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Getting started
TaxFormHero is an IRS-authorized e-filing platform for 1099, 1098, 5498, W-2, W-2G and ACA information returns. You enter or import your data, review a draft of every form, then file — with no subscription and no sign-up fee. See the full list of forms we support.
You can browse forms, deadlines and pricing without an account. You need a free account to create a payer and prepare forms, and you only pay when you file.
Start with the step-by-step guide, which walks through the whole journey, or watch the how-to video. In short: add the payer, choose the tax year and form, add your recipients, enter the amounts, review the draft, then pay and file.
A payer is the business the forms are filed under — the name and tax ID that appear on every 1099 or W-2 you send. Your account details are just yours as a user. One account can file for as many payers as you need, which is how accountants handle multiple clients.
Yes. Add a payer for each business or client and file under whichever one you choose. There is no limit and no extra charge for additional payers — you pay per form filed.
Yes. TaxFormHero supports high-volume filers including businesses, CPAs and tax professionals, and bulk import handles large batches in one pass. For large-volume support please contact us directly.
Forms and filing
Over 20 forms, including 1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-C, 1099-DA, 1099-PATR, 1099-SA, 1098, 1098-T, 1098-E, 5498, 5498-SA, W-2, W-2C, W-2G and the ACA forms 1095-B and 1095-C. See the forms page for the complete list.
Electronically, through the IRS Information Returns Intake System (IRIS), using an application-to-application (A2A) connection rather than the IRIS web portal. Because TaxFormHero holds that access, you do not need your own Transmitter Control Code.
No. A TCC is required to transmit information returns yourself, and approval can take weeks. Filing through an IRS-authorized provider means you use ours, so a pending TCC application never puts your deadline at risk.
If you file 10 or more information returns in a calendar year, counted in aggregate across all return types rather than per form, electronic filing is mandatory. That threshold counts 1099s, W-2s and other information returns together, so it catches more small businesses than people expect.
No — W-2 and W-2C go to the Social Security Administration, not the IRS. TaxFormHero prepares the forms and extracts the data for filing with the SSA. W-2G is different: it is an IRS information return and goes through the normal e-filing route.
Yes. Choose the tax year when you create the form. Form types do not expire — anything that could be filed in an earlier year can still be filed now, and prior-year corrections are supported for forms originally filed with us.
Yes. You can file both federal and state forms through the platform, and the Combined Federal/State Filing (CF/SF) program is automated at no additional cost. State filing is offered as an add-on where a state requires a separate direct filing.
Yes. Every form can be reviewed as a draft PDF before payment, so you see exactly what the recipient and the IRS will get. Nothing is transmitted until you pay and submit.
Deadlines
Recipient copies for most forms, and both the IRS and recipient copies for 1099-NEC and W-2, are due February 1, 2027. Most other 1099 forms are due to the IRS on March 1, 2027 on paper and March 31, 2027 if you e-file. Each form page lists its own dates.
Because January 31, 2027 falls on a Sunday. The IRS General Instructions for Certain Information Returns state: "If the regular due date falls on a Saturday, Sunday, or legal holiday in the District of Columbia or where the return is to be filed, file by the next business day." The next business day is Monday, February 1, 2027.
For most 1099 forms, yes — the IRS copy is due March 31, 2027 when you e-file instead of March 1, 2027 on paper. 1099-NEC and W-2 are the exceptions: they have no extended deadline for e-filers, and the recipient and government copies are due the same day.
Yes, and this trips up more filers than anything else. Furnishing the recipient copy and filing with the IRS are two distinct obligations. Meeting one late does not excuse the other — treat them as two deadlines that happen to share a date.
Penalties are charged per form and increase the longer you wait, with a separate and higher tier for intentional disregard. Filing whatever is ready as soon as possible reduces exposure even when some forms are still incomplete, because the tier is set by how late each form is.
Form 8809 gives an automatic 30-day extension for many information returns when filed by the original due date, but it generally does not apply to 1099-NEC. An extension of the IRS filing deadline is also not an extension of the recipient copy deadline.
Corrections and rejections
Yes. If you originally filed through TaxFormHero you can file corrections for the current and prior tax years. Open the form, tick the Corrected box, fix the figures and resubmit. The step-by-step guide covers the sequence.
