Wednesday, August 30, 2017

Time is Running Out to File Form 2290!

Last week, we gave you a friendly reminder about the Heavy Vehicle Use Tax (HVUT) Form 2290 deadline so you could get your things in order and file.

Well, today, we have a much more frantic reminder that time is running out to get your Form 2290 filing complete! Your Form 2290 must be submitted to the IRS by midnight tomorrow, August 31, 2017, to be considered on time. If you file late, you risk paying a penalty to the IRS.

E-file Form 2290 with ExpressTruckTax
As we mentioned last week, our sister product, ExpressTruckTax, is the best in the 2290 e-filing biz. Their program allows you to complete your HVUT Form in under five minutes and transmit it directly to the IRS. You’ll even have the option to pay any taxes owed with your 2290 Form when you complete and e-file it with ExpressTruckTax.

ExpressTruckTax’s expert customer support team is also on standby for extended hours over the next few days to help you get your form correctly filled out and filed. Their US-based support team members offer assistance in English and Spanish and by phone, live chat, and email.

Form 2290 FAQs
But before you head over and start filing, we’ve got a few FAQs the ExpressTruckTax support team has been getting this year to help you be as prepared as possible for your 2290 filing:
  • What is my first use month?
    • The first month that you use your heavy vehicle during the tax period.
    • The current tax period, for which you’ll be filing your Form 2290, runs from July 1, 2017 to June 30, 2018.
    • So if you operated your heavy vehicle in July this year, that’ll be your first use month.
  • Can I pay the Heavy Vehicle Use Tax I owe with a credit card?
    • No, that would just be a little too easy, wouldn’t it?
    • Unfortunately, the IRS doesn’t accept credit cards.
    • To make a payment, you’ll need to
      • Authorize a direct debit or electronic fund withdrawal,
      • Pay with the Electronic Federal Tax Payment System (EFTPS),
      • Mail a check or money order to the IRS along with your completed 2290-V (payment voucher).
  • What is an EIN?
    • EIN stands for Employer Identification Number. It’s like a Social Security Number for business entities.
    • You may only use an EIN on Form 2290 and cannot use a Social Security Number.
  • How do I file?
    • With ExpressTruckTax, of course!
    • Just follow their step-by-step e-filing guide to complete your Form 2290 in 5 minutes or less.
    • They’ll send you a stamped Schedule 1 via email within 15 minutes of you e-filing your Form 2290 with the IRS.
    • Not near a computer? Check out their 2290 mobile app, free in the Apple Store and on Google Play.

Now the clock’s tickin’ so it’s time to get filin’!

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Tuesday, August 22, 2017

Truckers: The Heavy Vehicle Use Tax Form 2290 is Due Soon!

If you own and operate a heavy use vehicle, you’re running out of time to file this year’s Form 2290!

Form 2290 and Schedule 1
Truck drivers and owner-operators who have vehicles with a taxable gross weight of 55,000 pounds or more are required to file Form 2290, the Heavy Highway Vehicle Use Tax (HVUT) Return each year by August 31st. This includes any and all taxable highway motor vehicles that are registered (or required to be registered) under state, federal, Canadian, or Mexican law.

Filing Form 2290 is the only way to get the IRS’s stamp of approval on the Schedule 1 each driver or owner-operator is supposed to have for each vehicle. A stamped Schedule 1 is basically the driver or owner’s receipt for the vehicle’s tax payment and is needed for the vehicle to continue operating for the year.

Where to E-file Fast
If you or someone you know still needs to file Form 2290, it’s not too late. In fact, it just so happens we know of a place where you can get in done in under five minutes: ExpressTruckTax! You may notice from the similar name that ExpressTruckTax is indeed a sister product of ExpressIRSForms, so you know you can trust their program’s user friendliness and customer support.

When you e-file Form 2290 with ExpressTruckTax, they guarantee you’ll get your stamped Schedule 1 back the same day you file, sometimes within 15 minutes! Of course, it really all depends on IRS filing volumes at the time you file, but since you’ll be e-filing with an IRS-authorized provider, your Form 2290 will be given top priority. You can also pay any taxes you currently owe from your ExpressTruckTax account, so it really is a one-stop-shop for your HVUT filing!

If you’re really on the go until August 31st, you can download the free ExpressTruckTax app and e-file your Form 2290 from anywhere with a cell signal!

However you file, you can learn more at! And if you have any questions, the friendly, US-based TruckTax support team is happy to help in English and Spanish by phone, live chat, or email.

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Tuesday, August 15, 2017

1099-MISC or W-2? Which Form You Need to File for Your Workers

There are a lot of IRS forms that need to be completed for your company. But when it comes to Form 1099-MISC and Form W-2, which one should you choose to report payments made to workers within the course of your business?

Form 1099-MISC vs. W-2 Forms
Form 1099-MISC is used to report financial details regarding payments you’ve made to workers for their services as they relate to your business throughout the year. W-2 Forms are also used to report financial details regarding payments you’ve made to workers for their services as they relate to your business throughout the year. The differences are in the nuances of each form.

Basically, Form 1099-MISC is used to report payments made to independent contractors while W-2 Forms report payments (or salaries) paid to employees. But how do you decide if someone has been hired as an independent contractor or an employee?

Well, you could complete Form SS-8 and submit it to the IRS and they’ll let you know into which category your workers fall. This process could take up to six months, though, so if you’d like to figure it out a little faster, just scroll down a little further!

