As a small-business owner, you likely work with IRS Form 1099 a lot, whether it be as an employer paying contractors for their services, or as a contractor doing 1099 work for another business. Unfortunately, the IRS does not make an Excel-friendly version of its 1099 forms freely available for small-business owners to type onto and print themselves.
The IRS does have a printable PDF sample on its website, however. You can actually convert the PDF 1099 form from the IRS website into an Excel spreadsheet for you to type onto and print. Here’s how to do it.
Download the 1099 Form and Convert 1099 to Excel
Begin by downloading the PDF directly from the IRS website. Next, you are going to want to convert this PDF document into an Excel document using a free online converter. There are a few options you can access online to change the IRS PDF into an XLS file. XLS files are the file format for opening documents in Excel, but you can also access them using Google Spreadsheets.
One of the easiest converters to use is FreePDFConvert. You can easily convert your PDF into an Excel document by dragging and dropping it directly onto the website. You do have to wait an hour for your document to be fully converted if you don’t want to sign up for faster downloads, but since you’ll be busy running your business, an hour takes no time at all.
Other options include the websites PDFExcelConverter or ConvertPDFtoXLS. If you use PDFExcelConverter, there is a piece of software you need to download. ConvertPDFtoXLS allows you to upload directly to the website, but you’ll have to provide your email address so the site can send your file to you. FreePDFConvert seems to be the best option of those three, but you if you don't mind using a software solution, you can always use Adobe Acrobat, if you already have a subscription.
Open Your New Excel Doc
Whatever converter you use, save your converted XLS file in a safe place. Usually, this will be where your other tax information and documents are saved on your company computer. Open your newly made XLS file by double clicking it.
This should open Microsoft Excel, where you can now see the document. It should look almost identical to the formatting of the 1099 Form as seen in the PDF, including the first two pages which are not actually for you to fill out. If your converted Excel document does not look like the form on the IRS website, it may be because, due to the unique formatting and spacing of the 1099 form, some boxes may have moved out of place during the conversion process.
Now that the form is an Excel document, it should be as easy to adjust as any other spreadsheet, although some columns and rows will be linked together to keep the document’s original shape intact. To edit the document back into place, go ahead and adjust the spacing of the linked cells or copy and paste any cells that moved around in the conversion. If converted correctly, each box should be fairly easy to edit and type into to fill out yourself.
Save This 1099 Excel Doc as a Template
So you only have to go through the conversion process once, after you have adjusted any parts of your converted 1099 form that were out of place, save this version as a template you can use any time you need to fill out and print a 1099 form from Excel. There are many ways to do this, but here’s an easy one.
Before you fill out any of the boxes, make a copy of this document by going to File and clicking Open. Select your 1099 template from the Open window, and right-click it. You should have an option to Open as Copy or Duplicate. This should create a new version of your template for you to fill out for each individual 1099 document you want to create.
If you want, you can turn this doc into a Master Excel template, and create all your 1099 documents in one xls file. In this instance, all you have to do is copy your template sheet to fill out multiple 1099 forms in the same excel document. To do this, right-click on the sheet that contains your converted 1099 form, and select Move or Copy. Choose the Create a Copy option, and choose where you want to put the copy under Before Sheet, then click OK.
Print Your 1099 from Excel
Now, type your data directly into the form. Once you’ve filled out your 1099 form, if you want to print it directly from Excel, you can print it as you would any other xls document. Go to File, and then select Print.
Since you don’t need to print the Copy A portion of the 1099 document, which includes the first two pages of the 1099 Form provided by the IRS website, you should choose to skip printing those two pages when you go to print your 1099 form. If you want to, you can make life easier on yourself and delete the Copy A section from your template altogether, but be careful to make sure this doesn’t mess up the rest of the document’s formatting.
Also if you used the master Excel template idea above, you’ll need to specify which sheets you will be printing. Select the sheets with the 1099 forms you want to print, then select your printer, and click Print.
Other Options to Edit Form 1099 Docs
There are a few other options if you don’t want to use an online converter. Here are a few of them.
Use a Pre-made Excel Template
There are websites that actually create pre-made templates for you to use in Excel. You can download these templates to your computer and then open them in Excel to fill out your information. However, if you choose to use this method, you will likely need to use a third-party software to convert the template back into the proper 1099 formatting before you file.
Third-Party Developers
There are other third-party services offering paid software to convert an Excel document to a 1099 form and vice versa. However, do your due diligence before choosing one of these developers, as this software can often be unnecessarily costly, glitchy or downright faulty.
