How do I review the total amounts reported on each type of 1099 that I’m filing?

Follow these steps to view the form summary with the total amounts for each box that you are reporting. 

• Navigate to 1099/W-2 from the dashboard.

• Select a payer from the ‘All Payers’ dashboard to view form statuses, then switch to the ‘Unsubmitted’ tab.

• Review the listed forms in progress and click ‘Continue to File’ to access the filing summary.
• Complete the federal, state, and distribution flow.
• On the filing summary page, click ‘Form Summary Report’ to view the total amounts reported on each form.