Where can I find my 2023 1099-K for tax preparation?

Accounting & Taxes

Topic summary

Merchants seeking 2023 1099-K forms report they can’t find them and are concerned about tax deadlines. Shopify says it obtained a filing/delivery extension and expects delivery by end of Feb 2024; a support chat suggested early March. Some merchants confirmed receipt near 2/29, while others still hadn’t received theirs.

Availability and access: forms will trigger an email notification and appear in Finances → Payouts → Documents.

Filing without the form: Shopify states you can file taxes without a 1099-K using Shopify reports; any later corrections to the 1099-K can be backdated.

How to approximate the 1099-K: export Finances → Payouts → Transactions; include ~10 days on either side of 2023; sort by “Available on” and keep only 2023; filter Type=Charge; sum “Amount” for gross total and count rows for number of transactions. A “1099-K transactions” export may be available if you’ve received one previously.

Shop Pay Installments (SPI): Split Pay transactions are included on the 1099-K. Interest-bearing SPI transactions are excluded and handled by a third-party; no separate form is expected.

Status: ongoing distribution; notable merchant frustration; no full resolution yet.

Summarized with AI on January 1. AI used: gpt-5.
3

@mychelley201 @JAHlove

Typically, 1099-K forms for transactions processed in the previous calendar year are due to be delivered to merchants on or before January 31st. However, Shopify has obtained a filing and delivery extension. As a result, we anticipate delivering the 2023 1099-K forms to merchants by the end of February 2024.

If your store qualifies for a 1099K form, then you will receive an email once it is available for download. Once ready, you can view the form in Finances → Payouts → Documents. The email will look similar to this:

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More information on 1099K can be found here.

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