The only tried-and-true way to maintain the formatting of the original 1099 format without one of these third-party services is to convert the PDF 1099 document from the IRS into an Excel file.
Use DocuSign to Edit Your Form 1099
If you don’t want to use an Excel converter, but you still want to type directly onto the PDF version of the 1099 Form you downloaded from the IRS, you can upload it to DocuSign and fill it out there. DocuSign lets you digitally sign and fill out documents, and isn’t limited to just your name and signature. Using DocuSign’s custom fields, you can place a text box you can type into over any box on the 1099 form you need to fill out.
This method allows you to digitally fill out your Form 1099 in the same way you would in Excel, without having to go through the trouble of converting the document to an XLS file. It’s a simple work-around, so if the methods above don’t work for you, you can always try this.
DocuSign does cost money depending on what services you want to use, but if you are only filling out your 1099 from your computer and printing it out, then the free version will work fine. DocuSign gives you options to print your form directly from the website, or save it as a PDF to your computer desktop and print from there.
FAQs
Print Your 1099 from Excel
Go to File, and then select Print. Since you don't need to print the Copy A portion of the 1099 document, which includes the first two pages of the 1099 Form provided by the IRS website, you should choose to skip printing those two pages when you go to print your 1099 form.
Does Excel have a 1099 template? ›
This page provides a 1099 NEC Excel Template you can download to your computer, populate using spreadsheet program and then import inside W2 Mate software to print and e-File your 1099-NEC tax forms. This is a mandatory field. Text field, maximum 11 characters long. This is a mandatory field.
How do I print my 1099 form from the IRS? ›
To print the 1099 form you send to the IRS select “Print data only on a preprinted Red-ink Laser form [Copy A for Social Security on red-ink form]” . Please make sure you have pre-printed 1099-MISC in the printer before you hit the OK button.
Can I print out my own 1099 forms? ›
Do not print and file copy A downloaded from this website; a penalty may be imposed for filing with the IRS information return forms that can't be scanned. See part O in the current General Instructions for Certain Information Returns, available at www.irs.gov/form1099, for more information about penalties.
How do I print directly from an Excel spreadsheet? ›
Print one or several worksheets
- Select the worksheets that you want to print.
- Click FILE > Print. You can also press Ctrl+P.
- Click the Print button, or adjust Settings before you click the Print button.
Select File > Print. Select Print for a print preview. In the Print Options box, make sure Entire Sheet is selected, and select Print.
Is there a fillable 1099 form? ›
Those who need to send out a 1099-MISC can acquire a free fillable form by navigating the website of the IRS, which is located at www.irs.gov. Once you've received your copy of the form, you'll want to familiarize yourself with the various boxes that must be completed.
Is there a template for 1099? ›
www.irs1099form.com is an easy Excel template that works great if you have less than 25 1099s. You need to buy the red forms at an office supply store.
Does Excel have free templates? ›
You don't have to start from scratch if you start with a free template Microsoft Create. Choose from an assortment of templates like calendars, invoices, and budget planning.
Can I print 1099 from IRS online? ›
Electronic Only Forms – The following Information Returns are only available as electronic forms: 1097-BTC, 1098-C, 1098-MA, 1099-CAP, 1099-LTC, 1099-Q, 1099-QA, 1099-SA, 3922, 5498-ESA, 5498-QA, 5498-SA. You can download or print them from Forms, Instructions & Publications.
1099-MISC & 1099-NEC Payer Copies
Payer 1099 Copies are for record purposes only. These can be printed on plain paper or the four part perforated paper.
Can I fill out 1099 online and print? ›
1099 forms are only filed on paper, so you cannot prepare and e-file a 1099 online. Follow these steps to prepare and file a Form 1099: Obtain a blank 1099 form (which is printed on special paper) from the IRS or an office supply store. Fill out the 1099.
What is the easiest way to create a 1099? ›
The easiest way to fill a 1099 form is electronically, and you can do so using the IRS Filing a Return Electronically (FIRE) system. Before doing so, you need to request a Transmitter Control Code (TCC) and submit it at least 30 days before the tax deadline for your 1099.
Can I file 1099 without the form? ›
Yes, you can still file taxes without a W-2 or 1099. Usually, if you work and want to file a tax return , you need Form W-2 or Form 1099, provided by your employer. If you did not receive these forms or misplaced them, you can ask your employer for a copy of these documents.
How many copies of 1099 do I need to print? ›
However, the answer is simple: Two copies of Form 1099 are sent to the recipient. Well, okay, it's a bit more complicated than that. There is a reason why recipients must receive two copies. They must be able to include one form with their federal returns and one with their state returns.
