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

Last modified 1/30/2024 11:29:10 AM EST

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.