Extract data from 1099 forms
Unstract reads every 1099 your clients forward, from a phone photo of a 1099-NEC to a 40-page consolidated brokerage statement, and sends each box and state figure into your tax software as checked data.
2nd 1099 from Harborline? ask MO
Form 1099-NEC (2025) · Copy B For Recipient
{ "form": "1099-NEC", "tax_year": 2025, "payer": "Harborline Design Studio LLC", "payer_tin": "**-***6218", "recipient": "Maya L. Ortega", "recipient_tin": "***-**-3305", "nonemployee_compensation": 48250, "federal_tax_withheld": 1930, "state_tax_withheld": 1447.5, "confidence": 0.96}
Trusted by tax and accounting teams around the globe
Clients send 1099s in a dozen formats, and none of them is a data file
One client can owe your firm six 1099s, and they trickle in through February and March. They usually look like this.
Phone photos of the copy that came in the mail
Twenty-odd variants, each with its own box numbers
Corrected copies that replace one already entered
Consolidated brokerage statements with four forms inside
Sales detail with cost basis and wash-sale lines
Staff key every box of every 1099 by hand and chase the ones that never came, and returns sit waiting for one missing form until the extension deadline.
Unstract reads each 1099 and consolidated statement, extracts every box, checks it against last year's return and posts it to your tax software.
Parse, extract and automate every 1099 a client sends
Three products, each usable alone. Start by reading 1099s, then add extraction and the full intake as the season's volume demands.
Parse 1099 forms into text that keeps every box beside its number
LLMWhisperer reads 1099s printed by banks, brokers, payroll services and small businesses, scanned, photographed or downloaded. Box 1 stays with its label, the CORRECTED checkbox shows whether it is ticked, and the state rows at the bottom keep their columns, so a state withholding figure never lands in the federal box.
Pass the text to your own LLM, or make it the first step of a larger intake.
Learn more about LLMWhispererGet structured data from 1099 forms, every variant in one schema
Name the boxes you need, and Document Studio works as a form 1099 data extractor for every variant: a 1099-NEC, a 1099-R with its distribution code and a 1099-K with twelve monthly amounts each come back as a JSON record with the payer, recipient and tax year on top. A consolidated brokerage statement splits into one record per form inside it. A TIN that differs from the organizer, or withholding nobody expected, arrives flagged.
Deploy it as an API or an ETL pipeline, or run it as one step in an orchestrated intake.
Learn more about Document StudioRun the season's 1099 intake from client upload to tax software
Describe how your firm takes in 1099s, in plain English, and Flow's agents build the workflow: forms collected from the client portal and email, each one sorted by variant, payer and tax year, every box extracted, the set compared with last year's return and this year's organizer, and the data posted to your tax software, such as UltraTax CS or Lacerte, with the client's status updated in TaxDome or Drake Workflow. You approve that workflow once, and every client runs through it the same way.
A preparer or reviewer sees the run only at the points you set: a payer that sent a 1099 last year and none this year, a corrected form, a consolidated statement whose figures don't reconcile, or a box the model read with low confidence.
Learn more about FlowRead a stack of 1099s today. Automate the intake next.
Start for free and extract data from your own 1099s now. Automating the season's client intake starts with a consultation.
Every 1099 variant, plus the consolidated statements brokers send
Documents
- Form 1099-NEC Nonemployee compensation
- Form 1099-MISC Miscellaneous information
- Form 1099-INT Interest income
- Form 1099-DIV Dividends and distributions
- Form 1099-B Proceeds from broker transactions
- Form 1099-R Retirement and pension distributions
- Form 1099-K Payment card and third-party network transactions
- Form 1099-G Government payments and unemployment
- Form 1099-SA HSA, Archer MSA and Medicare Advantage MSA distributions
- Form 1099-S Proceeds from real estate transactions
- Form 1099-C Cancellation of debt
- Form 1099-Q Payments from qualified education programs
- Form 1099-A Acquisition or abandonment of secured property
- Form 1099-CAP Changes in corporate control and capital structure
- Form 1099-H Health coverage tax credit advance payments
- Form 1099-LS Reportable life insurance sale
- Form 1099-LTC Long-term care and accelerated death benefits
- Form 1099-OID Original issue discount
- Form 1099-PATR Taxable distributions from cooperatives
- Form 1099-QA Distributions from ABLE accounts
- Form 1099-SB Seller's investment in life insurance contract
- Consolidated brokerage 1099 statements
- 1099-B supplemental sales and cost-basis detail
- Corrected 1099 forms
- Form 1096 annual summary and transmittal
- State copies of 1099 forms
Fields captured
Processes these forms feed
Built for the firms that turn 1099s into returns
Every client's 1099s in your tax software as they arrive, with the payers that went quiet since last year listed for follow-up.
