1099-Q Form – Copy B Recipient

How to Choose the Right 1099 Forms

OPTIONS FOR 1099-MISC FILING

• Your Accounting Software: Print 1099-MISC forms with compatible forms
• Specialized 1099 Software. Print and e-file 1099-MISC forms if your current software doesn’t.
• Online 1099-MISC filing. Enter or import data and we print, mail and e-file for you.

CHOOSING THE RIGHT 1099-MISC FORMS

1099-MISC is most common 1099 and is used for Misc. payments of $600 or more to contractor.

TYPE OF FORMS

• Preprinted 1099 forms are for software that prints only the recipient and payer data
• Blank 1099 form paper is for software that prints both the form boxes AND the data
• If you are using a typewriter, purchase continuous 1099 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 D/1/2: 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

1096 FORMS

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.

1099 ENVELOPES

Order compatible 1099 envelopes to ensure mailing information aligns correctly in the windows.

1099 FILING DEADLINES

• January 31* – All 1099 Recipient Postmarked; 1099-MISC 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.