How to Decide
You can determine your workers’ types of employment by assessing the degree of control and independence each worker has over the job he or she has been assigned. You can determine this degree of control by considering the three following categories:
  • Behavioral control, or whether you exercise the right to direct or control how the worker does the work. Businesses have the right to direct and control employees regarding how their work is done but not how independent contractors complete a job.
    • Ask Yourself: Do you control or have the right to control what and how the worker does his or her job?
  • Financial control, or whether you have the right to control the economic aspects of your worker’s job. The company generally controls these variables for employees while independent contractors will be in charge of them for him or herself.
    • Ask Yourself: Are you responsible for how the worker’s paid, expense reimbursement, and providing tools/supplies?
  • Type of Relationship, or how you and the worker perceive your relationship. Contracts, employee benefits, and work permanency can provide insight into identifying the relationship. Employees tend to require more contracts and employee benefits and are more of a permanent part of your business than independent contractors.
    • Ask Yourself: Do you have written contracts or employee-type benefits (i.e., pension plans, insurance, vacation pay, etc.) for your workers? Will your relationship continue and is their work a key aspect of the business?

Be sure to weigh all of these factors so you can accurately determine which form you need to complete for your payees.

Then, once you’ve correctly assessed the status of your workers and which forms they need, you can easily and securely e-file Form 1099-MISC or Form W-2 with ExpressIRSForms! Create an account today!

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Tuesday, August 8, 2017

There's Another Form 990 Deadline Coming Up!

Ahh, another day, another dollar.

And another month, another 990 Form deadline!

It’s no secret August brings with it a lot of new and (potentially) exciting things: it’s the beginning of football season, school’s starting back, and tax-exempt organizations that operate on a fiscal year of April 1 to March 31 have a Form 990 deadline for the 2016 tax year! Okay, so that last one doesn’t really roll off the tongue as well, but it’s what we’re here to talk about.

Form 990, Form 990-EZ, & Form 990-N, Oh My!
And did we mention Form 990-PF?! Depending on how much your organization earned in gross receipts during the 2016 tax year, you’ll need to file one of these four 990 Forms with the IRS by August 15, 2017. If your organization
  • Received less than $50,000 in gross receipts, you’re required to e-file Form 990-N.
  • Received between $50,000 and $200,000 in gross receipts, you’re required to file Form 990-EZ.
  • Received more than $200,000 in gross receipts or has more than $500,000 in total assets, you’re required to file Form 990.
  • Is a private foundation, you’re required to file Form 990-PF regardless of gross receipts.
Keep in mind that Form 990-N is an online form and can only be electronically filed (or e-filed) with the IRS. The other forms can be submitted online or on paper.

But, Of Course, It’s Easiest to E-file
E-filing Form 990 - whichever Form 990 you file - is infinitely faster, easier, and more secure than paper filing. We even know the best place to do it: ExpressTaxExempt! ExpressTaxExempt is our sister product and the leader of the 990 e-filing game. They’ve simplified the filing process by breaking down each form into interview-style questions so completing your return is a breeze! And their IRS-authorized e-filing software transmits your return securely and directly to the IRS once you’re done.

And if things get away from you in the next week and you won’t be able to file on time, you can always e-file Form 8868, the 990 extension form, with ExpressTaxExempt to get an extra 6 months to file your return.

Head on over to now to get started! And if you have any questions, don’t hesitate to give them a call!

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Tuesday, August 1, 2017

Now's the Perfect Time to Get an Online Signature PIN

As you’re probably aware, your second quarter 941 Forms were due yesterday (July 31st). That means there’s no time like the present to apply for an Online Signature PIN for your third quarter filings coming up in a few months!

3rd Quarter Filing
As a quarterly return, Form 941 is required to be filed four times a year. Each time you file, you’re reporting important tax information to the IRS regarding your business’s finances for the previous fiscal quarter. This information includes the federal, social security, and Medicare taxes withheld from employee paychecks (as required by the IRS) as well as your tax liabilities as an employer for the quarter.

For the third quarter of 2017, which lasts from July 2017 to September 2017, Form 941 must be submitted to the IRS with any tax payments by October 31, 2017.

Getting An Online Signature PIN
Applying for an Online Signature PIN is not a difficult process, but it can be a time consuming one. You see, when you e-file certain IRS returns, like Form 941, you’re required to e-sign the form to verify you are (or the authorized person is) actually filing the form. You can do this by completing an e-signing Form 8453-EMP or by using a 10-digit PIN assigned to you by the IRS for filing purposes.

Getting a verified, activated Online Signature PIN can take up to 40 days, even when applying online. That’s why it’s best to go ahead and apply now, that way you have plenty of time to get set up with your PIN before the third quarter filing deadline. And with ExpressIRSForms/TaxBandits, it’s never been easier to apply:
1. Log into your account. (You can log in here using your ExpressIRSForms info or go straight to
2. Select the Start New Form button.
3. Check the 94x Online Signature PIN Request option in the 94x Forms section.
4. Enter your employer details manually or by importing an employer from your Address Book.
5. Enter the identifying information (name, title, SSN, email, and phone number) of the Signing Authority to be associated with your Online Signature PIN.
6. Enter your credit card details.
    NOTE: Your credit card will NOT be charged and the information associated with it will NOT be saved in our system. This is simply to verify your identity, which we’re required by the IRS to do before submitting your Online Signature PIN request.
7. Click the orange button to Send PIN Request.
Simple as that!

