Configure tax form settings

Learn about the settings you can configure for the 1099 forms you send to connected accounts.

Getting your 1099 Forms

If you work for a platform that pays you via Stripe and want to learn about your 1099 forms and how to get them, see 1099 tax forms on the Stripe Support site.

Use the Stripe dashboard to configure the settings for the 1099 forms you send to connected accounts. You can change almost all tax settings for forms that you haven’t filed. For example, if you initially set your tax form to report non-employee compensation (using 1099-NEC) and later determine you need to report payment transactions (using 1099-K), you can change the default form type and automatically update all forms.

If a user with the administrator role configured the tax form default settings in the onboarding flow for 1099 tax reporting, you can assign the Tax Analyst role to a team member on your account to allow that person full access to features in the Tax reporting view.

Common settings

These settings apply to all tax forms.

Default form type	Sets the default type of 1099 form to use to report compensation or payment transactions. If you need to deliver multiple form types, you can change the type of 1099 form for an account.
Payer tax identity	Uses the platform account’s information (legal business name and tax identification number) by default. You can change your payer tax identity if, for example, you want the legal entity on the 1099 form to differ from the legal entity associated with your Stripe account.
Payer address	Uses the platform account’s information by default. This address displays on the 1099-NEC or 1099-MISC form as the Payer’s address and on the 1099-K form as the Filer’s address.
Payer phone number	Uses the platform account’s information by default. This phone number displays on tax forms as the Payer’s or Filer’s phone number.
Payer state registrations	Add corresponding state tax registration or withholding ID when it is required for the states in which you’ll file.

Delivery method settings

Configure settings for how to deliver your 1099 forms to payees. These settings apply to all 1099 form types.

Delivery strategy	Configures the default delivery strategy to use, either smart delivery settings or customize delivery settings.
E-delivery	Specifies whether to e-deliver forms using an interface built by Stripe, including Stripe Embedded Components, the Stripe Express Dashboard, and the Stripe Dashboard. If enabled, all accounts with a viable email address receive an email when their 1099 form is available, except in some rare situations. If an account has given e-delivery consent, they can access their form immediately. If delivery is through the Stripe Express Dashboard and the connected previously didn’t have access to it, they must claim their Stripe Express account before they can access their form.
Postal delivery	Specifies whether to deliver printed copies of 1099 forms via postal mail using the platform’s US return mailing address.

Postal Delivery Options

Disable Postal Delivery	Connected accounts don’t receive tax forms by postal mail.
Optional Postal Delivery	Stripe sends printed tax forms through postal mail to every connected account that hasn’t consented to e-delivery at the time of filing, or is ineligible to receive e-delivery. If you enabled e-delivery through an interface built by Stripe, connected accounts can also request a paper copy of their tax form through their respective interface.
Postal delivery	All connected accounts receive tax forms by postal mail.

1099-K settings

Configure these settings for the 1099-K forms you send to connected accounts.

Default calculation method	Configures the default calculation method to use, either payments that include fees or payments that exclude fees.
Filer type	Specifies if the platform account is a payment settlement entity (PSE) or an electronic payment facilitator (EPF).
Payment settlement entity	Appears if the filer type is EPF. If so, you must specify the name and phone number for the PSE.
Transactions reported	Configures the type of transaction that’s processed.

1099-MISC settings

Configure these settings for the 1099-MISC forms you send to connected accounts.

Payments box	Payment amounts are reported in the specified box on the 1099-MISC form. For example, choose 3 Other income to display the amount in box number 3. You can use CSV import to override this box for specific tax forms.
Default calculation method	Configures the default calculation method to use. You can choose between payments that include fees, payments that exclude fees, or payouts only.

1099-NEC settings

Configure these settings for your 1099-NEC forms.

Default calculation method	Configures the default calculation method to use. You can choose between payments that include fees, payments that exclude fees, or payouts only.