All 2025 1099 forms for which we have received a W9 are now available in your portal under:

• Non-Transaction Questions
• Files → 1099s Folder

🔗 Access Your Client Portal

⚠️ Important: Please review your forms carefully. If corrections are needed, respond to the Non-Transactional Question in your portal with the specific details.

📌📌All 1099 forms must be delivered to contractors/vendors no later than January 31, 2026.

Step 1: Review Your Forms

🔹 Check each 1099 form for accuracy.

✅ No corrections needed: Proceed to Step 2.

❌ Corrections needed: Respond to the Non-Transactional Question in your portal with the specific corrections.

Checklist:

✅ Verify contractor/vendor name

✅Verify Tax ID / SSN

✅Verify payment amounts

Step 2: Prepare to Deliver Forms

📌📌All 1099 forms must be delivered to contractors/vendors no later than January 31, 2026.

You have two delivery options:

Option A – Print & Mail / Hand Deliver

🖨 Print all contractor/vendor forms.

✉ Place each contractor/vendor’s forms into individual envelopes.

🏷 Use the pre-addressed page provided for window envelopes.

📬 Mail or hand deliver the envelopes.

Checklist:

✅All forms printed

✅Envelopes labeled correctly

✅Delivery completed

✅Respond “Done” to non transactional question in portal

Option B – Secure Email Delivery (Not Recommended)

 ⚠️Warning: Only use secure email if confidentiality is guaranteed (e.g., ShareFile).

📄 Scan and separate each individual’s form before sending.

📧 Email securely to each contractor/vendor.

✅ Confirm receipt of forms with each recipient.

🔒 Ensure all confidential information is protected.

Checklist:

✅All forms scanned individually

✅Emails sent securely

✅Receipt confirmed

✅Respond “Done” to non transactional question in portal

Step 3: Questions or Assistance

📩 If you have any questions, contact your planning team directly via email.

💡 Tip: Keep a digital or physical record of all deliveries to ensure compliance and meet the January 31, 2026 deadline.