Free 1099 Data Extractor

This tool identifies which 1099 variant you have (NEC, MISC, INT, DIV, B, R, K, S, G, or C) and extracts every box field specific to that variant. For a 1099-NEC, that means payer information, recipient information, nonemployee compensation in Box 1, federal tax withheld in Box 4, and state tax detail. For a 1099-INT, it pulls interest income, early withdrawal penalties, tax-exempt interest, and specified private activity bond interest. SSNs and TINs are automatically masked before the document is processed.

Tax preparers use this during filing season when clients send 1099s as PDFs from their brokerage accounts, banks, or payers. Instead of cross-referencing each box against the IRS form instructions, you upload the PDF and get every field labeled and organized. Businesses that issue 1099-NECs use it to reconcile their filed forms against accounting records. Broker-generated 1099 consolidated statements work well. Handwritten or amended forms may not extract cleanly.

Keying a single 1099-B with multiple transactions takes 5 to 10 minutes. A client with 1099s from 4 different brokerages could mean 30 to 45 minutes of data entry. This tool handles text-based PDFs. For scanned paper 1099s, try the Scanned PDF to Text tool first, then upload the converted output.

Common use cases

• Tax season preparation: extract all 1099 box values for entry into tax software (Drake, Lacerte, ProSeries)
• 1099 reconciliation: compare extracted payer data against your issued 1099s for accuracy before filing
• Investment tax reporting: pull Box B cost basis, proceeds, and gain/loss from 1099-B forms for portfolio tax analysis

Processing more than a handful of 1099s? Create a free workspace to batch them all and export a consolidated spreadsheet.