Skip to main content
All CollectionsCorrections
Correcting a 1099 or 1098 that was filed when one should not have been
Correcting a 1099 or 1098 that was filed when one should not have been

Whoops! You filed a form you shouldn't have. Here's how to undo it.

Adams Tax Forms avatar
Written by Adams Tax Forms
Updated over a week ago

Did you find out you didn't need to file that form at all? Here's how to zero out a record with the IRS.

Access Forms from Your Dashboard: Start by navigating to the Forms section from your dashboard.

Select the Form: Find the specific 1099 or 1098 form you need to correct, such as this 1099-DIV

Initiate Correction: From the Actions dropdown menu, choose "Correction."

Create Correction: On the next screen, click “Create Correction” to begin the correction process. Please note that filing a correction will involve an additional payment.

Reason for Correction: Select the reason for your correction from the dropdown menu. For instance, if you need to zero out your form for your 1099-DIV, choose "A return was filed when one should not have been / Zero out my form"

Create Correction: Click the “Create Correction” button.

Next Steps: On the “What’s Next” page, you’ll be presented with options such as Print Corrected, Print New, Print New & Corrected, eFile Corrected Form, or Return to Forms. Pay attention to the instructions on this page, especially if you’re filing by paper or electronically. Here, we’re going to eFile our Corrected 1099-DIV.

eFile Corrected Form. Once you’ve clicked “eFile Corrected Form,” Adams Tax Forms Helper will eFile both of your forms, along with your 1096 summary. Good on you! You’ve eFiled a corrected 1099 for incorrect Form / Zero out my form.

Did this answer your question?