Drop in any 1099 PDF — 1099-NEC, 1099-MISC, 1099-DIV, 1099-INT, 1099-B, 1099-K, or consolidated brokerage 1099s — and get a clean Excel file with payer name, payer EIN, recipient TIN, and every reported box amount in its own column.
A typical individual return arrives with a stack of 1099s — NEC from a few clients, INT from three banks, DIV from two brokerages, maybe a B from a Robinhood trading account. Each form has different boxes in different positions. Tax software import only works if your client gave you a clean download from the issuer; client-provided PDFs don't import.
For preparers, busy season turns into hours of typing payer EINs and recipient TINs into the prep software. A single transposed digit triggers an IRS notice. And consolidated 1099s from Schwab, Fidelity, or Vanguard run 30+ pages with the actual reportable amounts buried in summary tables on different pages.
PDFExcel reads every 1099 variant: NEC, MISC, DIV, INT, B, K, R, S, OID, PATR, plus consolidated 1099s from the major brokerages. Each form becomes one row with payer name, payer EIN, recipient name, recipient TIN, and every box amount in its own column.
Consolidated brokerage 1099s get the section structure preserved — Box 1a / 1b / 2a from a 1099-DIV stay in their own columns, separate from the 1099-INT or 1099-B sections in the same PDF. Drop the export into Lacerte, ProSeries, Drake, UltraTax, or directly into a return-prep checklist. Built-in OCR handles client-provided scans automatically.
The model knows that a 1099-DIV's Box 1a is ordinary dividends and Box 1b is qualified dividends, and that a consolidated brokerage 1099 has separate sections for DIV, INT, and B. Trained on real tax-form layouts, not generic OCR.
Most tax-document tools either need a portal integration with the issuer or charge per page. PDFExcel reads any 1099 PDF on the first try — and you can batch a whole client envelope in a minute.
One row per 1099 with payer/recipient identifiers and reportable boxes. Mix form types in one upload, get them all back together.
| # | Form | Year | Payer | Payer EIN | Box 1 | Box 4 | State WH |
|---|---|---|---|---|---|---|---|
| 1 | 1099-NEC | 2024 | Acme Consulting LLC | 12-3456789 | $48,200.00 | $0.00 | $0.00 |
| 2 | 1099-INT | 2024 | First Republic Bank | 94-1234567 | $1,842.18 | $0.00 | $0.00 |
| 3 | 1099-DIV | 2024 | Charles Schwab & Co | 94-1737782 | $3,210.44 | $642.09 | $0.00 |
| 4 | 1099-B | 2024 | Charles Schwab & Co | 94-1737782 | $24,810.00 | $0.00 | $0.00 |
| 5 | 1099-MISC | 2024 | Pacific Property Mgmt | 82-1112233 | $18,000.00 | $0.00 | $0.00 |
CPA firms processing dozens of client envelopes a day, EAs and tax preparers handling solo and family returns, controllers verifying issued 1099s before filing.
Client envelope arrives with 14 forms — 1099-NEC, INT, DIV, B, K mixed together. Batch upload, get back one workbook with each form on its own row, copy directly into Drake or UltraTax.
Issued 1099s come back from the e-filing service as PDFs. Convert all to Excel, join against the AP system to confirm every payee/amount matches before the IRS deadline.
200+ vendors receiving 1099-NEC. Convert all the issued PDFs to Excel and reconcile against the AP ledger in 20 minutes — instead of typing each one.
10 documents per month, free, forever. Most preparers scale up during busy season — plans start at $69/month for 50 documents and go up to 1,000 documents on Business. Cancel any time.
Yes. Consolidated 1099s preserve the section structure — DIV boxes, INT boxes, and 1099-B sections each get their own columns. The summary page numbers reconcile to the per-section detail.
Yes. EIN and TIN extraction is one of the model's most-tested fields — preparers can't have transposed digits triggering IRS notices. Always double-check critical IDs before filing, but accuracy on EIN/TIN is reliably 99%+.
Yes. Drop in 50 1099s as a ZIP, get back a single workbook with each form as a row. Perfect for a busy-season turnaround on a consolidated household return.
Yes. Mix any 1099 variants in a single upload. The Form Type column tells you which form each row came from so your tax-software import knows where to put it.