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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