# Update and create 1099 tax forms Update and create 1099 tax forms for connected accounts. > #### Getting your 1099 Forms > > If you work for a platform that pays you through Stripe and want to learn about your 1099 forms and how to get them, see [1099 tax forms](https://support.stripe.com/express/topics/1099-tax-forms) on the Stripe Support site. Stripe automatically generates tax forms for all connected accounts that have transactions in a given tax year. Tax forms are available on the [Tax reporting](https://dashboard.stripe.com/connect/taxes/forms) page in the Dashboard. If you need to update or correct a 1099 form, you can do so in one of the following ways: - **Use the Tax form editor**-Use the editor in the Dashboard to change the values used in a new 1099 form. - **Export the form as a comma separated value (CSV) file**-Export a tax form to a CSV file, modify the values in the CSV file, then import the updated CSV file to generate a new 1099 form with the updated values. You can also create new tax forms by importing CSV files. If your connected account doesn’t already have a tax form, performing Update or Delta imports automatically creates the form. # Tax form editor You can update the values for payee details and payment amounts in a 1099 tax form using the Tax form editor in the Dashboard. After you update the values, you can generate a new or corrected form with updated values. ## Understanding the tax form editor UI When you open a record from the **Tax reporting** page, it includes the following sections: - **Payee details**-Includes details about the owner of the connected account that you pay out to. - **Totals**-Includes the payment detail totals form. - **Forms details**-Includes details about delivery and filing status. - **Form timeline**-Includes a log of corrections to the tax form. It doesn’t log changes made to the form by exporting the form to a CSV file and then importing an updated CSV file with new values. You can modify values in the **Payee details**, **Totals**, and **Forms details** sections. When you update the values of a 1099 tax form it updates only the data on the form, not the data in the connected account. Editing the **Payee details** or **Totals** data on a form during the form’s tax year will disable automatic updates to those fields by Stripe. You can always undo your edits to resume automatic updates later. ### Update a 1099 tax form before filing 1. On the **Tax reporting** page, click the tax form to update. 2. Click **Edit**. 3. To update the user details on the 1099 form, such as **Name**, **TIN**, or **Address**, expand **Payee details** and then update the value for each field as appropriate. 4. To update details related to payments and withholdings on the 1099 form, expand **Totals**, and then update the values as appropriate. 5. Click **Save** to save your changes. You can then download the updated form as a PDF document. When you save the form, Stripe validates the format of the values you entered. For example, If you provide a TIN that doesn’t include the correct number of digits, Stripe displays an error message. Stripe doesn’t verify that the TIN is the correct TIN for the connected account, only that it includes the correct number of digits. ## Correcting a tax form after filing In some cases, you need to correct the values in a 1099 tax form after you file it. If you try to update a tax form that you already filed, you see a **Correct** button instead of an **Edit** button in the form. You can’t create a corrected 1099 form for a connected account if you already filed it and the status for the filed form is `Processing` or `Rejected`. If you need to update a form that is `Processing` or `Rejected`, contact [Stripe support](https://support.stripe.com/contact) for assistance. ### Correct both payee details and totals The IRS allows you to submit a correction to either the **Payee details** or **Totals** data, but not both at the same time. If you need to correct both, submit them as separate corrections. 1. On the **Tax reporting** page, click the tax form to correct. 2. Click **Correct**. 3. To correct the user details on the 1099 form, such as **Name**, **TIN**, or **Address**, expand **Payee details** and then correct the value for each field as appropriate. 4. To correct details related to payments and withholdings on the 1099 form, expand **Totals** and then correct the values as appropriate. 5. Click **Save** to save your changes. You can then [file](https://docs.stripe.com/connect/file-tax-forms.md) the corrected form and download a PDF copy for your records. ## Quick Correct: Payee Details When the payee details for a connected account don’t match the values on a tax form for the connected account, a pencil icon appears next to **Payee details**. Hovering over the pencil shows a tool tip listing the information that doesn’t match. Click the pencil icon, then click **Correct** to automatically generate a corrected form in which the payee details match those of the connected account. When you click **Correct**, Stripe generates a new form with the updated payee information from the connected account **Payee details**. If there is an existing corrected form that wasn’t yet filed, the corrected form is updated with the information from the connected account. A corrected form includes all payee details that don’t match, such as payee name, address, and TIN. If more than one value is updated, the corrected form updates all mismatched fields. When you click **Correct** to update the values in the tax form, it updates all values that are different in the connected account than the tax form. You can’t choose which fields to update values for. You should verify all changes before filing the updated forms. If a connected account user made a typo to their address, the incorrect address is updated in the corrected form. You can choose to change a single value in an updated tax form by using CSV export to export the file to correct. To learn more, see [Correct tax forms](https://docs.stripe.com/connect/correct-tax-forms.md). You can use **Quick Correct** to update details only in tax forms that you’ve already filed and contain a mismatch between the tax form data and the data in the connected account. When no mismatched data is detected, the pencil icon doesn’t display. If there is a pencil icon displayed to indicate a mismatch in the data because the connected account data is missing, the pencil icon is displayed but the **Correct** button is deactivated. In the **Quick Correct** panel you can view all of the payee details except for the TIN, which is partially redacted. You can add a **Payee details** filter with a value of `Payee has updated identity info` to see only the list of forms with identity values that differ between the connected account and the form, which are the only forms eligible for **Quick Correct**. ![Payee details filter](https://b.stripecdn.com/docs-statics-srv/assets/payee_details.cf41cd76412580985136ccbf38ba8d25.png) ## Revert: Payee Details and Totals When the data for **Payee details** or **Totals** doesn’t match the values on a tax form for the connected account, an Edited badge appears next to the section. Hovering over the badge shows a tool tip listing the values that don’t match. Click the **Undo edits** button to automatically revert the tax form to match the data in the connected account. The difference between **Revert** and **Quick Correct** is that you can Revert details on a form when it hasn’t been filed yet, and you can Quick Correct a form after it has been filed. When you click Revert, all mismatched data is updated. You can’t choose which fields to update and exclude others. If there is data missing from the connected account, the Revert button is deactivated. ![Revert details](https://b.stripecdn.com/docs-statics-srv/assets/revert_details.be237e4cac5598ce9708f7260e7988db.png) ## Updating or correcting a 1099 tax form after filing using connected account data If data for a connected account changes after Stripe generates 1099 forms, you can use the editor in the Dashboard to quickly replace data in the 1099 with data from the connected account. Stripe displays a bell icon in the **Payee details** section when the data in the form is different from the data in the connected account. **To update or correct a tax form after filing using connected account data** 1. On the **Tax reporting** page, click the tax form to correct. 2. Click the bell icon to display the data from the connected account. 3. Click **Correct** to update the data in a 1099 form with the data from the connected account. ## User self-serve updates for connected accounts If you signed up for stripe hosted e-delivery, you can have your users update their tax information themselves before their tax form is filed. If users update their information after filing, the tax form page shows an option to correct the filed 1099 form with the updated information. For more information, see [Quick correct: Payee details](https://docs.stripe.com/connect/modify-tax-forms.md?method=dashboard#quick-correct-payee-details). Users can edit their Legal name, Taxpayer Identification Number (TIN), and address. Note that some information can’t be edited after a user’s legal entity is verified, including date of birth, and business type. To edit the information user must contact Stripe Support.