1098-T Form Federal IRS Copy A
Use Form 1098T to report Tuition and Certain Higher Education Expenses. Copy A is mailed to the IRS.
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1098-T Copy A forms are mailed to the IRS in a batch with a 1096 Transmittal form to summarize all 1098T forms filed for the tax year.
New E-filing Requirements for 10+ Recipients
If you have 10+ recipients for 1099 & W2 forms, combined per EIN, you must efile Copy A forms with the IRS in 2023.
We make it easy with DiscountEfile.com… we’ll efile with the IRS or SSA and can even print and mail recipient copies for you in one easy step – no forms, envelopes or postage required!
More on New Efile Requirements + Easy Solutions
1098-T Copy A Tax Form Specs
Order a quantity equal to the number of recipients you have.
- 3-up Format
- Red scannable per IRS requirements
- 8.5″x 11″ with side perforation
- Printed on 20# laser paper in red scannable ink
- Item# L18TA
Choosing the Right 1099 Forms
NEW E-FILE THRESHOLDS FOR 2023
The IRS has made a MAJOR change to e-filing requirements for the 2023 tax year. If a payer has 10+ 1099 & W2 forms combined, per EIN, they MUST efile Copy A forms with the IRS or SSA. Learn More >>
We make it easy! Set up a free account on DiscountEfile.com and you can e-file, plus print and mail recipient copies in one easy step. Learn More >>
1099-NEC vs. -MISC
In 2020, the IRS released a new 1099 form for reporting non-employee compensation, the 1099-NEC form. If you need to report income of $600+ for contractors, freelancers, gig workers, etc, use the 1099NEC form. This information was previously reported on 1099MISC box 7.
1099-MISC forms are now used to report royalties, rent, prizes, proceeds to attorneys, fishing boat proceeds and other miscellaneous information. Official IRS 1099-NEC & MISC instructions.
DATELESS 1099 FORMAT
Many 1099 forms have changed to a dateless, continuous-use format for 2022. This means you will need to fill in the year on each form. Don’t forget to update your software!
OPTIONS FOR 1099 FILING
TYPE OF FORMS
NUMBER OF PARTS
The number of 1099 pars needed is based on government filing requirements.
- Copy A: Federal Copy for the IRS
- Copy B: Recipient Copy
- Copy C: Payer Copy
- Copy 2: State and Local Copies
Read more on our blog: Decoding 1099-MISC Copy Requirements
3-PART STATES: AK, CA, FL, GA, IL, IN, IA, KY, LA, MD, MI, MO, NV, NH, NM, NY, OR, SD, TN, TX, VT, WA, WY
4-PART STATES: AL, AR, AZ, CA, CO, CT, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MS, MT, NE, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, UT, VT, VA, WV, WI
5-PART STATES: AL, AZ, CO, CT, DE, HI, ID, ME, MA, MN, MS, MT, NE, NC, ND, OH, OK, PA, SC, UT, WI
Transmittal 1096 forms are required only if you are printing and mailing 1099-MISC Copy A to the Federal Government. One 1096 is required to summarize all 1099s for a single payer.
Order compatible 1099 envelopes to ensure mailing information aligns correctly in the windows.
1099 FILING DEADLINES
- January 31 – All W2 & 1099 Recipient Postmarked; 1099-NEC and W2 Federal Copy A Postmarked or e-filed with IRS
- February 28 – Paper Copy A filed with the IRS for all 1099s except MISC
- March 31 – E-filed copies to the IRS for all 1099s except MISC
These are Federal filing deadlines. Most states follow the same dates.
If you need to correct a 1099 form because the original has errors, you will need to re-file the same 1099 form.
The only difference is a simple “Corrected” checkbox at the very top of the 1099. Checking this box signifies to the IRS and recipient that there is different information than on the original 1099.
This is the approach for correcting any type of 1099 form, from the popular 1099NEC and 1099MISC to obscure types of 1099 forms too.
You can print and mail the corrected 1099 forms yourself, or file them all online to save time!
Online 1099 Correction Filing