e-Filing to States 2021
Updated: October 18, 2021
We are currently working on updates to our direct state filing system for 1099-NEC.
The new system will be more streamlined which will only require the '.SRC' file to be uploaded and the state option on the new Data Entry screen selected.
Please look to this page in the next few months for more information on what states we will be able to file to as well as other information on what the states are requiring.
Please note, that we try are best to gather the most accurate information on this topic before posting information on this page.
If there is a specific question regarding an individual state, please contact that state directly for accurate clarification.
|Number of Forms||Price per Form
|1 to 50
|51 to 100
|101 to 250
|251 to 500
|501 to 1,000
e-Filing to States 2020
The following states can be e-filed thru this process. This list is still being researched and updated as new data becomes available.
|Rhode Island (Paper Only)
State/Tax Id is required for filing with the states as indicated below:
★ - State/Tax Id is required for filing to states even if there is no withholding.
☆ - State/Tax Id is required if withholding is present. State/Tax Id is not required if withholding is not present.
✪ - Wisconsin State/Tax Id is required if the given company has a State/Tax Id for Wisconsin associated with it. Leaving State/Tax Id blank will result in the Wisconsin's default Id (036888888888801) being inserted.
If the box holding a state is colored Orange, as of 1/21/2021, we have removed the state from our filing list. The
state has indicated that they only want forms that have withholding. We do not file any state withholding (Information for this change was received from
1/22/2021 - Rhode Island has been removed from our filing list due to a reconciliation that we can not perform.
2/22/2021 - Added additional information on filing to Wisconsin.
Other Filing info
States that require direct Filing of 1099-Misc forms and are NOT in the CS/FS Program:
|Dist of Columbia
File Directly to States on your own
Instructions to File Directly:
For all of the above states EXCEPT Oregon and Pennsylvania, you can upload the same IRS1.txt style file that was sent to the IRS, even if it contains combined states K Records.
The states know and understand the common Federal format, and can extract the payees they need for state income tax purposes, unless they say otherwise.
For Pennsylvania: Click the Options Menu, then "Set Direct State Filing". Then click the button titled "Create a spreadsheet for Pennsylvania e-Filing".
A spreadsheet is created with payees whose address is marked as PA. This spreadsheet must be SAVED AS a CSV text file from Excel, then uploaded to Pennsylvania.
For Oregon: Click the Options Menu, then "Set Direct State Filing". Then click the radio button titled "Create next IRS1.txt file in custom OR Oregon format".
Oregon filing must be set since Oregon requires SPECIAL/CUSTOM coding inside the IRS Federal format. This is different from all other states.
The 1099 Express software automatically reverts back to Federal filing when you select it, or when the program is re-started.
If you wish to create a separate IRS1.txt style file for each state without CF/SF K Records, then follow the steps below:
1. Click the Options Menu then "Filer/Company" Information. Click the "Special" TAB, then un-check the box titled "IRS to forward copy to states". Then save your file.
2. Click Options Menu, then "TCC Holder Information" then the "Other" TAB. Under Flags. If checked, Uncheck "Force IRS to forward all FILES to States". If you do not already have your
TCC info entered please enter it now. If you dont have a TCC because you file on paper or we e-file for you please use 12345 as the TCC number-this is not a real number but will allow
the program to build the IRS1.txt file.
3. Build the IRS File with the Options Menu, then save the IRS1.txt file as a separate file for that state.
You can create a separate .src with just the residents of a given state. Then build an IRS1.txt style file for just that state. This might be necessary if state law changes or if some states require it.
For more information please call Technical support at 361-884-1500.
District of Columbia: DC Home Page
DC 1099 Specifications
Oregon: Custom 1099 Requirement
Pennsylvania: PA Home Page
PA Specifications for CSV
Massachusetts: MA Home Page
MA Filing Requirements According to IRS Publication 1220, Massachusetts participates in the Combined Federal/State Filing Program (CF/SF),
where the IRS handles the forwarding of 1099 forms to the various states. However, Massachusetts REQUIRES that you forward your 1099 forms directly to MA.
Rhode Island: The web site says paper filing only. RI Home Page (search for 1099)
Disclaimer: State law is constantly changing. Please let us know if you have additional or corrected information. Use this information at your own risk, and liability.
You should always confirm all Federal and States compliance issues with your tax professional, CPA or tax attorney. Pay added attention to the law in the state(s) that
have jurisdiction over you, and can enforce penalties.