What must I do within Account Ability to participate in the Combined Federal/State Filing Program?
Once you have signed and returned Form 6847, Consent for Internal Revenue Service to Release Tax Information, to IRS/ECC-MTB, your TCC will be registered as an approved Combined Federal/State Filer. In order to report a client’s 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-OID, 1099-PATR, 1099-R, or 5498 returns to participating states, ensure that the ‘Combined Fed/State Filer’ indicator, located on the ‘General’ page of the client’s master record, is checked. If checked, Account Ability will then create appropriate reporting records for each reporting state entered in the CFSP field of each recipient’s return during the creation of the electronic IRSTAX transmittal file. IMPORTANT: If you are a service bureau, it is strongly suggested that you send a letter to each of your clients in participating states indicating that you can, if they desire, report the following information returns to their state electronically: 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-OID, 1099-PATR, 1099-R, 54
