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For tax year 2026 returns filed in 2027
Review Oklahoma's $750 reporting rule, the forms accepted by the Oklahoma Tax Commission, 2027 filing deadlines, electronic filing through OkTAP, and when the IRS Combined Federal/State Filing Program can satisfy the state requirement.
Nonemployee Compensation
For Oklahoma, the reporting threshold is $750 in annual payments. Form 1099-NEC cannot be filed through the IRS Combined Federal/State Filing Program for Oklahoma, so it must be submitted directly to the Oklahoma Tax Commission through OkTAP by February 1, 2027.
The federal threshold for 2026 payments is higher at $2,000. That means payments of $750 to $1,999 may not require a federal Form 1099-NEC but could still need to be reported to Oklahoma.
Distributions From Pensions and Retirement Plans
You have to report pension, annuity, IRA, retirement plan, and certain insurance-contract distributions that must be reported to Oklahoma. An eligible Form 1099-R can be filed through CF/SF when it qualifies. Otherwise, submit it electronically through OkTAP by March 31, 2027.
Certain Government Payments
Report applicable government payments under Oklahoma's information-reporting rules. Form 1099-G is due March 31, 2027. You can use CF/SF when a federal return is filed with Oklahoma information. Otherwise, you would need to file electronically through OkTAP.
Interest Income
Oklahoma applies different thresholds for some interest payments, including a more-than-$100 threshold for certain corporate interest payments to individuals and a $750 threshold for certain other interest payments. An eligible federal Form 1099-INT may use CF/SF. But if a direct Oklahoma filing is required, submit it electronically through OkTAP by March 31, 2027.
Wage and Tax Statements
Oklahoma Forms W-2 and W-3 have to be submitted electronically through OkTAP by February 1, 2027. Note that Oklahoma does not accept paper W-2 or W-3 filings, and CF/SF applies only to eligible Forms 1099 and not to W-2 reporting.
Miscellaneous Information
Oklahoma uses special thresholds for some Form 1099-MISC payments, including $10 or more for certain royalties and $750 or more for many other covered payments. Several Form 1099-MISC categories now have a $2,000 federal threshold for 2026, which means amounts from $750 through $1,999 may still need an Oklahoma-only filing. Use CF/SF when an eligible federal return is filed. Oklahoma-only returns should be filed through OkTAP by March 31, 2027.
Broker and Barter Exchange Transactions
Oklahoma may require Form 1099-B when a broker transaction needs to be reported, so the state can determine the taxpayer’s Oklahoma tax liability. Eligible forms can go through CF/SF. Forms that do not qualify for CF/SF must be filed electronically through OkTAP by March 31, 2027.
Dividends and Distributions
Oklahoma may require certain dividends and distributions to be reported on Form 1099-DIV. If the federal form is eligible for CF/SF, it can be filed that way. But if a direct Oklahoma filing is needed, you must submit it electronically through OkTAP by March 31, 2027.
Original Issue Discount
When original issue discount is reportable to Oklahoma, file Form 1099-OID through CF/SF if the form is eligible. If not, send it directly to Oklahoma through OkTAP by March 31, 2027.
Prepare, validate, and eFile applicable federal and Oklahoma information returns through one secure workflow.
Note: Oklahoma participates in the IRS Combined Federal/State Filing Program for eligible Forms 1099, except Form 1099-NEC. When an eligible federal return includes Oklahoma state information and is submitted through CF/SF, the IRS forwards the information to OTC, and a duplicate direct Oklahoma filing is not required.Note: Oklahoma participates in the IRS Combined Federal/State Filing Program for eligible Forms 1099, except Form 1099-NEC. When an eligible federal return includes Oklahoma state information and is submitted through CF/SF, the IRS forwards the information to OTC, and a duplicate direct Oklahoma filing is not required.
File directly through OkTAP when:
Oklahoma requires these filings to be submitted electronically. Paper Forms 1099, W-2, and W-3 are not accepted.
For corrections, use IRIS for supported federal and CF/SF corrections. For an Oklahoma-only 1099 correction, follow the current OTC correction procedure and the supported Tax1099 direct-state workflow. Corrected Oklahoma W-2 information is submitted electronically through the OkTAP W-2 correction program.
