Efile Electronic Reporting Options

1098, 1099, 3921, 3922, 5498, W-2G

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In addition to creating/appending an IRSTAX transmittal file, the Electronic Reporting Options for information returns provides functionality to Edit Transmitter and Correspondence information, specify a new destination folder for the IRSTAX transmittal file, create Test files, and exclude specific states and/or foreign entities.

 

Important Many states will accept IRS Pub. 1220 transmittals. If your state is among the list, you can use this dialog to create a state specific transmittal to be transmitted directly to your state's Dept. of Revenue (see the section on Specific State Reporting below).

 

EFILE Options IRS

1098, 1099, 3921, 3922, 5498, W-2G Electronic Reporting

 

Either Edit button launches the Transmitter information dialog.
Use the select folder button Change Folder to change the Destination Folder for the IRSTAX transmittal file.
Use the explore button Explore Folder to explore the selected Destination Folder.
The Year displays the reporting year to be used.
Reporting years other than 2019 are displayed in red.
The Test File indicator should be used only when testing with IRS FIRE.
Use the States to Exclude check list only if you need to exclude specific reporting states from this reporting session. In the illustration above, reporting states Montana and North Carolina will be excluded.
Use the Exclude foreign entities check box if you need to exclude foreign recipients.
The Type of File group designates the type of returns to be appended - Originals or Corrections.
Corrections must be appended in two steps - Correction (G) followed by Correction (C).
Click the OK button.
If an IRSTAX transmittal does not exist in the Destination Folder, one will be created. Otherwise, its contents will be displayed and you will have the option to append.
Continue in this manner until you have appended all information returns to be reported.
Your completed IRSTAX transmittal is now ready for submission and renaming.

 

bullet_0210 Submitting and Renaming Instructions

 

bullet_boxSpecific State Reporting

Many states will accept IRS Pub. 1220 transmittals. If yours is among the list, you can use this dialog to create a state specific transmittal to be transmitted directly to your state's Dept. of Revenue. It is essential that each reporting state's State ID is properly recorded in the client's State ID table. Refer to your state's Dept. of Revenue procedures for proper formatting of State ID numbers. For your convenience, Dept. of Revenue links are available on www.IDMSInc.com (see Resources).

 

In order to create a state specific transmittal, right-click directly on the state in the States to Exclude check list. From the popup menu, select "XX" State Reporting, where XX is the desired state. In the illustration below, specific state reporting is desired for the state of Maryland ("MD").

 

Specific State Reporting

 

Specific State Reporting (Maryland)

 

Account Ability will check (exclude) all states in the list, with the exception of "XX". Click the OK button to prepare the desired transmittal. Unlike IRS transmittals, which are named IRSTAX, state specific transmittals are named IRSTAX_CLIENTID_FORMID_XX.TXT, where CLIENTID is the selected client's Client ID, FORMID is the form being reported, and XX is the reporting state.

 

note Notes

 

Iowa state transmittals of information returns are named IAIR-BENUMBER-YYYYMMDDHHMM.txt where BENUMBER = Business eFile Number assigned by the Iowa Dept. of Revenue, YYYY = YEAR, MM = month, DD = day, HH = hour, MM = minute, e.g. IAIR-12345678-201912080147.txt
Oklahoma state transmittals are named FORM_001_2019_EIN.txt, e.g. 1099MISC_001_2019_123456789.txt
Specific state transmittals cannot be appended.
Account Ability's (Optional) EFILE Service cannot submit state transmittal files.

 

Related_Topics Related Topics

 

Simple E-FILE Instructions (IRS)