Depending upon the state entered in the applicable payee fields on the draft 1099, additional information may be required for fulfillment and/or fulfillment may not be an option. Click on "State Returns" within a batch to edit the state data required. The ftwilliam.com state fulfillment consists only of e-filing (see more details Here). ftwilliam.com does not send state paper statements nor does the system handle state corrections.
After clicking on 'State Returns', the user will be directed to the "State Returns" screen. On this screen, users will see a clickable link for each Payer(s) within the batch. The user will click on one Payer at a time to be directed to the "Select State" screen where the user will click on the state links that have reconciliation forms requesting more data.
In order to lock a batch for submission, all of the included state reconciliation forms must pass edit checks.
If the user wishes to use fulfillment for both state and federal filings, both the federal and state returns must be locked.
Here are some links to helpful documentation:
- State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appear on the chart.)
- 1099 State Technical Info - This is a document that explains why states are involved with 1099 forms and other technical information.
- Wolters Kluwer's Smart Chart "State Pension Distribution Withholding and Reporting Compare" - Free access to Wolters Kluwer's "State Pension Distribution Withholding and Reporting Compare" Smart Chart (see below).
Wolters Kluwer's Smart Chart "State Pension Distribution Withholding and Reporting Compare"
Access the Smart Chart at no charge here. The chart provides succinct summaries of state and federal laws, regulations and state agency issuances, that govern the withholding and reporting requirements related to pension distributions. Choose the state(s) that apply to your plans then choose from all or a selection of the withholding and reporting topics and then instantly compare multiple states' laws on that subject in a convenient chart format. Results, displayed in an intuitive matrix. Fifty-two jurisdictions plus federal are included.
Click here to see a short demo of how the Smart Charts work in general. It will help users navigate the chart and see all the possible features.
Please note that the link to the Smart Chart will only work when accessed from within www.ftwilliam.com since it is only intended for use by ftwilliam.com customers.