What Happens Next
After you submit your application for an Online Signature PIN through TaxBandits, the IRS handles the rest. They’ll receive and review your application and, if approved, send you a letter with your 10-digit Online Signature PIN. You’ll need to confirm that the information associated with the PIN in their letter matches your application. Included in the IRS’s letter will be a letter for you to sign, authorizing that everything is correct, and send back to the IRS within 10 days of receiving your PIN. Once the IRS gets this back, they’ll activate your PIN for you to use for future e-filings!

Oh, and did we mention all this is absolutely FREE?!

If you have any questions about applying for your Online Signature PIN, don’t hesitate to reach out to us! 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 offer 24/7 email assistance at!

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Tuesday, July 25, 2017

Form 941 and Schedule B

Last week, we called your attention to the fact that your second quarter 941 Forms are due at the end of this month! Now, we’re back to remind you that the deadline’s even closer and to provide you with some information on an attachment you may be required to submit with your 941 Form.

What is Schedule B?
Schedule B is an addendum used with the quarterly tax return for businesses, Form 941, to report additional information to the IRS. Depending on how you deposit the employer taxes associated with Form 941 determines whether or not you’re required to submit Schedule B.

Schedule B is filed by employers who deposit their employment taxes reported on Form 941 on a semi-weekly basis. It’s also required by employers who report more than $50,000 in employment taxes during the previous period and by those who have accumulated $100,000 or more in tax liability in the current or past calendar year.

Where Can I File Form 941 & Schedule B?
When you e-file Form 941 with ExpressIRSForms (also known as TaxBandits), our system will help you complete and include Schedule B if, based on the information you enter, you’re required to submit it with your return at no additional cost!

You’ll also be able to e-sign your return (using your Online Signature PIN or with Form 8453-EMP) and pay any taxes before securely e-filing your Form 941 and Schedule B with the IRS.

It’s no secret that e-filing is the easier, faster, and safer way to complete your IRS returns, including Form 941. Create your account with us or log in today to see just how much better e-filing really is!

And if you have any questions, don’t hesitate to reach out to our all-star, US-based customer support team! We’re available by phone and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST and by email 24/7.

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Thursday, July 20, 2017

Second Quarter 941 Forms Are Due Soon!

Wow-wee where did July go?!

Seems like we were just filing first quarter taxes and now it’s almost time to have second quarter 941 Forms in! So, are you ready?

About Form 941
Many of you are already very familiar with Form 941, but it’s always good to have a refresher course before diving into the form. Form 941, the Employer’s Quarterly Tax Return, reports income taxes, social security tax, and Medicare tax required to be withheld from your employee wages. It’s also used to calculate and submit the employer portion of social security and Medicare taxes.

And since Form 941 is a quarterly form, it must be submitted to the IRS the month following the end of each fiscal quarter. So with the deadline we have coming up on July 31, you’ll need to report financial details from April through June (the second quarter).

E-filing Form 941
Of course, the easiest and fastest way to complete and submit Form 941 is by e-filing. Just keep in mind you’ll need to electronically sign your form with either an Online Signature PIN (assigned by the IRS) or by completing Form 8453-EMP. And with ExpressIRSForms, completing and e-signing Form 941 couldn’t be simpler! You can even make online payments to the IRS when you e-file Form 941 through your account.

But you’d better hurry - there are officially less than two weeks left to complete and submit Form 941 for your business’s second quarter return. If you need any help getting started or have a question, don’t hesitate to reach out to us - we’re glad to help!

Happy filing, everyone!

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Tuesday, July 11, 2017

Heads Up: Your Nonprofit's Tax Form May Be Due

Hey! Do you work with a nonprofit? Know someone who does?

Did you know that it may be time for that nonprofit to file its tax form with the IRS to remain a tax-exempt organization?

The Tax-Exempt Tax Form
When a nonprofit becomes a tax-exempt organization, they agree to report certain financial details to the IRS each year on a Form 990. The form and its information let the IRS know that the organization is still operating within the regulations required to remain tax-exempt. How big the organization is - and how much money it brings in for its tax-exempt purpose - determines which 990 Form is filed with the IRS:
  • Form 990-N, the e-Postcard, is e-filed by organizations that receive less than $50,000 in gross receipts annually.
    • Note: As an electronic form, Form 990-N cannot be paper filed and can only be e-filed.
  • Form 990-EZ is filed by organizations that receive between $50,000 and $200,000 in gross receipts annually and/or have more than $200,000 in total assets.
  • Form 990, the Long Form, is filed by organizations that receive more than $200,000 in gross receipts annually and/or have more than $500,000 in total assets.
  • Form 990-PF, Private Foundation, is filed by tax-exempt organizations classified by the IRS as Private Foundations, regardless of total income.

Who Needs to File July 15
Here’s how the deadline for Form 990 works: it’s due to the IRS the 15th day of the 5th month following the organization’s tax year end date. For organizations that follow a normal calendar year tax schedule - January 1 through December 31 - this deadline is May 15th each year.

But not every tax-exempt organization is created the same way or even on the same timeline. Since some nonprofits become tax-exempt mid-year or work closely with industries that may follow other tax schedules, they’re able to set their tax year with the IRS to be any consecutive 12-month period. Of course, they can’t change it all willy-nilly; once they’ve set a tax year, that’s their tax year. But all of this does mean that Form 990 can pretty much be due any month of the year.

