Try it
Add the skill to a bot, then ask your Chief of Staff:
“Use the Finance - 1099 Prep skill on this: [describe the job, or paste your notes].”
Vendor / contractor 1099 preparation workflow. Covers W-9 collection, classification gate, 1099-NEC vs 1099-MISC vs 1099-K selection, TIN matching, and backup-withholding rules.
What it covers
- Required inputs
- Worker-classification gate - RUN FIRST
- W-9 collection workflow
- 1099-NEC vs 1099-MISC vs 1099-K decision tree
- Filing process
- Common errors to avoid