Recipient Copy Distribution - A Key Component of Tax Compliance
- The IRS mandates that you distribute copies of Forms 1099, W-2, ACA 1095, and various other information returns to the corresponding recipients.
- Mailing a paper copy satisfies the IRS requirement to furnish recipient copies.
TaxBandits supports the distribution of recipient copies for the following forms:
In addition to federal and state filing, TaxBandits offers a postal mailing solution for distributing recipient copies by the deadlines, eliminating the manual process and ensuring accuracy.
1099 Forms
- Form 1099-NEC
- Form 1099-MISC
- Form 1099-K
- Other 1099s ( INT, DIV, R, S, B, C and more )
W2/ACA Forms
- Form W2
- Form W2-C
- Form 1095-B
- Form 1095-C
5498/1042-S
- Form 1042-S
- Form 5498
- Form 5498-SA
- Form 5498-ESA
3921/3922/1098 Forms
- Form 3921
- Form 3922
- Form 1098-E
- Form 1098-T
How Does TaxBandits’ Postal Mailing Work?
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Step 1: Opt for postal mail before transmitting your returns on the 'Choose Service' page or add postal mailing from the 'Distribution Center' after transmission.
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Step 2: TaxBandits will print the recipient copies of the forms and instructions and fit them in a #10 double-windowed envelope.
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Step 3: TaxBandits uses USPS validations to check that the recipient provided a valid address.
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Step 4: Once verified, the form copies will be mailed to the
corresponding recipients.
Advantages that TaxBandits’ Postal Mailing Brings You!
Foreign Mailing
Not just to the U.S. addresses, TaxBandits distributes the 1099, 1098, 1042-S, 3921, and 3922 form copies to foreign recipients.
Free USPS Validation
To ensure the recipient address is valid, TaxBandits performs USPS validations at no extra cost before sending out the copies.
Advanced Security
We adhere to all the required security protocols to ensure the safe and secure delivery of the recipient copies.
Need an Alternative to Postal Mailing? TaxBandits Has You Covered!
Go PaperLess with Our Online Access!
- If you prefer to have your recipient copies distributed online, you can opt for our Online Access service.
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Your recipients will be given access to a secure online portal where they can provide consent and download their
form copies.
Print and Mail On Your Own!
- If you choose to print and mail the form copies on your own, you can do so from our Distribution Center.
- TaxBandits enables you to print the form copies in your preferred print format (1-up or 2-up).
Frequently Asked Questions
How long does it take for my recipients to receive their form copies?
This can vary around major IRS deadlines. It generally takes 2-3 business days for the recipients to receive their form copies. Please note that as long as the copies are postmarked by the IRS deadline, the IRS will consider these copies to be furnished on time.
Can I select postal mailing only for certain recipients in an order?
Yes. You have the option to add postal mailing services for each recipient individually. You will only pay for the services that you select for the recipients you select.
How to enable postal mailing and online access from the dashboard?
You can opt into Postal Mailing services at different stages of the filing:
- While preparing tax forms.
- After transmitting the forms.
When preparing tax forms
During the tax preparation flow, opt for the Postal Mailing service on the Review & Select Services page. Check the Enable box under the Postal Mailing column for the required recipients.
After transmitting forms
During the tax preparation flow, opt for the Postal Mailing service on the Review & Select Services page. Check the Enable box under the Postal Mailing column for the required recipients.
- Click "Distribution Center" from the dashboard.
- Use filters to select the Tax year, Form type, Business Name, and form distribution status. Once selected, click "Go".
- Select the employees for whom you want to enable Postal Mail and click "Create Postal Order".
Where can I see the postal mailing status of my recipients?
To view the postal mailing status of your recipients, you can access the information directly from the dashboard. For detailed instructions on viewing the status, learn more.