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1099 & P&L Only Loans

Qualify from your 1099s or a CPA-prepared profit and loss statement, instead of the net figure at the bottom of a tax return.

Why the tax return is the problem

An independent contractor bills $220,000 over the year. Every 1099 says so. Then mileage, home office, equipment, phone, insurance and the rest come off, and the number an underwriter reads on Schedule C is $95,000.

Both numbers are honest. The deductions are legitimate and taking them is good tax practice. But a conventional lender qualifies you on the second figure, which is how someone comfortably servicing a mortgage gets told they cannot afford one.

These programs work from a different document. A 1099-only loan qualifies from the 1099s themselves — the gross that was actually paid to you. A P&L-only loan works from a profit and loss statement prepared by a licensed accountant, which suits business owners whose income never appears on a 1099 at all.

Four ways to document the same income

The same contractor looks like a different borrower depending on which document does the talking. This is the choice worth understanding before you apply anywhere.

ProgramWhat it readsHow income is derived
ConventionalTax returnsNet profit after Schedule C deductions
1099 onlyYour 1099 formsGross 1099 income, less an expense factor
P&L onlyCPA-prepared P&LNet income shown on the statement
Bank statement12–24 months of depositsQualifying deposits, less an expense factor

Documentation periods and expense factors vary by investor. Our bank statement page shows how the deposit-based calculation works in detail.

Which one fits

1099 only suits people whose income arrives cleanly on forms: real estate agents, insurance producers, contract nurses, consultants, gig and platform workers. If your 1099s tell the whole story, this is the shortest route, and the expense factor applied is generally lighter than on a bank statement program because a 1099 already represents money paid to you rather than gross business revenue.

P&L only suits business owners who do not receive 1099s — a restaurant, a salon, a construction firm, an e-commerce brand. Income is documented by an accountant rather than inferred from deposits, which tends to produce a cleaner result when a business has heavy but seasonal cash flow.

The right answer is whichever produces the strongest qualifying income for your situation, and it is not always obvious in advance. It is worth running your file both ways before choosing.

What to expect

These are Non-QM programs, which means they price above conventional. You are paying for underwriting flexibility, and the premium is real but usually modest against the alternative of not qualifying at all.

Expect to document a self-employment history — two years is standard, though some programs accept twelve months — and to show that the business is currently active. A P&L file will generally need the accountant's details and may need bank statements alongside as corroboration.

Many borrowers use these programs as a bridge. Two clean years later, a conventional refinance is often available at better pricing.

Common Questions

How is income calculated on a 1099-only loan?
From the gross income shown on your 1099 forms, with an expense factor applied to arrive at a qualifying monthly figure. Because a 1099 already reflects money paid to you rather than gross business revenue, that factor is generally lighter than on a bank statement program.
Do I still have to provide tax returns?
Not for qualifying income. That is the point of the program. Your file is built from 1099s or a CPA-prepared profit and loss statement instead of the net figure on a return.
Who can prepare the profit and loss statement?
A licensed accountant. A statement you produce yourself will generally not be accepted, and the preparer's details are usually verified as part of underwriting.
How long do I need to have been self-employed?
Two years is the standard expectation, though some programs will consider twelve months with a strong file. The business also needs to be currently active and verifiable.
Is a 1099 loan better than a bank statement loan?
Neither is universally better. If your income arrives cleanly on 1099s, that route is usually simpler and often produces a higher qualifying figure. If you run a business with revenue flowing through accounts, bank statements may work out stronger. It is worth calculating both.

Program parameters shown are typical of the market and vary by investor. Nothing here is a commitment to lend. All financing is subject to credit approval, property review and program availability.

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