How can I update the information on multiple 1099 forms that are in progress?
69 views | Last modified 1/30/2024 11:32:46 AM EST | Added by TaxBandits Team

If you need to update information on multiple 1099 forms that are currently in progress status all at once, You can easily do it in a few simple steps. Just follow the instructions to update the information.

Step 1: Navigate to the 1099/W-2 dashboard.

Step 2: Click on "In progress" to view forms in progress for the selected tax year and business.

Step 3: Choose "Export as Excel" to import the in-progress data.

Step 4: Upon clicking the "Export as Excel", you'll be prompted with the bulk download draft copies window.

Step 5: Select the 1099 form type, choose “Unmasked TIN,” and Click "Generate Draft Copies".


 

Step 6: Once the draft copy is ready for download in the selected format, click "Download" and edit the required information in the downloaded template.

Step 7: Select "Start new Form" from the dashboard and choose the required 1099 forms.

Step 8: Click "Start now" under the Recipient-only bulk upload option.

Step 9: Choose the business name from the drop-down menu for which you want to edit the returns and click "Save & Continue."

Step 10: Upload the edited Excel template by either dragging and dropping the file or selecting it from your system. Click “Continue.”

Step 11: Here, you will be shown two options: "Create New Form" and "Overwrite Existing Form." 

• Create New Form: The information that you uploaded will be updated as a new entry 
• Overwrite Existing Form: The information that you uploaded will overwrite the existing data 

Now Select  "Overwrite Existing Form." 

Step 12: Now your data has been updated, review the information, click "Continue to Import," and proceed with the payment and transmission process.