TaxBandits Knowledge Base

How to add recipient information on 1099 forms?

 When it comes to filing Form 1099 with TaxBandits, you have three options for importing your recipient data:

• Manual Entry
• Bulk Import
• Import from Accounting Software

Manual Entry

Manual entry allows you to add your details to each field manually. You'll need to fill in basic information, such as the payer’s name and address, recipient’s name and address, account number, nonemployee compensation amount, and federal income tax withheld amount. Don't forget to include the state information for the state you are filing with.

 

Bulk Import

Bulk import allows you to file multiple 1099s by importing payer and recipient data using three different methods:

• Use Our Standard Template - Download our CSV template, follow the instructions to fill in the data, and upload the file.

 

• Upload Your Own File - You can upload a file from your system in CSV format. Alternatively, you can upload a file or 'drag and drop' it in CSV format.

 

• Copy and Paste Data - Copy the data from your own file and paste it. This method automatically maps your data to the respective fields.

 

Import from Accounting Software

This option allows you to import 1099-NEC and 1099-MISC data directly from your accounting software. The following are the supported platforms for importing data: 

• QuickBooks Online
• Xero Connect 
• Zoho Books
• FreshBooks

 

Note: Sage Intacct users can directly import 1099 data from their Sage account at the click of a button