W2 and 1099 E-File Preparation

As discussed in in our posts during June 2023, the threshold for the e-file mandate for Forms W2 and 1099 has been lowered to 10, effective for forms to be filed for the 2023 tax year, beginning on or after January 1, 2024.

We also have a video discussing this new requirement.

If you have not already done so, you need to register to e-file Forms W-2 and 1099 on behalf of clients. Information about registering is available in our earlier posts, noted above.

Also, those who have previously registered to e-file Forms W-2 may have to update their registrations as discussed in our post on July 11, 2023.

We will discuss strategies, logistics and other considerations related to this new e-file requirement in December and January. If you are not already registered, register here.