And for organizations who operate on a fiscal tax year that runs from March 1st to February 28th/29th, that month is July!

Where to File Your 990 Form
So, you’ve established that your tax-exempt organization operates on a fiscal year starting in March and ending in February. What’s next?

Well, first things first: your deadline (July 15) falls on a Saturday this year, so it’s automatically extended to Monday, July 17. But if you still don’t think you’ll be able to get everything together in time (Form 990 is known as the Long Form), you can e-file Form 8868 before then to get an automatic 6-month extension of time to file.

The best place to e-file your 990 Form is, of course, with our sister product ExpressTaxExempt. They’re the leader in the nonprofit e-filing industry because they make e-filing Form 990, 990-N, 990-EZ, 990-PF, and even Extension Form 8868, super easy - and fast! You can finish Form 990-N or 8868 in just a few minutes and their simplified, Q & A style format makes finishing the longer forms a much less daunting task. So check ‘em out: create an account and e-file your nonprofit tax return over at

And if you have any questions at all about tax-exempt forms or e-filing, don’t hesitate to give them a call!

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Tuesday, June 27, 2017

It's Time to File Your Form 2290 (HVUT)!

Do you know a truck driver? Are you a truck driver? Well, then have we got some info for you!

Truckers & Their Taxes
Chances are, you or someone you know is a part of the trucking industry. The Department of Transportation registers over 40,000 commercial drivers licenses each month, and there are roughly 350,000 owner-operators up and running in the US. While this means that technically only about 7% of traffic on highways is made up of big trucks, truckers pay around 36% of the taxes and fees that go into the Highway Trust Fund.

In this way, truckers are the backbone of our highways as well as the circulatory system of our economy. Basically every commodity you can think of - particularly those that require special handling - is transported to different locations around the country by truck drivers.

It’s no surprise, then, that truckers getting their taxes filed is quite a big deal.

Heavy Vehicle Use Tax (HVUT), Form 2290, & Schedule 1
Form 2290, the Heavy Highway Vehicle Use Tax Return, is filed by truck drivers and owner-operators whose vehicles have a taxable gross weight of 55,000 pounds or more. This is applicable for any and all taxable highway motor vehicles required to be registered under state, federal, Canadian, or Mexican law. The main function of Form 2290 is to figure and pay any tax due for these vehicles, but it can be used to report a variety of other information as well.

Form 2290 must be filed with a Schedule 1 which, once the return has been approved by the IRS, will be sent back stamped to the trucker who filed. This Schedule 1 is especially important because it’s used as proof that the vehicle’s taxes were paid and it can, therefore, continue operating until it’s time to file again a year later.

E-filing Form 2290
It’s no surprise one of the easiest ways to file Form 2290 is e-filing, but did you know ExpressIRSForms’s sister product, ExpressTruckTax, is the #1 IRS-authorized e-filer for HVUT Form 2290?? Thousands of truckers and owner-operators e-file through ExpressTruckTax each year not only because it’s fast, simple, and cost-effective, but also because they have the fastest return time for that stamped Schedule 1! Now, during 2290 pre-filing, you can get your Schedule 1 back in as little as just a few minutes after you pay and e-file. And with ExpressTruckTax, you can also pay any heavy vehicle taxes directly from your account through an electronic funds withdrawal (or direct debit).

But don’t dawdle: the time to file is now! The official filing season for 2290 forms due August 1, 2017, begins July 1 and the longer you wait now, the busier the IRS gets, and the longer you’ll have to wait later for your stamped Schedule 1.

So head on over to ExpressTruckTax to get started or download their 2290 e-filing app to file on the go! And if you need any help or have any questions, the ExpressTruckTax US-based customer support team is more than happy to help by phone, live chat, or e-mail!

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Wednesday, June 21, 2017

How to E-Sign Form 941 Without a Signature PIN

It’s no secret the easiest way to complete Form 941 is by e-filing. E-filing is faster and more secure and, with IRS-authorized e-filers like ExpressIRSForms, more accurate than paper filing. The only catch to e-filing Form 941 is that you must e-sign the form, and the IRS is very particular about how they make sure your e-signature is actually yours. So let’s dive right in, shall we?

Form 941 E-Signing & E-filing
When you e-file Form 941, there are two ways to e-sign your report: with an Online Signature PIN designated to you by the IRS or by completing Form 8453-EMP. If you’re going to be filing a lot of 941 Forms - say 4 a year for the rest of your business’s life - it’s probably good to go ahead and get an Online Signature PIN so you’re don’t always have to fill out two forms whenever you file your quarterly taxes.

But getting an Online Signature PIN can be quite the process, so let’s talk about what to do if you don’t have that PIN.

Form 8453-EMP
If you don’t have an Online Signature PIN given to you by the IRS, you’ll need to complete and submit Form 8453-EMP, Employment Tax Declaration for an IRS e-file Return, along with your 941 Form. When you e-file with ExpressIRSForms, to do this, all you need to do is select the Form 8453-EMP option when it comes time to e-sign your 941 Form. You’ll be able to securely e-sign the form with our e-signature portal and submit your return right away!

Getting an Online Signature PIN
You can easily get an Online Signature PIN through ExpressIRSForms too! Just keep in mind that the process takes up to 45 days to complete. All you’ll do is select the option for applying for an Online Signature PIN, fill out a little information, and submit your request. The IRS will take it from there, evaluating your application before sending your PIN to you in the mail. Once you receive your PIN, you’ll have 10 days to sign the form sent to you by the IRS and return it to them.

