1099 Replacement

Summary (Newest Update)

Background The Defense Finance and Accounting Service (DFAS) requires a comprehensive software solution to replace its legacy Filing Information Returns Electronically (FIRE) system. This initiative is driven by the Internal Revenue Service (IRS) mandate to transition to the new Information Returns Intake System (IRIS), which necessitates a significant technical shift from the legacy flat-file format to a structured XML schema. The goal is to align with a broader government-wide digital transformation strategy and the Department of War's imperative for modern, adaptable, and secure systems. Work Details The vendor will be responsible for developing a cloud-native software solution that meets the following specifications: - **Supported Forms**: Creation and management of various information returns including W-2C, 1099-NEC, 1099-MISC, 1099-INT, 1099-R, and 1099-DIV. - **IRIS Compatibility**: Must be fully compatible with IRS's IRIS A2A platform, capable of generating over 130,000 forms in XML format. - **Data Import/Export**: Facilitate data import from CSV files and direct links; export data into formats like Microsoft Excel. - **User-Friendly Interface**: Modern interface with a central dashboard summarizing key information; responsive across devices. - **Guided User Experience**: Step-by-step user experience for filing processes with intelligent error handling. - **Automated Calculations**: Immediate feedback on errors during data entry and automatic population of required fields. - **Recipient Delivery**: Integrated service for printing and mailing recipient copies as well as secure electronic delivery options. - **Error Checking & Validation**: Multi-layered validation framework integrating real-time TIN Matching with the IRS. - **State Filing Support**: Comprehensive support for IRS Combined Federal/State Filing Program and direct electronic filing capabilities for non-participating states. - **API Access**: Secure RESTful API allowing programmatic access to tax forms via CAGE code, returning JSON objects with metadata and secure download URLs. Period of Performance The contract consists of a six-month base period for the Proof of Concept (POC), followed by one-year option periods contingent upon successful performance evaluations. Place of Performance All work shall be performed within the Continental United States (CONUS), including the District of Columbia and its outlying areas.