Before you begin this process, make sure you complete the steps to Process 1099 Forms.

If you are submitting your 1099 information electronically to the IRS, there is no need to print the red copy of the 1099 or the 1096.

Only one file per State ID Number should be submitted to ETIDES.  If there are multiple companies for the same State ID Number, combine all the 1099 information into one company.  Do this while pulling the information by using the Add to Company option.

NOTE:  The name control field is required when submitting electronic files.  Make sure the name control field is filled in on all 1099 records.  See Review 1099 Name Control Information

 Do not open the electronic file generated in this step.  If you open in Excel, the data may be change resulting in the file being rejected.  If you need to open the file, open with NotePad.

There a four file types created in this process based on the field selections in Agency Mode and in Form Mode.

AGENCY MODE FORM MODE FILE CREATED WHERE TO SUBMIT
Federal 1099 MISC Federal MISC IRS at https://fire.irs.gov/
Federal 1099 NEC Federal NEC IRS at https://fire.irs.gov/
State/CSV 1099 MISC PA MISC PA E-TIDES at https://www.etides.state.pa.us/
State/CSV 1099 NEC PA NEC PA E-TIDES at https://www.etides.state.pa.us/

Federal Electronic 1099 Files

NAVIGATION: UTILITIES menu > Create 1099 File

  1. Company Information - If the correct company information is not displayed, enter it in the appropriate lines.
    1. This information is pulled from the SYSTEM menu > Company Information.  Make sure to update for future 1099 processing.
    2. Verify the correct Federal ID is entered with no spaces or hyphen.  
    3. Enter in your Contact name, phone number and email address.  These are required fields. Electronic files without this information will be rejected.
  2. Agency Mode: select Federal 
  3. Enter the year you are reporting the taxes for
  4. TCC: Enter your code given to you by the IRS
  5. Name Control: Enter your name control. (First four characters of company name or last name)
  6. Form Mode: Select 1099 MISC
  7. File Name:  Click on the ... Browse to select a location to save the file
    1. Example: Documents\Horizon\  
    2. Enter the file name.  Example: IRS1099MISC-2021
    3. Save as type will be blank.
    4. Click the Save button to save the location and Name (this does not create the file).
    5. At top of the screen click CREATE FILE
    6. This will save in File Name like:  C:\Users\”user”\Documents\Horizon\IRS1099MISC-2021
  8. At top of the screen click CREATE FILE
  9. Repeat the process to create the 1099 NEC file.
    1. Form Mode: Select 1099 NEC
    2. File Name:  click in saved name and change MISC to NEC so it reads like C:\Users\”user”\Documents\Horizon\IRS1099NEC-2021
    3. At top of the screen click CREATE FILE
  10. Upload the files you created to the IRS Fire at https://fire.irs.gov/

Pennsylvania State Electronic 1099 Files

NAVIGATION: UTILITIES menu > Create 1099 File

  1. Company Information - If the correct company information is not displayed, enter it in the appropriate lines.
    1. This information is pulled from the SYSTEM menu > Company Information.  Make sure to update for future 1099 processing.
    2. Verify the correct Federal ID is entered with no spaces or hyphen.  
    3. Enter in your Contact name, phone number and email address.  These are required fields. Electronic files without this information will be rejected.
  2. Agency Mode: select State/CSV
  3. Enter the year you are reporting the taxes for
  4. State Account: Enter your eight (8) digit state account withholding number with no dashes or spaces.
  5. The Type of Entry will prefill with 001.
    1. You should not change this unless you are a Sole Proprietor, in which case you would enter "002"
  6. Form Mode: Select 1099 MISC
  7. File Name:  Click on the ... Browse to select a location to save the file
    1. Example: Documents\Horizon\  
    2. Enter the file name.  Example: PA1099MISC-2021.csv
    3. Save as type should be .csv
    4. Click the Save button to save the location and Name (this does not create the file).
    5. This will save in File Name like:  C:\Users\”user”\Documents\Horizon\PA1099MISC-2021.csv
  8. At top of the screen, click CREATE FILE
  9. Repeat the process to create the 1099 NEC file.
    1. Form Mode: Select 1099 NEC
    2. File Name:  click in saved name and change MISC to NEC so it reads like C:\Users\”user”\Documents\Horizon\PA1099NEC-2021.csv
    3. At top of the screen, click CREATE FILE

Upload File to PA E-TIDES

Upload the files you created at PA E-TIDES https://www.etides.state.pa.us/

MISC REPORTING

  1. Log into your E-Tides Account
  2. Go to File Upload
  3. Select Employer Withholding Tax; click NEXT
  4. Click on the blue words "Choose File to Upload" near the bottom of the screen
  5. A pop-up box will appear.  Select “1099-MISC/1099-NEC Income Records (CSV)” click the Choose File button at the bottom.  You may need to use the scroll bar to see this button.
  6. Browse for and select your file (from examples above PA1099MISC-2021.csv)
  7. Click Submit and Close.  You will now see your uploaded file at the bottom of the screen.
  8. Select your file and click NEXT
  9. You will be required to enter the column headings of the file.  It should look like this Example:
  10. Click NEXT at the bottom of the screen
  11. You should receive a message similar to the following:
    Important: the Invalid records should be 0.  
    If not zero call your Horizon Support Representative.
  12. If good, Click Insert Records. 

NEC REPORTING

  1. Repeat Steps 1-12 for the NEC file.  
  2. File from creation examples would be named PA1099NEC-2021.csv

Check Status of Upload

  1. You can check the status of your file by going to "View Filing History" on the left side of the E-Tides screen

Complete REV-1667 Form

  1. If you are submitting your W2s on E-Tides, do so before continuing.
  2. All W2s, 1099 MISC and 1099 NEC must be uploaded and inserted before continuing.
  3. Complete the REV-1667 form.  
  4. The REV-1667 will be filled in from the uploaded files, you just need to check the amounts are included then submit.

How to Create and Upload the PA 1099 File

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