Frequently Asked Questions
Get answers to the most asked questions about getting started, pricing, forms, and more.
Getting Started & Free Trial
The free trial allows you to explore 1099Pro Cloud features risk-free. During the trial, you can import filer and recipient data, run data validations, and more. You’ll have access to all of 1099Pro Cloud tools and features, helping you streamline your 1099 reporting process. While outputs such as IRS transmittals, printing, and mailing are not included in the trial, they can be completed at any time with a paid subscription.
After your 7-day free trial, the credit card or ACH payment on file will automatically be charged for the plan you initially selected.
Yes, you can cancel the trial at any point during the 7-day period in the product by going to Settings > Billing > Subscription Details > Cancel Subscription > Confirm Cancellation . Your credit card will not be charged until the trial is completed or you move to a paid subscription.
Yes. 1099Pro Cloud supports unlimited users.
1099Pro Cloud supports unlimited payers.
Subscription, Pricing & Usage
All 1099Pro Cloud subscriptions are based on the number of forms you need to file and run for a full tax reporting year and automatically renew on April 1st of each year if not cancelled. Each subscription includes a 7-day free trial, allowing you to explore the software and determine if it's the right fit for you. You will not be charged until the trial is complete, and you can cancel at any time during the free trial if you are not completely satisfied.
If you need more forms than your current 1099Pro Cloud subscription includes, you won’t be locked out — any forms filed beyond your subscription are billed as overages.
The rate per form for overages is calculated by dividing your subscription price by the number of forms. For example, the eFile + Print & Mail subscription for up to 200 forms is $1,069.00. The overage rate would be $1,069.00/200 = $5.35 per form
You can also increase your form volume limit at any time by adjusting your plan. This gives you the flexibility to handle spikes in filing without disruption.
1099Pro Cloud can be purchased via credit card or you can add banking information for an ACH direct debit.
Yes - You can manage your subscription directly in the product by going to settings.
Sovos offers eFileMyForms for filers looking for a pay-as-you-go option for 1099 reporting.
TIN Matching & Data Validation
Yes. 1099Pro Clouds allows you to run a bulk TIN check when importing recipients in bulk.
1099Pro Cloud offers both real-time and bulk TIN matching. Upon upload, you will be prompted to run a bulk TIN check of your recipients. For real-time TIN checks, you can automatically run validations in the product up to your subscription form amount.
If you exceed your real-time TIN limit, you will be charged an overage rate based on price per form of your subscription.
Yes. Bulk TIN Matching is included in all 1099 Pro Cloud subscriptions. A Bulk Match will be performed upon importing your recipient information. You can also conduct real-time TIN matches in the platform when needed.
Supported Forms, Corrections & Deadlines
1099Pro Cloud supports reporting for Form series 1099 including Forms 1099-B, 1099-DIV, 1099-INT, 1099-K, 1099-MISC, 1099-NEC, 1099-R, 1099-S, Form W-2, Forms 3921, 3922, W-2G, 1098, 1042-S, and 1042.
Yes. 1099Pro Cloud supports filing Federal corrections with the IRS.
Yes. Corrections are included in your subscription and are not counted as an additional form.
1099Pro Cloud supports filing via the IRS’ Combined Federal State Filing Program (CF/SF) but does not include direct state reporting. Customers are able to purchase our 1099-NEC and W-2 direct-state reporting add-on service for an additional charge, based on your subscription volume.
Yes, 1099Pro Cloud supports electronic Filing of Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons.
Yes. Forms must be submitted in the product by 12pm central time on the federal due date.
Direct State Reporting
Over 30 states require direct reporting of Form 1099-NEC including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, West Virginia, and Wisconsin.
*States that participate in the IRS’ Combined Federal State Filing Program (CFSF) may still require direct reporting to state agencies.
Yes! 1099Pro Cloud supports Combined Federal State Filings for supported 1099 series forms.
1099Pro Cloud customers can select to add 1099-NEC & W-2 Direct State Reporting upon checkout. With this add-on, we will file your 1099-NECs and W-2s directly with states on your behalf. This add-on includes CFSF (Combined Federal State Filing) Program and direct-state reporting where required for a complete solution.
Certain states that require direct-state reporting also require filers to submit an annual reconciliation form, which is used to reconcile the amounts of taxes withheld from payments to a recipient by the filer with the amount of taxes owed/paid to the states. Currently, 1099Pro Cloud does not support the filing of these reconciliation forms.
Currently, 1099Pro Cloud supports Combined Federal State Filing (CFSF) Program filings for supported 1099s and direct-to-state reporting for Form 1099-NEC and W-2.
Additional Services & Features
1099Pro Cloud offers W-9 solicitation as an add-on within the product. Pricing starts at $3.35 per record.
Yes. When you use our print & mail services you will have the option to remove complete SSNs from recipient forms for security purposes.
Yes. NetSuite allows you to easily download reports that can be imported into 1099Pro Cloud with all necessary filing information. Learn more here.
General FAQs
Filing a 1099 online is straightforward when using a platform like 1099Pro Cloud.
Here’s a step-by-step guide:
1. Create an Account
Sign up for an account on the e-filing platform. You can start with a free trial if you’re new.
2. Set Up Your Company & Filer Information
Enter your business details, including your EIN, address, and contact info. This identifies you as the filer to the IRS.
3. Import or Enter Recipient Data
Add your contractors, vendors, or other recipients:
- Import via CSV, Excel, or accounting software integration.
- Or enter recipients manually.
4. Select Form Type
Choose the correct 1099 variant (e.g., 1099-NEC, 1099-MISC) depending on the payments you made.
5. Run Validations
The software will check for errors, missing data, or invalid TINs to ensure IRS compliance.
6. Review & Confirm
Verify all amounts, recipient info, and totals are correct.
7. eFile with the IRS
Submit your 1099 forms directly through the platform to the IRS. The system will handle formatting and transmission according to IRS Modernized e-File (MeF) standards.
8. Distribute to Recipients
You can:
- Generate recipient copies to print or email.
- Use the platform’s mail service (if available) to send forms automatically.
9. Save Records
The system keeps an archive of all filed forms for your records and future reference.
Form 1042 is required to be filed with the IRS anytime a Form 1042-S is issued. Unlike Form 1042-S, Form 1042 only needs to be submitted to the IRS, not payees. Beginning for tax year 2024, all U.S. based withholding agents will need to file Form 1042 electronically via the IRS’ Modernized eFile (MeF) System. For more information on Form 1042, check out our Form 1042 eFiling Guide.
Sovos offers a variety of 1099, W-2, and ACA products and services for high volume customers. If you have more than 5,000 forms, have other form types to file, or need additional services, reach out to find the right solution for you.
Get Started Today
Ready to streamline your 1099-reporting process? Start your free 7-day trial and see how easy tax compliance can be.