How and when to report your ACA, 1099, and W2 forms. State specific requirements, excel templates, how to gather recipient information, and step by step guides to meet your employer requirements.
If you need to file Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, or W-2G with the IRS, you may have the option to file them electronically using the FIRE (Filing Information Returns Electronically) System. The IRS requires e-filing if you need to file 10 or more information returns. They also encourage filers to e-file even … Read more
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. Form 1095-C Guide – Key Topics Our Form 1095-C guide identifies … Read more
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 1099-DIV and instructions have been updated recently from an … Read more
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, … Read more
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? There have been no recent developments at this … Read more
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 1099-INT and instructions have been updated recently from an … Read more
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 1099-MISC and instructions have been updated … Read more
Many states have adopted Individual Mandates. New Jersey ACA filing is required for certain employers and insurance providers. Clarifications to New Jersey ACA Requirements The NJ Market Preservation Act requires reporting to verify coverage provided by payers of NJ’s Income Tax. NJ requires employers, insurers, and other coverage providers to: Where New Jersey ACA Requirements … Read more
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? (Jan. 2022 Rev.) The 1099-NEC and instructions have been updated … Read more
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
Rhode Island ACA filing is now required for ACA forms for Tax Year 2022. We know that new requirements can be tricky, so we’ve created this guide to simplify things! Updates for Rhode Island ACA Filing On Oct 19 2022, the RI Division of Taxation (part of the RI Department of Revenue) released an advisory … Read more
Affordable Care Act (ACA) reporting can be a challenging process on it is own, but with the addition of ACA State Requirements and Individual Mandates, the ACA filing process has only grown in complexity. What is an Individual Mandate? The Individual Mandate is an ACA provision that requires individual to purchase certain coverage, unless they’re … Read more
Once you are ready to begin your tax filing, you must gather the required information to prepare Form 1099-NEC. This includes information for the business, or payer, and recipient, or payee, as well as the amounts paid to the recipient. Form 1099-NEC is used to report nonemployee compensation amounts to the IRS. A nonemployee is … Read more
Once you are ready to begin your tax filing, you must gather the required information to prepare Form 1099-MISC. This includes information for the business, or payer, and recipient, or payee, as well as the amounts paid to the recipient. Form 1099-MISC, Miscellaneous Information, is used to report various types of miscellaneous income, such as … Read more
Once you are ready to begin your tax filing, you must gather the required information to prepare form 1099-INT. Form 1099-INT is used to report interest income paid to a person through savings accounts, US Savings bonds, and interest-bearing checking accounts, or in the course of trade or business. With a relativity low interest income … Read more