Help & FAQs

We understand an online filing service for W-2 and 1099 forms may be new for you. Here are answers to commonly asked questions about filing your 1099 and W-2 forms online.

Help and FAQ's

General Help & FAQs

Can I upload data or do I have to enter it?

With our service you can do either. Simply upload your information from an Excel or CSV file or import from QuickBooks or Xero. Payers, recipients, and filing information can also be directly entered though online data entry forms.

Can I use your service to eFile only and then print and mail my own forms?

Yes, you can. When you file forms with Eagle View you have the option to "eFile/Print/Mail" or "eFile Only". You make this choice at the time that you pay for your forms. After you've paid for your filings, you can download individual copies of your forms in PDF format. We provide all Copies in this manner except for "Copy A".

How will I know my account is set up properly and my filings are submitted

End-of-year tax reporting is a time-sensitive process so we like to keep our customers updated every step of the way. We send email notifications for:

  • Confirmation of account set up
  • When payment is made
  • When the IRS and/or SSA accepts filings
  • When recipient copies have mailed
  • Clients are notified when filing occurs and when the IRS and/or SSA accepts if an email address was provided

When I file 1099's with Eagle View Filing, do you send any information to the States

We automatically file form types 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-NEC and 1099-R in the IRS' Combined Federal State Filing Program whereby the IRS makes available the form information to Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, South Carolina, and Wisconsin as detailed in IRS Publication 1220.

Not all states participate in this program such as tax free states like Nevada, Florida, Washington and Wyoming. If you have questions regarding state filings we suggest that you talk with your Accountant or Attorney for further clarification. Although the IRS makes the state information available, it is your responsibility to make sure the states receive the appropriate information.

*Iowa withdrew from participation in 2014.
*District of Columbia and Utah withdrew from participation in 2015.
*Virginia withdrew from participation in 2017.
*Vermont withdrew in 2018.

Can I cancel my order at any time? If so, will that stop my forms from being eFiled?

You can cancel an order up until such time that we submit one-or-more of the forms in your order to the IRS/SSA. Cancelling an order only means that we will cease processing from that point in time. If the forms have already been printed/mailed then your recipients will still receive their forms. Likewise, once we initiate the electronic transfer of your forms to the IRS/SSA, cancelling your order will not prevent the data from getting transferred. Due to the speed and automated nature of our service, we encourage you to thoroughly review your data before placing an order.

When does Eagle View Filing Solutions transmit my forms to the IRS/SSA?

We start e-filing with the IRS/SSA as soon as the IRS opens the FIRE (File Information Returns Electronically) site, which occurs in mid to late January. This is the earliest the IRS will accept forms. We will file daily (possibly multiple times per day during busy days) through the first week of April, 2024. To accommodate filings submitted after the first week of April deadline, we continue to process orders weekly every Wednesday morning through the end of the year.

We do, however, guarantee that all 1099, 1098, and W-2 forms submitted on or before 12 p.m. (noon) ET on Wednesday, January 31, 2024 will be postmarked and e-filed by the January 31 deadline.

All ACA forms filed by 12 p.m. (noon) ET on Monday, April 1st are guaranteed to be postmarked and e-filed by the April 1st deadline.

All other 1098 and 1099 forms must be filed on our site no later than 8:00PM EST (Eastern Standard Time) April 1, 2024, in order to guarantee e-filing to the IRS/SSA deadline of April 1, 2024 for the 2023 tax year.

All 1042-S forms must be filed on our site no later than 8:00PM EST (Eastern Standard Time) March 15, 2024 in order to guarantee e-filing to the IRS to meet the deadline of March 15, 2024 for the 2023 Tax Year.

How often does Eagle View transmit forms to IRS/SSA?

We e-file forms to the IRS/SSA on a daily basis. You can check the status of your forms by logging in to your account and reviewing the Season Summary on the Account Dashboard or going to the Filed Forms page. You will also receive an email when the IRS/SSA accepts your forms.

What are the penalties for late filing

Penalties Increased For:

  • Failure to file correct Forms W-2 by due date
  • Intentional disregard of filing requirements
  • Failure to furnish Forms W-2
  • Intentional disregard of payee statement delivery requirements

Amount of penalty is based on when the correct form is filed.

I have filed with Eagle View Filing but I've discovered that the information I had entered was incorrect. How do I correct my data?

If you notice your error early (after submitting it but before we have e-filed your forms with the IRS/SSA) then you can make necessary edits for a small fee. To check if your form is still available to edit just look for an "Edit Data" link in the Correct Errors column on the Filed Forms page. Being quick to make changes will save you from having to file a correction form altogether.

If you find that the option to EDIT/SAVE a form that you have already paid for is no longer present, this means we have already submitted your data and it can no longer be changed on our site and you will have to file a correction form. If you need to make Type 1/dollar amount correction then that can be done in a few easy steps. Start by pulling up the original form in your online Eagle View account. Next make the correction and resubmit-- Eagle View will take care of the rest.

