How to e-file your 1099 forms and sync with Tax1099

This article is relevant for Core and higher subscribers.

If you are a Go user interested in using this feature, upgrade your plan to sync with Tax1099.

If you paid your vendor an amount that meets or exceeds the IRS reporting threshold, you must collect W-9 forms and then file a 1099 form by January 31st of every year*. For the 2025 tax year, the threshold is $600, and for the 2026 tax year, it will be $2,000.

*Note: Consult the IRS website for current filing deadlines and specific requirements.

The 1099 form helps the IRS track payments made to non-employees like freelancers, consultants, and independent contractors who aren't your full-time employees. You can now do your 1099 e-filing by syncing your Melio data with Tax1099. 

Before filing a 1099 form, you'll need to collect a W-9 form from each contractor you've paid. For more details about the 1099 and W-9 forms, please see the following guide.

Our Unlimited, Boost, and Core users can take advantage of the Tax1099 e-filing feature*, which eliminates manual data entry, saves time, and reduces the chances of errors. This feature allows you to sync with Tax1099 and easily e-file your 1099. 

* Standard Tax1099 fees apply

This article contains the following information:

• Getting ready to sync
• How to sync with Tax1099
• How to update your synced Tax1099 data

Getting ready to sync

Before you sync, make sure you have done the following:

• Request and upload all W-9 forms from your vendors. For details on how to handle payments made outside of Melio, please see our guides:
  • How to request a W-9 form from your Vendor
  • How to upload a completed W-9 you received from a Vendor
  • How to edit the W-9 form
  • Requesting W-9 forms for vendors you paid outside of Melio
• Ensure all 1099 contractor data and payment amounts are correct and up-to-date in your Melio account.
• Have an existing Tax1099 account.
  • Note: Standard Tax1099 fees apply.

How to sync with Tax1099

Once your data is ready, you can proceed with the sync.

1- Select the Settings icon on the bottom left of the screen

2- From the Settings menu, select Tax and reports.

3- Under 1099 e-filing, select the Sync with Tax1099.

4- A pop-up window will appear explaining how the sync works. Pay close attention to any messages. 

• If it states, "For seamless filing, ensure your W-9s and payment records are up to date," select Sync now. 

• If it mentions pending W-9 forms or TIN mismatches, you must fix these issues before proceeding. See our guides for more information:
  • E-filing 1099: Handling Pending W-9 Forms
  • Fixing W-9 Forms for Vendors whose TIN didn't match

5- Use your Tax1099 credentials to log in to your Tax1099 account.

6-  Your data will now sync with Tax1099. Please note this may take a few moments.

That’s it. You can now proceed with e-filing your 1099 forms via the Tax1099 platform.

How to update your synced Tax1099 data 

Following the sync with Tax1099, updates are not synced automatically. When you update the sync, any changes made in Melio will override the previously synced data.

Should you need to reconnect to Tax1099 after the initial sync, please follow the steps below:

1- Select the Settings icon on the bottom left side of the screen

2- From the Settings Menu, select Tax and reports.

3- Under 1099 e-filing, select the Update Tax1099 data.

4- A pop-up window will appear explaining how the sync works. Select Update now.

5- Use your Tax1099 credentials to log in to your Tax1099 account.

6-  Your updated data will now sync with Tax1099. Please note this may take a few moments.

You can now proceed with e-filing your 1099 forms via the Tax1099 platform.