ESA,
  • 5498-SA, and
  • 8027.

Can Form 8809 Be E-filed?
Yes and no. For most forms, Form 8809 can be e-filed, however, this year is the first year Form 8809 must be completed on paper for W-2 Forms. For every other form, you can e-file Form 8809 with an IRS-authorized filing agent (like ExpressIRSForms*). However, Form W-2 extension requests must be mailed to:
Internal Revenue Service
Attn: Extension of Time Coordinator
240 Murall Drive, Mail Stop 4360
Kearneysville, WV 25430




*For more information about e-filing Form 8809 with ExpressIRSForms, check out our website or give our support team a call! We’re here Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, via phone (704-684-4751) and live chat and we offer 24/7 assistance via email at support@ExpressIRSForms.com!


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Tuesday, November 15, 2016

Are You Prepared for the 2017 Filing Changes?

Whether you’re ready for it or not, there are some big changes coming in 2017. And with the way 2016 has been moving, they’ll be here before we know it.

Now, as you know, the information return filing you do to report things like your employees’ salaries and their healthcare benefits or your independent contractors’ earnings is done at the beginning of each year. That’s not changing: you still need to prepare to file W-2s, 1099s, and ACA Forms starting in just a month and a half.

So just what is different about this year? We’re glad you asked:

New Deadlines
  • ACA Forms
    • The deadline to have copies of Form 1095-B/C to your employees/recipients, which was March 31 last year, will be January 31, 2017.
    • The deadline to paper file Form 1094 and 1095 with the IRS, which was May 31 last year, will be February 28, 2017.
    • The deadline to e-file Form 1094 and 1095 with the IRS, which was June 30 last year, will be March 31, 2017.
  • W-2 Forms
    • The deadline to have employee copies of Form W-2 furnished and to have SSA copies filed (e-filed or by paper) will be January 31, 2017.
    • In previous years, copies of Form W-2 were due to employees by January 31, to the SSA if paper filing by February 28/29, and to to the SSA if e-filing by March 31. For 2016 filing, all W-2 Forms must be delivered to the appropriate recipient by January 31.
    • Also, note that extensions for Form W-2 are no longer automatic. You can still apply for a 30-day extension, however, by filing Form 8809.
  • 1099 Forms
    • If you’re reporting nonemployee compensation payments in box 7 on Form 1099-MISC, that form must be filed with the IRS, as well as mailed to the recipient, by January 31, 2017.
    • This new deadline only applies for the Form 1099-MISC in the 1099 Form Series and only if box 7 is completed. Otherwise, the form may be filed with the IRS by February 28 (if paper filing) or by March 31 (if e-filing).

New Codes and Costs
  • ACA Forms
    • On Line 14 of Form 1095, where the code for the corresponding offer of coverage is entered, the IRS has gotten rid of code 1I (Qualifying Offer Transition Relief 2015) and added code 1J (MEC offered to employee and spouse) and code IK (MEC offered to employee, spouse, and dependents). 
    • On Line 16 of Form 1095, where the code for applicable safe harbor relief is entered, the IRS has gotten rid of code 2I (non-calendar year transition relief).
  • W-2 Forms
    • Before, the most you stood to pay for late, incorrect, or missing W-2s was at most $3 million ($1 million for small businesses). For the 2016 tax year and future years, late or incorrect W-2 Forms will be charged $50, $100, or $260 per form.
    • The fee is determined based on when the complete, correct Form W-2 is filed and cannot exceed $3,193,000 ($1,064,000 for small businesses) per calendar year.

Same Reliable ExpressIRSForms
ExpressIRSForms can keep you prepped and ready for all these new changes! We’re already busy updating and perfecting our software for the new codes and deadlines coming in 2017. And you’ll find that all your favorite features to keep your filing fast and easy are still here, like bulk upload and postal mailing (where we mail your recipient copies for you!).

And, as always, if you have any questions, our support team is here to help! We’re available Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, by phone (704-684-4751) or live chat; we’re also available 24/7 at support@ExpressIRSForms.com.


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