We’ve introduced a new Hybrid 1099 Filing option, which replaces and fully supersedes our legacy Excel-only process.
Hybrid Filing (Now the Standard)
This approach combines the flexibility of Excel with the speed, validation, and control of our web-based system.
Key benefits:
• Upload an Excel template to instantly populate the web form or enter data directly online
• Real-time validation to catch errors before filing
• Immediate PDF generation—no waiting hours
• Supports corrected 1099 filings
• Faster processing and same-day acknowledgments
Everything from the old Excel option is included, plus more. This includes secure email delivery to recipients. For email delivery to occur, both an email address and a phone number must be provided for each recipient. This ensures proper identity validation and secure access to encrypted forms.
The legacy Excel-only upload option has been discontinued. The Hybrid option delivers better accuracy, faster turnaround, and a smoother end-to-end experience—without sacrificing any prior functionality.
