Excel Tips

: Dates can now be IMPORTED from Excel (or typed by hand) into the 1099 Express grid in the format [ 1/2/9 ] or [ 12/1/2020 ].

This new format is [ m-d-y ] or [ mm-dd-yy ] (or any similar formating for inserting dates).

It is not necessary to include the leading zeros, dashes or slashes will suffice.

If the IRS file is created, 1099 Express automatically converts the dates to the IRS Pub. 1220 format of YYMMDD.

: To get the total for a column, just click on the column heading. The column total is shown at the bottom on the status line.

: To combine 2 columns in Excel (for example Column E and F) insert a blank column nearby (such as Column G).

In cell G1 type the formula:
Type: =Concatenate (E1," ",F1)

This puts cell E1, a blank, and cell F1 all into cell G1.

Next drag cell G1 down to the bottom by placing your mouse over the bottom right corner of cell G1 and dragging downward.

: Data from Excel can be copied and pasted into the 1099 Express grid.

Data from 1099 Express can also be exported to Excel using the 'Export Grid to Excel' function from the FILE menu on the top left of the 1099 Express program.

This feature preserves leading zeros in SSNs and Zip codes.

Alternatively, the EDIT menu can be used to 'Select All' data and then pasted into an Excel spreadsheet. However, this may loose any leading zeros in recipients SSNs and Zip codes.

: To import text files with Excel, choose Open as Text. Next choose either "Fixed Length" or "Delimited".

Once the file is open in Excel you can Copy and Paste by Header Name into 1099 Express.

: Zip codes must be 5 or 9 digits.

Excel may drop leading zeros from the zip codes of eastern states such as Maine, making the zip code 4 digits.

To avoid this format the Zip column in Excel as "Text".

: Social Security, EIN and TIN numbers must have exactly 9 digits, not counting dashes.

Excel may drop leading zeros on these numbers. To avoid this, format the SSN column as either "SSN" or "Text".

: Money amounts may be formatted as "Currency" or "General" in Excel when using "Copy and Paste from Excel by Name".

Other formats may not import money amounts correctly.