IRS Filing Guides for ACA, 1099, and W-2 for TY 2023

Women working at office - IRS Filing Guide

The end of the 2023 tax year means that the 2024 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, … Read more

2024 IRS Updates for Forms 1099-K, 1099-DA, W-9, and Paper Filing (TY 2023)

IRS Updates -- Woman Office Worker Handing Paperwork

For the tax year 2023, there have been many notable IRS updates affecting Forms 1099-K, W-9, and the new 1099-DA, along with changes to electronic filing requirements. Key highlights include the postponed $600 threshold for 1099-K, revisions to W-9, the debut of 1099-DA for digital assets, and a lowered threshold for mandatory electronic filing. This … Read more

IRS Form 1099-DIV Guide for 2024 (TY2023)

Form 1099-DIV Guide

Before you begin preparing Form 1099-DIV filing, it is important that you know what information you need. We’ve compiled the following 4 key topics in our Form 1099-DIV Guide that may help you to correctly and timely complete your filing. What’s new for Form 1099-DIV? The electronic filing threshold has been decreased to 10 forms. … Read more

IRS Form 1095-B Guide for 2024 (TY2023)

Form 1095-B Guide

It is important that you know what information you need before you begin preparing form 1095-B for ACA reporting. We’ve compiled the following 4 key topics in our Form 1095-B Guide that may help you to correctly and timely complete your filing. What’s new for Form 1095-B? The electronic filing threshold has been decreased to … Read more

IRS Form 1099-INT Guide for 2024 (TY2023)

Form 1099-INT Guide

Before you begin preparing Form 1099-INT filing, it is important that you know what information you need. We’ve compiled the following 4 key topics in our Form 1099-INT Guide that may help you to correctly and timely complete your filing. What’s new for Form 1099-INT? The electronic filing threshold has been decreased to 10 forms. … Read more

IRS Form W-2 Guide for 2023 (TY2022)

Form W-2 Guide

It is important that you know what information you need before you begin preparing Form W-2. We’ve compiled the following 4 key topics in our Form W-2 Guide that may help you to correctly and timely complete your filing. What’s new for Form W-2? Form W-2 Guide – Key Topics Our Form W-2 guide identifies … Read more

IRS Form 1095-C Guide for 2024 (TY2023)

Form 1095-C Guide - Colorful leaves

Before you begin to prepare your ACA reporting, it’s important that you know what information you need in preparing Form 1095-C. We’ve compiled the following 7 key topics in our Form 1095-C Guide that may help you to correctly and timely complete your filing. What’s new for Form 1095-C? The electronic filing threshold has been … Read more

IRS Form 1099-NEC Guide for 2024 (TY2023)

1099-NEC

When preparing Form 1099-NEC filings, it is important that you know what information you need to gather. We’ve compiled the following 4 key topics in our Form 1099-NEC Guide that may help you to correctly and timely complete your filing. What’s new for Form 1099-NEC? The electronic filing threshold has been decreased to 10 forms. … Read more

IRS Form 1099-MISC Guide for 2024 (TY2023)

Form 1099-MISC Guide

Before you begin preparing your Form 1099-MISC reporting, it is important that you know what information you need to gather. We’ve compiled the following 4 key topics in our Form 1099-MISC Guide that may help you to correctly and timely complete your filing. What’s new for Form 1099-MISC? The electronic filing threshold has been decreased … Read more

Which ACA Form Do I Need? 1095-B vs. 1095-C

desk flatlay - Which ACA Form Do I Need 1095B vs. 1095C

Both Forms 1095-B and 1095-C are for Affordable Care Act reporting, but you may find yourself asking: which ACA form do I need? There are some key differences in each form, so we have created this guide to help you decide which you need in order to report your data. What is the ACA? In … Read more

Import Spreadsheet Format Guidelines for Tax Year 2023

Import spreadsheet format guidelines A Step-by-Step Guide

We’ve created Excel import spreadsheet templates to help you easily upload all of your 1095-B and 1095-C, 1099, and W-2 data. These templates are identical to the official IRS forms so that you can enter the information just as you would on paper.  General Import Spreadsheet Guidelines For more in-depth or specific validation errors, you can … Read more

7 Essential ACA Terms You Should Know

7 Essential ACA Terms

As more states begin to pass their own individual mandate, employers are understanding that meeting the Affordable Care Act’s reporting requirements is a complex process which includes overwhelming terminology. We’ve gathered a glossary of the most essential ACA terms you’ll need to know before filing.  Common ACA Terms ACA Information Returns Program (AIR) Under the ACA, … Read more

2024 IRS Penalties for ACA, 1099, & W-2 Forms (TY2023)

2024 IRS Penalties Cover

IRS Penalties can happen for a variety of reasons, including forgetting to file, not filing by the deadline, not furnishing forms, or not offering coverage for ACA filing. IRS Penalties for ACA Forms Both types of ACA filings (B-series and C-series) require that the filer submit a return to the IRS, any applicable states, and … Read more

Combined Federal/State Filing Program – Comprehensive List

combined federal/state filing program - minnesota wisconsin

In addition to IRS filing requirements, many states have Form 1099 Requirements as well. The Combined Federal/State Filing (CF/SF) Program was created and implemented to make filing certain information returns easier and simpler for the filer. What is the Combined Federal/State Filing Program? The CF/SF program was established to simplify information returns filing for payers. … Read more

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