We print and mail a corrected form to the recipient. (Or if you provide the recipient's email address, we can offer the recipient the option to download the form immediately for faster delivery.) Then, of course, we file the 1099 or W-2 Correction with the IRS/SSA on your behalf.

For your convenience, we support corrections for the following forms:

  • 1099-MISC
  • 1099-NEC
  • W-2
  • 1099-INT
  • 1099-S
  • 1099-DIV

If the correction you need to make is more serious then you will need to obtain a Red Copy A and 1096, for 1099's, then fill them out, and then mail them to the IRS. If filing form W-2, you will need to get a W-2C and W-3C then send them to the SSA. The W-2C and W-3C forms can be in black ink so you may print out the forms from the SSA website www.ssa.gov

Can I correct data in a form that has already been printed and mailed?

Yes, until the end of March or until such time that your data is submitted to the IRS/SSA. We encourage all customers to correct data in their forms as their own recipients report errors. What is most important is that the IRS receive accurate information. As part of our online filing service, we electronically submit your filings to the IRS/SSA prior to the end of March. As such, you have until the time that forms are electronically submitted to correct any mistakes in the information you have submitted. Select Order History, then select an order, then click Edit next to the form you want to correct.

When can I start filing forms?

You can start filing as soon as we release the current year's forms, typically in late November or early December. You do not have to wait until January to file your forms.

How long does it take for my recipients to receive their forms?

Recipient copies are mailed via first-class mail within 2-3 days of receiving your order. The U.S. Postal Service typically delivers first-class mail within 3-4 days. Although most recipient copies should be delivered within 5-7 days of the order date, we cannot guarantee postal delivery times. In the meantime, you can print your completed forms any time by logging in and clicking on the "Filed Forms" tab.

We do, however, guarantee that all 1099, 1098, and W-2 forms submitted on or before 12 p.m. (noon) ET on January 31, 2024 will be postmarked and e-filed by the January 31st IRS deadline.

Can I get copies of forms after I file them?

Once your forms are submitted with payment, you can print or save your copies in PDF format. Simply log in to your Eagle View account, click on "Filing Center" in the top navigation bar and select "Filed Forms." Use the filters to indicate the form type and then click "Apply." Once your recipient information appears on screen, select the appropriate recipients and click the "Copy" button for the particular form you want to print.

I discovered an error on a previously filed form. How do I correct it?

You can change any information entered into a form as long as you have not checked out and paid for our service. Once you make a payment you will not be able to make changes to the existing form.

Filing a correction form:
If you discover any error after you have paid for the forms you must file a separate correction form. Corrected forms must be submitted to the IRS and a corrected recipient copy must be provided to the recipient as soon as possible.

How safe is the data I enter on your website?

Your data is encrypted using the strongest encryption program available, recommended by the federal government. We use the information you provide only for the purpose of processing your forms. We do not sell or share your information with anyone unless required by law, even if you no longer use our services. Please refer to our Privacy Policy and rest assured that your data is in good hands.

When to File a 1099 Form

The 1099 form is a tax form used to report a supplier or vendor's income (your expense) to the Internal Revenue Service. However, it is up to the entity who is paying out the monies to submit this form. It is used specifically to report financial activity from different sources -- specifically, sources other than a wage-paying job. Often people have income--a little bit here and there or a big chunk all at once--and they wonder whether the entity paying them is going to file a 1099 form.

Businesses need to know when this form should be used. Top Line: The IRS wants to know who you paid for services and supplies. They will then use this reporting to ensure your supplier correctly reports the income.

Some common situations that would require you to file a 1099 form are:

  • Reporting your business expenses for each of your qualified suppliers
  • Dividends paid by your business as an investment
  • Proceeds from the sale of real estate
  • A death benefit paid to a spouse or a family
  • Fees paid by you for contract work or freelance work (if the amount paid is under $600, the 1099 is not required)

There are also some lesser-known instances in which a 1099 form should be used. Unfortunately--ignorance is no excuse when it comes to the IRS. It is up to each business owner or individual to know the laws and guidelines of all tax reporting. The IRS website (www.irs.gov) provides a library of articles to help you learn about tax laws and requirements, and stay abreast of changes.

