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Review and finalize 1099-NEC tax form items for contractors at route /hr/payroll/tax-forms/runs/:runId/1099-nec.

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Overview

The 1099-NEC Review screen displays all contractor items associated with a specific tax form run identified by runId. The page shows three summary cards: total contractor count, total Box 1 compensation, and a PDF-generated count. Contractors are listed in a data table with masked SSN (last 4 digits), Box 1 (compensation), and Box 4 (federal withholding) columns alongside PDF generation status. An HR admin can generate PDFs for all items or, once the run status is review, finalize and distribute forms to contractors through their self-service portal with notifications.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • A tax form run of the appropriate type must exist; navigate here from the tax form runs list.
  • Run status must be review to trigger the Finalize & Distribute action.

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Steps

1

Navigate to the run

Open the tax form run from /hr/payroll/tax-forms/runs and select the 1099-NEC review sub-route.
2

Review contractor table

Verify each contractor’s masked SSN last-4, Box 1 compensation, and Box 4 federal withholding values.
3

Generate PDFs

Click Generate PDFs to invoke the generate-1099-nec-pdf edge function; a success toast reports the count generated and any failures.
4

Finalize and distribute

When the run is in review status, click Finalize & Distribute, confirm the dialog, and the system distributes forms to contractors’ self-service portals and sends notifications.

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Key concepts

Human Resources

Human Resources core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/NEC1099ReviewPage.tsx
  • src/cores/hr/hooks/tax-forms/useTaxFormItems.ts
  • src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  • src/cores/hr/services/1099-nec/types.ts