1099 Spreadsheet Settings You Can Check and Change

Settings tab heading with the note that defaults are starting points to verify on IRS.gov, above four settings you can change

The tracker's defaults are starting points, not rules. The threshold is one cell ($2,000 for 2026), the warning starts at 75%, payment methods are Yes, No or Review, and entity types are an editable list. Settings says to verify them on IRS.gov. Educational template, not tax advice. Template created using AI tools and reviewed by the shop owner.

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