electronic filing of 1099-R forms

[pmacduff]

I have a TCC for the IRS FIRE site and file the 8955-SSAs for our clients after they review them. 

Can I use the same TCC to file the 1099-R forms for the few that we do?  I wasn't sure if that same TCC code will work or if I have to prepare a 4419 and get a different TCC to file the 1099-R forms.

Still have some small balance forward plans and have been preparing paper forms.

Thanks in advance and hope everyone has a Happy New Year!

[chc93]

This is Block 8 on the Form 4419...

8. Check the box(es) next to the form type(s) for which you are requesting an additional TCC
Note: The IRS encourages transmitters who file for multiple payers to submit one application and use the assigned TCC for all payers.
Forms 1097, 1098, 1099, 3921, 3922, 5498 and W-2G (See Publication 1220)
Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding (See Publication 1187)
Form 8027, Employer’s Annual Information Return of Tip Income and Allocated Tips (See Publication 1239)
Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (See Publication 4810)

 

This is from the Form 4419 instructions...

Block 8 - Only check the box next to the form types for which you are requesting an additional TCC. A separate TCC will be assigned for each box checked in Block 8. Required.

(emphasis is mine)

So looks like you get different TCC's for each form.  We have separate TCC's.

[pmacduff]

Thank you.

Interestingly enough - I went back and found the original 4419 from 2011. 

It appears that if I had checked the 1099 box in addition to the 8955-SSA box at that time, then I would be able to use the same TCC number. 

Ulitmately I did not and therefore will have to file 4419 again for another TCC for the 1099-R forms .

FWIW - I believe that if you are applying for a TCC for the first time you can check as many boxes as you want in Block 7 and would be issued one TCC for as many types of filings as you marked). 

 

[Kristina]

The TCC to access the 1099R section of FIRE has ALWAYS been different than the TCC used to file Form 8955-SSA thru the FIRE system.  If you selected more than one filing type on the same 4419, it just means that the IRS would assign a different TCC for each filing type.

[pmacduff]

I did not carefully read the instructions for Block 8:

"Block 8 - Only check the box next to the form types for which you are requesting an additional TCC. A separate TCC will be assigned for each box checked in Block 8."

Thank you Kristina....