Add a 1099 form
On the dashboard, go to Create a Form. Click “Add New.”
Click the “Select a form” dropdown menu, and select the type of 1099 you want to generate: a 1099-DIV, 1099-INT, 1099-MISC, 1099-NEC, 1099-R OR 1099-S from the dropdown menu.
After you select your form, in this case, a 1099-NEC, you’ll “Select a Payer” from the dropdown menu. Select your payer.
Next, you’ll select your recipient from the “Select a Recipient” dropdown menu.
Add your data for this form. Click “Save.”
If your filings have no errors, you’ll see a message confirming that your filings are error-free.
Edit a 1099 form
To edit, simply click on the form(s) you want to alter.
You’ll see your information on the page, and you can begin editing Payer, Recipient and any other info then.
Simply click “Save” in the bottom right corner when you’re finished editing.
In the event you have errors in your filing, click “View Errors” to see what needs to change in your filing data.
You’ll get a notification letting you know what’s wrong with your information.
Click “Close” and fix your errors.
You can also click “Save and close” if you want to save your changes and go back to filing.
Delete a 1099 form
To delete your 1099, simply select the box or boxes you want to delete and click “Delete” at the top of the screen.
The following screen will confirm that you want to delete your file(s). Click “Delete Filings” to proceed or click “Close” to stop.
Warning: once you’ve clicked “Delete Filings,” you will not be able to find that data in your Filings list. Be sure throughout this process that you’ve selected exactly what you want deleted.
Congrats! You’ve just learned how to add, edit or delete a 1099!