Available for: Accounting and Payroll customers
Use this article to create, view, file, and post 1099 forms for your contractors and vendors at year-end in Patriot Software. You can choose to e-file through Patriot or file paper forms yourself, and post digital 1099s to contractor portals.
Businesses with 10 or more information returns (including W-2 and 1099 forms) must file electronically per IRS requirements.
1099 Deadlines:
Form 1099-NEC is due to the IRS by January 31 (paper and electronic).
Form 1099-MISC is due to the IRS by February 28 (paper) or March 31 (electronic). Vendor copies are due by January 31 regardless of filing method.
If you file after the deadline, you are responsible for any IRS late penalties.
1099 e-filing pricing
1099 e-filing is free for Full Service Payroll customers. Basic Payroll, Basic Accounting, and Accounting Premium customers pay a per-filing fee based on the number of 1099s filed.
Number of 1099s | Pricing | What this means |
1-5 1099s | $20 total | Customers pay $20 for up to the first 5 1099s. |
6 to 35 1099s | $20 plus $2 per additional 1099 | After the first 5 1099s, customers pay $2 for each additional 1099 through 35 total 1099s. |
36 or more 1099s | Maximum charge of $80 applies | Starting at 36 1099s, there is no additional charge beyond the price for 35 1099s. |
The maximum charge for 1099 e-filing is $80, regardless of how many 1099s you file.
Video Walkthrough
The video walks through the steps of creating and e-filing 1099 forms.
Step 1: Create 1099 Forms
Go to Reports > 1099 Contractor Forms > Create and File 1099/1096 Forms.
Review and update contractor and vendor information and payments before proceeding. See Before You Create 1099s for a pre-filing checklist.
Select the tax year from the dropdown at the top of the page.
Click Create 1099s at the bottom of the page.
Patriot will generate your 1099 forms.
To create or recreate forms for specific contractors only, check the box next to each contractor's name in the grid before clicking Create 1099s.
If you have many forms, Patriot may send an email notification when the process is complete.
The date and time of the last creation will appear at the top of the page for reference.
Screenshot description: The 1099 creation screen in Patriot Software, showing the tax year dropdown, contractor grid with checkboxes, and the Create 1099s button.
Step 2: View 1099 Forms
Once 1099 forms are created, you can view them by downloading them using either option below.
Option 1: Use the "Distribute 1099 Forms" Box
Click Download 1099 Forms in the Distribute 1099 Forms box.
Choose to download either:
1099 forms for individual contractors
Form 1096, which summarizes your 1099 submissions
Option 2: Use the Contractor 1099 Activity List
In the Contractor Activity List, check the box next to a specific contractor's name, or select all contractors using the checkbox at the top of the list.
Click Download at the top of the table.
A PDF will download to your computer for review.
For instructions on printing 1099 forms, see How to Print 1099 Forms.
Step 3: Make Updates Before Filing
Vendor Payments and 1099 Reporting
If your vendor payment totals do not match your 1099 exactly, it may be because some payments were made by credit card. Credit card payments are not included in 1099 totals. See Recording a Vendor Payment Made by Credit Card for more information.
Tip: If you selected the wrong 1099 type for a contractor, use the Update 1099 Type tool to correct it before filing. See How to Correct a 1099 Type.
If you need to update payment information before filing:
Make the necessary updates using the relevant links below.
In Payroll:
In Accounting:
Return to Reports > 1099 Contractor Forms and repeat Step 1 to recreate your 1099 forms.
Verify the updated information before proceeding to file and post.
Step 4: Choose a Filing Method and Post to Contractor Portals
From the Create and File 1099 Forms page, click Get Started in the File and Post 1099s tile to choose your filing method.
Option 1: Let Patriot E-File for You
Patriot will submit your 1099 filings to the IRS and to states that participate in the Combined Federal/State Filing (CFS) program and accept electronic filing. For states that do not participate in the CFS program, or that participate but still require a paper filing, you will need to file 1099 forms outside of Patriot. The software will flag all states that require a paper filing.
