S
Real Business Solutions Home

How to E-File QuickBooks 1099-DIV Forms

CPA and accounting firms as well as other types of financial institutions that are required to report 1099-DIV forms to the IRS electronically can follow the steps below. These steps go over the process of e-filing QuickBooks 1099-DIV forms. File an unlimited number of 1099-DIV forms electronically. W2 Mate makes this process easy to follow and saves users money and time.

Import 1099-DIV Data from QuickBooks

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate.

1. Click "Import Data" from the top menu.

2. Select "From QuickBooks (W2 and/or 1099 Data)”. This will open the QuickBooks Import wizard.

3. Read Message-understand you will need to have QuickBooks open and actively running.

4. Click "Next".

5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.

6. Click "Yes".

7. Checkmark to allow this application to access personal data.

8. Click "Continue".

9. Click "Done".

10. Click "Next".

11. Click "Next".

12. Select 1099 Data.

13. Select "Tax year" from drop down menu.

14. Select Form 1099-DIV from drop down menu.

15. Select the correct 1099-DIV box for monetary amounts from drop-down menu.

16. Click "Next".

17. Click "OK".

18. Review data to import.

19. Click "Next".

20. Click "Finish".

Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online

1099-DIV E-File Instructions

Step by Step Instructions

Note: Before you can file electronically with the IRS you need to obtain a TCC code (Transmitter Control Code). If you filed with the IRS electronically before, then you should already have a TCC code. If this is the first time you are filing electronically then you can easily obtain a TCC code by submitting Form 4419 to the IRS. You will need a TCC code to electronically file regardless of the software.

Make sure you have the correct Company open inside W2 Mate.

1. Click "E-Filing" from the top menu

2. Select "1099-DIV Forms"

This will open the Electronic Filing Transmitter Setup page

3. Complete all of the Transmitter and Company information fields

4. Enter the Contact Information

Note: Combined Federal/State Program is not available for form 1099-DIV.

5. Select "Browse" to select the location for the electronic file to be saved

6. Click "OK"

7. To open the folder when the file was saved, Click "Yes" on the pop up screen

Now log in to the IRS FIRE system website to upload your 1099-DIV electronic submission file.

To access the IRS FIRE system website from inside W2 Mate:

8. Click "IRS & SSA Instructions" from the top menu.

9. Click "Go to IRS FIRE System Website (1099 Electronic Filing)".

Note: You will be re-routed to the IRS FIRE system website (http://fire.irs.gov), where you must log in to upload and submit the file you have created. If you do not have a user name and password click “Create New Account” link and follow the instructions. If you have any questions regarding the IRS FIRE system website call (866)-455-7438.


© Copyright 2018 Real Business Solutions. All Rights Reserved. Privacy statement and terms of use . Uninstall Instructions