CheckMark 1099 Software
checkmark.com
What it is
CheckMark 1099 Software prepares, prints, and e-files forms for businesses and accounting professionals. It supports 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, and 1099-S, and is intended for the 2026 tax filing year; it cannot file forms for earlier years. The desktop application runs on Windows and macOS, including Intel-based and Apple Silicon Macs. Data can be imported from CheckMark Payroll, CheckMark MultiLedger, or a tab-delimited text file. For IRS IRIS filing, the software creates CSV files that users upload and submit through the IRIS Taxpayer Portal, which requires an IRIS account and TCC. CheckMark says data remains on the user's computer and is not uploaded or accessed by the company; files are encrypted and opened with its software. Password-protected users can have permissions restricting access to sensitive screens or information. Plans start at $239 a year for the 2026 tax year version. A free demo uses sample company data for printing or creating electronic files.
Spec sheet
- Purpose
- The software prepares, prints, and e-files 1099 forms for businesses and accounting professionals.Read 7 Oct 2026 · checkmark.com
- Security
- CheckMark says 1099 data is stored locally, not uploaded or accessed by CheckMark, and files are encrypted and opened with its software.Read 7 Oct 2026 · checkmark.com
- Support
- The plans include US-based customer support, with up to 60 minutes for Pro and 120 minutes for Pro+ within the tax year.Read 7 Oct 2026 · checkmark.com
- Headquarters
- Fort Collins, Colorado, United StatesRead 28 Sep 2026 · checkmark.com
- Founded
- 1984Read 28 Sep 2026 · checkmark.com
- Access controls
- The software supports password-protected users with permissions that can restrict access to sensitive screens or information.Read 7 Oct 2026 · checkmark.com
- Company history and headquarters
- CheckMark says it has served small businesses since 1984 and is headquartered in Fort Collins, Colorado.Read 7 Oct 2026 · checkmark.com
- Data import
- Users can import data from CheckMark Payroll, CheckMark MultiLedger, or a tab-delimited text file.Read 7 Oct 2026 · checkmark.com
- Desktop platforms
- The desktop application supports Windows and macOS, including Intel-based and Apple Silicon Macs.Read 7 Oct 2026 · checkmark.com
- Free demo
- The free demo uses a preconfigured sample company and lets users try the features by printing or creating electronic files from sample data.Read 7 Oct 2026 · checkmark.com
- IRIS filing
- The software generates CSV files for the IRS IRIS Taxpayer Portal, which the user must upload and submit; an IRIS account and TCC are required.Read 7 Oct 2026 · checkmark.com
- Supported forms
- It supports 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, and 1099-S.Read 7 Oct 2026 · checkmark.com
- System requirements
- The listed minimum requirements include 100 MB of disk space, 512 MB RAM, Windows 8 or higher or macOS Mojave or higher, a compatible printer, and Adobe Reader.Read 7 Oct 2026 · checkmark.com
- Tax year limit
- The product is intended for the 2026 tax filing year and cannot file forms for prior tax years.Read 7 Oct 2026 · checkmark.com
- Who it serves
- CheckMark describes the product as suitable for business owners, CPAs, accountants, tax preparers, bookkeepers, and 1099 filing service providers.Read 7 Oct 2026 · checkmark.com
Plans and prices
Strong points and limits
Strong points
- Supports six listed 1099 form types
- Imports from CheckMark products or tab-delimited text
- Local data storage, according to CheckMark
- Password-protected accounts can restrict access
- Free demo includes sample printing and e-files
Limits
- Cannot file forms for prior tax years
- IRIS CSV files must be uploaded and submitted by the user
- IRIS filing requires an account and TCC
- Plans start at $239 a year
Who it suits
The product is suited to business owners, CPAs, accountants, tax preparers, bookkeepers, and 1099 filing service providers. It fits users working with 2026 forms on Windows or macOS.
Verdict
CheckMark 1099 Software covers printing and e-filing workflows for the listed 2026 forms, with imports and local data handling. Note that IRIS submission remains a user step and prior-year filing is not supported.
Where Specifiction places it
- 1099 Filing Software#8 of 318.1
- Tax Information Reporting Software#9 of 268.0