How does state filing work for 1099 forms?

For 1099 forms, state reporting can involve IRS forwarding, a direct state submission, or a separate submission you make outside BoomTax. The available options depend on your account, form type, tax year, state, and filing data.

Example eligible 1099 state step with the North Carolina direct-submission Yes and No choices and one fictional direct-file form. — Example screenshot: An eligible account reviewing a supported direct-state option. Available state options depend on your filing and account.

Understand the different workflows

Combined Federal/State Filing (CF/SF): For eligible forms and participating states, the IRS can forward information from your federal filing. This is different from BoomTax submitting directly to a state. See the IRS explanation of CF/SF.
Direct state e-filing through BoomTax: When available for your filing, the e-file workflow lets you review and confirm the supported state submissions.
Filing outside BoomTax: If a required submission is not covered by the options available for your filing, arrange it directly with the state or another provider.

Review your state options before submitting

Review the state information and withholding amounts in your forms.
For forms eligible for CF/SF, review the Combined Federal/State Filing Program choice on the 1096 Summary form. Forwarding requires the appropriate CF/SF choice and a federal submission through BoomTax.
Start the filing's E-file workflow and review the federal choice.
If state steps are shown, review each state's information and available choices. Select Yes only for the direct submissions you want BoomTax to make, or choose No, I will file this information outside of Boomtax.
Review the final selections and complete the workflow.

Direct state submission options are available only for eligible accounts and supported filings. If you do not see state steps, do not assume all state requirements are covered. Contact support to confirm the available workflow for your form type, tax year, and states.

After submitting

Check E-File History for any direct state requests as well as the federal request. A federal acceptance does not establish that a separate state request has been accepted. Previously committed federal and state choices cannot simply be changed during a correction round.

Confirm your requirements with the applicable state agency. The IRS General Instructions for Certain Information Returns direct filers to state and local tax departments for their reporting requirements and where to file. This guide does not determine your state filing obligations or list every supported state.