1099 Electronic Filing Basics

Pennsylvania 1099 Rules | E-File PA 1099's

Looking for Pennsylvania 1099 Filing Requirements?

This page provides the latest resources on Pennsylvania state 1099 filing including compliance rules, sending 1099 forms electronically, filing due dates, reporting thresholds and agency contact information.

Our W2 Mate® software makes it easy to report your 1099 forms with the IRS and Pennsylvania department of revenue, both electronically and on paper.Our 1099 software can import Pennsylvania 1099 amounts from QuickBooks, Excel and other tax software.

Pennsylvania now requires 1099 electronic filing using a spreadsheet upload. This method is supported by our software. W2 Mate creates 1099-NEC and 1099-MISC e-File submissions as defined by "PA W-2/1099 Reporting Instructions and Specifications Handbook for Comma Delimited (CSV) File Format".

PA 1099-MISC / 1099-NEC CSV files must contain a minimum of 34 columns of data: Payer Entity ID, Type of Entity ID, Payer PA Employer Account ID, Tax Year, Recipient Taxpayer Identification Number, Taxpayer Identification Type, Recipient Number, Recipient Last Name, Recipient First Name, Recipient Middle Name, Recipient Name Suffix, Recipient Address Line 1, Recipient Address Line 2, Recipient Address Line 3, Recipient City/Town, Recipient Governing District, Recipient Postal Area, Recipient Country Code, Rents (1099-MISC Box 1 or 0.00 for NEC), Royalties (1099-MISC Box 2 or 0.00 for NEC), Other Income (1099-MISC Box 3 or 0.00 for NEC), Medical and Health Care Payments (1099-MISC Box 6 or 0.00 for NEC), Non-Employee Compensation (1099-NEC Box 1 or 0.00 for MISC), Gross Proceeds Paid to an Attorney (1099-MISC Box 10 or 0.00 for NEC), State Tax Withheld (1099-MISC Box 15 or Box 5 for 1099-NEC ), State Income (1099-MISC Box 17 or Box 7 for NEC), Payer Name, Payer Address Line 1, Payer Address Line 2, Payer Address Line 3, Payer City/Town, Payer Governing District, Payer Postal Area and Payer Country Code.

  • File the following forms with the state of Pennsylvania: 1099-NEC, 1099-MISC and 1099-R.
  • Filing due dates: File the state copy of form 1099 with the Pennsylvania taxation agency by The due date for the original filing of W-2/1099 information is Jan. 31 regardless if this date falls on a weekend or holiday. Corrections to W-2/1099 information must be made within 3 years of the original submission date..
  • Reporting threshold: If you file 10 or more 1099 forms with Pennsylvania you must file electronically.
  • When filing federal copies of forms 1099 with the IRS from the state of Pennsylvania the mailing address is: Department of the Treasury , Internal Revenue Service Center Austin, TX 73330.
  • When filing state copies of forms 1099 with Pennsylvania department of revenue, the agency contact information is: PA Department of Revenue, P.O. Box 280412, Harrisburg, PA 17128-0412.
  • Compliance rules: Payers of nonemployee compensation for Pennsylvania-based work or Pennsylvania-source oil/gas lease payments are required to submit copies of federal forms 1099-MISC / 1099-NEC to the PA department of revenue. Payers of distributions from profit sharing, retirement arrangements, insurance contracts, etc. are required to file Form 1099-R for Pennsylvania personal income tax purposes. The entity issuing the 1099 forms must have a PA employer withholding account to be able to file the forms electronically through e-TIDES. If the entity issuing the 1099S does not have a PA employer withholding account, the forms must be submitted in paper format.
  • Our W2 Mate software helps users of major accounting packages including some free and open source ones print and e-File Pennsylvania 1099 forms. Some examples include Intuit QuickBooks, Microsoft Dynamics, Peachtree, Sage 50 Accounting, Microsoft Office Accounting Professional, SAP Business One, Microsoft Office Accounting Express, Fortora Fresh Finance, Frontaccounting, Xero, Advanced Business Solutions.
  • For Pennsylvania 1099 filing assistance you can contact the department at ra-btftw2@pa.gov .
  • Common errors in the CSV files uploaded to the state: The fields do not meet the minimum and maximum size requirement; numeric fields contain something other than numbers; currency fields are negative or do not include the decimal point; PA Employer Account ID is not valid or not registered with PA; sending Files in PDF, Microsoft Word, or Microsoft Excel instead of CSV.
  • When reporting state income withholding on the 1099 form, then the Pennsylvania identification number must be included. The PA ID # is an eight-digit Employer Account ID assigned by PA for employer withholding tax filing purposes when you register your business with the state on the PA-100 online form.

Important Reminder: None-employee compensation (the most important amount reported on information returns) is now part of form 1099-NEC and not 1099-MISC (Box 7). The IRS does not forward 1099-NEC forms to the state, you need to file directly with the Pennsylvania DOR (this applies to both paper and e-Filers).


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