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1099 Dashboard
Welcome, [User Name]
Set up your profile to make completing 1099 forms easier.
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1099
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Start a New 1099 Form
View all Forms
Upload External Files
Complete any type of 1099 form,
including a 1099-MISC, 1099-NEC, and
1099-INT.
View all 1099 forms you have in the
system.
File your group of 1099 forms with the
IRS.
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1099
Verify TINs
Combined Federal/State Filing
FAQs
Use the IRS TIN Matching Service to verify
you are using the correct TINs for your
recipients.
Learn more about the program and
which states participate.
Access form instructions and commonly
asked questions.
Recent 1099 Forms
View All Forms
Form Type
Date Edited
Payer Name
Recipient Name
Recipient State
Status
1099-MISC
9/12/2020
ABC Company
Recipient Name
NJ
Filed
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
1099-MISC
1099-MISC
1099-MISC
9/12/2020
9/12/2020
9/12/2020
Bulk #25789
CT
Ready to File
MD
Filed
#34732
NY
Ready to File
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1099 Dashboard | 1099 Form
Select Form Type
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Select which 1099 form you need to populate.
1099-MISC (Miscellaneous)
FAQs
Select Form Type
NOTE — The 1099-MISC form no longer includes
the ability to report Nonemployee Compensation.
There are multiple types of 1099 forms. Visit
the link below to determine the one you need.
If you need to report Nonemployee
Compensation, choose the new 1099-NEC form
from the above selections.
1099 Form Types
Related
Changes to the 1099 MISC
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Which 1099 do I need?
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1099 Dashboard | 1099 Form
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Payer Information
Recipient Information
Payments and Withholdings
State Payments
Review and Validate
Payer Information
Please provide the following information.
What type of taxpayer ID number applies to you?
FAQs
Social Security Number (SSN)
Payer Information
Employer ID Number (EIN)
The payer is the business or individual who is
reporting payments or withholdings made to
or on behalf of another individual in order to
conduct business during the reported tax year.
Provide the business or individual name associated with this TIN.
Payer Information Instructions
Business or Entity Name
Related
What is a taxpayer ID number?
I don't have all payer information
First Name
Middle Initial
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Last Name (Surname)
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Address Line 1
Address Line 2 (optional)
Country/Region
City/Town
State/Province/Territory
ZIP/Postal Code
Phone
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1099 Dashboard | 1099 Form
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2
3
4
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Payer Information
Recipient Information
Payments and Withholdings
State Payments
Review and Validate
Recipient Information
Please provide the following information.
What type of taxpayer ID number applies to this recipient?
Social Security Number (SSN)
FAQs
Recipient Information
Employer ID Number (EIN)
The recipient is the individual, business, or
estate for whom payments or withholdings
were made.
Recipient’s Social Security Number (SSN)
Format: XXX-XX-XXXX
Recipient Information Instructions
Provide the business or individual name associated with this TIN.
Related
What is a taxpayer ID number?
Why do I need a unique form account number?
Business or Entity Name
First Name
Middle Initial
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Last Name (Surname)
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Address Line 1
Address Line 2 (optional)
Country/Region
City/Town
State/Province/Territory
ZIP/Postal Code
Phone
Form Account Number
Must be no more than 20 characters and cannot be the same as
the recipient’s TIN
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1099 Dashboard | 1099 Form
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2
3
4
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Payer Information
Recipient Information
Payments and Withholdings
State Payments
Review and Validate
Payment Types
Select any payment types made in relation to this recipient.
*Must select one checkbox below
FAQs
Box 1 - Rents
Includes amounts of $600 or more paid for rents such as: real estate rentals
paid for office space, machine rentals, and pasture rentals.
Payment Types
You have around 4 lines of body copy to fill this section. Be
precise in what you write to help guide the user to the link
or links below.
Box 2 - Royalties
Includes payments of $10 or more from intangible property such as patents,
copyrights, trade names, and trademarks.
Payment Types Instructions
Related
Choosing the correct payment type
Box 5 - Fishing boat proceeds
None of these payment types apply to me
Includes the share of all proceeds from the sale of a catch paid to a
contracted member of your crew.
