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ez1099 Software: How to Roll Forward Data

ez1099 software comes with new BACKUP and RESTORE function. It allows customers roll forward previous data easily to speed up tax form filing. Here is the step by step guide on how to roll forward tax form data

  • Option 1: for business owners and HR managers

  • Option 2: for CPAs or clients with multiple accounts

    #Option 1: For business owners and HR managers

    Step 1. Start ez1099 2022, click the top menu "Company -> Backup Company".

    You can rename and save the database file to a folder or a flash disk. For example: you can rename the datbase file to "ABC Company 2023".

    Step 2. Install ez1099 2023 on your computer

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    Step 3. Start ez1099 2023, click the top menu "Company-> Restore Backup Company".

    Step 4. Switch the current current company database

    Start ez1099 2023, select this new database file as your current database file by clicking the top menu "Company ->Select Company".

    #Option 2: For accountants

    If you are a CPA with many client accounts, it will be faster to transfer the data manually. Here are the steps on how to copy the data from ez1099 2022 folder to ez1099 2023 folder.

    Step 1. Install ez1099 2023 on your computer

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    Step 2. Open ez1099 2022 database folder

    The default database folder is:

    The database file is .mdb file (Microsoft Access Database file)

    Step 3. Copy the .mdb files to Ez1099 2023 folder

    The default database folder for ez1099 2023 is:

    If you are using multiple-user network version, you can copy the data to your shared folder on local machine or netowrk location.

    Step 4: Switch current database and edit the data

    Start ez1099 2023, select one new database file as your current database file by clicking the top menu "Company Management->Select Company".

    1099s software ez1099 software can prepare, print and efile forms W2G, 1097BTC, 1098s (1098, 1098C, 1098E, 1098F, 1098Q, 1098T), 1099s (1099A, 1099B, 1099C, 1099CAP, 1099DIV, 1099G, 1099INT, 1099K, 1099LTC, 1099MISC, 1099NEC, 1099OID, 1099PATR, 1099Q, 1099QA, 1099R, 1099S, 1099SB, 1099SA), 5498s(5498, 5498ESA, 5498QA, 5498SA), 8935, 3921, 3922, 1096 forms required by the IRS.

    New ez1099 2023 is available for 2024 tax season!

    If you do not have ez1099 software installed, try it free today with no obligation and no cost.


    Ralated Links

  • Quick Start Guide
  • W2 and 1099 Reporting deadline
  • How to Transfer Previous ez1099 data to the New Version

  • How to set up company account
  • How to add recipient
  • How to add a tax form

  • How to prepare and file forms
  • How to print 1099s forms on white paper for recipients
  • How to print forms in PDF format
  • How to print multiple forms on the same red-ink sheet?
  • Batch form printing
  • How to eFile forms

  • How to Import 1099 Data
  • How to Share data (for Multiple-user network version)