The IRS won’t send you a confirmation that they received your letter back, but your PIN should activate within 20-30 days of receiving it and mailing back the IRS form. This means if you’ve just gotten your PIN, it likely won’t be activated for you to e-sign any IRS forms. If it’s been at least 45 days since you first applied for your PIN but you’re still having activation issues, you’ll need to contact the IRS directly.

And if you have any questions about completing your Form 941 and e-signing it with ExpressIRSForms, don’t hesitate to reach out to us! We’re available by phone, live chat, and email to answer any and all of your e-filing questions!

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Wednesday, June 14, 2017

De-Stress at Work with a Little Office Yoga

While summer doesn’t officially start for another week or so, between the longer days, warm weather, and schools letting out, it’s sure felt like summer for a bit now! And while we can’t give you the summer break your kids are getting, we can give you the tools for a much-needed mini-work break to destress and realign yourself to be ready and alert for the rest of your day.

Stress is no joke: it negatively affects your body, mood, and behavior, which, in turn, can seriously affect your work and productivity. So what’s something you can do to de-stress? Office yoga! Yoga has been shown to help reduce stress in those who practice it. And now we’ve got a little yoga sequence you can do at your desk so you can get right back to helping your clients with their taxes and feel more at ease.

  1. First, assume the position by sitting straight in your chair, feet flat on the ground, hands on your thighs. Start to pay more attention to your breath and how your body feels now.
  2. Inhale your arms up and over, bringing your hands together above your head. Use your back muscles to keep your chest and upper body lifted. Breathe here for five seconds.
  3. Keeping your arms raised, loop your left hand around your right wrist and lean to your left for a side stretch. Gaze up if you can and hold this for five breaths before repeating on the other side.
  4. Arms still over your head, place each palm on the opposite elbow and imagine you’re pulling your arms apart, but keep them held together. Hold this pose for five breaths.
  5. Next, extend both arms out in front of you and cross your left arm over your right. Bend your elbows 90° and try to touch your palms together. Lift your arms up to rest your chin on your left arm and hold for 3-5 breaths. Cross your arms the other way and repeat.
  6. Next, stand for a forward fold (if you need to stop to explain to your coworkers what you’re doing here, feel free and maybe even invite them to join!). While standing, inhale to straighten your spine then, as you exhale, hinge at the hips and slowly fold downwards. Let your arms hang or grab opposite elbows for a frame like we did before. If you need, keep your knees bent here, and stay like this for 3-5 breaths.
  7. Release your arms if you need, then slowly roll up to standing. Keep your chin at your chest and place your left, then right hand on top of your heart. Breathe here for a few moments, listening to your heart and body.
  8. Now sit back down, making sure to keep your back straight and feet flat on the floor. Place your hands on your thighs and as you inhale, round your back and tuck your chin to your chest. On each exhale, lift your face, bring your shoulders back, and lift your chest. Do this for 3-5 rounds of breath.
  9. Next, place your right hand in front of you on your desk or chair and twist to place your left hand behind you. Keep your spine tall and breathe here for 3-5 breaths. Repeat on the other side.
  10. Now take one last big stretch - however feels best in your body - and smile! Because now you’re ready to take on the rest of your day with a little (or a lot) less stress!

We know filing tax returns can be stressful. That’s why we’re here with the best de-stress tips and the best e-filing software around to help you get your 1099, W-2, ACA, and 941 filing done as quickly and easily as possible! Just stay tuned with ExpressIRSForms and feel free to contact us if you have any questions about your e-filing!

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Wednesday, June 7, 2017

All About Form 1099-S

Form 1099-S, the newest 1099 Form available with ExpressIRSForms, is a very important form indeed! Form 1099-S, also known as Real Estate Transactions, is used to report the sale or exchange of real estate administered by a real estate agent during the tax year being reported. Unlike some other 1099 Forms that total everything throughout the year, a separate 1099-S Form must be filed for each real estate transaction that took place.

Who Files Form 1099-S
Basically, if you oversee a sale or exchange of real estate, you’re required to file Form 1099-S to report that transaction. For IRS regulation purposes, reports must be made for transactions that consist in whole - or in part - of selling any present or future ownership interest in any of the following:
  • Improved or unimproved land, including air space
  • Residential, commercial, or industrial buildings/structures deemed to be inherently permanent
  • Condominium units, including land, appurtenant fixtures, and all other common elements
  • Cooperative housing corporation stock
  • Non-contingent interest in standing timber

When to File Form 1099-S
A copy of Form 1099-S must be mailed to the transferor(s) of the property/properties by the real estate agent by February 15 of the year following the year in which the transaction occurred. If paper filing Form 1099-S with the IRS, the return must be mailed by February 28 or 29; and when e-filing Form 1099-S, your return must be transmitted by March 31.

Where to File Form 1099-S
Of course, you can always easily e-file Form 1099-S with us! We’ll talk more on that later. But if you absolutely have your heart set on paper filing, first make sure you have fewer than 250 forms to file; if you have more than 250, the IRS requires you to e-file. Then, if you’re able to paper file, all you need to do is mail your return to
Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301

if your principal business or legal residence is in Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, or West Virginia.

