1099 Forms
Payroll Forms
STOCK OPTIONS
WAGE TAX FORMS
FORM 592-B
Tax Exempt Forms
ACA FORMS
1098 FORMS
1042 FORMS
480 FORMS
Extension Forms
Form 8027
Form 8868
Form 8955-SSA
5498 Forms
Form 2290
STATE FILINGS
STATE Payroll Forms
STATE ONLY FILING
File multiple returns through bulk upload and import data directly via QuickBooks, Xero, etc.
Create, validate, schedule, and deliver forms effortlessly from a single platform.
Manage multiple clients with a single sign-on and reduce operational workload with Tax1099.
Manage W-9, 1099-NEC, and other IRS forms for gig workers with our intuitive platform.
Verify Payees/Merchants with real-time TIN Matching and efile in bulk with our API.
Import and organize your trading data with our real-time data management.
Join Tax1099's affiliate program to offer your network a reliable eFiling solution and earn a generous commission
Developers of tax software and applications
TAX FORM FILING
Data Import & Management
USER & WORKFLOW MANAGEMENT
Validation & Checks
Tax Transcript
PRINT & DELIVERY
COMPLIANCE & security
ADDITIONAL FEATURES
Integrations
Check out our Product Tour for a smooth Tax1099 experience!
Get the help you need from our support team.
Visual guides to help you work with Tax1099
Stay up to date on the latestIRS updates.
Read the real-life success stories of our users.
Explore industry insights & latest updates
The A-Z list for tax-related terms & definitions.
Listen to thought-provoking insights and discussions with experts.
Detailed guides for smarter tax compliance.
Tools
For tax year 2026 returns filed in 2027
Find out when to file 1099s directly with Indiana, accepted information returns, and how the February 1, 2027, deadline, Form WH-3, CFSF participation, and electronic filing rules apply.
Miscellaneous Information
Form 1099-MISC needs a standalone Indiana filing only when Indiana state or county tax was withheld from the payment. If nothing was withheld, there is no need to file a separate Indiana filing. On the federal side for 2026TY, rents, prizes and awards, other income, medical and health care payments, and crop insurance proceeds all become reportable once they hit $2,000. Other categories, such as royalties, still use the $10 threshold or gross proceeds paid to attorneys, which is reportable at $600.
Nonemployee Compensation
Indiana needs its own copy of Form 1099-NEC when the payment carries Indiana state or county withholding. Federally, nonemployee compensation and payments to attorneys for legal services require reporting at $2,000 for the 2026 payments. That said, backup withholding requires a 1099-NEC to be filed, no matter how small the payment was.
Payment Card and Third-Party Network Transactions
Form 1099-K is filed with Indiana when there is a withholding requirement. Payment-card transactions have no minimum dollar amount under the 2026 federal rules. Third-party settlement organizations are reportable once gross payments pass $20,000 and the transaction count exceeds 200.
Broker and Barter Exchange Transactions
Form 1099-B requires direct state submission only when Indiana state or county tax was withheld. There's no minimum dollar amount governing federal 1099-B reporting, and it instead depends on the specific broker and barter-exchange transaction rules.
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Indiana withholding is what triggers a direct Form 1099-R filing with the state. Federally, a designated distribution generally becomes reportable at $10.
Interest Income
A standalone Indiana copy is required if Indiana state or county tax was withheld from the interest paid. Reportable interest generally starts at $10 federally, though a few payment categories use a $2,000 threshold.
Certain Gambling Winnings
Form W-2G data goes to the Indiana DOR only when Indiana state or county tax was withheld from the winnings. OBBBA set a $2,000 baseline for federal Form W-2G reporting starting in 2026. Indiana separately uses a $2,000 withholding threshold for qualifying slot-machine and keno winnings.
Wage and Tax Statement
Indiana employers file Form W-2 with Form WH-3 to report and reconcile yearly state and country wage withholding. When you file Form WH-3, include a copy of each Form W-2 you issued to employees.
Note:
Indiana's filing deadline usually falls on January 31. But for 2026TY, the deadline shifts to February 1, 2027, since January 31 falls on a Sunday
Indiana requires a direct 1099 filing only when there is Indiana state or county tax withholding. There is no separate minimum dollar threshold that applies across all form types.
Filers submitting more than 25 combined Forms W-2, W-2G, and 1099-R statements must file all of them electronically with the state.