Box 6 - Medical and health care payments
Includes payments of $600 or more made to a physician/health provider.
You’re not required to report payments for prescription drugs.
Box 7 - Direct sales of $5,000 or more of consumer
products to a recipient for resale
Includes sales of $5,000 or more of consumer products to a person anywhere
other than in a permanent retail establishment.
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Box 8 - Substitute payments in lieu of dividends or
interest
Includes payments of at least $10 of substitute payments received by a
broker for a customer due to a loan of a customer’s securities.
Box 9 - Crop insurance proceeds
Includes proceeds of $600 or more paid to farmers by insurance companies.
Box 10 - Gross proceeds paid to an attorney
Includes proceeds of $600 or more paid to an attorney in connection with
legal services.
Box 12 - Section 409A deferrals
Includes the total amount deferred during the year of at least $600 for the
payee under all nonqualified plans.
Box 13 - Excess golden parachute payments
Includes a payment that is paid to a disqualified individual, and contingent
on a change in ownership of a corporation.
Box 14 - Nonqualified deferred compensation
Describes all amounts deferred included in income under section 409A. Does
not include amounts subject to risk of forfeiture.
Other income
Payments of $600 or more are required to be reported on Form 1099-MISC
that are not reportable in any other box. See the FAQs for more information.
This does not apply to nonemployee compensation. To file nonemployee
compensation, please prepare a 1099-NEC form.
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1099 Dashboard | 1099 Form
1
2
3
4
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Payer Information
Recipient Information
Payments and Withholdings
State Payments
Review and Validate
Review and Validate
Review each section and select edit to make changes.
Payer Information
EDIT
Social Security Number
(SSN)
What type of taxpayer ID number
applies to you?
Payer’s Social Security Number
Business or Entity Name
First Name
Elle
Middle Initial
K
Last Name
Nunez
Address Line 1
477 Valley Farms Street
Address Line 2
Country/Region
United States
City/Town
Paramus
State/Province/
Territory
New Jersey
ZIP/Postal Code
07652
Phone
301-345-6789
Recipient Information
EDIT
Have you been notified by the IRS
twice in three calendar years that
the recipient provided an incorrect
Taxpayer Identification Number
(TIN)?
Yes
What type of taxpayer ID number
applies to this recipient?
Social Security Number
(SSN)
Recipient’s Social
Security Number
Business or Entity
Name
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First Name
John
Middle Initial
S
Last Name
Brooks
Address Line 1
897 Wisteria Lane
Address Line 2
Country/Region
United States
City/Town
Arlington
State/Province/
Territory
Virginia
ZIP/Postal Code
22209
Phone
301-342-2342
Form Account
Number
Payments
EDIT
Box 1 - Rents
$6,543.00
Box 3 - Other income
$7,000.00
Federal Tax Withholdings
EDIT
Did you withhold federal
income tax (including
backup withholding) for
this recipient?
Yes
Box 4 - Federal income
tax withheld
$2,300.00
State Withholdings and Payments
EDIT
State 1
Select the state that
applies to this payer.
AL
Box 15 - State tax
withheld
$2,700.00
Box 16 - State/Payer’s
state number
AL 345678
Box 17 - State income
$1,309.00
State 2
Select the state that
applies to this payer.
MD
Box 15 - State tax
withheld
$2,000.00
Box 16 - State/Payer’s
state number
MD 987654
Box 17 - State income
$1,200.00
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1099 Dashboard / 1099 Forms
Forms Filed Successfully
Your forms have been filed successfully. Your confirmation number is #27589.
You are required to provide a copy of each form to the associated recipient, as the
IRS will not provide it to them.
FAQs
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Short subheadline (optional)
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Download Forms
Return to Dashboard
You have around 4 lines of body copy to fill this
section. Be precise in what you write to help
guide the user to the link or links below.
How do I distribute my 1099 forms?
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ANNIE AUTHSON
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1099 Dashboard
Welcome, [User Name]
Set up your profile to make completing 1099 forms easier.
