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1099 Reporting

Tax Information Reporting

Group recipients

Fix ungrouped recipients to avoid duplicate TIN verification requests and keep your recipient data consistent.

Why recipients become ungrouped
The system automatically groups duplicate recipient records when you import data. However, recipients may remain ungrouped when:

  • Recipient information has inconsistencies (such as different spellings, formatting, or addresses)

  • Required data is missing or incomplete

How recipient grouping works
Recipient grouping combines identical records to make TIN matching more efficient. When records are properly grouped:

  • Recipient data stays consistent across tax years

  • You avoid submitting duplicate TIN verification requests to the IRS

After importing recipient data, review your ungrouped recipients to confirm the system combined the correct records. You can adjust grouping before running TIN matching if needed.

Note:

Recipient grouping only applies to TIN matching. It doesn't affect how recipients are created or reported on forms.

  1. Go to Settings > Recipient grouping.
    The Settings icon and the Recipient grouping button are highlighted.
  2. Review the Reason column to see why each recipient is ungrouped.
    • If it says "the recipient's data is groupable," click Rerun the auto grouping process for all recipients.
    • If it says a "user decision is required," you must determine if the recipient can be grouped or not. Click the row to review the recipient's information. Then select the appropriate action from the Resolution dropdown and click Resolve.
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Last updated: October 1, 2026