Correct tax forms

Use a CSV file to correct tax forms for your connected accounts.

You can correct the values on a tax form by exporting the tax forms to a CSV file, making your changes, and then importing the corrected tax forms in the Dashboard.

Supported corrections

You can correct most boxes on a tax form. Depending on when you submit a correction and what you’re correcting, penalties may apply.

The IRS generally allows you to correct totals or payee information.

When you correct totals, a single form replaces the original and includes the original payee information, new totals, and a checked Corrected checkbox.
When you correct payee information, two forms replace the original:
- The first form includes the original payee information, zeroes for all totals, and a checked Corrected checkbox.
- The second form includes the new payee information, original totals, and an unchecked Corrected checkbox (because this is the first form received by the new payee).

The IRS imposes certain requirements on tax form corrections.

You can’t correct:

The payee name and form totals in the same form
The payee tax identification number and form totals in the same form
Tax forms that the IRS hasn’t accepted
The form type (e.g., 1099-MISC to 1099-NEC)

Create a correction

You can only correct tax forms that have been accepted by the IRS. To begin the process, export the tax forms you want to correct. You can limit the number of tax forms to export by filtering on the merchant or Accepted status. Make the required changes to the tax form and then import the tax forms. Choose Correct to create a correction.

Corrections use the same CSV schema as updates and are filed regardless of filing threshold. This allows you to zero out a tax form that was accidentally filed or to correct a tax form to have a lower volume. You can use filing_requirement to further control whether or not to file a correction.

View or cancel a correction

Tax form corrections have a Correction badge in the tax forms list and on the detail pane in the Dashboard. You can download previous versions of a tax form from the detail pane. To cancel a correction before filing, click Cancel correction from the menu on the detail pane.

File a correction

To file a correction, click File and then follow these steps. When you file you must specify whether or not to mail the corrections (charges apply).