Printing 1099 Forms (Optional)

The Aatrix Forms Viewer opens allowing you to print copies of your 1099 forms. Each step of the process gives you the opportunity to print the 1099 Payer Records, State copies and Recipient copies. To print the forms, go through the following steps on each report.

Printing is an optional step and provides hard copies of the forms for your records. You can bypass this step by clicking Next Step in the toolbar. You can also print these forms to a PDF to store digital hard copies for your records.

The top of the page shows the Report you are printing along with arrows to move through the different pages. In addition, you have a Print Final icon which you use to print your forms and the Next Step button to proceed to the next set of reports. Here is an example of the process for the Federal 1096 form.

  1. Go through each page to review information.
  2. Click Print Final and follow steps to print the Payer 1099 form.
  3. Then Next Step

Aatrix Login Window

  1. Enter username and password
  2. Click Login

Aatrix Enrollment Information

This window displays information provided during the enrollment process. If any of this information is incorrect, you will need to go into a browser and log into Aatrix eFile service and make the changes. Then you will be able to start the printing process again.

  1. Review the information to ensure accuracy.
  2. Click Next if information is correct.

Aatrix Advertisement Window

  1. If you want to purchase Aatrix's unlimited eFile package, then click the button 'Click Here to Purchase.'
  2. Otherwise, click No Thanks.

Pricing Window

This window lists the pricing for your 1099-NEC eFiling.

  1. Review the pricing.
  2. Click Next if it is correct.

Choose 1099 Submission Dates

  1. Click the drop down and select the dates you want to submit your 1099-NEC forms.
  2. Click Next.

It is recommended to choose the last filing date range. This allows extra time to cancel the forms and re-submit if corrections need to be made after eFiling.

Credit Card Information

  1. Enter Credit Card and contact information.
  2. Click Next

Archive PDF Mailing Address

  1. Verify address information is correct and click Next

Confirmation Window

  1. Review information in the window.
  2. Click Submit.

Completion Window

  1. Make note of the AFID for your records.
  2. Click Close.

Access Instructions for 1099 Recipients

  1. Select the option you wish to use to provide instructions to 1099 recipients.
  2. Click Next.

1099 Wizard Complete

  1. Click Finish.

This completes the printing and eFiling of 1099-NEC forms on Windows. For a walkthrough of the above process, watch the video below.

Video for Printing and e-filing 1099-NEC Forms