My Profile
1099
T
F
A
Start a New 1099 Form
View all Forms
Upload External Files
Complete any type of 1099 form,
including a 1099-MISC, 1099-NEC, and
1099-INT.
View all 1099 forms you have in the
system.
File your group of 1099 forms with the
IRS.
R
D
L
A
?
N
O
I
T
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N
1099
Verify TINs
Combined Federal/State Filing
FAQs
Use the IRS TIN Matching Service to verify
you are using the correct TINs for your
recipients.
Learn more about the program and
which states participate.
Access form instructions and commonly
asked questions.
Recent 1099 Forms
View All Forms
Form Type
Date Edited
Payer Name
Recipient Name
Recipient State
Status
1099-MISC
9/12/2020
ABC Company
Recipient Name
NJ
Filed
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Recipient Name
XX-XXXXXXX
XXXX-XX-XXXX
1099-MISC
1099-MISC
1099-MISC
9/12/2020
9/12/2020
9/12/2020
Bulk #25789
CT
Ready to File
MD
Filed
#34732
NY
Ready to File
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1099 Dashboard / 1099 Forms
1099 Forms
Ready to File (20)
All (103)
2020
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E.g., search for a recipient name or tax ID number.
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1099-MISC
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Showing 8 Results
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Form Type
Date Edited
Payer Name
Recipient Name
Recipient State
Status
1099-MISC
9/12/2020
ABC Company
Yamilet Booker
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Ismael Mendez
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Alexa Rollins
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Kelly Green
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Lois Hill
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
ABC Company
Roger Simmons
CT
Ready to File
XX-XXXXXXX
XXXX-XX-XXXX
1099-MISC
1099-MISC
1099-MISC
1099-MISC
1099-MISC
8 selected
Print
9/12/2020
9/12/2020
9/12/2020
9/12/2020
9/12/2020
1099-MISC
9/12/2020
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ABC Company
Pete Geil
XX-XXXXXXX
XXXX-XX-XXXX
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CT
Ready to File
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Summary of Selected Form(s)
Payer/Business Name
ABC Company
Phone Number
301-796-4836
Address
4 Kings Court, Arlington, VA, 22209
Email Address
[email protected]
Tax ID Number
Total Number of Forms
8 total
TY22 1099-MISC (6)
TY22 1099-NEC (2)
Total Amount Reported
$26,500.00
Recipients Checklist
1) You may download and print this recipient checklist to keep track of the forms you have distributed.
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2) Print the forms and distribute them to your recipients.
3) File the forms by the dates listed below.
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Download PDF of Recipients Checklist !
1099-MISC
Distribute to recipients by Feb 1, 2021. File by March 31, 2021.
Recipient
Form Type
Tax ID Number
Total Amount Paid
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-MISC
XXXX-XX-XXXX
$2,300.00
Distributed
1099-NEC
Distribute to recipients by Feb 1, 2021. File by March 31, 2021.
Recipient
Form Type
Tax ID Number
Total Amount Paid
Recipient Name
1099-NEC
XXXX-XX-XXXX
$2,300.00
Recipient Name
1099-NEC
XXXX-XX-XXXX
$2,300.00
Distributed
I understand the IRS will not keep track of downloaded forms or whether or not forms have been distributed to recipients.
Print Forms
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Summary of Selected Form(s)
These forms were filed on February 8, 2021
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The confirmation number is #27589
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Payer/Business Name
ABC Company
Phone Number
301-796-4836
Address
4 Kings Court, Arlington, VA, 22209
Email Address
[email protected]
Tax ID Number
Total Number of Forms
8 total
TY22 1099-MISC (6)
TY22 1099-NEC (2)
Total Amount Reported
$26,500.00
Recipients Checklist
1) You may download and print this recipient checklist to keep track of the forms you have distributed.
2) Print the forms and distribute them to your recipients.
3) File the forms by the dates listed below.
Download PDF of Recipients Checklist !
| File Type | application/pdf |
| File Modified | 2021-05-21 |
| File Created | 2021-03-11 |