1099s compared with the IRS wage and income transcript, so the income behind a CP2000 notice is on one screen with the forms that reported it.
Vendor payments in the books reconciled against the 1099-NECs and 1099-Ks clients receive, before the year-end close.
Interest, dividend and broker 1099s on company accounts read into the provision workpapers, and contractor 1099s checked before filing.
Fewer hours keying boxes, more hours reviewing returns
Built to hold every client's 1099s
A 1099 pairs the recipient's TIN, usually a Social Security number, with the income paid, the account it came from and the payer's own TIN and address. A season of them maps each client's earnings and accounts, which is exactly what identity thieves need to file a false return.
- Data is encrypted both in transit and at rest.
- No client 1099 is ever used to train a model.
- Role- and client-level access: each preparer sees only assigned clients, and every correction is logged against the form it changed.
- Your firm sets retention, and processed forms are deleted on that schedule.
- Self-hosted deployment keeps every 1099 inside your own environment when your firm or tax department requires it.
What firms ask before they hand over their 1099s
Yes. LLMWhisperer is the form 1099 parser and works as a 1099-NEC OCR tool through its API, and Document Studio deploys an API endpoint for the extraction: POST a 1099-NEC, get payer, recipient, box 1, box 4 and the state boxes back as JSON. The same endpoint reads the other 1099 variants.
Yes. Run the extraction as an ETL pipeline that picks up 1099-NECs from a folder, email inbox or S3 bucket and writes one record per form. A firm can drop a season's worth in at once and get every form back in the same schema.
Unstract reads W-2s and 1099s and returns their boxes as structured data, which then goes into your tax software. It does not replace your preparation package; it removes the typing in front of it, and it flags the forms that need a preparer's eye.
Good 1099 data extraction software reads every variant without a template per payer, splits consolidated brokerage statements into their forms, and checks the result against last year's return. 1099 data extraction that stops at text leaves the checking to your staff.
Yes. A consolidated statement is split into its 1099-DIV, 1099-INT, 1099-B and 1099-OID sections, each extracted as its own record, and the 1099-B sales detail comes back lot by lot with cost basis and wash-sale adjustments. Totals that disagree with the summary page are flagged.
NEC, MISC, INT, DIV, B, R, K, G, SA, S, C, Q, A, CAP, H, LS, LTC, OID, PATR, QA and SB, plus corrected copies, state copies and the Form 1096 transmittal. Each variant has its own field set, and all of them share the payer, recipient and tax year fields.
LLMWhisperer straightens skewed photos and reads faxes and creased mail copies with the box layout kept. A ticked CORRECTED box is read as a field, so a corrected 1099 replaces the earlier one for review instead of being counted twice.
Each client's 1099s are compared with the payers on last year's return and this year's organizer. A bank or broker that sent a 1099 last year and has sent nothing this year goes on the client's list of missing documents.
Yes. Write down how your firm handles 1099s, in plain English, and Flow's agents build a workflow from it that collects from the portal and email, sorts by variant and tax year, extracts, checks against last year and posts to your tax software. Nothing runs until you sign off on it, and it pauses for a preparer only at the points you chose.
Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant: forms are encrypted in transit and at rest, never used to train models, and kept only as long as you choose. Self-hosted options are available; details are in the Trust Center.
Bring a client's full set of 1099s to the consultation
Photographed 1099-NECs, a consolidated brokerage statement and a corrected form or two. We extract them live and show every box, check and flag.