ezW2 Software 1099-MISC Form Filing: How to Import Tax Data

(Guide for ezW2 2019 and previous versions)

If you are using the latest version, please view this new guide

With ezW2 software, you can import 1099 MISC form data from the external .csv file in a few clicks.

If your data is saved as Excel file, you can convert it easily by clicking Excel top menu "File", then click "Save As" to save it as .csv (comma delimited) file.

If you saved data in access, sql server or other database, you can export data to .csv file first.

Download the sample data files

If you need some data to test this import function, you can click here to download 1099-misc data. You need to unzip the data before testing the import function.

https://www.halfpricesoft.com/1099-misc-software/1099_misc_data.zip

Sample data 1
sample 1099 misc data

Followings are the steps to import data

Step 1: Launch ezW2 software.

Start ezW2 software. If you have not installed it, you are welcome to download the trial version and test drive it with no obligation.

ezW2 software can prepare, print and efile forms W2, W3, 1096-misc and 1099.

If you do not have ezW2 software installed, you can download the trial version for free from halfpricesoft.com. No registration needed and no obligation. You can follow the step by step online instructions to finish the installation in minutes

This W2 1099 software is compatible with Windows 10 system, 32-bit or 64-bit. It can run on Windows 8.1, 8, 7, XP, Me, 2003 and Vista system too.

Step 2: Clear contractor List (Optional)

If you have test data, please remove it first.

import 1099 misc data

Step 3: Import data

You can access this screen by clicking the top menu “Current Company->Import W2”.
import 1099 memu

Follow the instructions on screen step by step and import 1099 data.

3.1 Open data file

If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications.

3.2 Map Part I data

import 1099 misc data

3.3 Map Part II data

import 1099 misc data

3.4 Click the "Test Parse" button to validate data

import 1099 misc parse data

3.5 Import Data

import 1099 misc results

Note

1. Form 1096 will be generate automatically based on form 1099 information

2. ez1099 allows user to set up unlimited companies with one flat rate. So if you have multiple companies or you are an accountant, you can add new company by clicking top menu "Company Management->New company"

3. The .csv file data import feature, PDF print feature and efile feature are available with Enterprise version and Multiple-user version. They are not available with small business version. Click here to view ez1099 feature list)

Troubleshooting

1. Access Violation Error
Solution: If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications. Please restart ezW2 and try it again.

2. Other errors
Solution:
1. Please download our sample data files and test the import function.

2. If our sample data file works, you can add a few rows of your data and import data again.

3. Then add more data the file and import data

Still have questions?

If you have still have questions, you can also check the FAQs page or contact us at support page. We are glad to assist you as soon as possible.

ezW2 Software 1099-MISC Form Filing: How to Import Tax Data

(Guide for ezW2 2019 and previous versions)

Download the sample data files

Step 1: Launch ezW2 software.

Step 2: Clear contractor List (Optional)

Step 3: Import data

Note

Troubleshooting

Still have questions?

Related Links

1099-misc

1096

More Forms