How Do I Correct a K-1 or 1099 After It Was Published?

Upload the corrected PDF from the published tax batch. A different team member must approve it before the investor sees it. The original stays on file.

Steps

1. Go to Reporting and open the Tax Documents tab.
2. Under Delivery Batches, click Review Batch on the published batch.
3. Next to the file, click Correct Tax Form.
4. Choose the Corrected PDF and enter the Reason for the Correction.
5. Click Save for Review.
6. Another team member opens Tax Form Corrections, expands the correction, and checks Open Original and Open Correction.
7. They click Review and Share Correction. To drop it instead, click Cancel Correction.

Good to know

• A correction keeps the same account, investment, tax year, and form type. It becomes the next version of the form.
• The corrected PDF stays team-only until approved. Sharing it queues a notice to investors who still have tax access.
• You need document edit access to prepare or cancel a correction, and approval rights to share it. The person who prepared it cannot approve it.
• Statuses: Pending (waiting for review), Published (shared), Cancelled.
• You can correct a published correction again from the Tax Form Corrections panel.
• If you see "The form changed. Refresh before correcting it," reload the page and try again.
• A file can only be corrected if it was delivered through a tax batch to one investing account.
• Related: How Do I Send K-1s and 1099s?.

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