Insights for information reporting pros.

Direct Answer Clean your payee data before filing season. Collect a Form W-9 for each reportable payee, verify names and TINs, classify payments by form type, and prepare a simple Excel workbook with consistent columns. Testing a small sample before January can catch...

Direct Answer Issuing a return to the IRS and furnishing a copy to the payee are separate responsibilities. If you provide a paper recipient statement, verify the payee's address, use the correct copy, and mail it by the applicable due date. Keep a record of what you...

Direct Answer Filing your 1099s with the IRS does not always satisfy your state. The Combined Federal/State Filing program lets the IRS forward eligible information returns to participating states automatically, which covers many filers, but not all forms, not all...

Direct Answer The One, Big, Beautiful Bill retroactively reinstated the pre-2021 reporting threshold, so third party settlement organizations are not required to file Form 1099-K unless gross payments to a payee exceed $20,000 and the number of transactions exceeds...

The IRS IRIS system is now the primary e-File channel for information returns. 1099 Express files directly to IRIS — no TCC required on your end.

B-notices cost businesses time and money. This guide walks through how to use TIN matching before you file — and how 1099 Express makes it simple.

The 1099-NEC due date for tax year 2026 is Monday, February 1, 2027 — January 31 falls on a Sunday. Here is the full TY2026 deadline table.