Here are various methods one can use to extract data out of 1099 Pro Software that can be migrated or imported to a different software or platform. The most common formats are the IRS 1220 format, delimited text files and Microsoft Excel files. 

1099 Pro Corporate Suite Only

Restore Archived File for transmittal files created 

If you did not use the Service Bureau and created your own transmittal files to submit to the IRS/SSA/State yourself, you can restore the archived filed from the database. 

  1. Navigate to Section 3 Filing My Forms and click on Electronic Filing
  2. Select the desired form group when prompted then click OK. 
  3. Highlight the session for the transmittal file you want to restore.
    1. use the current query to filter for all filers or current filer.
    2. you can only restore non-voided sessions.
  4. Click the Restore Archive File button at the bottom of the screen.
  5. Provide the destination path to save the file and click OK
  6. A window will display the file is restored with the path to your transmittal file. 

Export 1099 Data to 1220 format

You can do a bulk export of 1099 data to 1220 format.  Note, that it will only export in the current year's 1220 format.  You will need to do each tax year separately if you need to do multiple tax years.   This process allows you to do multiple filers and multiple 1099 form types together. The option is not available for 1042-S or W2 form types. 

  1. Navigate to Section 2 Printing & Mailing and click on Export Forms for Print/Mail
  2. Select the desired form group when prompted then click OK. 
  3. Click on IRS 750-byte Export (Pub 1220 Format) at the top of the screen
  4. Proceed and follow the on-screen instructions through wizard. 
    1. For a more detailed step-by-step guide please refer to the help file or by clicking the help button when you enter the wizard screen. 

Database SQL queries

This method is more advanced and will require MS SQL Server knowledge.  You can run select queries to create your own dataset.   Here are important tables and their descriptions that you can join if preferred. 

  • pro1099.filers - Filer/Payer information
  • pro1099.formXXXX - Form data.  This will be the "master" or "face" form that incldues the final amounts and recipient data, reported on 1220. 

1099 Pro Corporate Suite and 1099 Pro / 1042-S Pro / W2 Pro Desktop

Export Data to text or excel files

You can do a raw data export to text or excel format with custom mapping. 

  1. Navigate to Section 2 Printing & Mailing and click on Export Forms for Print/Mail
  2. Select the desired form group when prompted then click OK. 
  3. Click on Mapped ASCII Export (Fixed/Delimited/Excel)
  4. Proceed and follow the on-screen instructions through wizard. 
    1. For a more detailed step-by-step guide please refer to the help file or by clicking the help button when you enter the wizard screen. 

Service Bureau Data Recovery

This method is considered a "last resort" type solution.  The Service Bureau can do data recovery by retrieving your upload files.  This will not gurantee it will have ALL your data as only data you approve for that specific upload will be contained in each recovery.  There is a PER upload fee and requests may take longer to process as we approach busy season months. 



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