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How Do I Use 1099 Services (Detailed)?
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  1. Before sending your data, consider the TIN matching service of TINCheck. This service will allow you to verify your recipients' TINs and perform address verification.  Alternatively, you can contract with 1099 Services to perform bulk TIN matching after your data is transmitted to us.  See the Services Provided page for details.
  2. Please review the information on the Services page to decide if you wish to participate in the Combined Federal State Filing program. If you wish to participate, you must submit Form 6847 (found on our downloads page).  Fill out all information, but leave the TCC field blank.
  3. Determine what format your 1099 data is currently in, and if it can be exported to Excel spreadsheet format.
  4. If your data cannot be exported to Excel format, can it be exported to tab, comma delimited, or csv format ?  If so, then it can be imported into Excel with little trouble.  If not, can it be exported to standard text file ?  If so, contact 1099 Services for possible data conversion to Excel format.
  5. Download the Excel template(s) from the Downloads page to use to export your data into.  Unused columns can be left in the Excel templates.  It is crucial to our conversion process that the column names be left intact.
  6. Note that each Excel template has two sheets, one for the Filer Information and one for the actual transaction data.  Please fill in the Filer Info sheet for all Excel templates that are submitted.
  7. Use the Data Guidelines and IRS Publication 1220 as a guide to formatting your data in the Excel spreadsheet.  Keep in mind that the templates include all possible money fields for that form type - you only fill in the money columns for which you are reporting data, leave the rest blank.
  8. Do not let the Data Guidelines overwhelm you - they are just guidelines!  The more you follow them the less time 1099 Services has to spend editing your data, which will save you money.  However, many edits can be made more quickly by us than you, due to automated techniques we have developed.  Please  contact us for details about your specific data issues.
  9. When preparing an Excel file for upload, please name it according to this pattern:
     
    <Filer Name>_<FormType>_<Date in MMDDYY format>.xls
     
    Example:
     
    FirstStateBank_1099MISC_011510.xls
     
    If you upload the same file more than once per day, you must add a numeric qualifier to the name, such as
     
    FirstStateBank_1099MISC_011510_1.xls
    FirstStateBank_1099MISC_011510_2.xls
    etc.
     
    This is so we can tell the different versions apart, otherwise you might be overwriting your previous uploads.  For security reasons, when you upload your data, you won't be able to see the files you have already uploaded.
     
  10. Upload your data to us. 1099 Services utilizes a secure web based upload facility to deliver your data to us for processing.  Instructions for uploading data will be emailed to you after you have accepted 1099 Services as your service provider.  There are only two methods of data delivery that 1099 Services can accept: Our secure web based upload facility, or magnetic media shipped to us.
  11. When we receive your data, you will receive an email within 24 hours acknowledging that we received your data.  1099 Services will be in communication with you about any issues encountered during data conversion from Excel format into IRS format.  If you do not receive such notification, you should assume we did not receive your data, and please contact us.  
  12. Once the data is converted, you will received a password protected PDF report of your data for approval.  We must have agreement from you before we proceed with printing and mailing.  You may waive this approval if so desired. 
  13. Once you have approved the converted data, your recipient copies will be printed and mailed prior to January 31, provided the data was delivered to 1099 Services with sufficient lead time.
  14. After recipient copies are mailed, you may forward corrections any time. Prior to the electronic filing deadline at the end of March, corrections will be billed at a flat rate per correction, NOT subject to any minimum.  After electronic filing, corrections will be subject to the standard minimum (see the Fees page).
  15. After recipient copies are mailed, invoices will be emailed for both the recipient copies and applicable electronic filing fees.