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1099 corrections - Type 2 (wrong SSN/EIN or name)

Last Updated: Apr 12, 2017 10:53AM CDT
How to create Type 2 corrections:
 
For this type, you will have to create 2 forms. The first form will void the original form submitted. The second form will submit the correct information.
 
First Form – Void the Original Submission
 
1.    Log into your account.
2.    On the dashboard, click on Forms > New Form.
3.    Select the tax year and click on the tax form (we are showing 1099-MISC, but the same procedure applies to any 1099, 1098, 3921, 3922, or 1042-S).

Figure 3



4.    Click on the corrected checkbox at the top, select the same payer, select the same recipient, and put the amount as $0. Recipient information should appear exactly as it did on the original form.
5.    Click Save and Continue or click Save and Add, to add more corrected forms. If adding more corrected forms, complete steps 1-4 for each.
6.    Select the checkboxes to the left of the recipient(s) you wish to file for and select any of the additional options you wish (USPS Mail, E-mail, etc.) and click Next.

Figure 4

7.    Provide payment info on the next screen and click “Pay & Submit to e-File”
8.    If you wish to access a PDF copy, you will find it under Forms > Manage Forms

This completes the 1st form.

You will need to wait until the IRS accepts this corrected form before editing the existing profile and updating to correct name if the TIN was correct.

If the TIN was incorrect, you will need to wait until the IRS accepts the corrected form to edit the TIN, or you can create a new profile under the correct TIN, create and submit the 1099 with the correct TIN.


To file the 2nd form(correct information) follow the steps below:


 Second Form – Submit the Correct Information
 
1.    Log in to your account.
2.    On the dashboard, click on Forms > New Form.
3.    Select the tax year and click on the tax form.

Figure 5



4.    Select the payer, the recipient, and put in the correct amount. Notice the Corrected checkbox at the top is intentionally unchecked. If your correct recipient is not listed in the dropdown menu, see Figures 7 and 8. If the recipient TIN, TIN Type, or Name needs to be edited, see Figures 9 and 10.

Figure 6




Figure 7



Figure 8
 


Figure 9 
 


Figure 10


 
5.    Click Save & Continue or click Save and Add to add more corrected forms. If adding more corrected forms, complete steps 1-4 for each.
6.    Select the checkboxes to the left of the recipient(s) you wish to file for and select any of the additional options you wish (USPS Mail, E-mail, etc.) and click Next.

Figure 11



7.    Provide payment info on the next screen and click “Pay & Submit to e-File”.
8.    If you wish to access a PDF copy, you may find it under Forms > Manage Forms.
 

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