If your principal business is in any other state, including Washington, D.C., mail your 1099-S return to
Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999

How to E-file Form 1099-S
Now for the fun part! If you want to go the easier, more secure route, you can e-file your Form 1099-S return with ExpressIRSForms. Well, once you log in, you’ll be filing with ExpressTaxFilings, but that’s just a technical distinction for the IRS; we’re all still the same e-file provider you know and trust.

Anyway, all you have to do to e-file Form 1099-S with us is create or log into your account and select the Start New Form button. Choose Form 1099-S from the 1099 options listed on the next screen. Next, you’ll just add your filer, transferor, and transaction details and review your form(s)! Before you transmit, you can select whether you’d like us to mail your transferor copies for you, then just pay the one-time transmittal fee and securely send your forms off to the IRS. Easy as pie!

You can find more detailed instructions for completing a Form 1099-S return from the IRS here. And if you have any questions about e-filing your 1099-S return, don’t hesitate to reach out to us! We’re available by phone, live chat, and email to help with any e-filing needs you have!

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Wednesday, May 31, 2017

Tax Day for Citizens Abroad is Coming Up!

Everyone knows Tax Day is in April. Well, unless you get an extension of time to file with Form 4868, that is.

But did you know some Americans automatically receive a two-month extension each year, making their tax day June 15th instead? And unlike the Form 4868 extension, those who receive this extension also have the extra two months to pay any taxes owed. Unfortunately, though, this isn’t something just anyone can apply for: it can only be used by U.S. citizens and residents abroad.

Those who are eligible for this two-month extension include
  • Those living outside the United States and Puerto Rico whose main place of business is also outside the U.S. and Puerto Rico and
  • Those in the military or naval service who are on duty outside the U.S. and Puerto Rico.
    • If you’re serving in a combat zone or qualified hazardous duty area, see this IRS publication for more info on deadline extensions for your taxes.

If you’re married and filing a joint return, either you or your spouse can qualify for this extension and receive more time to file. However, if you file separately, only the spouse who qualifies for the extension may get two more months to file.

So if the above conditions apply to you, your personal tax deadline is June 15, 2017, for the 2016 tax year. To avoid any confusion or late fees, attach a statement to your return explaining which situation qualifies you for the extension.

You can find more info about this extended tax day deadline here! And be sure to stay tuned with ExpressIRSForms for all your tax-filing information!

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Wednesday, May 10, 2017

There's Another IRS Deadline Soon!

Have you ever volunteered for a nonprofit or charity? Chances are, it was a 501(c)(3) organization recognized as tax-exempt by the IRS. But did you know that even tax-exempt organizations have to report to the IRS every year?

Well, head’s up: they do and their main deadline is coming up!

In order to confirm that they’re still operating within the regulations for tax-exempt organizations with the IRS each year, these groups must file one of the forms in the 990 Form Series. And their deadline to have their 990 Form filed is the 15th day of the fifth month after their tax year end date. So, for organizations that follow a calendar year tax year - which runs from January 1 to December 31 - that deadline is May 15!

Curious to know more about the 990 Forms? Well, we’ll tell ya! First, there’s the one that started it all: the 990 Form, also known as the 990 Long Form. This one’s filed by organizations that receive $200,000 or more in gross receipts for the year or those with more than $500,000 in total assets. A lot of information is needed for the 990 Long Form to confirm such large amounts of money are being used for the organization’s tax-exempt purpose.

Slightly less in-depth is the 990-EZ Form, which is filed by organizations that receive between $50,000 and $200,000 in gross receipts annually. Not as much information is needed to complete Form 990-EZ, but filers should still be prepared to provide thorough data on their contributions, expenses, assets, etc. to complete the form.

For those tax-exempt organizations that make fewer than $50,000 in gross receipts annually - which is the majority of them - there’s the Form 990-N, also known as the e-Postcard. It gets this name because it’s an online-only form that must be e-filed either with the IRS directly or through a third-party, IRS-authorized e-file provider (psst…like ExpressTaxExempt!). With the 990-N, all filers need to do is provide their organizations basic identifying information (name, EIN, address, contact), confirm that they made less than $50,000 and are still operational, and submit the return.

Now, based on how they’re set up and receive donations, some tax-exempt organizations fall under the category Private Foundation. These organizations, regardless of their total gross receipts, must file Form 990-PF.

And now for the best part: all of these forms are available to e-file more easily than ever with our sister product, ExpressTaxExempt! They even have the extension form for the 990 Series, Form 8868, so users can get an automatic 6 extra months to file if they need it. So why not pop on over to their website and check ‘em out? Or, if you want, give us a call and we’ll put you right in touch with them to answer any questions you may have!

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Wednesday, April 26, 2017

Your First Quarter Taxes Are Due Soon!

Ahoy there, ExpressIRSForms readers!

You may have noticed we’ve been a little scarce lately…that’s because we’ve consolidated some things around the office and are now officially back full-time as ExpressTaxFilings! Those of you who’ve been with us for a while may remember when we made the switch from ExpressTaxFilings to ExpressIRSForms about a year and a half ago. Well, in order to streamline our e-filing services (and so as not to get e-filers confused with the actual IRS’s e-filing system), we’ve reworked ExpressTaxFilings to be better than ever!

Don’t worry: you can still visit us here and even log into your account from, but for official purposes, everything will operate under the name ExpressTaxFilings from now on. Of course, we’ll be popping back over here every now and again to bring you the e-filing information you need to stay compliant with the IRS! Liiike…

Form 941 - to report your 2017 first quarter taxes - is due soon!

