The critical question is not whether QEF is compliant, but if your state participates. The CS/CF program is offered to states by the IRS. If your state participates, the IRS will forward your 1099 information to your state. If your state does not participate, you are responsible for filing your 1099s with your state. Once you have completed and e-filed your 1099s through QEF, you can print the state copy and submit using the summary sheet required by your specific state, found on your state's tax website.
Per the IRS:
These states do not participate in the CF/SF program:
IA, IL, KY, OR, PA*, RI, UT, VA, WV, VT, DC*.
All mandated forms will need to be filed direct to the state.
*PA and D.C. although listed in 2022 Publication 1220 as participating states but according to the IRS, forms for these states will not be accepted until next year.
These states although they participate in the CF/SF program but have certain specific to state requirements that filing via the CF/SF does not satisfy:
AL, AZ, CT, DE, GA, IN, KS, LA, MA, MI, MN, MS, MT, NC, ND, OH, SC, WI.
It is your responsibility to verify the filing requirements with the state as the requirements vary by state.
@dbode33 @rberger22
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