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)
  • 📄 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 ShareFile) 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.