I am being told that the PDF version of a 1099 is not acceptable for filing 1099’s. Is this true?

Question

Please advise….  I am being told that the PDF version of a 1099 is not acceptable for filing 1099’s.  Is this true?  This info was sent to me by one of my 1099 recipients.

 

Regards,

Elinor

Answer 1

 

Hello Elinor and thank you for your question.

 

No it’s not true that the PDF version of a 1099 is not acceptable for filing 1099’s.

 

The IRS accepts electronic versions of 1099 forms sent to recipients as long as:

 

1. The recipient consents (agrees) to receive the form in electronic version.

 

2. The PDF 1099 or electronic form contains all required information and complies with applicable revenue procedures relating to substitute statements to recipients. Our W2 Mate software fully complies with this requirement.

 

 

To learn more about substitute statements to recipients please refer to IRS 1099 General Instructions: www.irs.gov/pub/irs-pdf/i1099g.pdf.

 

 

Real Business Solutions Support Team, Makers of W2 Mate and Payroll Mate

 

http://www.realtaxtools.com/

support@realtaxtools.com

708-479-8731