1099 Reporting

Email a form

eFileMyForms allows you to email PDF copies of forms to recipients for their personal use.

You can email a form only after placing an order and sending the form to the IRS or SSA.

You can also watch this video on emailing a form to a recipient.

  1. Click Order History.
  2. Click the order number.
    The Order History menu option and the Order number column are highlighted.
    This will take you to the Order Details page.
  3. Click the Email icon in the Email column.
    The Email icon in the Email column is highlighted.
  4. On the Email Recipient pop-up, enter the recipient's and your email address.
    You can also include a note in the email. If you choose to include a custom message, make sure to select the Check to include the following note in the email option.
  5. In the Form Copy to Email dropdown, select the copies you want to email to the recipient.
  6. Click Send Email.
    Note:

    The tax forms are password-protected for security. Let the recipient know to use the following password format to open the PDF:

    [First 5 digits of TIN]-[First 5 digits of ZIP Code]

    Example: If the TIN is 123-45-6789 and the ZIP Code is 85721-1234, the recipient's password will be: 12345-85721