IRS Filing Guides for ACA, 1099, and W-2

The end of the 2022 tax year means that the 2023 filing season is just around the corner! With our filing guide, you don’t have to spend endless hours laboring over getting your filings prepared and submitted to the IRS. Whether you’re brand new to filing or have been a doing this for a while, we’re always happy to help with your tax filing needs. With this in mind, we’ve put together this filing guide for how to timely prepare, distribute, and file your tax forms.

We’ve designed our 2023 Filing Guides to be as simple as possible to get your ACA, 1099, and W-2 filings timely transmitted to the IRS.

Check out our Step-by-Step Filing Guides

It is important to know what information you need to begin preparing your filings. In our Step-by-Step filing guides for each Form, we’ve identified key topics to help you correctly and timely complete your ACA, 1099, or W-2 filing for the 2023 filing season, or Tax Year 2022.

2023 Step-by-Step Filing Guides:

Check and Double Check Your Deadlines

Make sure to mark down both the recipient copy deadlines and IRS submission deadlines for all forms you need to file. However, missing any of these deadlines could leave you liable for fines and penalties by the IRS.

2023 Deadlines (TY2022)IRS Paper File DeadlineIRS E-file DeadlineRecipient Copy / Furnishing Deadline
Form W-2January 31, 2023January 31, 2023January 31, 2023
Form 1099-NECJanuary 31, 2023January 31, 2023January 31, 2023
Form 1099-MISCFebruary 28, 2023March 31, 2023January 31, 2023
Form 1099-DIVFebruary 28, 2023March 31, 2023January 31, 2023
Form 1099-INTFebruary 28, 2023March 31, 2023January 31, 2023
ACA (Form 1095-B & 1095-C)February 28, 2023March 31, 2023March 1, 2023
2023 Filing Guide – Deadlines (TY2022)

Create Your Forms

Employers have a couple of options for form creation:

  • You can find an IRS authorized e-file provider and create your forms electronically. Typically, e-file service providers will have a variety of import options. E-filing is by far the fastest, easiest, and most reliable way to create and file forms. It is also recommended by the IRS as the preferred filing method.
  • Depending on the IRS requirements for form type and count, you may be able to complete paper copies of your forms. Please note that paper filing has very specific requirements. Always be sure to check the instructions for each filing to ensure that you meet all IRS requirements.

Distribute Your Recipient Copies

Recipient copies of 1099 Series forms and W-2 forms are due by January 31, 2023. Recipient copies of ACA forms are due by March 2, 2023.

Employers have multiple options to help you timely meet this deadline:

  • Typically e-file service providers offer a PDF version of your forms that you can download, print, and send to your recipients.
    • Alternatively, you can create your forms using the IRS fillable PDFs to send to recipients. Please note that this method can only be used for recipient copies.
  • Many filers also offer a Print & Mail service wherein they print, stuff, stamp, and mail your recipient copies for you!
  • Electronic Form Delivery is a newer recipient copy furnishing option. This method has many benefits such as earlier access for recipients, forms are less likely to be lost, and forms can be easily downloaded.

Submit Your E-Filing

If you choose to e-file, then you will receive your status pretty quickly, typically within a few business days. If you choose to submit your filing via paper mail, then your filing may take longer to be received, processed, and for you to receive a status.

No matter your filing method, you should receive a filing status on your filing, these are:

  • Accepted
  • Accepted with Errors
  • Rejected

A. Your Filing is ‘Accepted’

Congratulations! NOW you’re done. There is nothing further you need to do to complete your filing.

B. Your Filing is ‘Accepted with Errors’

Don’t worry, we’re here to help you! BoomTax will provide you with simple descriptions of any errors returned and guidance on how to correct them. You can easily edit the information directly within BoomTax and resubmit the corrections at no additional cost.

In fact, the most common errors returned are invalid TINs. You can get ahead of these errors by using products like TINCorrect to verify the TIN information you have against IRS records before submitting your filing.

C. Your Filing is ‘Rejected’

Don’t panic! This is typically caused by a mismatched Company Name and EIN. You can edit your company’s information and resubmit your filing.

2023 Filing Guide Conclusion

We have a plethora of resources to ensure that you’re up-to-date on the latest tax news. Check out our Essential Guides to master all of your filing requirements or review our step-by-step filing guides for more information on preparing your filings.

BoomTax, The Boom Post, and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to engaging in any transaction.

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