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 support@ExpressIRSForms.com!

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Tuesday, January 17, 2017

There are Only TWO Weeks Left to File Form W-2!


Alright, guys, January 31 is two weeks away and you know what that means:

You have two weeks left to file your W-2 Forms for employees you paid in 2016.

As we mentioned before, the deadline for all W-2 Forms to be in the hands they need to be (your employees’ and the SSA’s), in any format (paper or e-filing), is January 31, 2017. The Social Security Administration changed the deadline at the end of last year to apply beginning in 2017 with the 2016 tax year.

To spell it out for you, this means that
  • Your employee copies of Form W-2 must be mailed out by January 31, and
  • Your SSA paper copies of Form W-2 must be mailed out by January 31, or
  • Your SSA electronic copies of Form W-2 must be e-filed by January 31.

You may still have time to file an extension form (Form 8809), but keep in mind that it’s no longer automatic and you’re required to have a reason for needing more time to file. So you can apply, but if your extension is denied, you’ll still need to have your W-2 Forms in by January 31. Even if your extension is approved, this only applies for your time to file with the SSA, not for your time to get your employee copies out.

Of course, the quickest and easiest way to file your W-2 Forms and get your employee copies out is to do everything with ExpressIRSForms!

With ExpressIRSForms, you can easily and quickly enter in your W-2 information (either individually or with our bulk upload), then our program creates the IRS-authorized forms you need. Once you review that everything is entered correctly, just pay our one-time e-filing fee and securely e-file your forms directly with the SSA. And if you select postal mailing before you check out, we’ll mail your forms to your employees for you! By the next business day, we’ll print IRS-authorized copies of Form W-2 to send off to the employees for whom you filed.

In other words, just spending a few minutes on ExpressIRSForms could get all of your W-2 Form filing completely done!

If you have any questions about getting started, 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 and offer 24/7 assistance at support@ExpressIRSForms.com.


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Thursday, January 12, 2017

EIF Reminder: The W-2 Extension Form is NOT Automatic!

We mentioned something about this way back in September, but so much has happened since then, we figured you may need a refresher!

Those of you filing the form W-2 required for the 2016 tax season this month who may need to utilize Form 8809 for 30-day extensions should know that this extension of time to file is no longer automatic for W-2 returns.

Of course, you can still apply for an extension of time to file your W-2 Forms. Just keep in mind that this form must be turned in before the January 31 deadline. And if your application is rejected, you’ll still need to have your W-2 Forms in by that January 31st deadline.

You are required to provide a reason for why you need to file. And remember that the SSA only allows extensions “in extraordinary circumstances (or) catastrophe.”

Additionally, to extend Form W-2 returns, Form 8809 must be submitted on paper this year. Mail it to:

Internal Revenue Service
Attn: Extension of Time Coordinator
240 Murall Drive
Mail Stop 4360
Kearneysville, WV 25430

Whether or not you need an extension, you can easily e-file W-2 Forms with ExpressIRSForms! All you have to do is create an account, fill in your W-2 information, pay, and transmit them directly to the IRS. Easy-peasy. And, hey, we’ll even mail your employee copies out for you if you select the postal mailing option before you e-file.

And if you have any questions, please don’t hesitate to reach out to our all-star customer support team. They’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, and available by email 24/7 at support@ExpressIRSForms.com.


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Tuesday, January 10, 2017

There's Just One Month Left for Certain Payers to File Form 1099-MISC

If you’re reporting non-employee compensation in box 7 of Form 1099-MISC for the 2016 tax year, the time to act is now!

In just a few short weeks, the deadline for Form 1099-MISC for those reporting non-employee compensation will be here: January 31, 2017.

According to the 2016 general instructions put out by the IRS for Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G, “Public Law 114-119, Division Q, section 201, requires 1099-MISC to be filed on or before January 31, 2017, when you are reporting nonemployee compensation payments in box 7. Otherwise, file by February 28, 2017, if you file on paper, or by March 31, 2017, if you file electronically.”

The recipient copy deadline for this form will remain the same. That means everyone, regardless of what they’re reporting on Form 1099-MISC, will need to have recipient copies mailed out by January 31, 2017.

You can get all of this done at once - and on time! - when you e-file 1099-MISC with ExpressIRSForms. We’re open for 2016 filing business, so once you sign up, all you need to do is fill in your 1099-MISC information and submit it securely through our IRS-authorized e-filing system. Before you send everything off, check the option to indicate you want us to mail your recipient copies for you, and we’ll send them out by the next business day.