Why can't I print from Excel? ›
Corrupted Excel files, faulty add-ins, and outdated printer drivers are some of the most common causes of this issue.
Why can't I print my Excel spreadsheet? ›
If your Excel spreadsheet isn't printing properly, clearing or setting a print area can often help. Sometimes the wrong print area has already been set, in which case you want to clear it. To do this from the Page Layout Ribbon, click the Print Area icon and select Clear Print Area.
Why is Excel not printing all pages to PDF? ›
This happens because one (or multiple) sheets in your workbook have a different dpi setting for printing. Because of this, Excel assumes that each individual sheet has to be sent for printing separately, so it will send it in the same way to the PDF printer which will prompt to create a PDF from each sheet.
How do I convert Excel to PDF without messing up format? ›
Common formatting issues when converting Excel to PDF.
- Open the File menu in the top left corner.
- Click Export.
- In the panel that appears, click Create PDF/XPS Document.
- Optimize the file for Standard or Minimum.
- Click Options and adjust settings, including the area to publish.
- Click OK.
- Name the file and click Publish.
Click File > Save as. In the Save As dialog window, select PDF (. *pdf) from the "Save as type" drop-down list. If you want to view the resulting PDF file after saving, make sure the Open file after publishing check box is selected.
Yes, you can handwrite a 1099 or W2, but be very cautious when doing so. The handwriting must be completely legible using black ink block letters to avoid processing errors. The IRS says, “Although handwritten forms are acceptable, they must be completely legible and accurate to avoid processing errors.
Is it OK to hand write 1099 forms? ›
Handwritten forms are acceptable. Write neatly! Everything you write must be completely legible and accurate. Use black ink and block print (no script characters).
Does the IRS provide fillable forms? ›
Free File Fillable Forms are electronic federal tax forms you can fill out and file online for free, enabling you to: Choose the income tax form you need. Enter your tax information online.
Who prepares 1099 forms? ›
The IRS compares reported income on Form 1040 with the information reported on 1099 forms. Individual taxpayers don't complete 1099 forms. Financial institutions and small businesses that hire independent contractors complete 1099 forms and send them to their payees by early February.
Is there a fillable 1099 NEC form? ›
Where can I get a 1099 NEC form? To order official IRS information returns, which include a scannable Copy A, visit www.IRS.gov/orderforms. Other fillable copies of the 1099-NEC are available on this website.
What 1099 form do I use for independent contractors? ›
Complete Form 1099-NEC, Nonemployee Compensation
Businesses that pay more than $600 per year to an independent contractor must complete Form 1099-NEC and provide copies to both the IRS and the freelancer by the specified annual deadline.
Is Excel no longer free? ›
The good news is if you don't need the full suite of Microsoft 365 tools, you can access a number of its apps online for free, including Word, Excel, PowerPoint, OneDrive, Outlook, Calendar, My Content, Skype, Designer and Clipchamp.
Where are my Excel templates? ›
Open Microsoft Excel. On the right side of the Home tab, click More templates. Scroll through the displayed list of templates to find the one that suits your needs. If you don't find one you like, you can use the Search for online templates text field to see if there is a template online for what you need.
What templates are available in Excel? ›
Microsoft Excel allows creating two special templates - Book. xltx and Sheet. xltx - that are the basis for all new workbooks and all new worksheets, respectively.
How do I prepare my 1099 online for free? ›
IRIS is a free service that lets you: Fill and file Forms 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV and more. Submit up to 100 records per upload with CSV templates.
If you forget to report the income documented on a 1099 form, the IRS will catch this error. When the IRS thinks that you owe additional tax on your unreported 1099 income, it'll usually notify you and retroactively charge you penalties and interest beginning on the first day they think that you owed additional tax.
How do I complete 1099 forms online? ›
Only 3 steps to E-File form 1099
- FREE REGISTRATION. Simply click on "REGISTER" and start entering your filing information. ...
- ENTERING THE 1099 DATA. It takes less than 10 minutes to enter your payer, payee and 1099 form information via our easy to use navigation process. ...
- ONE CLICK E-FILE TO IRS. That's it you are done.
No problem: You can e-file without the physical 1099 in hand. Here's what to do: Just like W-2s, 1099s are supposed to be sent by the end of January each year. But if you didn't get a 1099, because of an incorrect address or some other mishap, first call whoever should have sent it.
Can IRS forms be printed? ›
Personal computer users may download forms and publications from the IRS Web site at www.irs.gov/forms_pubs/index.html. This site also has links to state tax forms and to forms that you can fill in online and then print.
