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Version: 1.7.3

Overview

If you notice any mistakes on your 1099 forms after submission, you must file corrections to ensure accurate reporting with the IRS and/or states.

With the TaxBandits API, you can file a correction for 1099 forms even if the original return was filed elsewhere. However, in order to do so, the IRS must have accepted the previously filed correction. Learn more about 1099 corrections

State corrections​

  • When filing a correction with the state, you must specify the correction type in your API request in the ‘StateCorrectionType’ as ‘VOID’, ‘CORRECTION’ or ‘NEW’ based on the type of information you want to correct.

  • Currently, you can directly file state corrections through TaxBandits for the following states:

    • District of Columbia (DC)
    • Georgia (GA)
    • Hawaii (HI)
    • Illinois (IL)
    • Minnesota (MN)
    • Mississippi (MS)
    • Montana (MT)
    • North Carolina (NC)
    • North Dakota (ND)
    • Ohio (OH)
    • Oklahoma (OK)
    • Pennsylvania (PA)
    • Rhode Island (RI)
    • South Carolina (SC)
    • Utah (UT)
    • Virginia (VA)
    • Wisconsin (WI)

For all other states, you can make corrections, download the state copies, and file them with the respective state authorities.

How to file 1099-DIV corrections​

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

Authentication

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 new 1099-DIV correction form.
  • Update - To make changes to an existing 1099-DIV correction form created in TaxBandits.
  • Transmit - To transmit the 1099-DIV Correction to the IRS and/or states.

PDF retrieval​

You can obtain the PDF version of your 1099-DIV correction forms using one of the following endpoints:

  • RequestDraftPdfUrl - To return the draft PDF for review purposes. These forms are not for filing and will have a watermark "For Review only" on them.
  • RequestPdfURL - To retrieve PDFs for single or multiple recipients.
  • GetPDF - To get the link for the 1099-DIV correction form PDF. To use this, you must have configured webhooks for it so that the endpoint will return the PDFs via Webhook
info

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

Status retrieval​

You can retrieve the status of your 1099-DIV corrections in two ways:

  • Status - Use this endpoint to retrieve the status of the 1099-DIV corrections submitted to the IRS and/or states.

  • Webhooks - You can configure webhooks for the following event types to receive Form 1099-DIV Correction status updates.

    • E-file Status Change - You will be notified when the IRS accepts or rejects your Form 1099-DIV Correction. Learn More
    • E-file State Status Change - You will be notified when the state agency accepts or rejects your Form 1099-DIV Correction. Learn More
    • Postal Sent - You will be notified when the 1099-DIV Correction forms are mailed to the recipients. Learn More
    • Online Access Status Change - You will be notified when the Form 1099-DIV Correction forms are shared with recipients via online access, when recipients provide consent, and when they access the forms. Learn More

Other actions​

You can use any of the following endpoints to perform the corresponding actions.

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