How to download the draft copies of my 1099/W-2 forms?
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Last modified 5/4/2023 6:56:04 AM EST |
Added by TaxBandits Team
Before transmitting the 1099/W-2 forms to IRS/SSA, you can download the draft copies to view the form or share it with your clients.
You can download the draft copies while preparing tax forms or the In Progress forms which you created earlier.
To download draft copies while preparing tax forms, follow the below steps:
- Once you complete the form details, you will be navigated to Review and Select Services page.
- From there, click View Draft Copies.
- Select the 1099 form type and file format, such as Pdf or Excel, and click Generate Draft Copies.
- Once the PDF or excel is ready for download, click Download.
Note: You can also generate draft copies of Form 1096/W-3 forms here.
For downloading draft copies of In-progress forms, follow the below steps:
- To download the draft copies of In-Progress forms, select 1099/W-2 from the dashboard.
- Choose the Tax Year and Business Name.
- Click View Draft Copies.
- Select the 1099 form type and file format, such as Pdf or Excel, and click Generate Draft Copies.
- Once the PDF or excel is ready for download, click Download.
Sometimes it may take longer than usual to generate draft copies. You can either wait until the status changes to "Ready For Download" or click Refresh to get the updated status. You will also receive an email once the draft copy is ready for download. Note that the draft copy link will be available for 7 days only.