Help - The 1099-A Process

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1099A technical question?

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Gary Lavin

I just wanted to get clear on how to get the print on the paper (i.e. handwritten vs typed)?  In addition it is unclear to me if I separate the copy A and send it by itself or all three copies together and do I send the whole page (three 1099's) or just the one that I filled out?

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Donna-Ann Blocker
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Hi, I can't seem to get a clear answer on this also. I've gotten different answers from actual IRS agents. The last answer...as early as last week, July 23rd, at my local IRS office. This agent was of no help and treated me horribly. Her smartie-pants answer was that "it was self explanatory" (to her) disregarding my statement that I'd been given different answers. I have come to understand that one would have to be able to separate the (2) additional pages (carbon copies) for the purpose of retaining one and sending one to the appropriate party, with the Original or "FRONT" red/white copy sent to the Treasury, etc. However, my additional question still burns... must I send ALL of the Original "FRONT" red/white copy as a whole document in tact, for the purpose of the feed scanner? That is what I read at the end of one section, going into the next. So whether or not we've actually used ALL 3 Original "FRONT" red/white sections or not, we are NOT the separate them. I think I've confirmed my own answer by writing this out, and will obviously try to utilize all forms when I can.

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Lisa
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Go to https://www.irs.gov/forms-pubs-search?search=general+instructions and open 'General Instructions for Certain Information Returns' Page 9, Section G
Short version -
1) If handwritten, they must be completely legible and accurate, in block print (not cursive).
2) Typewritten is recommended using black ink in 12-point Courier font. MUST be typed clearly using no corrections in the data entry fields.
3) Enter data in (approximately) the middle of the block.
4) Make all dollar entries without the dollar sign or commas, only use the decimal point, ex. 00000.00
5) If a box does not apply, LEAVE IT BLANK.
Do not enter 0 (zero) or "none" or "n/a" - LEAVE BLANK
Do not enter number signs (#) Apt 2B, not Apt #2B
6) GENTLY remove the Pinfeed holes from the set of forms without tearing or ripping the form.
7) DO NOT cut or separate any of the Copy A's on the first Red page. Incorrect, or unused forms should be voided by checking the appropriate box.
8) DO NOT change, alter, white out, or line out any portion of the form or instructions.
9) Do not submit any copy (B, C, etc) other than Copy A .... Only submit the full page Copy A.
10) Do not use special characters (*, ', &, etc) in any box.
11) Date are USUALLY mm-dd-year NOT mm/dd/year

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Lisa
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..... Forms to the IRS or Treasury must not be bent or folded as they will be fed into a machine for processing. Use a large enough envelope (9x12)? and mark "DO NOT BEND" somewhere on the outside of the front and back.