ATX™ 2017 1099 E-file Features and Limitations.
Payroll 2017 complies with all IRS specifications for electronically filing Federal Forms 1098, 1099, 5498 and W-2G located in IRS Publication 1220. Payroll 2017 software also supports all states that participate in the Combined Federal/State Filing program (see below).
For additional information, see the detailed filing instructions on the “Filing Info” tab on Form 1096.
1099 Originals 1099 Corrections
* Plus state records for states entered
For additional information, see the detailed filing instructions on the “Filing Info” tab on Form 1096.
Forms included in the created e-file, if included in the return
1099 Originals 1099 Corrections
Federal 1096 | Federal 1096 Correction |
Federal 1098 | Federal 1098 Correction |
Federal 1098-C | Federal 1098-C Correction |
Federal 1098-E | Federal 1098-E Correction |
Federal 1098-T | Federal 1098-T Correction |
Federal 1099-A | Federal 1099-A Correction |
Federal 1099-B* | Federal 1099-B Correction |
Federal 1099-C | Federal 1099-C Correction |
Federal 1099-CAP | Federal 1099-CAP Correction |
Federal 1099-DIV* | Federal 1099-DIV Correction |
Federal 1099-G* | Federal 1099-G Correction |
Federal 1099-INT* | Federal 1099-INT Correction |
Federal 1099-K* | Federal 1099-K Correction |
Federal 1099-LTC | Federal 1099-LTC Correction |
Federal 1099-MISC* | Federal 1099-MISC Correction |
Federal 1099-OID* | Federal 1099-OID Correction |
Federal 1099-PATR | Federal 1099-PATR Correction |
Federal 1099-Q | Federal 1099-Q Correction |
Federal 1099-R* | Federal 1099-R Correction |
Federal 1099-S | Federal 1099-S Correction |
Federal 1099-SA | Federal 1099-SA Correction |
Federal 5498 | Federal 5498 Correction |
Federal 5498-ESA | Federal 5498-ESA Correction |
Federal 5498-SA | Federal 5498-SA Correction |
Federal W-2G | Federal W-2G Correction |
* Plus state records for states entered
States supported
AL, AR, AZ, CA, CO, CT, DE, GA, HI, ID, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, OH, OK, SC, VT, WIForms that will not be included in the e-file, but will not prevent the e-file from being created
- 1096
- 4419
IRS exclusions from e-file
- Due to the “B” record format, records with more than 1 state entered cannot be created. The IRS requires the federal withholding record to be split into two separate records, each containing a single state’s information. Federal amounts should be pro-rated by the ratio of the contributing states withholding amounts. For further information see IRS Pub 1220, Part A, Section 10.
- Corrections which only affect state amounts cannot be created or transmitted to the IRS. Contact the affected state for information on correcting state amounts.
Solution Id | 000155685/000078237 |
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