Submission Process and Form Status

After making a payment in the cart, 1099-Prep performs the automated submission process. During this process, 1099-Prep does the following:

  1. Performs a final validation of forms submitted (see Failed Submissions).

  2. Submits forms to the IRS and/or state and charges your payment method.

  3. Sends to your 1099-Prep account email updates on the status of your tax forms with the IRS and/or state.

Status of your submission is displayed on form tiles of each form you submit:

The table below defines statuses that display on form tiles during the submission process.

NOTE: For tracking state tax form submissions, see Status of State Submissions.

Form Status Definition
Accepted

The IRS has accepted the tax form and no changes are required. If you find an error on a tax form that has been accepted, use the Correction icon: on a form tile to correct the form and resubmit (see Correcting Forms).

If you filed an incorrect tax form or need to correct payer or recipient information on a form, use the IRS Negate icon: on a form tile to negate the form, add a corrected tax form, and resubmit (see Negating Forms).

Draft Either the form was added to the customer account but not added to the cart, or a user returned the form to the "Draft" state by clicking the CORRECT button in the forms toolbar. Form information can be edited, added to the cart, and submitted.
Draft - Negation The form was negated by a user by clicking the NEGATE button in the forms toolbar. 1099-Prep sends a zero-out version of the form to the IRS. Users can resubmit the correct form.
Failed

The submission to the IRS and/or state failed because of a validation issue.

NOTE:  

  • Failed tax forms are not submitted to the IRS. Make sure to correct the form before the deadline to avoid late filing penalties (see Correcting Forms).

  • An alert icon appears on a form tile. Click the icon to see more information about the failure. In these cases, you must resolve the issue with the form, add the form to cart, and resubmit to the IRS (see Failed Submissions).

In Cart The form is in the cart but has not been submitted.
Pending IRS Review

When the IRS begins processing the form, the status will be updated to “Pending IRS Review.”

NOTE: The IRS typically takes 1-2 weeks to process forms. Processing could take longer in during tax filing season (i.e., possibly up to a month).

In Review Only displays if the review feature is enabled. The form was drafted and must be reviewed before being added to the cart.
New Only displays if the form was added to the customer using the import feature. New forms must be updated (i.e., click the EDIT button in the Forms toolbar) before they can be added to a cart.
Pending IRS Review Forms have been received by the IRS and are being reviewed.
Pending Submission

1099-Prep runs final validation on all forms in the cart. If an error is found in any form, payment is not processed for forms in the cart. Status of the forms that contain the error changes to “Failed” (see Failed Submissions).

If no errors are found, the Status of forms changes to “Submitted for Filing”. Additionally, 1099-Prep sends the “Cart Submissions Results” email to the email address associated with your 1099-Prep account:

Ready for Submission Only displays if the review feature is enabled for your organization. The form was reviewed and verified by other users in your organization and can be added to the cart for submission.
Rejected

The IRS has rejected the tax form. You will receive a rejection notice detailing the reason or the rejection.

You can use the Reopen icon: in the form tile to return the form to the "Draft” status and edit the form (see Reopening Forms).

Submitted for Filing

1099-Prep sends forms to the IRS and/or state for filing and processes your payment.

The status of forms changes to “Submitted for Filing.”