Managing Reconciliation Forms
If the state forms were submitted along with federal forms and any state taxes were withheld, a reconciliation form will appear on this Manage Reconciliation Forms page.
To manage reconciliation forms, perform the following steps:
1. Login to the Tax1099 application.
2. From the left pane, select Forms.
The Manage Forms page appears.
3. Select the Submitted Forms tab.
The Federal Forms details appear.
4. Select the Reconciliation Forms toggle.
The Reconciliation Forms details appear.
5. Select the payer from the Payer list.
6. Select the tax year from the Tax Year list.
7. Select the state from the State list.
All the reconciliation forms are displayed along with the reference number, form name, state, tax year, Tax ID, state account ID, status, and actions.
8. Click the Actions list under Action, and then select View PDF to view the PDF.