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

Last modified 1/27/2023 4:42:18 AM EST

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.