Here are additional situations that require submission of a 1099 form. As you can see they each have their own unique extension:

  • 1099-A: Acquisition or Abandonment of Secured Property
  • 1099-B: Proceeds from Broker and Barter Exchange Transactions
  • 1099-C: Cancellation of Debt
  • 1099-MISC: Miscellaneous Income
  • 1099-NEC: Nonemployee Compensation
  • 1099-OID: Original Issue Discount
  • 1099-CAP: Changes in Corporate Control and Capital Structure
  • 1099-DIV: Dividends and Distributions
  • 1099-G: Government Payments
  • 1099-H: Health Insurance Advance Payments
  • 1099-INT: Interest Income
  • 1099-LTC: Long Term Care Benefits
  • 1099-PATR: Taxable Distributions Received From Cooperatives
  • 1099-Q: Payment from Qualified Education Programs
  • 1099-R: Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts
  • SSA-1099: Social Security Benefit Statement
  • SSA-1042S: Social Security Benefit Statement to Nonresident Aliens
  • 1099-S: Proceeds from Real Estate Transactions
  • 1099-SA: Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  • 1042-S: Foreign Person's U.S. Source Income
  • RRB-1099: Payments by the Railroad Retirement Board
  • RRB-1099R: Pension and Annuity Income by the Railroad Retirement Board
  • RRB-1042S: Payments by the Railroad Retirement Board to Nonresident Aliens
  • W-2G: Certain Gambling Winnings

See: www.irs.gov document i1099 for more details

When you submit a 1099 to the IRS, the person who received the income must be mailed a copy. The 1099 forms that your business supplies to the IRS are also used by your contractors--your freelancers--to complete their tax returns. With all the different reasons why you would need to submit a 1099, it can be a daunting task. This is why the Eagle View Filing Solutions website was created--to make the filing of one or 100 tax forms a faster, more simple process. After years of doing nothing but electronic filing for taxpayers, the Eagle View Filing team has honed the process to the leanest and meanest that it's ever been.

Guide to Information Returns

Common Information Returns - A Guideline - IRS Help line: 1.866.455.7438

Form
To IRS
Title
To Recipient (unless noted)
What To Report Amounts To Report Due Date
To IRS To Recipient
(unless noted)

*Due date is March 31 if filed electronically. Dates that fall on a weekend or legal holiday may be filed on the next business day. IRS Source: General Instructions for Certain Information Returns, 2023

1042-S

Foreign Person's U.S. Income Subject to Withholding

Interest, dividends, royalties, pensions and annuities, gambling winnings, and compensation for personal services

See form instructions

March 15

March 15

1098

Mortgage Interest Statement

Mortgage interest (including points) received in the course of a trade or business from individuals and reimbursements of overpaid interest

$600 or more

February 28*

(To Payer/Borrower) January 31

1098-C

Contributions of Motor Vehicles, Boats, and Airplanes

Information regarding donated motor vehicles, boats or planes

Gross proceeds of $500 or more

February 28*

30 days from sale or contr.

1098-E

Student Loan Interest Statement

Student loan interest received in the course of a trade or business

$600 or more

February 28*

January 31

1098-F

Fines, Penalties, and Other Amounts

Government-furnished statement regarding violations or potential violations

All amounts to be paid

N/A

N/A

1098-T

Tuition Statement

Qualified tuition and related expenses, reimbursements or refunds and scholarships or grants (optional)

See IRS instructions

February 28*

January 31

1099-A

Acquisition or Abandonment of Secured Property

Information about the acquisition or abandonment of property that is security for a debt for which you are the lender

All amounts

February 28*

(To Borrower) January 31

1099-B

Proceeds From Broker and Barter Exchange Transactions

Sales or redemption of securities, futures transactions, commodities, and barter exchange transactions

All amounts

February 28*

February 15

1099-C

Cancellation of Debt

Cancellation of a debt owed to a financial institution, credit union, RTC, FDIC, NCUA, or federal government agency

$600 or more

February 28*

January 31

1099-CAP

Changes in Corporate Control and Capital Structure

Reporting substantial changes in corporate control and/or capital structure

Over $1,000

February 28*

(To Shareholders) January 31

1099-DIV

Dividends and Distributions

Distributions, such as dividends, capital gains distributions, or nontaxable distributions, that were paid on

stock and liquidation distributions

$10 or more, except $600 or

more for liquidations

February 28*

January 31

1099-G

Certain Government Payments

Unemployment compensation, state and local income tax refunds, agricultural payments, and taxable grants

$10 or more for unemployment and refunds

February 28*

January 31

1099-INT

Interest Income

Interest income, including tax-exempt interest income; do not include interest income from an IRA

$10 or more ($600 or more in some cases)

February 28*

January 31

1099-K

Payment Card and Third Party Network Transactions

Payment card transactions

Third party network payments

All amounts

More than $600

February 28*

January 31

1099-LTC

Long-Term Care and Accelerated Death Benefits

Insurance disbursement for long-term care

All amounts

February 28*

January 31

1099-MISC

Miscellaneous Information

Also, use either this form or Form 1099-NEC (see below) to report the occurrence of direct sales of $5,000 or more of consumer goods for resale.

