To enter a new 1099 record, click the type of 1099 you wish to enter (1099-DIV, 1099-INT, 1099-MISC, 1099-NEC, 1099-R OR 1099-S) from the menu bar.
Click the “Add 1099” button to create the form, in this example, 1099-INT.
Enter the 1099 data in the fields provided.
Tip: Don’t forget to select an Employer from the first drop-down field to add your payer. Otherwise, your forms won’t sort by payer or print with payer info.
Click the ? button to the right of each field for a brief explanation of what data is required for each field.
Click “Save” to save your entry.
Click the “Return to 1099-INTs” button to return to the main menu.
Or click Add another “1099 for this Payer” to add additional forms.
Your new 1099 records will now show up in the records table.
Repeat or Return to Recipients
From here you can choose to:
Add additional records by clicking the “Add 1099” button again.
Edit an existing record by clicking the “Edit” link right of the record.
Delete an existing record by clicking the “Delete” link.
Print an existing record by clicking the “Print” link.
Need more help?
See a short demo on adding 1099 records.