Tax Year 2013 – Important Dates

Tax Year 2013 – Important Dates

12-15-2013 – Test files submitted (TSC1099 Users only).  If you are a new TSC1099 user or your file format has changed from the previous year, talk to your account rep about submitting a test file for our review.  Call 312-527-4306.

1-20-2014  Final data file submitted (TSC1099 Users only).   Exceptions can be made if you talk to your account rep.

1-31-2014 – Mail Form 3921, 3922, 1099, 1098, 5498, W-2 W-2G Recipient Copies.  NOTE: If you are reporting payments on 1099-MISC (Boxes 8 or 14),  1099-B, 1098-C or 1099-S you have until 2-18-2014.

2-28-2014 – File Form 3921, 3922, 1099, 1098, and W-2G with IRS via Paper.  Only applies to filers with 250 or less forms.  Note:  The 250 or more requirement applies separately for each type of return and separately to each type of corrected return.

2-28-2014 – File Paper Form W-2 with Social Security Administration.  Only applies to filers with less than 250 forms.

3-17-2014 – Mail Form 1042-S Recipient Copies.

3-17-2014 – Electronic filing Form 1042-S.  Applies to both paper and electronic filing with IRS through the FIRE System.

3-31-2014 – Electronic filing for Form 3921, 3922, 1099, 1098, and W-2G with IRS through the FIRE System.

3-31-2014 – Electronic filing for  Form W-2 with Social Security Administration through the Business Services Online (BSO) system.

4-30-2014 – Mail Form 5498-ESA to recipients.

6-2-2014 – Mail Recipient Copies for Form 5498-SA and 5498 reporting Contributions.

6-2-2014 – File Form 5498, 5498-ESA, and 5498-SA with IRS via Paper or electronically file via FIRE System.

8-01-2014 – Last date for electronic filing or paper corrections for Form 3921, 3922, 1099, 1098, 5498, and W-2G.

8-01-2014 – Last date for electronic filing or paper corrections for Form 1042-S with IRS.

8-1-2014 – Last date for electronic filing or paper corrections with the Social Security Administration through the Business Services Online (BSO) system.

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