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How can I update the information on multiple 1099 forms that are in progress?

If you need to update information on multiple 1099 forms that are currently in progress all at once, follow the instructions below.

Step 1: Navigate to the ‘1099/W-2’ → ‘Unsubmitted’ tab from the dashboard.

Step 2: The unsubmitted forms will be listed. Click ‘Generate’ to download the file in Excel format.

Step 3: You can also download the file in PDF format by clicking the ‘Export As’ dropdown menu.
 


 

Step 4: Edit the necessary information in the downloaded file. Then, to continue filing, start a new form and upload the updated file in the ‘Bulk Upload’ tab.
 


 

Click here to learn more about continuing the filing process.

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