Multi-State 1099 and W-2 Filing Checklist: Payee Workbook, Deadline Calendar, State-by-State Checklist, W-9 Log and Filing Confirmation Log

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. Where a state's page didn't say, the kit lists the point to look up 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.
• Puts anything a state's page didn't say on a short look-up list 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.