Building an IRS File (Multiple)

Multiple SRC Files to One IRS File

1099 Express can combine multiple source files (.src files) into a single IRS compatible file, even if the source files are different form types (Dividends, Interest, Misc, etc.), and even if the source files are from different Companies, BUT not different years or if there are corrections present.

Source files may reside in any folder or multiple folders. Typically, source files are found in the Documents\1099Express\E20xx folder, but may be in any folder.

To build multiple files into a single IRS file, click the Options tab then Build Build IRS File - Multiple Files. A Window will appear with several white boxes, each having a title. Navigate to the Select Input Folder (select the correct drive, folder) then to the Select File: double-click the file to add it to the lower List box. When all desired source files are in the List box (in Red), click the "OK". The multiple build will start.

Only one TCC may be used for a multiple build, regardless of how many source files are combined and regardless of how many Companies (Filers) are present. The first source file (in the lower list box) must have the complete TCC holder Information. Only the TCC Information from the first file is sent to the IRS. The TCC Holder Information in other files is ignored.

All source files must have complete Company Information. Each file must also have the Account number fields populated. Account numbers can be populated automatically by clicking the Edit tab then "Insert Account Numbers".

A file called TrackingReportFor_IRSx.txt will be present in the Documents\1099Express\E20xx\REPORTS folder. The Tracking Report is also shown on a white screen called the Text Viewer, with instructions. Please print this report, since it contains tracking details and proof of filing to IRS file.

Also see e-Filing through the IRS FIRE Site or e-Filing through Us

If further assitance is needed, please Contact Our Office.