1099 Reporting

Before you start

Gather the following information before you begin using eFileMyForms.

Account requirements

You need the following information:
  • Valid business email address

  • Federal Employer Identification Number (FEIN) or Social Security Number (SSN)

  • Business name and address as registered with the IRS

  • State tax identification numbers (for applicable state filings)

  • Payment method (credit card or bank account information)

System requirements

You need the following to use eFileMyForms:
  • Modern web browser

  • Stable internet connection

  • PDF reader for viewing and downloading forms

  • Spreadsheet software (Excel) for data preparation

Initial setup

To set up your account:
  1. Create your eFileMyForms account at efilemyforms.com.

  2. Verify your email address.

  3. Complete your business profile with filer and contact information.

  4. Set up payment method.

  5. Review current filing requirements and deadlines for your business.

  6. Download data import templates for your specific form types.

Filing information

Gather the following information for 1099 filings:
For 1099 filings
  • Recipient names, addresses, and Taxpayer Identification Numbers (TINs), such as Social Security Number (SSN) or Employer Identification Number (EIN)

  • Data you are reporting based on the form type (nonemployee compensation, rent, and other income)

  • Payer information (your business details)

For W-2 filings
  • Employee's personal information (name, SSN, and address)

  • Data you are reporting

  • State and local wage information

For Affordable Care Act (ACA) 1095 filings
  • Employee coverage information

  • Monthly coverage details

  • Premium amounts (for 1095-A)

  • Employer-sponsored coverage details

For state-specific filings
  • Nonresident payee information (California 592-B)

  • Withholding amounts by quarter

  • State-specific identification numbers

For 1042-S filings
These are examples. Your reporting requirements may be different.
  • Foreign person recipient information

  • Payment amounts subject to withholding

  • Withholding tax amounts

  • Income codes and exemption codes