
You need to send Form 1099-NEC to your subcontractors, you must first ensure you meet the filing requirements, prepare the form using their information, and then distribute Copy B to them by the annual deadline. (January 31)
Our bookkeeping services take care of 1099 preparation and filing with the IRS, while ensuring your business and subcontractors receive the appropriate documentation.
- Accurate Data: It ensures you have the contractor's legal name, business classification, and Social Security Number (SSN) or Employer Identification Number (EIN).
- Penalty Protection: While you legally only need their tax ID to file a 1099, having a signed W-9 protects your business from IRS fines if the information turns out to be wrong.
- Backup Withholding: If a contractor refuses to give you a TIN, the IRS requires you to withhold backup taxes (currently 28%) from their payments.
- Get It First: Always ask the contractor to complete the W-9 before you send their first payment.
- Do Not File It: Keep the W-9 in your secure files for at least four years. You do not send it to the Internal Revenue Service.
- Filing Threshold: You must issue a 1099-NEC if you pay a non-employee $600 or more in a calendar year (though check current inflation adjustments or local rules if thresholds change).
Requirements
You generally must issue a Form 1099-NEC if all of the following are met for the tax year:
You made a payment to someone who is not your employee.
The payment was for services in the course of your trade or business.
You made payments totaling $600 or more to an individual, partnership, or LLC not taxed as a corporation.
The payments were made by cash, check, or ACH transfer (payments made via credit card or third-party payment processors like PayPal or Stripe are generally reported by the processor on Form 1099-K).

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