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How to Add, Edit, or Delete a 1099

Create a 1099 by hand, update it before filing, or remove one you don’t need.

Quick version

  • Add: On the Forms page, click Add a new form.

  • Edit: Click the form’s name.

  • Delete: Click Actions > Delete Form.

Forms that are already eFiled need a correction instead.

Helper supports the common 1099s, including the 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, and 1099-S. Every form you create appears on the Forms page.

Adding many 1099s at once? Use Import on the Forms page instead. See Upload Payer, Recipient & Form Data in an Excel Template.

Add a 1099 form

  1. Go to Forms in the left menu.

Forms page in the left menu Forms page in the left menu

  1. Click Add a new form.

Add a new form button Add a new form button

  1. Choose a Tax year. Helper remembers your choice for next time.

Tax year choices Tax year choices

  1. Under Form type, choose the 1099 you need, such as 1099-NEC Nonemployee Compensation. The list shows the forms available for the tax year you picked.

Form type list with the 1099 you need, such as 1099-NEC Nonemployee Compensation selected Form type list with the 1099 you need, such as 1099-NEC Nonemployee Compensation selected

  1. Click Continue.

Continue button Continue button

  1. Under Issuer — (Payer), click the picker and choose the issuer. You can search by name or TIN.

Issuer (Payer) picker open with search Issuer (Payer) picker open with search

  1. Under Recipient, choose the recipient.

Recipient picker open Recipient picker open

  1. Fill in the form boxes. Required boxes are marked with an asterisk (*).

Form boxes Form boxes

  1. Click Save & Continue. To start another form right away, click Save & Add another.

Save & Add another and Save & Continue buttons Save & Add another and Save & Continue buttons

Good to know: The form boxes and save buttons stay locked until you choose both an issuer and a recipient.

Issuer or recipient not set up yet? Click the + next to Issuer — (Payer) or Recipient to add one without leaving the form. See How to Add a Recipient Manually.

What boxes are on the 1099-NEC?

  • Box 1: Nonemployee compensation (required)

  • Box 2: Payer made direct sales totaling $5,000 or more (checkbox)

  • Box 3: Excess golden parachute payments

  • Box 4: Federal income tax withheld

  • Boxes 5–7: State tax withheld, State/Payer’s state no., and State income, with a second line for a second state

Edit a 1099 form

  1. Go to Forms in the left menu.

Forms page in the left menu Forms page in the left menu

  1. Find the form. Use the Form Types filter to show one form type, or search by issuer or TIN.

Form Types filter open Form Types filter open

  1. Click the form’s name, or click Actions on its row and choose Edit a Form.

Form row with the form name Form row with the form name

  1. Update the boxes you need.

Form open for editing Form open for editing

  1. Click Save & Continue.

Save & Add another and Save & Continue buttons Save & Add another and Save & Continue buttons

Need a different tax year or form type? You can’t change those on an existing form. Delete it and create a new one.

Delete a 1099 form

Warning: deleting a form is permanent. This can’t be undone. Forms that have already been eFiled can’t be deleted.

  1. Go to Forms and find the form.

Forms page in the left menu Forms page in the left menu

  1. Click Actions on its row, then click Delete Form.

Actions menu with Delete Form Actions menu with Delete Form

  1. In the Delete form window, click Delete, or click Cancel if you change your mind.

Delete form confirmation window Delete form confirmation window

Deleting several at once? Check the box next to each form, then click Delete in the bar at the bottom of the screen. Any filed forms in your selection are skipped.

Selection bar with Checkout & File, Print, TIN Check, and Delete Selection bar with Checkout & File, Print, TIN Check, and Delete

What if the 1099 was already eFiled?

Filed forms can’t be edited or deleted like a draft. Instead, click Actions on the form’s row and choose Make a correction. See Correcting a 1099 Form with an Incorrect Recipient Name or TIN.

Make a correction isn’t available when:

  • The form hasn’t been filed yet. Edit it instead.

  • The form was rejected. Fix it and resubmit with Edit and Replace.

  • The form type doesn’t support corrections yet.

How do I find a specific form?

Use the tabs at the top of the Forms list: All Forms, Needs action, Incomplete, Ready to file, Queued & sent, and Accepted. You can also pick a tax year, search by issuer or TIN, and narrow the list with the Issuers, Form Types, and Form Statuses filters.

When your 1099s are ready, select them and click Checkout & File. See How to eFile with the IRS or SSA.

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