How to edit scheduled forms?

You can edit scheduled forms in two ways:

Quick Edits (Schedule Unchanged)

• Update payer details (Name, TIN, Address, etc.)

• Update recipient details (Name, TIN, Address, etc.)

• Edit amount fields (Wages, Withholding, etc.)

• Complete the remaining steps and finalize the submission.

• The edited forms will remain under 1099/W-2 → Unsubmitted → Pending until submission.

Major Edits (Requires Canceling Schedule)

• Cancel the schedule to make major changes, such as:

  • Adding or removing forms for the same recipient

  • Enabling/disabling Postal Mailing or Recipient Portal Access

  • Updating state filing options or state-specific details

• Once canceled, forms move to 1099/W-2 → Unsubmitted → Ready-to-File.

• The total amount, including form and service fees, will be credited to your BanditCash account.