# Quick reference for 1099 integration

Source: https://developer.avalara.com/products/avalara-1099-and-w9/integration-guides/1099-and-w-9/hvo9086372425248/

Guide: 1099 & W-9

# Quick reference for 1099 integration

Follow these steps to integrate with the Avalara 1099 API, including authentication, filing, and tracking forms.

Use this quick reference to see the main steps you need to follow when integrating with the Avalara 1099 API. This checklist helps you plan your workflow at a glance. Each step links to detailed instructions, so you can explore further when you need more information.

**Steps to integrate with the 1099 API**

1.  **Authenticate with the Avalara 1099 API**

    Authenticate using a bearer token generated from your account ID and license key. Include this token in all API requests.

    For details, refer to [Authentication methods overview](/1099-and-w-9/siu2796410674799/ "Learn about the authentication methods used for the Avalara 1099 & W-9 API, including bearer token authentication and environment-specific details.").

2.  **Create or select an issuer (payer)**

    Before you can file a 1099 form, you must associate it with an issuer. An issuer is the payer responsible for reporting payments to the IRS.

    -   Create a new issuer with `POST /1099/issuers`.
    -   Or use `GET /1099/issuers` to retrieve an existing issuer ID.

    For details, refer to [Issuers(Payers) in 1099](/1099-and-w-9/bhk4349594230262/ "Learn about issuers (payers) and their role in the 1099 form lifecycle.").

3.  **File 1099 forms**

    You can file 1099 forms individually or in bulk.

    -   For individual filings, use `POST /1099/issuers`. For details, refer to [Create a 1099 form](/1099-and-w-9/wbg4588837478933#wbg4588837478933 "Learn how to use the API endpoint to file individual 1099 forms for recipients.").
    -   For bulk filings, use `POST /1099/forms/bulk-upsert`. For details, refer to [Transaction workflow to bulk file 1099 forms](/1099-and-w-9/lbj2081089465095/ "Learn the steps in the transaction workflow for bulk filing 1099 forms.").
4.  **Schedule delivery and filing options**

    Use action flags to configure federal efile, state efile, e-delivery, and postal mail.

    For details, refer to [Understand form-level action flags](/1099-and-w-9/wbg4588837478933#enz5660418988455 "Learn about the fields in the payload that configure automated services Avalara performs for forms.").

5.  **Make corrections when needed**

    If a 1099 form has errors or changes, you can update it with `PUT /1099/forms/{id}` or resubmit multiple forms using bulk-upsert.

    For details, refer to [Transaction workflow to correct 1099 forms](/1099-and-w-9/brt9321902780333/ "Learn how to correct 1099 forms using the transaction workflow.").

6.  **Track form status**

    Check the status of any form to confirm e-filing, mailing, delivery, TIN match, or address verification results. Retrieve current status for filing, delivery, TIN match, and address verification using `GET /1099/forms/{id}`.

    For details, refer to [Retrieve the status of a 1099 form](/1099-and-w-9/ctb1706221641611/ "Learn how to retrieve the current status of a specific 1099 form, including filing, mailing, and validation details.").

7.  **Handle errors**

    If a request fails, review error codes, validate your payloads, and implement retry logic with correlation IDs for troubleshooting. Check error responses, validate your payloads, and implement retry strategies with correlation IDs.

    For details, refer to [Error handling](/1099-and-w-9/raq5096486605758/ "Understand common error codes, their descriptions, and actions to resolve them.").

When you follow these steps, you’ll have a complete workflow for creating, filing, correcting, and tracking 1099 forms using the Avalara API.