Create or update multiple forms

This section describes how to create and update 1099 forms using a batch job.

Endpoints:

POST /1099/forms/bulk-upsert - Submit multiple 1099 forms for creation or update
GET /jobs/{id} - Check the status of a submitted bulk job

Use case:

Use this functionality when you need to upload or correct many 1099 forms at once. This is ideal for:

Supported behavior

All supported form types (1099-NEC, 1099-MISC, 1099-K, and so on).
Accepts forms for multiple Issuers in a single request.
Don’t accept mixed form types in a single request. Set the form type for each request.
Performs creates or updates based on the referenceId + issuerId combination.
Accepts incomplete or draft forms for later editing.
Supports a maximum of 5,000 forms per request.

If a form with the same referenceId and issuerId already exists, the system will update it.
If no match is found, the system creates the form as new.
The IRS automatically treats changes to forms that were already submitted as corrections. You don’t need special flags.

Add "dryRun": true to validate the payload without saving any records. This helps detect:

If the payload is valid, the system will return a simulated success response. If errors exist, the response returns them in the errors array.

dryRun doesn’t store or process data when enabled.