Create Magnetic Media Submission File 1099R

This process is used to create 1099 R electronic submission files.  If you have printed out the 1099 R form (red preprinted form) of the 1099 R and will be mailing them with a 1096 form, there is no need to create an electronic file.

NAVIGATION: UTILITIES menu > Utilities > Create Submission Files > 1099R Submission File > Quick Links > Create File

  1. Company Information
    1. Enter missing company information and review information that is shown for errors.
    2. Company Name: Enter or review the company name.  
    3. Address: Enter or review the company address.
    4. City, State and Zip Code: Enter or review the city, state and zip code for the company.
    5. Fed ID (No Dashes)
      1. Review, edit or enter the companies Federal identification number.
      2. Do not enter a hyphen between any of the numbers.  
      3. The number should be one continuous number with no breaks.
    6. Contact: Enter the name of the contact person for the company.
    7. Phone Number: Enter the phone number for the contact person.
    8. Email Address: Enter the email address for the contact person.
  2. File Parameters
    1. Tax Year: Enter the four digit tax year in a yyyy format.
    2. TCC: Enter your TCC code.
    3. Name Control: Enter a name control for the company.
    4. File Information: File Name
      1. Enter the path to a drive/folder and enter a name, of not more than 8 characters, for the file you are creating ending the name in .txt.  
      2. For example: C:\ThisFolder\99name.txt
  3. Create File
    1. Click the Create File button on the Quick Links bar to create a 1099 R file for submission.  
    2. When the file has been created an information box with "File Created" will be displayed.  
    3. Click OK.  
    4. The information box will go away but the program will remain open for creation of another submission file if needed.
    5. If you have entered incorrect drive/folder path information the process will still return a File Created information box.  
    6. If you cannot find your file, verify your drive/folder path and create the file again.

See Also: How To Create a Magnetic Media File to Submit to IRS or State

11/2021

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