1099 Express Software - 1099 Express

Unlike our competitors that offer modules or charge for added capabilities, with 1099 Express, ONE PROGRAM does all 1099 series forms!

The 1099 series available are: NEC, Misc, A, B, C, Cap, Div, G, Int, k, LS, LTC, OID, PATR, Q, R, S, SA, SB. Our software also supports the following 1098 series forms: Mortgage, C, E, F, and T and these other related forms: 1097-BTC, 3921, 3922, 5498, 5498-ESA, 5498-SA, 8027, 8935, and W-2G.

For more information, please view the descriptions below or visit the IRS's 1099 General Instructions for a more indepth description of each form.

Available forms shown from inside the program

Our program supports paperless e-filing for free directly from your computer to the IRS FIRE site with your own TCC. No need to worry about security as you maintain control of your data throughout the entire process. This includes free state e-Filing under the IRS combined federal state filing program for those states that participate or those that accept the IRS Pub 1220 format file but require direct filing.

Set Direct State Filing option inside the program

Importing data is as easy as Copy and Paste from Excel by Header Name. You can do this by going to 'Edit' -> 'Paste from Excel by Header Name' (fourth from the top) or by right clicking on the grid and selecting 'Paste from Excel by Header Name' from the dropdown list.

Paste form Excel by Header Name from inside the program

The Program supports the IRS policy for masking all tax ID numbers (XXXXX1234) for security and prints approved forms on blank paper for all tax years. With ONE PROGRAM you can print and e-file Originals and Corrections for current and past tax years.
The Program does support paper filing to the IRS as well, however you must purchase the Red Copy A forms from office supply stores or order them from the IRS.
The Program can create password protected PDF files so you can email forms to recipients as long as the IRS procedures for Emailing Forms are followed.

Printing Laser Forms from inside the program

We also offer Print & Mail services to complete the process from beginning to end for you. Please give us a call for an individual quote: (361) 884-1500

1099-NEC/Misc

Form	Form Title	Form Description
1099-NEC	Nonemployee Compensation	Payment for services performed for a trade or business by people not treated as its employees.
1099-Misc	Miscellaneous Income	Rent or royalty payments; prizes and awards that are not for services, such as winnings on TV or radio shows.
		Payment to crew members by owners or operators of fishing boats including payments of proceeds from sale of catch.
		Section 409A income from nonqualified deferred compensation plans (NQDCs).
		Payment to a physician, physicians' corporation, or other supplier of health and medical services. Issued mainly by medical assistance programs or health and accident insurance plans.
		Fish purchases paid in cash for resale.
		Crop insurance proceeds.
		Substitute dividends and tax-exempt interest payments reportable by brokers.
		Gross proceeds paid to attorneys.
		A U.S. account for Chapter 4 purposes to which you made no payments during the year that are reportable on any applicable Form 1099.

1099 Forms

Form	Form Title	Form Description
1099-A	Acquisition or Abandonment of Secured Property	Information about the acquisition or abandonment of property that is security for a debt for which you are the lender.
1099-B	Proceeds From Broker and Barter Exchange Transactions	Sales or redemptions of securities, futures transactions, commodities, and barter exchange transactions.
1099-C	Cancellation of Debt	Cancellation of a debt owed to a financial institution, the federal government, a credit union, RTC, FDIC, NCUA, a military department, the U.S. Postal Service, the Postal Rate Commission, or any organization having a significant trade or business of lending money.
1099-CAP	Changes in Corporate Control and Capital Structure	Information about cash, stock, or other property from an acquisition of control or the substantial change in capital structure of a corporation.
1099-DIV	Dividends and Distributions	Distributions, such as dividends, capital gain distributions, or nontaxable distributions, that were paid on stock and liquidation distributions.
1099-G	Certain Government Payments	Unemployment compensation, state and local income tax refunds, agricultural payments, and taxable grants.
1099-INT	Interest Income	Interest income and Tax exempt interest.
1099-K	Payment Card and Third Party Network Transactions	Payment card transactions and third party network transactions.
1099-LS	Reportable Life Insurance Sale	Payments made to a recipient ina reportable policy sale.
1099-LTC	Long-Term Care and Accelerated Death Benefits	Payments under a long-term care insurance contract and accelerated death benefits paid under a life insurance contract or by a viatical settlement provider.
1099-OID	Original Issue Discount	Original issue discount and Tax exempt OID.
1099-PATR	Taxable Distributions Received From Cooperatives	Distributions from cooperatives passed through to their patrons including any domestic production activities deduction and certain pass-through credits.
1099-Q	Payments From Qualified Education Programs	Earnings from qualified tuition programs and Coverdell ESAs.
1099-R	Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.	Distributions from retirement or profit-sharing plans, any IRA insurance contracts, and IRA recharacterizations.
1099-S	Proceeds From Real Estate Transactions	Gross proceeds from the sale or exchange of real estate and certain royalty payments.
1099-SA	Distributions From an HSA, Archer MSA, or Medicare Advantage MSA	Distributions From an HSA, Archer MSA, or Medicare Advantage MSA.
1099-SB	Seller's Investment in Life Insurance Contract	Seller's investment in a life insurance contract as determined by the issuer.

1098 Forms

Form	Form Title	Form Description
1098	Mortgage Interest Statement	Mortgage insterest (including points) and certain mortgage insurance premiums you received in the course of your trade or business from individuals and reimbursements of overpaid interest.
1098-C	Contributions of Motor Vehicles, Boats, and Airplanes	Information regarding a donated motor vehicle, boat, or airplane.
1098-E	Student Loan Interest Statement	Student loan interest received in the course of your trade or business.
1098-F	Fines, Penalties, and Other Amounts	Statement furnished by a government or governmental entity regarding a court order or agreement with respect to a violation or potential violation of law.
1098-T	Tuition Statement	Qualified tuition and related expensies, reimbursements or refunds, and scholarships or grants (optional).

Other Related Forms

Form	Form Title	Form Description
1097-BTC	Bond Tax Credit	Tax credit bond to shareholders.
3921	Exercise of an Incentive Stock Option.	Transfer of stock pursuant to the exercise of an incentive stock option.
3922	Transfer of Stock Acquired Through an Employee Stock Purchase Plan	Transfer of Stock Acquired Through an Employee Stock Purchase Plan.
5498	IRA Contribution Information	Contributions to an individual retirement arrangement (IRA), including a SEP, SSIMPLE, and Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value (FMV) of the account.
5498-ESA	Coverdell ESA Contribution Information	Contributions to a Coverdell ESA.
5498-SA	HSA, Archer MSA, or Medicare Advantage MSA Information	Contributions to an HSA or Archer MSA and the FMV of an HSA, Archer MSA, or Medicare Advantage MSA.
8027	Tuition Statement	Qualified tuition and related expensies, reimbursements or refunds, and scholarships or grants (optional).
8935	Tuition Statement	Qualified tuition and related expensies, reimbursements or refunds, and scholarships or grants (optional).
W-2G	Certain Gambling Winnings	Gambling winnings from horse racing, dog racing, jai alai, lotteries, keno, bingo, slot machines, sweepstakes, wagering pools, poker tournaments, etc.

1099 Express

1099 Series Form Descriptions