Options to add recipient 1099 forms
2.1k views | Last modified 5/28/2020 2:02:03 AM EST | Added by TaxBandits Team

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

There are multiple ways you can add recipient 1099-DIV/1099-INT forms for a payer. One is to add the forms for each recipient manually, and the other is to upload the forms in bulk.  

  1. Log in to your TaxBandits account, and choose Form 1099-DIV/1099-INT
  2. Choose the tax year and click Next.
  3. Pull up the payer details from the address book using the search bar if available or fill in the details. Click Next
  4. Choose how you want to add recipients and form details, manual or bulk upload.

Manual Data Entry

This option is ideal when the count of recipient 1099 forms to file is low.   

Fill in the first recipient details and click Next. A preview of 1099 form with payer and recipient details is shown.

Import using Bulk Upload

This option is ideal when the count of recipient 1099 forms to file is high. You can use the TaxBandits employee excel template, or your own template to bulk upload the forms. Excel and CSV are the only acceptable formats.

In the flow, to add more recipients in bulk, click Bulk Upload Recipients.

For step-by-step instructions on how to correct errors while bulk uploading a file, click here.

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