- Legal name of your organization
- Address of your organization in the US
- Phone number of your organization
- TIN (Taxpayer Identification Number) of your organization
- 1099 filing: $2 per filing (includes state and Federal)
- Corrected 1099 filings (if needed): $2 per filing. (A corrected filing is one which needs to be amended subsequent to filing through the API)
- $250 platform fee (charged once yearly in February)
- Ensure you’ve provided the information under the ‘Action Required’ heading above to your account manager prior to using our API to create 1099-INTs.
- Make sure all relevant transactions for 2025 are correctly categorized as “interest”. You can do this by setting the “category” field on the transaction object to “interest”. See our documentation here.
- You will be able to reference our updated 1099-INT documentation to understand how to generate, verify, and file 1099-INT forms.
- Disburse the forms to your end users by February 2, 2026.
- Note: Treasury Prime cannot provide advice on a customer’s tax liability. If you have any questions, it is recommended that you consult a tax professional.