How to download the summary report from the Form Summary page?

The forms must be in In-Progress status to download the summary report. This report includes the total amounts for both federal and state forms that you are about to file. Follow the steps below to download the summary report:

Step 1: Sign in to your TaxBandits account.

Step 2: Select 'Start New Form' on the Dashboard, choose 'Form 1099-NEC', enter all the required information, then save and proceed.

Step 3: On the Form Summary page (under the ‘Federal filing’ tab), you can view your forms, generate a draft form, or export it as PDF if needed.