Businesses with an active Indiana withholding account must file WH-3 directly with the state, including for periods with no tax due or no employees to report.
Handle federal, CF/SF, and direct state filings from a single account, with bulk upload for high volume filings and correction workflows.
Indiana participates in the IRS Combined Federal/State Filing Program under state code 18. However, when a return has no Indiana withholding, eligible forms can be automatically routed through the CF/SF program.
Indiana DOR guidance states that a 1099 without Indiana withholding does not require a separate state submission. The federal filing already satisfies the reporting requirement, so a duplicate Indiana filing is not required.
Form WH-3 serves as Indiana's annual reconciliation of state and county withholding. Tax1099 automatically routes eligible forms to the Indiana DOR through the CF/SF program. We do not process WH-3, so the filing must be submitted directly to the Indiana Department of Revenue.
Note: For amended 1220-format filings, Indiana DOR allows filers to submit a new or updated file containing only the records that need to be corrected. There is a minimum wait period of one full business day from the original submission before the amended file may be transmitted.
Indiana updated its general IRC conformity date to January 1, 2026, as part of its 2026 legislative session. Separately, SEA 212 aligned Indiana's IRC definition with four specific OBBBA provisions that carry a July 4, 2025, federal effective date. Conformity here is selective. Indiana has not adopted every OBBBA provision, so this section covers only the filing and withholding changes that apply to this page.
On the federal side, payments made in 2026 that fall under Form 1099-NEC, along with certain Form 1099-MISC payment categories, become reportable once they reach $2,000. A few Form 1099-MISC categories sit outside that figure: royalties stay reportable at $10, and gross proceeds paid to attorneys stay reportable at $600.
Form 1099-K works differently depending on the payment type. Payment-card transactions remain reportable regardless of amount, while third-party settlement organizations report only when gross payments exceed $20,000 and the transaction count exceeds 200.
Indiana separately amended IC 6-3-4-8.2 for 2026, raising the state withholding trigger for the gambling winnings covered by that statute from $1,200 to $2,000. This figure applies only to that specific gambling-withholding rule, it isn't a general Indiana 1099 threshold and shouldn't be read as one.
Indiana's rule for direct information-return filing hasn't changed: it's driven by whether Indiana state or county tax was withheld. A 1099 with no Indiana withholding doesn't need a duplicate direct filing with the state.
Indiana requires Form 1099-R, 1099-G, 1099-B, 1099-DIV, 1099-INT, 1099-K, 1099-MISC, and 1099-NEC, along with Form W-2G. A direct Indiana filing applies only when Indiana state or county income tax was withheld from the payment. Tax1099 supports both direct Indiana filing and CF/SF workflow.
File directly with Indiana only when Indiana state or county income tax was withheld from the payment. If there is no Indiana withholding, there is no need to file. Every Form 1099 that is reportable federally does not require a separate filing in Indiana.
Yes. IRS Publication 1220 lists Indiana as a CF/SF participant under state code 18. Tax1099 routes eligible forms through CF/SF whenever Indiana withholding does not apply.
Indiana's standard withholding deadline is January 31. Since January 31, 2027, falls on a Sunday, the deadline for tax year 2026 shifts to the next business day, February 1, 2027.
Form WH-3 is Indiana’s annual reconciliation form for reporting the state and county income tax withheld throughout the year. It is normally due January 31 (February 1, 2027, for 2026TY filings). Any business with a registered Indiana withholding account must file WH-3, even in years with no tax due or no employees.
Businesses filing more than 25 combined W-2, W-2G, or 1099-R forms with Indiana are required to submit all of them electronically.
Under OBBBA, certain Form 1099-NEC payments and specific Form 1099-MISC categories now use a $2,000 federal reporting threshold. Form 1099-K third-party settlement organizations also have a different threshold with reporting required when there are $20,000 or more in payments and more than 200 transactions.
Yes. Indiana can charge a $10 penalty for each Form W-2 or Form 1099 that's filed late. This same $10-per-document penalty applies specifically to late Form WH-3 filings, and it covers Forms W-2, 1099, and K-1 filed with WH-3.
Yes. Tax1099 handles both Indiana CF/SF and direct-state filing within the same workflow. The one exception is Form WH-3, which is not supported on Tax1099 and must be filed directly with the Indiana DOR.
Handle federal, CFSF, and supported Indiana direct filings in a single secure workflow with Tax1099.