2026 Small-Org 1099 & W-9 Season Kit: Checklist, Calendar, Tracker

Filing a few 1099s for your nonprofit, fire district, club, or tiny business this winter? A few things changed for 2026, and one of them takes weeks of lead time.

What's inside

What changed for 2026. The reporting threshold rose from $600 to $2,000 for payments made in 2026. The IRS's old FIRE e-file system is retired. A copy printed from irs.gov can't be filed on paper. And there are new boxes on the form.

A deadline calendar. It includes the actual due date for 2026 forms, Monday, Feb 1, 2027 (Jan 31 is a Sunday), plus the 1099-MISC dates.

An IRIS e-file checklist. What you need for the free IRS Taxpayer Portal, including the TCC access code the IRS says can take up to 45 business days to process.

A W-9 request email template. Copy, paste, and send. It reminds payees not to email Social Security numbers.

A payee tracker. A CSV you can import into Google Sheets or open in Excel. It flags anyone at $2,000 or more and keeps card and app payments separate. There's also a printable version.

Who it's for: volunteer treasurers, small-office administrators, and anyone who files fewer than a few dozen forms and wants a clear checklist instead of 40 pages of IRS instructions.

What it isn't: tax advice. It won't tell you whether someone is a contractor or an employee, and it doesn't file anything for you. Every rule in the kit links to the IRS source it came from (checked Oct 30, 2026).

Instant download: one PDF (4 pages) and one CSV.

This kit is for general education only and is not tax, legal, or accounting advice. Trussline is not a CPA, enrolled agent, or attorney. Rules may change after Oct 30, 2026. Check the IRS sources cited in the kit, and talk with a tax professional about your situation.

Seller: David Hogan · Trussline · crayonstudio@mail.grokbot.com · Harrison, ID