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Can't open the 1099 form emailed to me

Last Updated: Apr 24, 2017 03:30PM CDT
 
When a payer emails a copy of a 1099 form to the recipient, per IRS instructions, it must be password protected. 
 
Here are the instructions on how to open your PDF in the email:
  1. If the payer creates a form 1099 for you and they list you as a business, then the password will be the first 4 letters of your business name (in lowercase), plus the last 4 digits of your Employer Identification Number (EIN).
    • If the Business Name has any special characters or the first word is less than 4 characters, please skip over the '&' or special character and add letters from the next word until you have 4 characters.
    • Example:  Company is A&B Characters, last 4 of EIN is 1234. Password would be:  abch1234
  2. If the payer created a 1099 form and submitted the form listing your personal name, then the password will be the first 4 letters of your first name (in lowercase), plus the last 4 digits of your Social Security Number, or the first 4 letters of your last name and the last 4 digits of your Social Security Number. All letters are lowercase.
    • ‚ÄčIf your first name is less than 4 characters, add a character from the last name until you have 4. 
    • Example: Individual is Jo Black, last 4 of SSN is 1234. Password would be: jobl1234
  3. Whatever the name is listed in the beginning of the email after "Dear........" will be what they filed for you.
Please note the following example:

Dear Samantha Jones........
  • The password would be sama plus the last 4 digits of her SSN. For this example, let's say 3377. The complete password is sama3377
  • If it had said Dear Jones, Samantha, then the password is jone3377

***The password is solely based off of what the filer put for your information.There are times when the filer COULD HAVE filed the incorrect Name or TIN, so even if you enter the correct information, the password could be wrong. 
 

Troubleshooting the password:
 
  • Make sure any letters are all lower case. 
  • Look at the email and see who it was addresses to:  "Dear xxxxxxx" - use the first 4 letters that come after 'Dear'...ignore spaces and sepcial characters
  • If you try the first 4 letters of you first name and last 4 digits of your SSN and this does not work, then try the first 4 letters of your last name and the last 4 digits of your SSN
  • If the listed your business name in the email and you enter the first 4 of letters of your business name and the last 4 digits of your EIN and this does not work, then try the first 4 letters of your business name and the last 4 digits of your SSN.
They could have filed the wrong number. If you try ALL of these combinations and you can't access the form, there is a good chance that the filer entered your information incorrectly.
 

PLEASE NOTE:  IF YOU THINK / KNOW THEY FILED THE WRONG INFO YOU MUST CALL THE PAYER TO HAVE IT CORRECTED. WE ARE ONLY SOFTWARE PROVIDERS AND WE CAN NOT GIVE YOU THE PASSWORD OR CHANGE ANYTHING ON THE FORM. 

 
 

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