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Do You Need to File a 1099?

Form 1099s report payments made to contractors during the year. If you paid a contractor $600 or more within a calendar year, you must file either a 1099-NEC or 1099-MISC. Wingspan supports 1099-NEC as well as 1099-MISC filings for medical and health care payments (Box 6).

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Why File With Wingspan?

• Full Automation: Transform days of work into hours with automation from W-9 collection through IRS submission and contractor delivery.
• Built-in Compliance: Real-time TIN verification, automatic tax law updates, and detailed audit logs help you prevent costly errors.
• Self-Service Portal: Contractors can access 1099s, view payment history, and request corrections through their own portal, reducing support load.
• Smart Payment Tracking: Track $600+ thresholds, consolidate payment sources, and maintain audit-ready records year-round.
• Enterprise-Ready: Manage large volumes of 1099s with multi-entity support and integrations with your accounting stack.
• Effortless Corrections: Amend filed forms through digital workflows with automated IRS submissions and real-time status tracking.

Tax Season 2025 Checklist

This guide is organized in 4 sections

Follow this guide for a streamlined 1099 filing process that keeps you compliant and delivers a polished experience for your contractors.

1. Guidelines for a Successful 1099 Season

Helpful tips and recommendations for payers filing Form 1099-NEC or Form 1099-MISC (Box 6) with Wingspan.

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In this section:

• Communication Timeline & Guide: recommended communications to send to contractors and an overview of Wingspan’s outreach.
• Contractor FAQs Template: frequently asked contractor questions that you can adapt to your own help center.
• Contractor Experience Walkthrough: an end-to-end view of the contractor experience, from confirming tax information to receiving forms.
• Payer Responsibilities & Support Ownership: delineates what Wingspan support handles versus what stays with your team.
• Limitations of Wingspan Tax Filing: a checklist of scenarios we do not support.
• Other Payer FAQs: common questions from payers about the 1099 experience.
• What’s New for 2025: highlights updates for the 2025 filing season.

2. Preparing for 1099 Filing

Step-by-step walkthroughs to gather payments, onboard contractors, and set up filing preferences.

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In this section:

• Set Up 1099 Filing covers dashboard settings, including selecting 1099-NEC or 1099-MISC (Box 6).
• Bulk Uploading Contractors into Wingspan explains how to invite multiple contractors at once.
• Bulk Uploading Off-platform Payments shows how to add external payments to your totals.
• Adding Individual Contractors walks through onboarding a single contractor record.
• Team Permissions for 1099 Management outlines access controls for admins and collaborators.

3. Generating & Managing 1099 Tax Forms

How to calculate amounts, understand statuses, and update 1099 details before filing.

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In this section:

• Generating 1099 Amounts & Statuses covers eligibility calculations for both 1099-NEC and 1099-MISC (Box 6).
• Understanding 1099 Statuses explains the lifecycle from Action Required through Accepted.
• Contractor Information for 1099 Forms outlines how Wingspan determines which data appears on each form.
• Updating Tax Forms details how to edit amounts, contractor details, and statuses when needed.
• Split Tax Forms describes handling mid-year TIN changes.

4. Filing 1099s and Corrections

Submit finalized 1099s, deliver them to contractors, and manage corrections when necessary.

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In this section:

• File 1099s outlines the submission flow for both 1099-NEC and 1099-MISC (Box 6).
• Correct Tax Forms explains how to process corrections after acceptance.
• State Filing summarizes state reporting considerations.
• Split Tax Forms covers mid-year entity changes and how they appear in filings.