Form 1099 Compliance

Year-End – Form 1099 Compliance

Please submit your 1099 information through your portal account account by January 10, 2025. Don't forget to notify your Eide Bailly Professional once uploaded. 

What we need from you:

• Download and complete the 1099 template here.
• For a more detailed spreadsheet (specific to a form), please contact your Eide Bailly professional (or see the information below).
• If you are using QuickBooks Online and appropriately tracking 1099s in that system, please invite Eide Bailly as an accountant user of that file. Please see this worksheet to learn how to invite us as an accountant user to your QuickBooks Online file.
• If you are using QuickBooks Desktop and appropriately tracking 1099s in that system, please upload an accountant’s copy to your portal account and let your Eide Bailly professional know the version of QBD and the user name and password to your file.

Upon completion, all forms will be mailed directly to the recipients and all government copies will be electronically filed with the appropriate authorities.

We will upload the copies for your records to your portal account.

All 1099 forms must be furnished to recipients on or before January 31, 2025 to avoid penalties.

We cannot guarantee timely filing for information received by us after January 22, 2025.

• Please upload your information to your portal account no later than January 10, 2025.
• Please check all recipient names, addresses, and social security numbers/taxpayer identification numbers for accuracy prior to returning information to us.
• If a recipient is using a social security number, make sure you have included the first and last name, not a business name.
• All recipient copies of Form 1099 information returns MUST include a contact name and telephone number in the event recipients have questions. Please include a contact name and telephone number on the information you return to us.