Yearli can help accounting firms and third-party administrators (PEOs, Reporting Agents, Benefits Administrators) with the entire year-end filing process. Learn More

1099-B

Form 1099-B is used to report proceeds from broker and barter exchange transactions. See the official IRS instructions.

Who Needs to File?

A broker or barter exchange must file Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, for each person:

  • For whom the broker has sold (including short sales) stocks, commodities, regulated futures contracts, foreign currency contracts (pursuant to a forward contract or regulated futures contract), forward contracts, debt instruments, options, securities futures contracts, etc., for cash.
  • Who received cash, stock, or other property from a corporation that the broker knows or has reason to know has had its stock acquired in an acquisition of control or had a substantial change in capital structure reportable on Form 8806.
  • Who exchanged property or services through a barter exchange.
View Filing Deadlines

What to Report?

Sales or redemptions of securities, futures transactions, commodities, and barter exchange transactions. All amounts must be reported.

Why File?

The IRS requires that all income and deductible expenses are reported by businesses and individuals or penalties could apply.

Supported 1099 Forms

We've made it easy to file your 1099 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Premier

Sign Up
$699
Annual Subscription + Filing Fees

Custom

Sign Up
Custom
Annual Subscription + Filing Fees
Call for Pricing and Purchase

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 30 & 31

Performance

W-2 & 1099
$83.99

Premier

W-2 & 1099
$401.50

Custom

Call for Pricing and Purchase
Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 60,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
John Brooks | November 17, 2021
excellent
Edward Lewis | November 11, 2021
great tool!!!
Read More Reviews
November 10, 2021

The ‘New Normal’ Highlights Importance of Cloud Computing

At the onset of the COVID-19 pandemic, cloud computing was already on the upswing and transforming business as we know it. Now, as businesses look toward a post-pandemic work environment all signs point toward continued growth in the “new norm.”
Read More
October 13, 2021

Filing to States: What Businesses Need to Know

Most states have W-2 and 1099 filing requirements that are separate from federal filing requirements. Without the right tools and resources in place, businesses may find themselves in non-compliance and hit with unwelcome fines and penalties.
Read More
September 27, 2021

Creating a Successful Hybrid Model in the Post-Pandemic Workplace

According to a recent survey of executives across industries and geographies, 9-out-of-10 said that, post-pandemic, their organizations will be combining remote and on-site working. The findings are clear: A hybrid model is here to stay for a majority of businesses.
Read More