How to Opt In or Out of 1099-K Electronic Delivery

This guide provides instructions for managing your delivery preferences for 1099-K forms, allowing you to easily opt in or out of electronic delivery. By following these steps, you can ensure that you receive your tax documents in your preferred format. It also allows you to access historical 1099-K forms dating back to 2015.

Kathy Romesburg
9 steps
35 seconds

Phillips66

Navigate to Gateway.Phillips66.com

Select the Financial tab.

Select 1099-K.

If you have more than 1 sold to Select Sold-To to search.

Select Sold-To to and click the +.

Select Confirm.

You will be able to see all past years 1099Ks back to 2015. If you would like to receive an Electronic Delivery select the Electronic Consent agreement.

The screen will display past years 1099Ks. If you would like to receive an Electronic Delivery read the Electronic Consent agreement then select Opt In and submit.

Click here to opt out of Form 1099-K electronic delivery.