EForms W-2 1099 Guide - Virginia Tax
Virginia TaxeForms W-2 – 1099 GuideRev. 06/13/2017
Table of ContentsOverview . 3Authentication Requirements. 3Entering W-2, 1099-R or 1099-MISC Data . 4Contact Resources . 4Appendix A – W-2 Preview Screens . 5Appendix B – 1099-R Preview Screens. 7Appendix C – 1099-MISC Preview Screens . 9Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 2 of 10
OvervieweForms is a free, secure online service that allows you to electronically file your wage and tax statements directly withVirginia Tax. eForms are fillable electronic forms that look similar to the paper version of the forms. No sign-up is required.The eForms W-2 – 1099 Guide will explain: How to use eForms to file your W-2 and 1099 data How authentication works through your online business account and eForms How to save and/or print a summary of your data as an Adobe PDFAuthentication RequirementsBefore using eForms to key in wage statement data, you are required to authenticate the business for which you are filing.There are 2 ways to do this and access the applicable W-2 or 1099 eForm:1. Access directly from the eForms homepage, or2. Access after logging in to your online business accountAuthentication ensures that only those individuals who are authorized to access the account data may do so. If invalidinformation is entered there will be a message advising that the information is incorrect. For assistance, please contactCustomer Services at 804.367.8037.Note: After 6 attempts, you are locked out for 24 hours and cannot file the W-2, 1099-MISC, or 1099-R.eForms HomepageeForms does not require a separate sign-up. Instead, you are required to authenticate the specific business by providingthe following information: The Employer FEIN (and account suffix) The tax year for which you are filing The total amount of withholding tax paid to the VirginiaDepartment of Taxation during the filing yearNote: The total amount of withholding tax paid is the sum of all payments made in the taxable year and does not includepenalty or interest paid.Online Business AccountsLogging in through an online business account will address the authentication required to use the W-2 eForms.There are 2 ways to access the applicable eForm when logged into your account:1. Click "File / Pay Taxes" and select the eForms option for the specific W-2, 1099-R, or 1099-MISC eForm.2. Select the eForms option from the VA-6 (or VA-6H) confirmation page.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 3 of 10
Your online business accountprovides links to eForms and WebUpload, so you can file wagestatements according to your needs.Entering W-2, 1099-R or 1099-MISC DataOnce authentication is complete, you will be able to manually enter your data into eForms.Regardless of your authentication method, the same screens are displayed to key in the wage statement data: Employer Information – demographics for the employer or payer, FEIN and tax yearEmployee Information – entries for each employee or payeeAlso, please remember these details: The FEIN may not be changed.Confirm the correct tax year is displayed for the wage statement data.Previews of these screens are available in each Appendix listed below. Appendix A – W-2Appendix B – 1099-RAppendix C – 1099-MISCContact ResourcesIf you are unsure of the total Virginia withholding tax paid or have other W-2 or 1099 eForms questions not covered hereor in the Electronic W-2 – 1099 Filing Guidelines (ex. amending or correcting data), please Contact Us for furtherassistance.For additional information on using eForms, see eForms FAQs.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 4 of 10
Appendix A – W-2 Preview ScreensThe images below are screenshots of the W-2 screens in eForms that can only be accessed after completing the eForms W-2 authentication process. Do not mail a copy of the submitted eForm confirmation page to Virginia Tax.Do not use these eForms W-2 screens as W-2s distributed to your employees.You can submit up to 100 employees per W-2 eForm.If you used your onlinebusiness accounts, thebusiness information willbe filled in for youOnly Virginia W-2 data may beentered into this W-2 eForm. Ifyou wish to submit 1099 dataelectronically, review the 1099-Ror 1099-MISC eForm details.Virginia Department of Taxation – eForms W2-1099 GuideRev. 11/12/15Page 5 of 10
W-2 Preview ScreensW-2 eForm with Employee InformationThe totals displayed updatewith each W-2 entry added.Confirm the totals are correctbefore clicking “Next Step.”You can add or delete W-2employees prior to submittingthe information.Up to 100 W-2s may be in aneForm W-2 submission.Only Virginia amounts and withholding may be entered into thefields of the eForm W-2.Entering data into this W-2 eForm means you are indicating thatonly Virginia amounts and withholding will be submitted.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 6 of 10