  • Rent or royalty payments: Prizes and awards that are not for services
  • Fish purchases paid in cash for resale
  • Fishing boat operator payments to crew members (including cash)
  • Payments to a physician, physicians' corporation, or other supplier of health and medical services; issued mainly by medical assistance programs or health and accident insurance plans
  • Crop insurance proceeds
  • Income from nonqualified deferred compensation plans
  • Gross proceeds paid to attorneys
  • Substitute dividend and tax-exempt interest payments reportable by brokers

$600 or more, except $10 or more for royalties

$600 or more

All amounts

$600 or more

$600 or more

All amounts

$600 or more

$10 or more

February 28

January 31

February 15

1099-NEC

Nonemployee Compensation

Payments for services performed for a trade or business by people not treated as its employees; Examples: Fees to subcontractors or directors, and golden parachute payments

Attorney fees

$600 or more

January 31

January 31

1099-OID

Original Issue Discount

Original issue discount

$10 or more

February 28*

January 31

1099-PATR

Taxable Distributions Received From Cooperatives

Distributions from cooperatives passed through to their patrons

$10 or more

February 28*

January 31

1099-Q

Payments From Qualified Education Programs

Used to report earnings and payments from qualified state and private eligible education institutions AND ESA rollovers

All amounts

February 28*

January 31

1099-QA

Distributions from ABLE Accounts

Distributions from ABLE accounts

All amounts

February 28*

January 31

1099-R

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Distributions from retirement or profit-sharing plans, IRAs, insurance contracts and IRA recharacterizations

$10 or more

February 28*

January 31

1099-S

Proceeds From Real Estate Transactions

Gross proceeds from the sale or exchange of real estate and certain royalty payments

Generally, $600 or more

February 28*

February 15

1099-SA

Archer MSA, HSA or Medicare Advantage MSA

Distributions from an Archer MSA, HSA, or Medicare Advantage MSA

All amounts

February 28*

January 31

3921/3922

Exercise of an Incentive Stock Option

Transfer of stock through exercise of an incentive option OR transfer of employee stock acquired through a purchase plan

All amounts

February 28*

January 31

5498

IRA Contribution Information

Contributions (including rollover contributions) to an individual retirement arrangement (IRA), including an SEP, SIMPLE or Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value of the account

All amounts

May 31

(Value of acct.) January 31

(Contributions) May 31

5498-ESA

Coverdell ESA Contribution Information

Contributions (including rollover contributions) to a Coverdell Education Savings Account

All amounts

May 31

April 30

5498-SA

HSA, Archer MSA, or Medicare Adv. MSA Info

Contributions to an HSA or MSA and the fair market value

All amounts

May 31

(To Participant) May 31

W-2G

Certain Gambling Winnings

Gambling winnings from horse racing, dog racing, jai alai, lotteries, keno, bingo, slot machines, sweepstakes, wagering, etc.

Generally, $600 or more; $1,200+ from bingo or slot machines; $1,500+ from keno

February 28*

January 31

W-2

Wage and Tax Statement

Wages, tips, other compensation, withheld income, social security and Medicare taxes, and advance earned income credit (EIC) payments. Includes bonuses, vacation allowances, severance pay, moving expense payments, some kinds of travel allowances, and third-party payments of sick pay

See SSA instructions

(To SSA)

January 31

January 31

Direct-to-State Filing

Can I file reconciliation forms in this site?

No, reconciliation forms are not fillable on our site at the moment. Some states require additional forms to be filed, such as the Form W-R with the State of Oregon. To remain in compliance with your state's regulations, those types of forms need to be filed separately.

Can I file a correction with the State?

No, we do not support corrections for state data, only Federal corrections. However, if you haven't checked out with your forms yet, you can still go back and edit your state data. Once you have checked out those forms, you can only edit state data to be sent to the state as long we haven't filed your forms with the state yet. Please refer to the "Filed on" date on your Filed Forms page.

Will this site support more states?

YES, we are constantly adding states each season. Our target is to offer Direct-to-State e-filing to all CF/SP non-participant States, as long as they have State Income Tax.

What is the Combined Federal/State Program?

The CF/SF is a program in which the IRS shares State Income Tax data with participating states. We automatically file form types 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-NEC, 1099-K and 1099-R for participating states that require the form. These are the states that participate in the CF SF Program.

AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, ID, IN, KS, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NJ, NM, NC, ND, OH, OK, PA, SC, WI.

What is Direct-to-State filing?

Direct to State filing allows customers to file their 1099-MISC, 1099-NEC and W-2 forms with the states that do not participate in the Combined Federal/State Program.

Are all non-participant states supported by this site?

Which Non-participant states are supported by this site? In addition to the CF/SF Program participating states, we currently support Direct to State Filings for the following states:

For 1099-MISC: IL, OR, RI, UT, VT, VA

For 1099-NEC: OR, UT, VT, VA

For 1099-INT: MA

For 1099-R: OR, UT, VT, VA

For W-2: IL, VT, VA