Table of Contents

1099 E-Filing Module Overview

Eric Updated by Eric

This guide will walk you through E-Filing 1099's.

  1. See W-2 and 1099 E-Filing: Getting Started.
  2. Open the 1099 E-File Module.
  3. Follow the Step-by-Step procedure.

Opening the 1099 E-File Module

Upon opening Payroll System, you will see the following window:

  1. As shown by arrows above, first Select E-File/MagMedia from the drop down menu.
    If the program displays a pop-up that you are not licensed for that portion of the program, do the following:
    a) Ensure you have purchased the E-File add on (this is sold separately from Payroll System), and
    b) Input the license code from that purchase.
  2. Double-click on Create 1098/1099/W-2G E-File/MagMedia Files.
  3. The E-File 1099 Create IRS File dialog will appear.
    If instead a dialog appears that the portion of the program is not yet released, either:
    a) wait until its release date (typically in December), or
    b) update the program.

Note the tabs for Steps 1 through Step 6 across the top.  Simply click on a tab to access a specific step.

  • The yellow box in the lower left-hand corner is field-specific help for the selected field (in this example, Transmitter Control Code).
  • The white box in the lower-right hand corner is instructions for the entire Step.
  • The Help button will bring you to an article that is specific for the screen you are working on.

Step-by-step procedure

  1. See Step 1: Inputting Transmitter Data.
  2. See Step 2: Create IRS file.
  3. See Step 3: IRS Submittal.
  4. See Step 4: Create state file.
  5. See Step 5: State Submittal.

Further Assistance

Contact the IRS/ECC Information Reporting Program Customer Service Section (IRP/CSS).

  • Toll-free 1-866-455-7438
  • Monday through Friday from 8:30 am to 4:30 pm EST
  • or email mccirp@irs.gov

How did we do?

1099 E-Filing Step 1: Inputting Transmitter Data

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