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1099 Reporting

Tax Information Reporting

Manage files

Learn how to find, download, upload, rename, and delete files.

Find files

Use the file categories or search to find the files you need.
  1. Click File Manager on the side menu.
  2. Select a file category to narrow the list down or click the Search icon to find a specific file.

    Files are displayed starting with the most recently modified.

    The file categories and Search icon are highlighted.
  3. Optional: To sort the files by ascending or descending values in a specific column, click the column's header.

Download files

Download reports, print files, transmittal files, or tax identity management images to review them.
  1. Click File Manager on the side menu.
  2. Use the search and file categories to filter the list.
    Tip:

    To download a form's PDF, click the Print files category.

  3. Select the checkboxes next to one or more files, then click the Download icon.
    The checkboxes next to files and the Download icon are highlighted.

Upload files

  1. Click File Manager on the side menu.
  2. Click the Plus icon.
    The Plus icon is highlighted.
  3. Drag a file into the box or click Browse to select it from your computer.
  4. Click Upload.
The newly added file will be the first one listed on the File Manager page.

Rename files

  1. Click File Manager on the side menu.
  2. Find a file using the search and file categories.
  3. Click the More options icon, then select Rename.
    The More options icon and Rename button are highlighted.
  4. Type the new name in the Name field, then press Enter on your keyboard.

Delete files

Deleting a file is permanent and can't be undone. However, deleting a file doesn't delete your data. You can only delete your data permanently if you reset your data.

  1. Click File Manager on the side menu.
  2. Find a file using the search and file categories.
  3. Click the More options icon, then select Delete.
    The More options icon and Delete button are highlighted.
  4. In the pop-up, click Delete.
Public User 1099 Professional TIR Corporate Current

Last updated: October 15, 2026