Cost:
Full Service Payroll customers: E-filing is included at no additional cost.
Basic Payroll and Accounting customers: The fee will be displayed before you proceed. You must agree to the pricing before continuing.
The 1099 e-filing fee screen shown to Basic Payroll and Accounting customers, displaying the cost before they agree to proceed.
To e-file through Patriot:
Select Let us e-file for you.
On the Combined Federal/State Filing screen, confirm contractor and state information. Use the dropdown to change a state if needed.
Review any states flagged as "E-File Not Supported" (such as Oregon and Pennsylvania). You will need to paper file 1099 forms for those states outside of Patriot.
Review contractor 1099 details on the Review & E-File page.
Check the certification box: "I agree that all information provided is accurate to the best of my knowledge."
Click Finish and Post 1099s. A confirmation message will appear once forms are submitted, and digital 1099s will be posted to contractor portals.
Return to the Create and File 1099 Forms page to track filing status:
Pending: Filing is in progress.
Completed: Forms have been successfully filed.
Print and distribute paper 1099 and 1096 forms as needed for:
Contractors who did not consent to digital delivery
States flagged in the software as requiring a paper filing
Important: Submit 1099 forms for e-filing at least 2-3 business days before the IRS deadline to ensure timely filing. The e-filing window stays open through April 15, but if you file after the IRS deadline, you are responsible for any late penalties.
For more information, see:
Option 2: File Yourself Outside the Software
Select File Yourself Outside the Software.
Review all 1099 details for accuracy.
Check the certification box to confirm accuracy.
Click Finalize and Post 1099s to finalize your 1099 forms and post digital copies to contractor portals.
Download your 1099 and 1096 forms to:
File with the IRS
File with states that require paper 1099 filings
Distribute paper forms to contractors who did not consent to digital delivery
For printing instructions, see How to Print 1099 and 1096 Forms.
Will Patriot Mail 1099s to Contractors and Vendors for Me?
Patriot does not mail 1099 forms to contractors or vendors. It is your responsibility to ensure contractors receive their 1099 copies.
Updates Needed After Finalizing and Posting 1099s
Adding Payments to an Existing Contractor
You can record additional payments and create a modified 1099 for the contractor portal. A modified 1099 will include only the payments added since the original filing.
The contractor must use both the original and modified 1099s for their records and combine the totals when filing their taxes.
If you originally e-filed through Patriot, you can submit an additional e-file to the IRS (and state, if combined filing is supported) through Patriot.
To add payments: update the contractor's payment records, then repeat the create and file 1099 process using your original filing method. The software resets each time and will charge based on the number of e-filings submitted.
Adding a New Contractor and Payments
You can add a new contractor, record their payments, post 1099 forms, and file or e-file again.
To add a new contractor: add the contractor to Patriot, record their payments, and repeat the create and file 1099 process using your original filing method. The software resets each time and will charge based on the number of e-filings submitted.
Removing Payments from a Contractor
You cannot remove 1099 payments from a contractor after you have filed. To correct an overstated amount:
Issue a corrected paper Form 1099 to the contractor.
File the corrected form outside of Patriot using the same method you used originally (paper or electronic).
Patriot does not support e-filing corrected 1099 forms. For IRS e-filing of corrected forms, see the IRS help article on filing through IRIS.
Updating a Contractor's FEIN or SSN
You cannot update a contractor's federal employer identification number (FEIN) or Social Security Number (SSN) on a 1099 after filing. To correct the information:
Issue a corrected Form 1099 to the contractor.
File outside of Patriot using the same method you used originally (paper or electronic).
Patriot does not support e-filing corrected 1099 forms. See the IRS help article on filing through IRIS for more information. You can also read The Ins and Outs of E-Filing 1099s With the IRS and How to Issue a Corrected 1099 (MISC and NEC).