A rejection means the IRS never accepted the submission, usually a formatting or matching error — you fix it and resubmit as an original. A correction means the IRS accepted it but the data was wrong, so you file a corrected return referencing the original. They are not interchangeable.
Open the form, fix what the rejection reason points to — most often a name and TIN that do not match IRS records — and resubmit. There is no charge to resubmit a rejected form, because it was never accepted in the first place.
Tell the recipient first, so they do not file their own return on bad figures, then file the corrected return promptly and keep a record of both dates. That record is what supports a reasonable-cause argument if penalties are ever raised.
A corrected return is a new filing to the IRS and is priced as a form. A form rejected and resubmitted is not charged again.
Bulk import
Yes. There are two imports: one for payers, and one that brings in recipients together with the box amounts on their forms. Each form has its own Excel template and a matching instruction sheet, downloadable from the filing page once you pick the form.
Start from our template. Columns are matched by their heading text rather than their position, so you can reorder columns or delete ones you do not use — but the headings themselves have to match, which is what the template guarantees.
The file still uploads. Anything missing or badly formatted is reported back to you row by row, and those records save as drafts you can complete in the app. The one hard rule is the tax ID: a row without a nine-digit EIN or SSN is skipped and listed, and the rest of the file still imports.
Not in our templates — every data cell is formatted as text, so a ZIP of 07030 stays 07030. Punctuation is cleaned up on import rather than rejected: "St. Louis" imports as St Louis, "$1,200.50" as 1200.50, and a phone number keeps only its digits.
Type 1. X, Yes, TRUE and on are also accepted and all store as ticked. Leave the cell empty for unticked.
Not yet. Connections to both are in development. Until they are ready, exporting from your accounting system into the Excel template is the fastest route.
Add-ons
It checks that the Taxpayer Identification Number and the recipient name match IRS records before you file, which is the single most common cause of rejections. TINs may be SSNs or EINs. Results appear on your status dashboard.
We print and mail recipient copies by USPS First Class Mail, so you are not stuffing envelopes to meet the recipient deadline.
We send recipient copies as encrypted PDFs. Recipients must give explicit consent to receive their forms electronically before anything is delivered, which is an IRS requirement, not a preference.
For states that require a separate direct filing rather than accepting the Combined Federal/State Filing program, this files the state copy for you. Forms going through CF/SF are covered at no additional cost.
No. Add-ons are chosen per form, so you can TIN-check the vendors you are unsure about and mail copies only to recipients without an email address.
Pricing and refunds
Pay per form, with no subscription and no sign-up fee, and rates that drop as your volume rises. You are not paying for capacity you do not use in a light year. See the pricing page for current rates.
No. Creating an account, adding payers and recipients, preparing forms and reviewing drafts are all free. You pay when you file.
You may request a refund if you cancel through customer support before the order has been processed for printing or e-filing. You can take a refund or a filing credit for future use. Refunds typically take up to 14 business days, and longer in January and February. Marking a form Void does not qualify for a refund. Contact support to start a request.
No. A draft that is never submitted is never charged.
Security and compliance
Data is encrypted in transit and at rest, access is restricted to what each role needs, and tax IDs are masked in the interface. Full detail is on the data security page.
Yes. TaxFormHero holds a SOC 2 Type I attestation for the Security trust services criteria, with an unqualified opinion issued by Prescient Assurance LLC as of October 2025. A Letter of Attestation is available on request; the report itself is restricted-use and cannot be posted publicly.
We run a public Vanta Trust Center covering our security and compliance program. Ask us for the link or for anything it does not answer.
HIPAA has no certifying body, so no company can hold a HIPAA certificate. It is a framework, and we follow it in how we handle the health-related information that ACA forms carry.
Only you and the users you give access to your account. Tax IDs are masked in the interface by default, and the full number appears on the copy filed with the IRS rather than on the recipient copy, where truncation is permitted.
Your filings stay in your account so you can view, download and correct them in later years, which the IRS record-keeping rules assume you can do. Contact us if you need something removed.
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Still have questions?
Our support team is here to help you with anything not covered above.