And it’s in just under a week, to be exact: the deadline is May 1, 2017.

If this isn’t your first 941 rodeo, you’re probably aware of the rule that the 941 deadline for each quarter is the last day of the month after the quarter ends. Technically, this means Form 941 for the first quarter should be due April 30, but since that day falls on a Sunday this year, the IRS gives you until Monday (May 1) to get everything filed.

Even with all our changes, you can still e-file Form 941 with your ExpressIRSForms (turned ExpressTaxFilings) account! And everything’s just a fast and simple as ever. Of course, if you have any questions, don’t hesitate to give us a call; we’re still here at (704) 684-4751 and via live chat and email at!

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Tuesday, April 18, 2017

Not Ready to File Your 1040? Get an Extension!

Okay, everyone, today’s the day! It’s Tax Day 2017, the deadline to have your 2016 personal tax return filed with the IRS.


If you’re not ready to file, you still have options. Well, one option. Hmm, unless you decide to go rogue and not do anything. Okay, well, you have one legal option that doesn’t end in you owing lots of money in fines to the IRS. And that option is: Form 4868!

Form 4868, a.k.a. the Application for Automatic Extension of Time to File U.S. Individual Income Tax Return is just that: an application you can use to get an automatic six extra months to file your individual or joint tax return. It’s very easy to fill out; all you have to do is provide your basic taxpayer information (name, address, SSN) and an estimate of the taxes you owe or will receive as a refund. That’s it - you don’t even need to have a reason for why you need more time to file.

Keep in mind that if you’re filing a joint personal tax return, you can still use Form 4868, but you will need your spouse’s taxpayer information (name and SSN as it appears with the IRS) as well. You’ll also want to keep in mind that Form 4868 only extends the amount of time you have to file your tax return forms; it doesn’t extend the deadline to pay any taxes you may owe.

Now, Form 4868 is also due today, but as you can gather from the information needed, it won’t take nearly as long as completing your 1040 Form. In fact, if you e-file it with our sister product, ExpressExtension, you’ll be done in just a few minutes and receive email confirmation of your extension from the IRS within 15 minutes to an hour!

So what are you waiting for? Stop rushing through that 1040 and take a break to go file your 4868 application form. Then, you’ll be able to come back to your tax return anytime between now and October and finish it when you can give it the attention it deserves. Because goodness knows the IRS isn’t crazy about incorrectly completed or filed returns.

If you have any questions about getting started with ExpressExtension, give us a call and we’ll connect you with one of the friendly EE team members, or contact them directly at (803) 514-5155.

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Tuesday, April 4, 2017

Introducing Form 941 E-filing!

Move over Forms 1099-B and 1099-S, there’s a new form in town, and its name is...Form 941!

That’s right: the Employer’s Quarterly Federal Tax Return is now available to be e-filed through ExpressIRSForms, your favorite business-oriented, IRS-authorized e-filer! And just in time for the first quarter deadline at the end of this month!

And just a brief refresher for those of you still in 1099 or ACA mode: Form 941 is the document used to report income taxes, social security tax, and/or Medicare tax withheld from employee paychecks. It’s also the form you use to pay your employer portion of social security or Medicare tax. And when you e-file with ExpressIRSForms, you can transmit your forms and pay your taxes securely all in one place!

When you e-file Form 941 with ExpressIRSForms, you get access to all of the built-in features you love that make e-filing as simple and secure as possible. Just sign in, start a new 941 Form, then follow the step-by-step instructions to complete all the required fields with the correct information. Before you transmit, you’ll be given the option to pay your taxes now or pay them by check or EFT (Electronic Funds Transfer) later.

And, as always, your form goes through a series of built-in error checks to ensure it’s sent off as accurate as possible, nearly eliminating your chance for a form rejection.

Also, as always, when you e-file with ExpressIRSForms, you get complimentary access to our top-of-the-line, US-based customer service support team. They’re available by phone (704-684-4751), live chat (through the site), and email ( and are always ready to take your questions, in English or Spanish!

Get started with ExpressIRSForms today to see how easy filing your quarterly taxes can be!

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Tuesday, March 28, 2017

Your Business's IRS Forms Are Due This Week!

It’s getting down to the nitty-gritty for IRS return filing for business owners!

Not only are your 1099 Forms due by this Friday (well, except for the 1099-MISCs reporting nonemployee compensation that were due January 31), your Affordable Care Act Forms 1094 and 1095 are due as well! And this is the e-filing deadline so, if for some reason, you were thinking of sending in paper forms: don’t. They’ll be counted as late, you’ll incur a late-filing penalty, and you’ll be making the whole ordeal a lot more difficult for yourself - especially since e-filing is the easier, more secure option for filing anyway.

You may remember last year and years before when W-2 Forms were due March 31 as well. Unfortunately - and we tried to warn you! - the IRS changed the W-2 deadline for 2016 tax year forms to January 31, 2017. If you missed the memo, try to get these forms in as soon as possible, but remember there’s a chance you’ll receive IRS penalties anyway.

At any rate, this year for the 2016 tax year, Forms 1099 and ACA Forms 1094 and 1095 are due this Friday, March 31, 2017.

