Social Security Number (SSN) Masking

January 6th, 2017 No comments

Social Security Number (SSN) masking is encouraged and one of the best ideas the IRS has come up with. Filers can replace the first 5 digits of a Taxpayer Identification Number or TIN with an X or *. An example would be ***-**-1234 or XXX-XX-1234 You can mask social security numbers (SSN), employer identification numbers […]

1099 Software: Other than the presentation of the number on the actual form mailed out, does the hyphenation of the TIN number matter when filing?

January 5th, 2017 No comments

Yes.  The TIN and TIN TYPE are efiled to the IRS.  If the TIN has 1-hyphen or dash, then its an EIN and that TIN TYPE is transmitted along with the TIN.  If the TIN has 2-hyphens, then the TYPE is SSN.  And if the TIN has no hyphens, the TIN TYPE is unknown.

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1099 Software: How can I print multiple lines for a name or an address?

November 25th, 2016 3 comments

The vertical pipe or | represents carriage return. Lets consider this example: National Software Incorporated DBA 1099FIRE 7 North Pinckney Street, Suite 240 If you type or import: National Software Incorporated DBA 1099FIRE 7 North Pinckney Street, Suite 240 The name and address will print as National Software Incorporated DBA 1099FIRE 7 North Pinckney Street […]

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1099 Software: How can I convert to PDF?

November 25th, 2016 No comments

You need a PDF print driver in order to convert to PDF.  There are lots and lots of free PDF print drivers on the web.  Download and install one.  In the 1099 software, import in your data and go to File/Print.  Select the pages you want to print and hit Ok.  Then a box will […]

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1099 Software: How can I print Form 1096?

November 25th, 2016 5 comments

There are 3 ways where you can print Form 1096. File/Print.  Import in your data from excel or type in your data.  Go to File/Print or Print Preview and you should see this: Put a check in Form 1096 and hit Ok and try printing.  The software will automatically calculate the totals and number of […]

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1099 Software: How can I align the data to print perfectly on the red-ink forms?

November 25th, 2016 2 comments

The red-ink forms are free and typically have a perforated edge and additional form copies attached.  The additional forms are almost like tissue paper and tear easily.  In the days before computers, you put carbon paper between the red-ink Copy A and Copy B and when you typed or used a pen and wrote really […]

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Can you efile our 1097, 1098, 1099, 3921, 3922, 5498, W-2G and/or 8955-SSA forms on our behalf?

November 24th, 2016 No comments

Yes. We can electronically file Forms 1097, 1098, 1099, 3921, 3922, 5498 and W-2G with the 1096 transmittal summary.  We can efile any number of payer or payee records with complete security.  We can also electronically file IRS Form 8955-SSA which is the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits.  Here are […]

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1099 Software: How to efile a test file?

November 24th, 2016 No comments

The IRS FIRE Test System is only available for part of the year.  Testing typically is available from November 1 through mid-March. You must submit a test file if you are filing for the first time under the Combined Federal/State Filing Program (CFSFP).  You must submit one “Good” test file and then call the IRS […]

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1099 Software: How can I efile replacements?

November 24th, 2016 No comments

A replacement is a new original file.  If you submit a file to the IRS and it comes back as “Bad”, then the file does not exist.  You want to replace the bad file with a new original file. One frequently asked question is “I put together a new file, there are 0 potential errors, […]

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1099 Software: How can I efile corrections?

November 24th, 2016 No comments

A replacement arises when you electronically submit a file to the IRS and the file comes back as “Bad”.  You put together a new file to replace the bad file that was originally uploaded. A correction arises when you electronically submit something to the IRS and the file comes back as “Good”. Then later (maybe […]