For tax year 2026 filings in 2027, federal electronic information returns and CF/SF submissions use IRIS because FIRE will not be available after its 2026 year-end shutdown.
Keep correction instructions route-specific. Submit supported federal and CF/SF corrections through IRIS. For an Oklahoma-only 1099 correction, follow the current OTC correction procedure and the supported Tax1099 direct-state workflow. Corrected Oklahoma W-2 information is submitted electronically through the OkTAP W-2 correction program. Do not add paper correction instructions.
The One Big Beautiful Bill Act raised the federal reporting threshold for many 2026 payments. For Form 1099-NEC, the new threshold is $2,000 for nonemployee compensation and attorney-service payments. The same $2,000 threshold also applies to several Form 1099-MISC payment types, including rent, prizes and awards, other income, medical and health care payments, crop insurance proceeds, Section 409A deferrals, and nonqualified deferred compensation.
The $2,000 threshold is not universal. Federal thresholds generally remain $10 for royalties and substitute payments in lieu of dividends or tax-exempt interest, $600 for gross proceeds paid to attorneys and cash purchases of fish for resale, and $5,000 for direct sales of consumer products for resale. Fishing-boat proceeds and payments subject to backup withholding may be reportable regardless of amount.
Oklahoma still has its own $750 annual reporting threshold for covered payments under 68 O.S. Section 2369 and OAC 710:50-3-50. As a result, covered payments from $750 through $1,999 may still require an Oklahoma-only filing even when they fall below the applicable federal Form 1099-NEC or Form 1099-MISC threshold.
Form 1099-NEC must be filed directly and electronically with OTC through OkTAP. For other CF/SF-eligible forms, use CF/SF when a federal return containing Oklahoma information is filed. Use OkTAP when an Oklahoma filing is required, but no corresponding federal return is filed.
Oklahoma law also contains separate reporting authority for broker transactions and production payments. Do not present $750 as the only possible reporting trigger for every form, payment, or transaction.
OTC lists Forms 1099-B, 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-NEC, 1099-OID, and 1099-R, along with Forms W-2 and W-3. Form 1099-NEC follows a different route from the other eligible 1099 forms because Oklahoma does not accept it through CF/SF.
You generally need to file an Oklahoma information return when you make a payment that Oklahoma requires to be reported, and the total paid to that taxpayer reaches $750 or more for the year.
The $750 threshold is not the rule for every transaction. Broker transactions and certain production payments are covered by separate Oklahoma reporting requirements.
Yes, when you file an eligible Form 1099 federally with the required Oklahoma state information. The IRS sends that information to the Oklahoma Tax Commission, so you do not need to file the same form again directly with Oklahoma.
Form 1099-NEC is different. Oklahoma does not accept it through CF/SF, so it must be filed directly through OkTAP.
Use OkTAP for any Oklahoma-only filing as well. For an Oklahoma-only 1099 correction, follow the current OTC correction process and use the direct-state correction workflow supported by Tax1099.
Form 1099-NEC is due on February 1, 2027, because January 31 falls on a Sunday in 2027. Forms 1099-B, 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-OID, and 1099-R are due on March 31, 2027.
No. OTC states that paper Forms 1099, 501, 500-B, W-2, and W-3 are no longer accepted. Direct 1099, W-2, and W-3 filings must be submitted electronically through OkTAP unless an eligible 1099 is filed through CF/SF.
For federal filing, Form 1099-NEC generally has a $2,000 threshold for 2026 payments. Oklahoma uses a lower $750 annual threshold.
So when covered payments total $750 to $1,999, you may not have a federal Form 1099-NEC filing requirement, but you may still need to file the form with Oklahoma through OkTAP.
The OTC 1099 guidance does not list a separate reconciliation form for the standard 1099 submission. Oklahoma Form 500-B (a pass-through withholding form) and Form 501 (the accompanying annual information return/summary form) are not part of CF/SF and must be filed directly through OkTAP when applicable.
Yes. Tax1099 supports the preparation and eFiling of applicable federal and Oklahoma information returns. It can be used for eligible CF/SF submissions, supported direct filings with Oklahoma, recipient-copy delivery, and electronic corrections.
Prepare, validate, and eFile applicable Oklahoma 1099 and W-2 forms from one secure Tax1099 workflow.