Of course, ExpressIRSForms is here to help you get those forms e-filed correctly and securely on time, but if you’re still a little hesitant, we’ve also got another card to play: Form 8809. Form 8809 is the extension form for information returns like Forms 1099 and 1094/1095 and when you apply, you get an automatic 30-day extension to get your forms to the IRS. Don’t even have to have an excuse or anything! You can e-file Form 8809 and get your extension confirmation email all in just a few hours - and for only $3.55 - with ExpressIRSForms!

You can even go ahead and e-file a Form 8809 and if you still get your other forms in on time, you’re golden! The IRS doesn’t care if you apply for an extension and don’t use it, but they do very much care if you don’t apply for an extension and end up being late.

So, to get started, just log into your ExpressIRSForms account, click the big, orange Start New Form button, and get going on your 8809, 1099, and/or ACA Forms! And if you have any questions, don’t hesitate to reach out to our 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 also provide 24/7 assistance at!

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Monday, March 20, 2017

You Still Have Until TODAY to File Form 7004!

Have you filed a Form 7004 to extend the amount of time you have to file your business tax return forms yet?

Well, what are you waiting for - the new deadline’s today!

The deadline for Form 7004, which is normally March 15 - the same day your business taxes are due* - was extended last week by the IRS due to Winter Storm Stella.

Since Stella blew through and caused quite a few delays for quite a few people, the IRS decided to extend the March 15, 2017, deadline for the 2016 tax year to March 20, 2017. Which is today! Now, your new, extended deadline date for when your return is due will remain the same, which will be either August 31, September 15, or October 15, 2017, depending on your business and the fiscal year it follows.

If you need somewhere to file Form 7004 really quickly, look no further than our sister product, ExpressExtension. With our simplified interview-style format, completing and e-filing your Form 7004 can be done in less than 10 minutes, and could get you up to seven extra months to file your forms. We’ll even send you an email confirmation when the IRS approves your extension request, something they don’t provide when you paper file.

The same friendly, expert customer support you’re used to with ExpressIRSForms is available to all our ExpressExtension users as well so if you have any questions about Form 7004 or how to e-file, don’t hesitate to give us a call!

*Remember: Form 7004 does not give you more time to pay any taxes due by March 15 for your business's 2016 tax year. If you still owe any taxes, you'll need to remit them to the IRS as soon as possible.
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Tuesday, March 14, 2017

File Form 7004 TOMORROW to Extend Your Business Tax Return Deadline!

Hey! Do you need to file ANY of these forms with the IRS tomorrow:
  • Forms 706-GS(D), 706-GS(T),
  • Forms 1120, 1120-C, 1120-F, 1120-FSC, 1120-H, 1120-L, 1120-ND, 1120-PC, 1120-POL, 1120-REIT, 1120-RIC, 1120S, 1120-SF,
  • Forms 1041, 1041-N, 1041-QFT, 1042,
  • Forms 1065, 1065-B, 1066,
  • Form 3520-A, or
  • Forms 8612, 8613, 8752, 8804, 8831, 8876, 8924, 8928
for your business?

Are you not exactly ready to file one (or more) of these forms by tomorrow?

If you answered yes and then no, it’s time to head on over to ExpressExtension to e-file your Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and other Returns. It only takes a few minutes and you’ll get anywhere from five and a half to seven extra months to file your return.

Important Note: Form 7004 does not extend the amount of time you have to pay any business taxes you owe to the IRS. Unfortunately, those are still due by their original deadline. BUT it does give you a few months to get everything in order so you can file a complete, correct return.

One of the easiest ways to apply for an extension with Form 7004 is with ExpressExtension. All you need is your business’s EIN, basic contact info, and the name of the form for which you’re extending the deadline. You don’t even need to include a reason why you need more time, so long as you have the information mentioned, you’ll automatically receive more time to file!

When you e-file with ExpressExtension, your form is double checked by the system to be sure it’s free of errors, and after you submit your form, you’ll get an email from us when it’s been approved. You should see this approval email within 24 hours of submitting your form.

And then voila! You’ve got 5½ - 7 more months to file! Easy as that.

If you have any questions once you’re over at ExpressExtension, we’d be happy to help in any way we can! Just give us a call (803-514-5155) or send us a live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST or send us an email anytime at!

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Friday, March 3, 2017

Welcome Form 1099-S to ExpressIRSForms!

Stop the presses, ladies and gents! ExpressIRSForms has another new form for you to e-file!

It’s Form 1099-S!

As we mentioned previously, we’re trying to expand our horizons, get out there and really have a form for everyone to e-file. So to keep up with that, we’ve added Form 1099-S to our repertoire.

Form 1099-S, if you didn’t know, is the IRS form used to report the sale or exchange of real estate. That’s why it’s called Form 1099-S, Proceeds From Real Estate Transactions.

And now users who need to file Form 1099-S for real estate transactions they or their clients oversaw can do so with their ExpressIRSForms account! Just log in as you always would and, from the Create New Form screen, select the 1099-S option.

Form 1099-S follows the same pricing structure as our other 1099 Forms, which means you’ll be paying some of the best prices in the industry to have your 1099-S Form e-filed securely and directly with the IRS.

And, as always, if you have any questions while you’re e-filing your Form 1099-S, you can contact our customer support team and we’ll be more than happy 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 also provide 24/7 assistance through email at!

So what are you waiting for? Go get started on that 1099-S!

Related Blog: Introducing Form 1099-B!

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Friday, February 17, 2017

Introducing Form 1099-B!

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 94x Series!

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

The 94x 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

1099 Forms
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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