Filing Corrections-1099's Type 1 & 2 instructions

Step 1

Log in to your account.  You will be directed to the dashboard.

Step 2

In the dashboard, hover over the Filings tab in the left navigation bar and click Filed to be directed to your filed forms page.

Step 3

Locate the form in the grid you need to file a correction for and to the left of the Delivery Status column click “File Correction”

Forms that we do not offer corrections for will not have File Correction value once they have been e-filed and accepted by the IRS.

Remember – even if you filed an original for all form types that we offer on the site, the Correction Forms we offer on the site are: 1099-NEC, 1099-MISC Correction, 1099-DIV Correction, 1099-INT Correction, 1099-S Correction, 1098 Correction, 1099-R Correction, W-2C and ACA corrections.

*You will also need to make sure the form you need to file a correction for has already been e-filed and accepted, you will not be able to file a correction on an original form until it has been e-filed and accepted by the IRS.  You will be able to see the status of your forms by looking at the Federal Filing column for an accepted status. If the form is not accepted,  you will need to wait until your form gets accepted by the IRS to file a correction. Please note this account is for test purposes.

This will prompt a question “Would you like to file a correction for and re-deliver to the recipient for $7.95?”

If you click Yes, you will be brought to a page where your original form appears with all the original data you input, however it will be a Corrected form with the Corrected box at the top (with a check in the box) and the form name will reference the Correction  (i.e. 1099-MISC Correction).

If you click No, the action will be canceled, the pop-up will disappear and you will remain on the Filed Forms page.

Step 4

If you clicked Yes, in the pop-up message, your original form will be brought up.  You will not be able to make any changes to the Payer or Recipient information, but will be able to change any amounts you originally filed. You will replace any amounts with zeros which will cancel out the original form.

Once you make your changes you can then click Save to place your correction form in Forms in Progress.

Step 5

Once you have completed filling out your correction form(s) you will need to complete the purchasing process by adding your forms to your Cart.

Choose the form you want to purchase by selecting the box next to the form in the Select All Column on the grid, then select your filing option and then click Add to Cart.

This will place your form in your cart, where you will now see the filing fee of $7.95 for the correction form, and you can proceed to checkout to submit and file your correction form.

Step 6

Once you have completed the checkout process on the Filed Forms page you will see your Correction Form filed underneath your Original Form. 

Original Form will show a value of “Correction Filed” in the Correct Errors column and your Correction Form will follow the same process as any other form, allowing you to “Edit Data” until it has been e-filed, then allowing you to “File a Correction” once it has been accepted by the IRS.

Step 7

After the IRS accepts the correction form to cancel out the original form you can now file a new original form with the correct information.

Hover over the Payers tab in the left navigation and click View All, click on the payer the recipient is saved under and the menu dots to the right side of the recipient line and click Manage Recipient, then click the edit icon under the recipients name. 

Step 8

In the recipient page you can now edit their data to correct any errors. Once you are finished editing the recipient data click the save button at the bottom.

Step 9

Once you have saved your changes, hover over the filings tab in the left navigation and click Start Filing which will allow you to click the Select Form drop down and select a new original form to create with the updated recipient.

Once you create the form with the updated information you enter in the dollar amount on the right side and click Submit and Checkout which will save the form to your Forms in Progress page.

Select the form by clicking the box on the left side, then select the filing option just above the Add to Cart button. Then click Add to cart to complete the checkout process. The form will be submitted to your Filed Forms page and you are complete.

NOTE: How to report Incorrect Payer Name and/or TIN. If a payer discovers an error in reporting the payer (not recipient) name and/or TIN, write a letter containing the following information.