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 What are stripped records?, below.
• 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 bug in 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.

Your zipped results include Text and Excel files. 

Excel file results are provided in an easy-to-read format. Mismatches, highlighted in red, are described in the "Result Message" column.  

Your text file results are provided in a TIN Type,TIN,Name,Account,Response format. For example, the following sample lines indicate that the TIN provided by Matthew Mulberry is 2 - Not Currently Issued, and the TIN provided by Acme Incorporated is 0 - Matches IRS records.

1;183421111;Matthew Mulberry;89765;2
2;562611111;Acme Incorporated;89765;0