January 5, 2017
1099 Express Enterprise Software Version 2016.69
- Date Issued: January 5, 2016
- Subject: Extending the e-Filing date from January 31 to March 2nd, 2017 for 1099-MISC-NEC
- Short Summary: IMPORT Extension of Time data for all LAST YEARS PAYERS/FILERS WITHOUT TYPING.
- Long Summary:
-Click the Options Menu, then "Import Filers.txt to Extension File".
-This opens c:\E2015\Bin Folder.
-Select and Open the file named FILERS.TXT
-This creates an Extension of Time Source file, with all of last years Payers/Companies/Filers/Clients.
-Next Use the Options Menu then "Build Extension File".
-Upload this file to the FIRE site as usual, the IRS will rename your file with the prefix EXTO (Instead of ORIG).
-Check your File Status at FIRE the next day to be sure the status is GOOD.
- Note:
This new feature is for anybody with multiple companies/filers/clients/payers such as Tax Professionals,
CPA, Enrolled Agents, Bookkeepers, and others with multiple payers for whom you would like to extend the
the e-Filing deadline for 2016 to March 2, 2017.
FIRE Team explained that you may file any number of payers electronically, Including just ONE. It is NOT NECESSARY to have TEN Payers. It is also not necessary to FAX anything to the IRS. If the extension of time FILE STATUS is GOOD you will have an extension of time.
1099Express Home Page
1099 Express lets you to create a perfectly formatted IRS file for extensions of time. You can file hundreds or thousands of payers quickly and easily. This service is free. Anyone may download and use 1099 Express Enterprise software in Demo/Test mode to create the IRS electronic file for extensions of time. To get 1099 Express software simply click on this link: www.1099Express.com/Downloads.asp and follow the directions to download and install. It takes about 20 seconds on average.
You may type the data by hand directly into 1099 Express, in which case you don't need Excel.
For large numbers of payer extension requests, the best method is Excel. Just get the data into the simple format shown below.
To import this spreadsheet:
- Open the 1099 Express application.
- Click the "Select Form" MENU and select "Ext-Time" near the bottom.
- The Ext-Time TAB should appear YELLOW.
- Open this sample Excel spreadsheet INTO EXCEL: c:\E2010\ExcelFiles\Extensions.xls
- Highlight Rows 1 through 12 (including the headers in row 1), then Copy the data.
- Switch back to 1099 Express.
- Click the Edit menu, then "Paste From Excel by Header Name".
- Verify the Ext-Time TAB appears in YELLOW.
- Click the Add Speed Button, or the ADD F3 Menu, then Add a Payee Record.
- Fill out the FORM, click OK.
To
Change or Correct Payers:
After data is seen in the grid, double click the payer's name to CHANGE
or correct the
information.
To E-File extensions to the IRS
- Click the Options Menu then "TCC Holder Information". Enter the TCC Holder information.
- Ignore the "Other" TAB. Use the "Re-Populate" TAB if the TCC Holder information has been keyed previously.
- Save the extensions file. Click the File Menu, then SAVE AS. Give it a name such as Extensions2010.
- Click the Options Menu then "Build IRS Extension File".
- Use the default name and folder unless you have good reason not to.
- Log into FIRE.IRS.GOV and send the requests electronically.
- Fax form 8809 at the same time.
If you have 9 or less payers for extension requests, you MAY NOT e-File your extensions. Do not use this procedure! Instead, for 9 or less payers, use the FIRE.IRS.GOV web site interactively to enter extension requests manually and receive an immediate response. When using FIRE.IRS.GOV interactively, you do not need a TCC, a nice advantage.
You MUST e-file when you have 10 or more payers requesting extensions of time. Also, you must have a TCC number. To get a TCC number click here to get form 4419. Complete, then FAX Form 4419 to the IRS, following the instructions for Block 9 (do not mail form 4419). For extension requests filed via an electronic file, the transmitter must fax Form 8809 the same day as the electronic transmission. Click here to get form 8809.
Each IRS style file must be for only ONE type of extension request. It must be either for 1. An extension of time to file Copy A to the IRS, or 2. An extension of time to file recipient copies. The first request for an extension of time to file to the IRS is granted automatically. For more information see Publication 1220, Part D. Extensions of Time.
When NOT to use Excel: If you must keyboard everything, use the 1099 Express Program. It validates everything as you type. Excel does not validate.
When TO USE Excel: You can use Excel if you prefer to type into Excel. Or use Excel is you have a team of people entering data to meet a deadline. You can then combine them all into one spreadsheet for e-Filing. Use Excel if you can export the data from some other program, such as your accounting program. This could avoid typing all or part of the data. For example, maybe you could export the Payer's names and Tax ID numbers. Then just complete the rest in Excel by hand, using the power of Excel to drag down, or whatever.
Importing by Paste From Excel by Header Name is an exclusive invention of 1099 Express. You data is imported the same way for IRS FORM 1099-Miscellaneous and all other forms. For more information on importing data for 1099 reporting including printing on plain paper and e-Filing purposes, please see Help/Index Topic No. 4
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