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

⚠️ If you did not provide a Vendor W-9 in time for the1099 filing deadline, we may have skipped filing a 1099 for that vendor. That does not relieve you from an obligation to file that 1099 and you may be subject to penalties for failure to file. Please contact your MLW Planning team to discuss options.

📌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.
• ✅ If no corrections are needed: Proceed to Step 2.
• ❌ If 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)
  • 📄 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

 ⚠️Warning: Only able to use email option if you can send 1099s securely (e.g., via Email Encryption Portal) and confirm 1099s delivery. 

📌Remember: There is confidential information on these forms so ensure that the secured form is attached to the correct recipient. 

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.