File a 1099 form

Review your contractor’s 1099 form and then file it with the IRS using either Track1099 or Tax1099. Otherwise, export your 1099 data so you can file a paper form.

Before you start

Make sure you:

Confirm the contractor's details and payments

  1. In the Reports menu, select All Reports.
  2. Under Tax, click 1099 Report.
  3. Click on the contractor's name to open their 1099 report. Iron out any missing details.

    Image of 1099 contact list.

  4. Check the report lists the correct payments. Include or exclude payments by clicking the checkboxes.

    Image of the payments reported on the 1099 for a contact, with one unselected.

  5. (Optional) Set up extra 1099 form rules to capture payments made from other accounts.
  6. Click Save.

File an electronic 1099 form

  1. In the Reports menu, select All Reports.
  2. Under Tax, click 1099 Report.
  3. Click Use e-file services. Select your vendor.

    Image of the 1099 Report efile services options.

  4. Log in to your Track1099 or Tax1099 account. Follow your vendor's instructions to complete the filing process.

Export your 1099 data to file a paper form

If you choose to file a paper 1099 form, you need to include a 1096 form (IRS website).
  1. In the Reports menu, select All Reports.
  2. Under Tax, click 1099 Report.
  3. Click Export. This downloads your 1099 data in a CSV file, which you can use to complete a paper form.

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