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Version: 1.7.3

Overview

If you have reported incorrect information on your 1099R Form, you can file a 1099R Correction to report the corrected information.

Generally, you can correct the recipient details, amounts, or other field data. Payer details cannot be corrected using API, and you need to send a letter to the IRS. To learn more about the information you can correct on 1099, click here.

You can file a correction for an already corrected return. However, in order to do so, the IRS must have accepted the previously filed correction.

To create a new correction return for a previously corrected one, you should send the RecordId of the previously corrected return in the "PrevReportedRecordId" of ReturnData.Manifest.

Note: TaxBandits API also supports 1099R correction even if you filed your original return elsewhere or by other means (paper filing).

Form 1099R Correction Endpoints:​​

You can use the following endpoints to complete the 1099R Correction filing.

note

In order to use the following endpoints, you must call the Auth method to get the access token. This access token must be supplied in the request header as the ‘Bearer‘ token. Refer to OAuth 2.0 Authentication for more information on JWT authentication.

  • Create - To create a 1099R correction for the recipients under the corresponding payer.
  • Update - To make changes to an existing 1099R correction form.
  • Transmit - To transmit the 1099R Correction to the IRS.
  • Status - To check the status of the 1099R Correction after transmission. (As an alternative, you can configure Webhooks for E-file Status Change)

If need to retrieve Form PDFs, you can use one of the endpoints mentioned here.

Other 1099R Endpoints:​​

You can use any of the following endpoints based on your needs.

  • ValidateForm - To validate the field-level specifications of 1099R Correction before creating the form. (Optional)
  • Validate - To audit the created 1099R Correction Form before transmission to the IRS.
  • List - To list all 1099R Correction forms for a submission or Payer.
  • Get - To retrieve the recipient data, business data, and form data from the 1099R Correction form created.
  • Delete - To delete the 1099R Correction Form you prepared in TaxBandits.

1099R Correction Form PDF Retrieval​​

You can obtain the PDF version of your 1099R Correction forms using one of the following endpoints:

  • RequestDraftPdfUrl - To return the Draft PDF for review purposes. These forms are not transmitted and will have a watermark "For Review only" on it.
  • RequestPdfURL - To retrieve PDFs for single or multiple recipients.
  • GetPDF - To get the link for the 1099R Correction Form PDF. To use this, you must have configured Webhook for it so that the endpoint will return the PDFs via Webhook.

Note: To retrieve the final version of 1099 Correction Form PDFs, you can use either RequestPdfURL or GetPDF and not both.