Do 1099s have to be on red paper? ›
1099 IRS Copy A can only be printed on the red-lined IRS form. 1099 Other copies can be printed on blank paper or on pre-printed forms.
What program is used to print 1099-MISC? ›
W2 Mate is the ONLY software that generates secure PDF 1099's (Recipient Copies of 1099 MISC / NEC form in PDF format) and secure PDF W2's (Employee Copies of W2 Form in PDF Format). The resulting PDF files can then be electronically sent to consenting employees and/or recipients instead of paper copies.
Can you print 1099 forms on inkjet printer? ›
You can print W2 and 1099 tax forms with the normal home/office laser and inkjet blank ink printer. No special printer is needed.
Is there a printable 1099 form 2023? ›
Form 1099-NEC is due Jan. 31, 2023, to report 2022 calendar year payments. You can print blank 1099-NEC form copies from the web or fully completed forms from your payroll software—many offer it for free.
Is it hard to create a 1099? ›
Yes, it takes a little time and organization on your part, but it's worth the effort in the long run. When it comes to 1099 income, one of the main reasons mistakes are made is a lack of organization, and those mistakes can lead to additional tax payments and penalty fees.
How do I make a 1099 for self employed? ›
If you are looking for the best way to get a 1099 form, go to www.1099-misc.com. Once on the site, you can print out the form and fill it out yourself. There are a few types of 1099 forms, but the most common is the 1099-MISC. You can use this form to report income from self-employment, royalties, or rental property.
Form 1099-NEC must be filed if a business paid a non-employee $600 or more in the tax year. A non-employee might be an independent contractor or any person hired on a contract basis to complete work, such as a graphic designer, writer, or web developer.
How do I prove employment without a 1099? ›
For employees, proof of income is straightforward. It's typically a combination of a W-2 form that is provided by the employer and your latest bank statements. The W-2 form is especially accurate since it shows your true income as a factor of your wages plus deductions.
How do I prove cash income to the IRS? ›
Reporting cash income
It's not hard to report cash income when you file your taxes. All you'll need to do is include it when you fill out your Schedule C, which shows your business income and business expenses (and, as a result, your net income from self-employment).
How do you show proof of income if paid under the table? ›
In This Article
- #1: Create a Paystub.
- #2: Keep an Updated Spreadsheet.
- #3: Bookkeeping Software.
- #4: Always Deposit the Payment and Print Bank Records.
- #5: Put it in Writing.
- #6: Create Your Own Receipts.
- #7: Utilize Your Tax Documents.
- #8: Use an App.
If you didn't e-file your 1099s:
You can print copies to mail to the federal and state governments, plus print and send a copy to each of your contractors. For more info about IRS and state requirements, consult your accountant, and see: IRS' instructions for Forms 1099-MISC and 1099-NEC.
Which copy of 1099 goes to IRS? ›
Copy A — File with IRS by the paper or electronic-filing deadline. Copy 1/State Copy — File with the appropriate state taxing authority, if applicable. Copy B — Distribute this copy to individuals, who then file it with their federal income tax return. It must be delivered by January 31.
What information is needed for a 1099? ›
The total amount you paid them during the tax year. Their legal name. Their address. Their taxpayer identification number (likely their Social Security Number, unless they're a Non-Resident or Resident Alien)
How do I print a 1099 from QB desktop? ›
How to Print a 1099 Form in QuickBooks Online
- Open QuickBooks and go to the “Vendors” menu.
- Select Pay Bills Online, then Prepare 1099s.
- Confirm company details and tax year.
- Select “Print 1099s.”
- Click “Print.”
- In the “Print” window, select your printer and click “o*k.”
People Also Ask about 1099 nec form 2022
How do I print my 1099-NEC form at home? If you file by paper, you must print Copy A to a preprinted red form and also print Form 1096 to the red form. From the > Reports menu, click Government Reporting > Form 1099-NEC. Click Print.
Is there a fillable 1099-NEC form? ›
1099-NEC Generator: Create Fillable, Printable Form 1099-NEC for 2022. The 2022 Form 1099-NEC deadline has passed, File now to avoid IRS late filing fees!
Printing 1099 Forms
To print your forms, go through the following steps on each report. You will need official blank 1099-NEC and 1096 forms in red ink for the Federal copies ONLY. Other copies can be printed on plain paper.
Can I print 1099 from QuickBooks on plain paper? ›
You need to purchase the 1099 forms. You can't print them on plain white paper. After you print the A copy, just reprint it with the proper form in the printer.
