TaxBandits Knowledge Base

How to convert my 1099/W-2 file to CSV?

You can convert your 1099 or W-2 file to CSV effortlessly using Bandit AI. Simply access Bandit AI from your dashboard, click the three dots menu, and select Excel to CSV to complete the conversion instantly.

If you prefer to do it manually, follow these steps in your spreadsheet program:

• Open Your File: Open your file in a spreadsheet program like Microsoft Excel, or Google Sheets.
   
• Click 'Save As' or 'Download As':
   
  • In Excel: Go to ‘File’ > ‘Save As’, choose the location, and select CSV (Comma delimited) (*.csv) from the dropdown list.
     
  • In Google Sheets: Go to File > Download, then select Comma-separated values (.csv)
     
• Save the File: After selecting the CSV format, click Save. If prompted, confirm that you want to keep the CSV format.

Your file is now in CSV format and ready for upload!