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How Do I Distribute Forms?

The W-2

  • Copy (A) is filed electronically
  • Copy B,C,& 2 with instructions are mailed to requested address

The 1098s and 1099s

  • Copy (A) is filed electronically
  • Copy B & 2 with instructions are mailed to requested address

The 1042-S

  • Copy (A) is filed electronically
  • Copy B, C and D with instructions is mailed to the requested address

The 1095s

  • One copy is filed with the IRS
  • One copy (with employee instructions) is mailed to the requested address

 

See attached PDF for the full distribution guide. You can also visit www.taxformwizard.com.

 

Notes:

  • You do not need a W-3, 1095-B, 1096 or 1042-T Transmittal.  These are only used when you file paper copies sending to the IRS/SSA
  • You MUST file a 1094-C Transmittal along with your 1095-C forms before submitting to the be e-filed with the IRS
  • When you’re filing electronically these files are sent to the IRS/SSA in an electronic format as the files are submitted
  • This is all done in the electronic filing process.
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