Sending 1099 Forms with LetterStream

Getting Started

If you need to send 1099 forms, LetterStream can help. This guide explains how to upload your documents, ensure mailing accuracy, enable secure handling of sensitive information, and estimate costs.

In This Article

Can I Mail 1099 Forms Using LetterStream?

Yes, LetterStream supports mailing 1099 forms. You’ll need your 1099s in PDF format, and potentially a matching CSV file to ensure accurate addressing. It's critical to ensure your PDF documents have all fonts correctly embedded into them.

Document Upload Instructions

To get started:

  1. Create an Account on LetterStream and click Send Letters.

  2. Select the "My PDF Document" option first if your PDFs already contain mailing addresses.

    If that doesn't work, use the CSV Mailing List option:

    • Upload your PDFs as an Insert.
    • Be sure to select the Collate button to match documents correctly.

Data Security and Purging

Uploaded files are stored securely. For documents containing sensitive information like 1099s:

  • We recommend enabling the Data Purge option.

  • This setting automatically deletes your data after mailing.

    To enable:

    • Go to My Account after logging in.
    • Locate and activate Data Purge under account settings.

By default, LetterStream retains data for mailing reference and research, but purging can be enabled for privacy compliance and peace of mind.