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Export Information Returns to CSV File

Nina Tchistiakova Updated by Nina Tchistiakova

This function is accessed from the Utilities menu on the main screen. It can be used to export comma delimited text files (CSV) containing information return data (1095/1098/1099/W2-G/W-2). The exported data includes all information found on the form including payer information, recipient information, and return data.


Select Payers to Export

The user must first select the payers to be included in the file. Returns for any number of payers may be included.

Select Type of Return

Select the type of information return. Only one type may be exported at a time.

Include Header Row

A checkbox allows the user to include a header record at the beginning of the file which has a description of each field.

Include Only Complete Returns

A checkbox allows the user to include only information returns which have been "completed". A "completed" return is one that has something entered besides the recipient's name and address so that it will appear on the "Print Forms W-2/1099/1098" list. Checking this box will not include information returns in the file that were brought forward from the prior year but were not completed for the current year.

Form Type

The user may export All form, or only Original or Corrected forms by making the desired selection in the Form Type box. This does not apply to Forms W-2, 1095-B, and 1095-C.

Calendar Year

Some information returns have the a field on the form for calendar year. This box will list all calendar years that are entered on the forms. The user may choose to export only a certain year or all years. Returns imported from last year will not have a year listed until they are completed and saved, although they will be listed in the Client Folder with the current program year. This option doesn't apply to Forms W-2, 1098-T, 1099-B, 1099-PATR, 1099-R, 1095-B, and 1095-C.

After all the selections have been made, click the Export to CSV button and click OK after reviewing the export settings. The user must enter the name and path for the file. A confirmation message tells the user how many information returns were exported.

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