1099 Forms Guide & Resources
Everything you need to know about filing 1099s, W-2s, and other tax forms for your business
Getting Started
Supported Forms
Forms Supported
1099Pro Clouds supports IRS-Approved eFiling for 15+ information returns including form series 1099, 1098, 1042, 392X, and W-2. We make it easy to stay compliant with built-in features like TIN matching, one-click eFile, state reporting capabilities, and more.
Bulk Import
We make importing your recipients, payers, and form information easy with flexible import options like Excel file or text file in IRS 1220 format. We also offer built-in templates that can be used to input your data into or to help format existing spreadsheets.
How does Bulk TIN matching work upon import?
When importing recipient data, you’ll be asked if you’d like to run a bulk TIN match against your data. If you select ‘Yes’ the results will be delivered to you in 24-36 hours.
A bulk TIN match of recipient data verifies all recipient Name/TIN combinations against the IRS database, ensuring you have accurate information before you start transmitting your forms.
Can I add one record at a time?
Yes! 1099Pro Cloud allows your to add payers, recipients, and forms manually directly in the system.
TIN Validation
Ensure your data is accurate with our built-in TIN matching capabilites. With 1099Pro Cloud all users have access to real-time and bulk TIN matching capabilties directly in the system, making accuracy and compliance easier than ever.
Real-Time TIN
Verify recipient Name/TIN combinations and get results instantly with no downtime. With real-time TIN we’ll verify against the:
- IRS Database
- Death Master File
- Office of Foreign Asset Control List
Bulk TIN Match
Validating all of your recipient data at once is crucial to eliminating potential errors after transmitting. That’s why 1099Pro Cloud offers bulk TIN matching upon import of recipient records. This way you can validate up to 10,000 records at one time, giving you a full view of any errors to correct before creating your forms.
State Reporting
Comply with state reporting requirements with 1099Pro Cloud.
Direct State Reporting
With our direct-state reporting add-on, 1099Pro Cloud automatically identifies where you have direct state filing obligations for Forms 1099-NEC and W-2, and files them directly with each required state agency. No more tracking formats, portals, or deadlines – we handle the complexity so you can stay compliant without the hassle.
Combined Federal State Filing Program (CFSF)
With 1099Pro Cloud, we automatically eFile all eligible 1099 forms with participating states through the Combined Federal State Filing (CFSF) Program — no extra steps to handle your multi-state reporting
Print & Mail
Take the stress out of manually printing and mailing your recipient forms. With our Print & Mail plans we’ll handle all of the heavy lifting for you, ensuring timely delivery of all recipient forms.
eDelivery of Recipient Forms
Give recipients access to their forms instantly with eDelivery. WIth our eDelivery add-on your recipients get instant access to their forms, allowing them to view, download, and re-access at any time, plus instant updates so they’re always looking at the most up-to-date information.
How does eDelivery work?
With our eDelivery add-on you can create your customized recipients portal with your company logo. Then when it comes time to send to recipients, you’ll be able to select recipients to send forms to directly in the software.
Once forms are sent, you can easily track the status of each recipient form.
How do recipients access their forms?
Your recipients will get an email with secure credentials in order to login to your portal. Once logged-in, they can view and download their forms.
What if I edit a recipient form?
Whether you’re correcting a name or amount on a form, with eDelivery, recipients will always see the most up-to-date form within the portal, ensuring they have the right information.
What forms are supported?
- All 1099 forms
- Form 1042
- W-2
Form Corrections
If you need to make corrections to any of your forms, 1099Pro Cloud makes it easy. You can simply select the record you need to edit, make the needed corrections, re-print, and transmit the updated form to the IRS, all within the software.
W-9 Solicitation
Running into mismatched Name/TIN combinations shouldn’t mean non-compliance. With 1099Pro Cloud, you can select recipients and solicit a new W-9 form from them directly in the software.
Get Started Today
Ready to streamline your 1099-reporting process? Start your free 7-day trial and see how easy tax compliance can be.