Index


1. Installing and Running 1099 Express
2. Overview and Quick Start
3. Entering Payee and Company Data
4. Importing by Copy and Paste and other methods
5. Bringing 1099s Forward from Last Year
6. Printing/Creating LASER 1099s on Blank Paper
7. Printing on Pre-Printed 1099 Forms
8. Avoiding Pre-Printed Forms
9. 1099 Express Service Bureau
10. Filing Electronically - IRS FIRE INTERNET method
11. Building Multiple Source Files to One IRS File
12. Filing by Diskette
13. Obtaining a Transmitter Control Code (TCC)
14. Contacting Us
15. Contacting the IRS, Deadlines and Addresses
16. File Naming Conventions
17. File Compression
18. Submitting Test Files to the IRS
19. CORRECTIONS, Submitting
20. Corrections Other
21. Other 1099 Express Topics and Functions
22. System Requirements
23. Combined Federal/State Reporting Program
24. Output (IRS) File Format
25. Frequently Asked Questions
26. Account Numbers
27. Missing SSNs
28. Windows 2000, XP
29. License Agreement
30. Importing by Source File Format
31. Checking Data After an Import
32. Importing by Print Capture
33. Importing IRS Files
34. Excel Tips
35. IRS Form Instructions

Source Record Formats:

Form 1099-Miscellaneous
Form 1099-Interest
Form 1099-PATR
Form 1099-Dividend
Form 1098-Mortgage
Form 1099-LTC (Long Term Care)
Form 1099-A (Abandonment)
Form 1099-B (Broker and Barter)
Form 1099-R (Retirement)
Form 5498-IRA
Form 1099-S Real Estate Transactions
Form 1099-G Certain Government Payments
Form W-2G Certain Gambling Winnings
Form 1098-C Contribution of Motor Vehicles, Boats
Form 1099-C Cancellation of Debt
Form 1099-OID Original Issue Discount
Form 1099-H Health Coverage Tax Credit (HCTC) AP
Form 1098-E Student Loan Interest Statement
Form 1098-T Tuition Statement
Form 1099-CAP Changes in Corporate Control and Ca
Form 1099-Q Payments From Qualified Education Pro
Form 1099-SA Distributions from an HSA, Archer MS
Form 5498-ESA Coverdell ESA Contribution Informat
Form 5498-SA HSA, Archer MSA, or Medicare Advanta

Special Requirements for IRS form 1099-R

Filer, Payer, Company Record Format
Transmitter Record Format