General FAQs

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.

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.

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.

Yes! 1099Pro Cloud supports unlimited users.

Yes. NetSuite allows you to easily download reports that can be imported into 1099Pro Cloud with all necessary filing information. Learn more here.

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.

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.

  • Bulk Import: Easily import your data with flexible import options like Excel or 1220 files, or use our built-in templates to automatically match with form fields and ensure every required detail is included - saving time and reducing errors. 
  • Bulk TIN Matching: Validate all of your recipient data in one step with Bulk TIN matching upon import. Catch errors up front, protect against IRS penalties, and eliminate corrections before your forms are ever created. 
  • eDelivery & Online Access: Provide your recipients with instant, secure access to their forms with eDelivery. Automatic updates and secure login credentials make it simple for recipients to view, download, and re-access their forms anytime. 
  • Print & Mail: Skip the hassle of printing and mailing in-house. With our Print & Mail plans, we'll handle the entire process for you - so your team can focus on core business. 

Free-Trial FAQs

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.

Direct-State Reporting FAQs

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.

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.

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.

Pricing / Subscription FAQs

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.

1099Pro Cloud can be purchased via credit card or ACH payment.

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.

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.

Yes - In order to change your subscription volume or manage add-ons please contact Sovos
support.

Sovos offers eFileMyForms for filers looking for a pay-as-you-go option for 1099 reporting.