View Source

Overview

Bulk TIN Match rates are posted online at https://www.1099pro.com/serv_TIN_Matching.asp.

Cost is per upload (may include up to 100k recipient Name/TINs)
Customers must purchase and use the current tax year software to submit for this service.
- During September - December, the Service Bureau accepts bulk TIN match uploads from both TY 2021 and 2022 software products.
All uploads must be submitted via the software's built-in Bulk TIN Match Wizard.
The Service Bureau cannot process .any manual texts file such as XLS, .TXT, .CSV, etc.

Submitting Your Data

Watch our video tutorial - https://www.1099pro.com/videos.asp.

Workaround Method

For customers who submit multiple bulk TIN match files, and/or use our software exclusively for bulk TIN match services, see:

How to Easily Submit Multiple Bulk TIN Files - Bulk TIN Match Upload Wizard - Workaround (Aug 2022).pdf

Bulk TIN Match Results

Bulk TIN Match Results - Bulk TIN results are returned via email, with a ZIP attachment, within 1-2 business days. If you cannot receive ZIP files via email, we can post results on our secure FTP site. Email SB@1099pro.com for help.

FAQs

The records included in your Bulk TIN Match upload are determined by your selected filer(s) and form type(s); however, certain records are automatically excluded. Thus, your Bulk TIN Upload file may contain fewer records than the number of tax forms you issued this year.

Only active records are included. Corrected records with a Zero status (Zero/Pending or Zero/Filed) and deleted records are excluded.
Duplicate records are excluded, see Stripped Records.
Invalid records (e.g., TIN missing or incomplete, name missing) are excluded.

In accordance with IRS guidelines to prevent phishing for name/TIN combinations, duplicate records are automatically stripped from bulk TIN files. For example, if you issued three 1099s to "Jane Doe", only the first "Jane Doe" name/TIN combination is included in your upload file. Likewise, if you issued multiple forms to TIN "123-45-6789", only the first "123-45-6789" name/TIN combination is included in your upload file. You may legitimately be issuing a dozen records to unique individuals with the name "Jane Doe", however you cannot submit them all in a single upload. This is per the IRS, not a limitation of our software.

Isolate Stripped Records

Corporate Suite and 1099 Pro Enterprise (not 1099 Pro Professional nor 1042-S Pro) allow you to generate a list of stripped records from your Bulk TIN Match upload file. For guidance in this process, search "Stripped" in your software help file.