How to import recipient list into ez1099 Software

ez1099 software was developed to simplify filling out, printing and eFile W2G, 1097BTC, 1098s (1098, 1098C, 1098E, 1098 T), 1099s (1099A, 1099B, 1099C, 1099CAP, 1099DIV, 1099G, 1099H, 1099INT, 1099LTC, 1099MISC, 1099OID, 1099PATR, 1099Q, 1099R, 1099S, 1099SA), 5498s(5498, 5498ESA, 5498SA), 8935, 3921, 3922, 1096 forms required by the IRS.


If you used ez1099 2011 version last year and you want to transfer your last year's data to ez1099 2012, you can check this article


Here is the step by step guide on how to import recipient list from external .csv file. If you need a test file, you can click here to download a sample recipient list file.


Step 1: Start ez1099, then click the top menu “Company”, then click the sub menu “Import Recipients” to open “import 1099” screen.


If you have not installed ez1099, you can download and try it for free at

import 1099


Step 2: Following the steps on the screen.

-          Click “Open File” to select your data file

-          Select the column map

-          Click “Test Parse” button to test

-          Click the “Import “ button to import data

import 1099 data


Then you will see these recipients when you go back to the main screen.

1099 software


You can download the sample file and unzip it to test this import function here.

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