Process large batches of 1099 forms

Use the following workflow when submitting and managing large batches (>1,000 forms):

Step 1: Submit the bulk request

Send a list of forms to POST /1099/forms/bulk-upsert.
Step 2: Track the processing job

Use the jobId returned in the response and call:

GET /jobs/{jobId}

Repeat until the status becomes "completed".
Step 3: Review form creation and validation results

After the job is completed, use:

GET /1099/forms?$filter=createdAt >= {timestamp}

Or

GET /1099/forms/{id}

to fetch the finalized forms and check for any validation issues.
Step 4: Retrieve PDFs or statuses as needed

Use GET /1099/forms/{id}/pdf to download PDFs, or GET /1099/forms/{id} to check efile, TIN match, and delivery statuses.

This flow ensures that the system processes, validates, and makes each form available for next steps like review, export, or submission.