How to bulk upload 1099 forms using your own template?
4.3k views | Last modified 5/28/2020 2:38:44 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

The procedure explained below is applicable for 1099 forms MISC, INT, and DIV. The bulk upload option is recommended when the count of 1099 forms being filed is high. The acceptable file formats are CSV and EXCEL. As part of the import, we try to map the column fields in the file with the Form fields. Provision to drag and drop the fields that could not be mapped is available. 

Here’s how to upload recipient 1099 forms using your own template:

Choose the Form

  1. Log in to your TaxBandits account, and go to Home >> Form tab.
  2. Under Wage Tax Forms - Federal & State Filing, choose respective form and click File Now.
  3. Choose the tax year and click Next.

Add Employer

If you had filed for the employer earlier, use the search bar to pull the details of the employer from the address book. If not, fill in the employer details and click Save and Continue.

Choose bulk upload option

Choose Import Using Excel/CSV and click Choose under I want to use my own Excel/CSV template to upload the recipient 1099 details in one go.

Data Mapping

We try to map the columns against the 1099 fields based on the column header names in the file you upload. 

Under the Map Data tab, the ones successfully map are shown in green. You need to act on the ones shown in yellow as these are the ones that we couldn’t map any of the Form 1099 fields. Drag the ones in yellow and drop it on the respective form field.

Preview & Import Data

Under the Preview Data tab, the data from the uploaded file is prefilled in Form 1099 format for your review.  To proceed with the import, click Continue to Import.

Handle Errors

The screen shown below is what you see after the import happens. Entries that fail the error check process is skipped. In such a case, the View Errors link will be shown. You then have to export the errors in Excel, correct the errors, and re-upload the errored file.

To know more about handling errors during bulk upload, click here. Once you fix all the errors, click Continue Filing. Continue the flow until you transmit the return to the IRS. 

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