1099 to Excel
Upload 1099 forms as PDFs, scans or photos. Get the payer, the recipient and every box amount back as spreadsheet rows, one 1099 or a whole client folder at a time.
1099-NEC1099-MISC1099-INT1099-DIV1099-K1099-B
A client's 1099s, one row each
Upload a client's whole 1099 folder and export it as one summary spreadsheet. The box amounts come in a second file, one row per box.
| form_variant | payer_name | payer_tin | recipient_tin_last4 | federal_tax_withheld | state | state_tax_withheld |
|---|---|---|---|---|---|---|
| 1099-NEC | Kramer Mfg LLC | 91-4402177 | 6789 | 0.00 | OR | 495.00 |
| 1099-MISC | Ink + Paper Co. | 93-1180456 | 6789 | 0.00 | OR | 0.00 |
| 1099-INT | Acme Federal Credit Union | 93-0627718 | 6789 | 0.00 | - | - |
| 1099-DIV | Northgate Index Fund | 04-3310925 | 6789 | 0.00 | - | - |
| 1099-K | Paper Trail Payments | 46-2290871 | 6789 | 0.00 | OR | 0.00 |
| 1099-B | Northgate Brokerage | 04-3310926 | 6789 | 0.00 | - | - |
source_document,box_number,box_label,amount nec-kramer.pdf,1,Nonemployee compensation,24750.00 nec-kramer.pdf,4,Federal income tax withheld,0.00 nec-kramer.pdf,5,State tax withheld,495.00 nec-kramer.pdf,7,State income,24750.00 int-acme.pdf,1,Interest income,1284.16 div-northgate.pdf,1a,Total ordinary dividends,3120.48 div-northgate.pdf,1b,Qualified dividends,2904.10 b-northgate.pdf,1d,Proceeds,18540.00 b-northgate.pdf,1e,Cost or other basis,15210.75 ...
How to convert a 1099 to Excel
Upload
Drop 1099 PDFs, scans or phone photos, up to 20 at once. You do not pick the form type. LedgerBox reads it from the form's title.
Check
Each form needs a tax year, a form type, a payer and a recipient. A form missing one of them, or a box that is hard to read, is flagged for review.
Download
Download the summary CSV, one row per form, and the box amounts CSV, one row per box. Both open in Excel or Google Sheets.
The 1099 forms LedgerBox reads
1099-NEC to Excel
Payments to contractors and freelancers. You get nonemployee compensation, any federal withholding and the state boxes.
Boxes 1, 4, 5, 71099-MISC to Excel
Rents, royalties, prizes and other income. Every box with an amount comes through, in the order it is printed.
Boxes 1 to 161099-INT to Excel
Interest from banks and credit unions, including Treasury interest and tax-exempt interest.
Boxes 1 to 171099-DIV to Excel
Dividends and capital gain distributions. Box 1a and box 1b stay separate rows, so qualified dividends never mix with the total.
Boxes 1a to 161099-K to Excel
Card and payment app income. You get the gross amount, card not present transactions, withholding and the monthly amounts the form prints.
Boxes 1a to 81099-B to Excel
Sales of stocks and other securities: proceeds, cost basis and withholding. For a long list of sales, convert the brokerage statement too.
Boxes 1a to 16Only the last four digits of a recipient's TIN
A 1099 carries a Social Security number or other tax ID for the person who was paid. LedgerBox never stores the full number.
Who converts 1099s with LedgerBox
Tax preparers
Turn each client's stack of 1099s into one summary sheet at intake, instead of typing every box during tax season.
Tax season cheat sheetBookkeepers
Check the 1099-NEC and 1099-K amounts a client received against the income in their books.
LedgerBox for firmsLenders
Read self-employed income from an applicant's 1099-NEC and 1099-K forms into rows you can total.
LedgerBox for lendersFreelancers and investors
Put your own 1099s in one spreadsheet before you file, or before you send them to your preparer.
Start with 10 free pagesWhen you do not need a converter
Tax software import
Many banks and brokerages let tax software import their 1099s for you. For your own return, check that first.
Your IRS transcript
Your IRS online account has a wage and income transcript that lists the 1099s filed under your number.
When a converter helps
Paper or scanned forms, a client's mixed folder, many recipients at once, or when you need the boxes in a spreadsheet you control.
Is it safe to upload 1099 forms?
1099 converter pricing
10 pagesfree, no card
- Share LedgerBox with a colleague200 free pages
- Starter, 60 pages a month$25 a month
- Pro, from 640 pages a monthfrom $135 a month
1099 converter questions
How do I convert a 1099 to Excel?
Upload the 1099, check what LedgerBox reads, and download the CSV files. They open in Excel or Google Sheets.
Which 1099 forms can I convert?
1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-K and 1099-B. LedgerBox reads the form type from its title, so you can upload a mixed stack.
What do I get from each 1099?
The tax year, the form type, the payer and the payer's TIN, the recipient and the last four digits of their TIN, federal tax withheld, the state and state tax withheld. Then one row for every box with an amount.
Can I convert a 1099-B to Excel?
Yes. You get the proceeds, cost basis and withholding boxes as rows. If the form lists many sales, the brokerage statement converter gives you one row per sale.
Can I put a client's 1099s in one spreadsheet?
Yes. Upload up to 20 forms at a time, then export them together. The summary file has one row per form, and each row names the file it came from.
Does it work with scanned or photographed 1099s?
Yes. Scans and JPG, PNG and HEIC photos are read with OCR. A box that is hard to read is flagged for you to check.
Is a recipient's full SSN stored?
No. LedgerBox only keeps the last four digits of a recipient's SSN, ITIN or EIN. The payer's TIN is kept in full.
Can I convert W-2s at the same time?
Yes. W-2s and 1099s can go in the same upload, and their summary rows export into one file.
Do I need a 1099 template in Excel?
No. The CSV columns are the form's fields and boxes, so the file is ready to sort, filter or paste into your own workbook.
Is it free?
Your first 10 pages are free, with no card. Share LedgerBox with a colleague to get 200 free pages. Paid plans start at $25 a month.