Document pack
Multi-State 1099 and W-2 Filing Checklist: Payee Workbook, Deadline Calendar, State-by-State Checklist, W-9 Log and Filing Confirmation Log
One list of payees, one calendar of every federal and state filing date that applies to you.
$17 one time · Word and PDF · download link by email
Who it is for
Small business owners and bookkeepers who paid employees or contractors in more than one state in 2026 and need to file 1099s, W-2s and state year-end forms in January 2027.
Not the right fit if
Not filing software and it does not e-file for you; it tells you which state forms and dates apply and logs what you filed. Some states' rules are marked unconfirmed with where to check.
Why it is different
- Covers all 50 states and DC from each state revenue department's own pages and IRS Publications 1220 and 5718, checked November 2026.
- Separates states that accept the IRS combined program from states on the IRS list that still want a direct filing.
- Marks anything a state's page didn't say as 'not confirmed' instead of guessing.
What is inside
- Filing workbook (Excel). Payee list that suggests the federal form and reads each payee's resident and work state rules, a dated January 2027 calendar for only your states, a filing log and the full state rules table.
- Start here. What's inside, the federal rules the kit uses, your first hour, and why state dollar triggers aren't the federal $2,000.
- State-by-state filing checklist. Every state and DC: state 1099 copies, the IRS combined program, 1099 and W-2 due dates, the year-end form, all 2027 dates and each official page.
- W-9 and contractor information log. What to collect before the first payment, a contractor log with resident and work states, and a follow-up table for missing information.
- Filing confirmation log. One line per federal and state filing with the confirmation number, plus a corrections and notices table.
A look inside
The first pages, as you will get them
Get it
Multi-State 1099 and W-2 Filing Checklist
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax or legal advice. Each state's own instructions and your preparer have the final word; the workbook only compares what you enter with the rules we found. Not affiliated with the IRS or any state agency. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The Multi-State 1099 and W-2 Checklist comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, State By State Filing Checklist, W-9 And Contractor Info Log, and Filing Confirmation Log, plus an Excel workbook (Multi State 1099 W-2 Filing Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not tax or legal advice. Each state's own instructions and your preparer have the final word; the workbook only compares what you enter with the rules we found.
Is it the right fit for me?
It is made for small business owners and bookkeepers who paid employees or contractors in more than one state in 2026 and need to file 1099s, W-2s and state year-end forms in January 2027. Skip it if not filing software and it does not e-file for you; it tells you which state forms and dates apply and logs what you filed.
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