How do you copy and paste the data when filing Form 1099?
65 views |Last modified 9/11/2024 8:49:32 AM EST | Added by TaxBandits Team

TaxBandits offers a convenient way to e-file in bulk, allowing you to easily copy and paste data without any effort. Here's how you can do it:

Step 1: Sign in to your TaxBandits account.

Step 2: Select “Start New Forms” on the dashboard and choose “Form 1099-NEC”.

Step 3: Click the “Bulk Import” tab and select the type of information you want to upload.

Step 4: If you're already registered, add a payer from the address book or a new payer if you're a new user.

Step 5: Select the import method “Copy and Paste Data” and click “Continue”.

Step 6: Copy the filing data from your own file, paste it into the provided box, and click “Continue to Preview”.

Step 7: Your data will automatically map to the respective fields. You can also drag and drop your data from the ‘Your File’ pane on the right side.

Step 8: Click “Continue to Preview” once all fields are filled. A popup tab will appear, allowing you to save your organized template. Click “Save And Continue”. 

Note: The organized template will be saved to your account, so you won’t need to re-organize it when filling out forms in the future. If you save this template, your team members can also use it, avoiding the need to reorganize it themselves. Be sure to name your template for future use.

Step 9: In the next step, preview your form. If the data is correct, click “Continue to Process”. 

Step 10:  After processing, you'll be redirected to the dashboard. Review your details in the “Ready to File” pane on the summary page and click “Continue Filing”. If there are any errors, you’ll find them in the “Errors” pane. Click “Fix Errors” in the action pane to edit your form. Click “Continue to State Filing.”

Note: You can download a draft of your form or an Excel file. 

Step 11: Add the required information for state filing and click “Continue to Form Distribution.”

Step 12: Select the type of form you want to be distributed and click “Continue to Form Summary.”

Step 13: Review the form summary and click “Proceed to Checkout.”

Step 14: Check your order details, including the fee, and click “Complete Your Order.”

Step 15: Enter your card details and address, then click “Pay and Transmit.” Your payment will be successfully processed.

By following these steps, you can effortlessly copy and paste your data to file Form 1099 with TaxBandits.