Step_11._Print_substitute_forms

Step 11. Print substitute forms (2024)


If you're filing electronically, you will need to print a 1099 Form to send to the vendor. Instead of ordering pre-printed 1099 Forms, you can use the Caselle substitute 1099 Form to print the 1099 Form to plain paper, which you can use to send to the vendor. 

You can mail a substitute form to a recipient to take the place of an actual 1099 Form. Substitute forms should only be used if you are filing electronically with the IRS. You are required to file electronically if you are filing more than 10 information returns. 


Printing substitute forms

Follow the instructions in Step 10. Print sample 1099s to plain paper.  On the Forms tab, select the option to choose the "Printable 1099 [Form Type] [Caselle Master]". 



    • Related Articles

    • Step 0. Before you get started (2025)

      Before you begin the Accounts Payable Year-end Checklist, you’ll need to perform these tasks. You should complete these steps in the order listed below. You will be converting, reviewing, and correcting 1099 vendor information to prepare it to print ...

    • Step 10. Print sample 1099s to plain paper (2024)

      You've reviewed the 1099 recipients and you're ready to print the sample 1099s to plain paper. Printing to plain paper gives you an opportunity to check if the right 1099 information prints for the 1099 recipient in the right box on the right 1099 ...

    • Accounts Payable Year-end Checklist Quick Start

      This section is for those of you who have completed the year-end steps checklist before or for those of you who want a really short summary of the steps that you're about to complete. If you open the PDF on your computer, you'll find a short ...

    • Webinar: Accounts Payable Year End - Printing 1099s (07m59s)

      Version 2024.11 Summary Printing to plain paper gives you an opportunity to check if the right 1099 information prints for the 1099 recipient in the right box on the right 1099 form. In this webinar, learn how to: Step 10. Print sample 1099s to plain ...

    • Webinar: Accounts Payable Year End - Printing 1099s (07m59s)

      Version 2024.11, 2025.11 Summary Printing to plain paper gives you an opportunity to check if the right 1099 information prints for the 1099 recipient in the right box on the right 1099 form. In this webinar, learn how to: Step 10. Print sample 1099s ...