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1099 Forms

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1099-NEC and 1096 forms can be either eFiled or printed. Both methods are equally supported, but eFiling is recommend because it:

  • Saves time and money to order blank tax forms

  • Saves time on manual labor to print and prepare forms

  • Saves time and money to mail forms

  • Allows you to submit your forms early, then cancel and re-submit later with corrections if need be

  • Provides an off-site backup copy of your forms

*You may now be required to e-file depending on the nature of your organization and reporting volume. We recommend that you work with your CPA or Tax Advisor to confirm any e-filing requirements set by government agencies. 

You can use these guides for 1099-MISC and 1099-INT forms (which are less commonly-used) with two modifications:

  • Set the correct 1099 form on the Name tab on Vendor Records

  • Use the 1099 Setup tab on Vendor Records in CDM+ to designate the box where payments will be reported

  • Choose the appropriate form in CDM+ when opening the 1099 Tax Forms report window

Otherwise these guides are 100% applicable to 1099-MISC and 1099-INT forms.

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