The deadline imposed by the Internal Revenue Service for mailing recipient copies is January 31. [1] If 1099 Services is mailing recipient copies for your company, your Information Return data must be provided to 1099 Services in a timely fashion. “Timely fashion” means by January 25 to guarantee that this deadline is met. This cutoff date may vary slightly from year to year, and will always be posted on the Home page of this web site. If data is delivered after the cutoff date 1099 Services CANNOT GUARANTEE that your recipient copies will be mailed prior to the deadline.
The deadline for filing electronically with the Internal Revenue Service is March 31. If 1099 Services is only filing with the IRS for your company (rather than also mailing recipient copies), your Information Return data must be provided to 1099 Services in a timely fashion. “Timely fashion” means by March 15 to guarantee that this deadline is met.
Upon completion of recipient copy mailing you will receive a report of all mailed recipients in PDF format. For very large transactions sets we may have to transmit in a Zip archive due to email attachment size constraints. After electronic submission to the IRS you will receive acknowledgement of successful filing via email. Upon request, you may receive a copy of the IRS data file transmitted.
[1] Exception - Forms 5498*, 5498-SA and 5498-ESA, Forms 5498 and 5498-SA, and Form 5498-ESA:
Participant Copy - May 31*
IRS Copy - May 31
Participant Copy - April 30
* Participants’ copies of Forms 5498 to furnish FMV/RMD
information - January 31