TurboTax / Tax Calculators & Tips / All Tax Guides / IRS Tax Forms / Video: How to Recover a 1099 Tax Form

Video: How to Recover a 1099 Tax Form

Updated for Tax Year 2015


Are you waiting for your 1099 forms to arrive so you can start preparing your tax return? Or do you need to obtain copies of older ones for some other reason? If you answered yes to either, there are easy ways to retrieve the forms. Watch this video to find out more about 1099 forms.

Hello, I’m Scott from TurboTax with some information about obtaining your 1099 forms. Are you waiting for your 1099 forms to arrive so you can start preparing your tax return? Or do you need to obtain copies of older ones for some other reason? If you answered yes to either, there are easy ways to retrieve the forms.

Maybe you earned money this year from working as an independent contractor, earned interest on your savings account or received any other payment that needs to be reported on a 1099 form. Regardless of how you earned the money, having access to all of your 1099 forms is essential for reporting your income on a tax return. The person or business that makes the payment to you must provide you with a 1099, but only if your total payments for the prior year are equal to or more than the IRS threshold. For example, if you work as an independent contractor, you will only receive a 1099 from those clients who make payments to you totaling at least $600. In this case, the payer must provide you with a copy of the 1099 by January 31 of the following year. If you don’t receive it by then, the IRS recommends that you try and contact the payer—but if you are still unsuccessful in obtaining a copy by February 15, you should call the IRS.

But even if you never obtain all of your 1099s, it doesn’t allow you extra time to file your tax return. You must, at least, estimate the payments you received. If your estimate is not 100 percent accurate, you can always amend your return later. However, there are other documents you may have that will provide the same information as a 1099. For example, if you earn bank interest but never receive your 1099-INT, your bank statements will have the same information. Or if you never receive a 1099-MISC for your independent contractor work, you can check the invoices you’ve sent to your clients.

You can also obtain transcripts for your older 1099s from the IRS—but only for the last 10 years. These transcripts aren’t exact copies of the 1099, but they do report all of the information that was reported on it. To recover some of your older 1099s, all you need to do is make a request for them on Form 4506-T and mail it off to the IRS. And the best part yet—the IRS will send your transcripts free of charge.

For more information about this and other tax topics visit TurboTax.com.

Get every deduction you deserve

TurboTax Deluxe searches more than 350 tax deductions and credits so you get your maximum refund, guaranteed.

For only $54.99$34.99*
Start for Free

The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Security is built into everything we do
Here's how
* Important Offer Details and Disclosures
  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Free 1040EZ/A + Free State offer only available with TurboTax Federal Free Edition; Offer may change or end at any time without notice. Actual prices are determined at the time of print or efile and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected 3/18/16. Special discount offers may not be valid for mobile in-app purchases.
  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal efile of up to 5 federal tax returns. Additional fees apply for efiling state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected 3/18/16. Prices subject to change without notice.
  • Anytime, anywhere: Internet access required; standard message and data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with efile and direct deposit; tax refund timeframes will vary.
  • Pay for TurboTax out of your federal refund: A $34.99 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice service is available via phone for your toughest tax questions; fees may apply. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2014 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • Benefit Assist: After you file, TurboTax automatically shows you a full list of government benefits you may qualify for, like Food Stamps or reduced phone & utilities. Plus, we help you apply, saving you time and making it easier than ever to get more money! Estimate based on calculation of Benefit Assist users from tax year 2013 and published reports of average benefit and savings amounts from federal and state programs. Benefit Assist users who received one or more federal or state benefits received on average $576 (based on survey March-June 2015). Actual amounts and qualifications based on your individual situation; some individuals will not qualify. Feature may not be available for all customers.