So what are you waiting for? It’s time to get filing!

If you have any questions, please don’t hesitate to contact our customer support team! We’re available Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, by phone (704-684-4751) and live chat, and we provide email assistance 24/7 at support@ExpressIRSForms.com.

And be sure to check back here for more info about filing changes and how to complete your filing with ExpressIRSForms!


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Tuesday, January 3, 2017

ExpressIRSForms Presents: QuickBooks® Integration for 1099-MISC Forms!

The gifts just keep on giving here at ExpressIRSForms: in addition to Xero integration, we now also offer QuickBooks® integration for 1099-MISC Form filers!

Similar to our Xero integration, if you connect your QuickBooks® account with ExpressIRSForms, our program can securely access only the data needed to complete your 1099-MISC Forms. Then, all you need to do is enter the current year’s financial data in each 1099-MISC, review your return, and e-file it directly with the IRS! Simple, right?

So simple, we’ll show you how now:
  • Log into your ExpressIRSForms account.
  • Click on “Start New Form”.
  • Select the “1099-MISC” button next to the QuickBooks® logo.
  • Make sure to review the necessary steps for completing your 1099-MISC return via QuickBooks® integration.
  • Click the “QB Connect” button.
  • Sign into your QuickBooks® account to authorize the connection to ExpressIRSForms.
  • In your QuickBooks® account, select the company or payer for whom you want to file and click “Authorize”.
  • Confirm the payer information and add any missing data to your forms back in your ExpressIRSForms account.
  • Review your forms, pay, and transmit!

Simple as that! But if you have any questions at all regarding integration with your ExpressIRSForms account or e-filing your 1099-MISC Forms, just let us know! Our support team is here by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, and available 24/7 at support@ExpressIRSForms.com.


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Tuesday, December 27, 2016

ExpressIRSForms Presents: Xero Integration for 1099-MISC Forms!

Welcome back, ExpressIRSForms filers! We’ve got a belated holiday present for you:

ExpressIRSForms now offers Xero integration to E-file 1099-MISC..!

That means if you already have a Xero account with all of the information needed to file 1099-MISC Forms, you can use that to e-file directly with the IRS with ExpressIRSForms. You won’t need to write in your info on paper forms or re-type it in another e-filing service.

With your authorization, ExpressIRSForms securely accesses only the data needed to complete Form 1099-MISC in your Xero account. Then, it uses that data and built-in knowledge of IRS rules and regulations to accurately create your 1099-MISC Forms for your review. Once you’ve entered in the current year’s financial data and approved the forms, you can e-file them directly to the IRS and have us print and mail your recipient forms (or do that yourself from your print center)!

Ready to link your Xero account to save a few steps in e-filing your 2016 1099-MISC Forms? Here’s how:
  • Log into your ExpressIRSForms account.
  • Select "Start New Form".

  • Click the "1099-MISC" button next to the Xero logo.

  • Review the steps required to complete your 1099-MISC return by connecting your ExpressIRSForms account with your Xero account.
  • Select "Connect to Xero".
  • Enter in your Xero account info to log in and authorize ExpressIRSForms to use your Xero account.
  • When you come back to ExpressIRSForms, your 1099-MISC Forms will be ready for your review and to enter the current year's financial data for each recipient.

And, as always, if you have any questions during any step of the process, 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) and live chat and available anytime at support@ExpressIRSForms.com.


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Thursday, December 22, 2016

Happy Holidays from ExpressIRSForms!

Happy holidays to you and yours from ExpressIRSForms!

We’ve had a big year here at ExpressIRSForms! We officially made the switch over from ExpressTaxFilings in order to provide you a wider variety of IRS document e-filing. And we added e-filing for the Affordable Care Act Forms and FREE e-signing for Form W-9, Request for Taxpayer Identification Number and Certification.

All of this while our all-star customer support team continued to provide top-of-the-line assistance to our many valued customers! 

Now, we’re working hard to get everything prepared for 2016 filing, which begins in just a couple of weeks!

But before we get everything finalized, we will be taking a short break for the holidays. Customer support will be unavailable Friday, December 23 through Monday, December 26. But we’ll be back bright and early Tuesday, December 27 at 9:00 a.m. EST by phone, live chat, and email to answer any e-filing questions you have.

Again, thank you for all your support this year and very happy holidays!

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