Source Records are for Programmers Only

This method is not necessary if the Filer can import data from a spreadsheet. Please refer to the link provided to import data: Importing From Excel

The formats below are for creating pipe delimited "source" (.src) records which can be "Opened" into 1099 Express or "Integrated" into the program. See Link Provided: Inegrating 1099 Express into your program

Tax Form List:

Form 1099-NEC 2020
Form 1099-NEC 2021
Form 1099-MISC 2019
Form 1099-MISC 2020
Form 1099-MISC 2021
Form 1099-INT before 2014
Form 1099-INT 2014
Form 1099-INT 2015 forward
Form 1099-PATR 2019
Form 1099-PATR 2020
Form 1099-DIV 2011
Form 1099-DIV 2012-2017
Form 1099-DIV 2018-2020
Form 1099-DIV 2021
Form 1099-DIV 2022
Form 1098-MORT through 2015
Form 1098-MORT 2016
Form 1098-MORT 2017
Form 1098-MORT 2018
Form 1098-MORT 2019
Form 1099-LTC (Long Term Care)
Form 1099-A (Abandonment)
Form 1099-B (Broker & Barter) 2010
Form 1099-B (Broker & Barter) 2011
Form 1099-B (Broker & Barter) 2012
Form 1099-B (Broker & Barter) 2014
Form 1099-B (Broker & Barter) 2016
Form 1099-B (Broker & Barter) 2019
Form 1099-B (Broker & Barter) 2022
Form 1099-R (Retirement) before 2020
Form 1099-R (Retirement) 2020 forward
Form 5498-IRA 2013 and before
Form 5498-IRA 2014
Form 5498-IRA 2022 forward
Form 1099-S Real Estate Transactions
Form 1099-S Real Estate Transactions 2017
Form 1099-G Certain Government Payments
Form W-2G Certain Gambling Winnings 2012 and before
Form W-2G Certain Gambling Winnings 2013 forward
Form 1098-C Contribution of Motor Vehicles, Boats 2013 and before
Form 1098-C Contribution of Motor Vehicles, Boats 2014 forward
Form 1099-C Cancellation of Debt
Form 1099-OID Origin Issue Discount 2012 and before
Form 1099-OID Origin Issue Discount 2013
Form 1099-OID Origin Issue Discount 2014
Form 1099-OID Origin Issue Discount 2016
Form 1099-OID Origin Issue Discount 2017 forward
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 Quilified 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 Advantage

New Forms after Tax Year 2010

Form 1097-BTC Bond Tax Credit before 2010
Form 1097-BTC Bond Tax Credit 2010
Form 1097-BTC Bond Tax Credit 2014
Form 3921 Exercise of an Incentive Stock Option
Form 3922 Transfer of Stock Acquired Through and Employee SPP
Form 8935 Airline Payments Report
Form 1099-K Merchant Card and Third-Party Payments 2011
Form 1099-K Merchant Card and Third-Party Payments 2012
Form 1099-K Merchant Card and Third-Party Payments 2013
Form 1099-K Merchant Card and Third-Party Payments 2014
Form 1099-LS Life Insurance Sale
Form 1099-SB Life Insurance Contract
Form 8027 Employer's Annual Tip Income
Form 1098-F Fines, Penalties and other Amounts before 2022
Form 1098-F Fines, Penalties and other Amounts 2022 Forward

Speacial Formats

Special Requirements for IRS form 1099-R

Filer, Payer, Company Record Format

TTC Holder Record Format