1. Access Your Email from Tax1099

You will receive an email like the one below, you will need to click the button labeled Click Here to opt in or consent. Please remember to check your spam folders as well.

2. Consent & Login

Once you’ve clicked the link in your email, you will be redirected to the login screen below.

3. Entering Your Login Details

Login using the first four letters of your name and the last four numbers of your TIN (or SSN), and your six digit passcode (provided in the email). 

Note: You will be given the choice to opt-in to receive forms electronically or to opt out. You must opt-in in order to access your digital files.

4. Accessing Your Documents

If you choose to opt in, you should immediately gain access to your documents.

Questions?

See our 2024 Tax Year - FAQ