You can only file a correction after your form(s) has the Accepted by the IRS/SSA or Rejected by the IRS/SSA status. If your form has the Pending Transfer status you can edit the form’s amounts, filers, and recipients. If the form has the Submitted to the IRS or SSA status, you can’t make any edits or file any corrections.
Watch a video walkthrough
Making form corrections before IRS/SSA filing
- Click Order History.
- Click the Order number of the order that has the form you want to correct.
- On the Order Details page, click the form that you want to correct. For this example, we’ll be correcting a 1099-MISC form.
- You’ll be shown a copy of the form that you selected. On this page, you can freely edit the different boxes. If you want to edit the filer or recipient boxes, click Edit Filer, Replace Filer, or Replace Recipient.
- When you finish making your corrections, click Save Form.
Making form corrections after IRS/SSA filing
- Click Order History.
- Click the Order number of the order that has the form you want to correct.
- On the Order Details page, click the form that you want to correct. For this example, we’ll be correcting a 1099-MISC form.
- Click Amount Correction. A pop-up window will appear.
- In the pop-up window, click OK.
- On the Correcting Form page, you can edit the amounts in the various fields. When you finish, click Save Form. This will add the corrected form to your Home screen.
The Corrected box will be selected on this copy of the form.
- On the Home screen, find your corrected form and add it to your cart.
- Go through the checkout process and place an order for your corrected form.
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