E-File a 1099-MISC Form

You can use our Excel template to e-file your 1099-MISC Form.

E-File a 1099-MISC Form

To e-file a 1099-MISC form:

1. Confirm your payees are set up properly for filing. For additional information, see Manage Your 1099-Eligible Payees.
2. In the Reporting area, navigate to the 1099 Payee Ledger and download it in Excel format. 
3. Review the file to confirm the data is correct.
4. If you find incorrect data, make the necessary changes in CosmoLex to ensure consistent record-keeping, and then re-export the file.
5. Log into https://cosmolex.efile1.com/.
   The Dashboard displays.

   

6. In the center of the screen under the Import My Forms section, click View Import Options.
7. On the Form Import Options screen, atop the Import via Excel section, click Select File to Import.
8. On the browser window, locate your 1099 Payee Report and either double-click it, or single-click it to highlight it, and then click Open.
   The file uploads.
9. To the far right of your import file’s row, click Import Data.
   The Review Your Imported Forms screen opens, displaying your imported data and each form’s import results.

   	Error-free form
   	Form contains errors

10. If an imported form’s fields contain errors, use the slider at the bottom of the screen to view the errors. Take the appropriate actions:
    • To correct errors in import rows, make the corrections in CosmoLex and repeat this process.
    • To delete a row, click the blue trash can icon and then click Delete to confirm the deletion.
11. In the lower right corner, click Save All Forms.
12. On the Forms in Progress screen, check the boxes beside the forms you want to print and take the preferred action:
    • Click Print Preview.
      A PDF file downloads for your review.
    • Click Bulk Edit.
      The Edit Forms in Progress screen opens, displaying your forms’ fields. You can edit the fields in columns preceded with numbers such as 1. Rents. To edit a field, single-click it.
       
      
      Note

      To the far right of any form’s row, click the three dots to display a drop-down with individual form options.

13. In the lower right corner under Select your filing option, click the radio button beside your preference.
14. Check the Unmask TIN on delivered forms box, if desired.
15. Click Add to Cart.
    The My Cart opens, listing your forms and summarizing your order.
16. Click Proceed to Checkout.
17. The Checkout screen opens.
18. Enter your billing contact, billing address and payment method information.
19. In the lower left corner, click Save & Continue.
20. Confirm you order and submit payment.