1099 Upload Frequently Asked Questions
Who is required to file?
All those who issue 1099-R or W-2 forms containing Ohio withholding are required to file. Those who issue 10 or more must remit the information electronically on the Ohio Business Gateway.
Am I able to upload 1099-MISC and 1099-NEC forms on the Ohio Business Gateway, using the Upload tool?
At this time, we are not accepting any other 1099 form types other than 1099-Rs to be uploaded through the Ohio Business Gateway Upload tool. If you attempt to upload a 1099-MISC or 1099-NEC it will cause the file to reject. If the 1099-MISCs and/or 1099-NECs contain Ohio withholding, complete and mail the paper Ohio IT 3 with copies of the paper 1099 MISC and or 1099 NEC to the address printed on the form.
The Ohio IT 3 is available on the Department’s website and searchable under “Forms.” If the 1099-MISC or 1099-NEC have no Ohio withholding, you are not required to submit them to the Ohio Department of Taxation at this time.
We are an entity that submits both 1099-R and W-2 files to the State of Ohio. Are the txt files able to be combined in one upload?
No. Txt files uploaded on the Ohio Business Gateway should contain either W-2 information or 1099-R information. Numerous uploads can be done in one session. Files must NOT exceed 50mb.
I am a payroll provider who has uploaded 1099-R files. Will these 1099-R files be visible in my Gateway clients’ history?
No. Unlike other employer withholding transactions submitted by a payroll provider that are visible to the client, the 1099-R file upload history can only be viewed by the user who submitted the file. As a payroll provider, history of previously submitted 1099-R files uploaded can only be found within the W-2/1099 upload feature.
I am attempting to upload a plain text 1099-R file using the W-2/1099 Upload tool. Why am I being told that it is an invalid file type?
Txt data files that adhere to the EFW2 specifications must have a lowercase extension (.txt) in order to be successfully uploaded on the Ohio Business Gateway.
Why isn’t my 1099-R CSV file being accepted on the Ohio Business Gateway?
1099-R files are not currently accepted in CSV format at this time. Please follow the 1099-R specifications to create a txt file to upload.
Where do I find information on how to correct errors?
Additional information on how to correct the most common errors can be found on the W-2/1099 Information Page. Please review the 1099-R specifications for more in depth guidance on correct formatting.