Appendix B – 1099-R Preview ScreensThe images below are screenshots of the 1099-R screens in eForms that can only be accessed after completing the eForms 1099-R authentication process. Do not mail a copy of the submitted eForm confirmation page to Virginia Tax.Do not use these eForms 1099-R screens as 1099-Rs distributed to your payees.You can submit up to 100 employees per 1099-R eForm.If you used your onlinebusiness account, thebusiness information willbe filled in for youOnly Virginia 1099-R data may be enteredinto this 1099-R eForm. If you wish tosubmit W-2 data electronically, review theW-2 eForm details.Virginia Tax – eForms W2-1099 GuideThe city, state, and zip codeof the Payer may only beleft blank if the informationis unknown.Rev. 06/13/2017Page 7 of 10
1099-R Preview Screens1099-R with Payee InformationThe total displayed will updatewith each 1099-R entry added.Confirm the totals are correctbefore clicking “Next Step.”You can add or delete 1099Rs prior to submitting theinformation.Up to 100 1099-Rs may bein an eForm 1099-Rsubmission.Only Virginia amounts and withholding may be entered into thefields of the eForm 1099-R.Entering data into this 1099-R eForm means you are indicating thatonly Virginia amounts and withholding will be submitted.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 8 of 10
Appendix C – 1099-MISC Preview ScreensThe images below are screenshots of the 1099-MISC screens in eForms and can only be accessed after completing the eForms 1099-MISC authentication process. Do not mail a copy of the submitted eForm confirmation page to Virginia Tax.Do not use these eForms 1099-MISC screens as 1099-MISCs distributed to your payees.You can submit up to 100 employees per 1099-MISC eForm.If you used your onlinebusiness account, thebusiness information willbe filled in for youThe city, state and zip code ofthe Payer may only be leftblank if the information isunknown.Only Virginia 1099-MISC data may beentered into this 1099-MISC eForm. If youwish to submit W-2 data electronically,review the W-2 eForm details.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 9 of 10
1099-MISC Preview Screens1099-MISC with Payee InformationThe total displayed will updatewith each 1099-MISC entryadded.Confirm the totals are correctbefore clicking “Next Step.”You can add or delete 1099-MISCsprior to submitting the information.Up to 100 1099-MISCs may be inan eForm 1099-MISC submission.Only Virginia amounts and withholding may be entered into thefields of the eForm 1099-MISC.Entering data into this 1099-MISC eForm means you are indicatingthat only Virginia amounts and withholding will be submitted.Virginia Tax – eForms W2-1099 GuideRev. 06/13/2017Page 10 of 10
Your online business account provides links to eForms and Web Upload, so you can file wage statements according to your needs. Entering W-2, 1099-R or 1099-MISC Data Once authentication is complete, you will be able to manually enter your data into eForms.
1099-NEC, and W-2G. If the due date falls on a Saturday, Sunday, or legal holiday, the return will be considered timely if filed by the next business day. Electronic Filing Requirements If you file 25 or more Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W-2G you are required to file electronically unless you have been granted a waiver from
TurboTax and H&R Block . and retirement statements Forms 1099-R and 5498. . (1099-OID), dividends (1099-DIV), and substitute dividend payments (1099-MISC). This de minimis reporting exception applies to amounts less than 10. Form 1099-B does not have a de minimis threshold. All transactions subject to reporting on the Form 1099-B
Death benefits from nonqualified deferred compensation plans or section 457 plans paid to the estate or beneficiary of a deceased employee are reportable on Form 1099-MISC. Do not report these death benefits on Form 1099-R. -2-Instructions for Forms 1099-MISC and 1099-NEC (2021) box 4. box 1
1099-INT (Interest Income) and/or 1099-DIV (Dividend and Capital Gain Income) or 1099 Composite Package 1099-B (Sale of Stocks/Mutual Funds) - Check to see if all sales have corresponding cost info 1099-MISC/1099-NEC (Self Employment Income) - FILL OUT BUSINESS INCOME/EXPENSE WORKSHEET 109
1099-MISC: Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount 1099-R Specific statement information NOT available for download includes: 1099-Q 5498-IRA 5498-ESA You will need to have an active Account View profile to upload your tax data into
using the system to file / pay your tax returns. While the screen images may be of a particular tax form, it does not imply that all forms are the same. To see a complete list of all of the tax returns/forms supported by this system, visit the eForms page You may also find assistance in the Frequently Asked Questions section of the eForms page.
Form 1099-K. Payments made with a credit card or payment card and certain other types of payments, including third-party network transactions, must be reported on Form 1099-K by the payment settlement entity under section 6050W and are not subject to reporting on Form 1099-MISC. See the separate Instr
Illustration by: Steven Birch, Mary Peteranna Date of Fieldwork: 9-18 February 2015 Date of Report: 17th March 2015 Enquiries to: AOC Archaeology Group Shore Street Cromarty Ross-shire IV11 8XL Mob. 07972 259 255 E-mail inverness@aocarchaeology.com This document has been prepared in accordance with AOC standard operating procedures. Author: Mary Peteranna Date: 24/03/2015 Approved by: Martin .
