[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-195319-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-195319-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","employee-tax-form-checklist-2021","Employee Tax Form Checklist - 2021","","Employee tax form checklist for 2021 covering key payroll, tax reporting, and compliance filings. It outlines actions for Form I-9 identity verification, annual and transmittal reporting with Forms W-2 and W-3, and nonemployee service reporting through Form 1099-NEC, including payment thresholds and filing timing. It also specifies when to issue Form 1099-MISC for miscellaneous income and to file federal unemployment and quarterly payroll reports via Forms 940 and 941, with benefit plan reporting guidance using Form 5500.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/employee-tax-form-checklist-2021/195319/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/employee-tax-form-checklist-2021/195319.png","ImageObject",442,249,{"name":42,"@type":43},"Lucas Vance","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-07","2026-09-03",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",7,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is the purpose of Form I-9 and when must it be completed?","Question",{"text":63,"@type":64},"Form I-9 is used to verify the identity of employees. It must be completed for each employee within three business days of hiring.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How do W-2 and W-3 filings work for wage and tax reporting?",{"text":68,"@type":64},"A W-2 must be filed for almost every employee, even if related. The W-3 transmittal summarizes and transmits copies of all Forms W-2 to the Social Security Administration, with filing due by January 31.",{"name":70,"@type":61,"acceptedAnswer":71},"When are Form 1099-NEC and Form 1099-MISC required and what are the key deadlines?",{"text":72,"@type":64},"Form 1099-NEC is required for nonemployee compensation where services were performed and payments are at least $600, with the information due by January 31 (with extensions only in extreme circumstances). Form 1099-MISC applies to other nonemployee payments, such as royalties ($10) or rents and certain miscellaneous payments ($600), due March 1 or March 31 if filed electronically.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},195319,1788447364,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":80,"read_time":22},549768064622,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","| \u003Cbr>Form I-9\u003Cbr>Employment Eligibility Verification | \u003Cbr>Verify the identity of your employees. | Complete an I-9 for each employee. Retain this form for three years after the date of hire or one year after employment is terminated, whichever is later. | Within three business days of hiring an employee. |\n| --- | --- | --- | --- |\n| \u003Cbr>Form W-2\u003Cbr>Wage and Tax Statement\u003Cbr>\u003Cbr>Form W-3\u003Cbr>Transmittal of Wage and Tax Statements\u003Cbr>\u003Cbr>Form 1099-NEC\u003Cbr>Nonemployee Compensation | Report wages, Social Security, Medicare tax, and income tax withheld for each employee.\u003Cbr>Summarize and transmit copies of Forms W-2 .\u003Cbr>Report payments you made to someone who was not an employee. | A W-2 must be filed for almost every employee, even if they are related to you.\u003Cbr>This summary should be sent along with copies of all Forms W-2 to the Social Security Administration.\u003Cbr>Furnish a Form 1099-NEC to each person you paid at least $600 to perform services for your business who is not an employee, including payments to attorneys. This form is new as of 2020. Prior to 2020, this information was reported on Form 1099-MISC. | \u003Cbr>January 31\u003Cbr>Extensions are granted only in extreme circumstances.\u003Cbr>January 31\u003Cbr>Extensions are granted only in extreme circumstances.\u003Cbr>\u003Cbr>February 1\u003Cbr>This information used to be due February 28, but the deadline was accelerated beginning in 2020. |\n\n| \u003Cbr>Form 1099-MISC\u003Cbr>Miscellaneous Income | \u003Cbr>Report payments you made to someone who was not an employee and whose payment was not reported on Form 1099-NEC. | Furnish a Form 1099-MISC to each person you paid at least $10 in royalties, or at least $600 in rents, prizes, awards, medical payments, crop insurance proceeds, or other miscellaneous payments that will be considered income to the recipient. | March 1\u003Cbr>Or March 31 if you file electronically. |\n| --- | --- | --- | --- |\n| \u003Cbr>Form 940\u003Cbr>Employer’s Annual Federal Unemployment (FUTA) Tax Return | Report annual federal unemployment tax. | Most employers, as well as those who pay at least $1,000 in wages toa household employee, are required to file this form. | February 1\u003Cbr>Or February 10 if you deposited all FUTA tax timely throughout the year. |\n| \u003Cbr>Form 941\u003Cbr>Employer’s Quarterly Federal Tax Return\u003Cbr>\u003Cbr>Form 5500\u003Cbr>Annual Return and Report of Employee Benefit Plans | Report and remit quarterly Social Security, Medicare tax, and income tax withheld for each employee.\u003Cbr>Report information about qualified retirement plans that are sponsored by your business. | File this form if you withheld income or payroll taxes other than backup withholding or income tax withholding on nonpayroll payments like pensions or annuities. You must file a Form 941 each quarter even if you have no payroll to report.\u003Cbr>This form reports information about work-sponsored retirement plans as required by the Employee Retirement Income Security Act of 1974 (ERISA) . | -April 30\u003Cbr>-July 31\u003Cbr>-October 31\u003Cbr>-January 31 (of the following year)\u003Cbr>- If you’ve made timely tax deposits, you can extend\u003Cbr>\u003Cbr>July 31\u003Cbr>The due date is the last day of the 7th month following the plan’s yearend. Request a 3.5 month extension using Form 5558. |","cbCaieqimuqDieaD","https://ap.wps.com/l/cbCaieqimuqDieaD","pdf",67633,"English","# Filing Checklist Overview\n## Employment Eligibility Verification (Form I-9)\n## Wage and Tax Statements (Forms W-2, W-3)\n## Nonemployee Compensation and Miscellaneous Income (Forms 1099-NEC, 1099-MISC)\n## Federal Unemployment and Quarterly Payroll Taxes (Forms 940, 941)\n## Employee Benefit Plan Reporting (Form 5500)","[{\"question\":\"What is the purpose of Form I-9 and when must it be completed?\",\"answer\":\"Form I-9 is used to verify the identity of employees. It must be completed for each employee within three business days of hiring.\"},{\"question\":\"How do W-2 and W-3 filings work for wage and tax reporting?\",\"answer\":\"A W-2 must be filed for almost every employee, even if related. The W-3 transmittal summarizes and transmits copies of all Forms W-2 to the Social Security Administration, with filing due by January 31.\"},{\"question\":\"When are Form 1099-NEC and Form 1099-MISC required and what are the key deadlines?\",\"answer\":\"Form 1099-NEC is required for nonemployee compensation where services were performed and payments are at least $600, with the information due by January 31 (with extensions only in extreme circumstances). Form 1099-MISC applies to other nonemployee payments, such as royalties ($10) or rents and certain miscellaneous payments ($600), due March 1 or March 31 if filed electronically.\"}]","Employee Tax Form Checklist - 2021 | PDF"]