Generating the 1099 Electronic Filing Workfile
Access the EFW2/ EFW2 State Electronic Filing Setup/Build Revisions form by selecting 1099 from the Row menu.
For information for electronic filing, contact the system administrator.
- Payer Name Control
Enter a four-character control code obtained from the mailing label on the 1099 materials that the IRS sends to most payers each December. This code is usually the first four significant characters of the business name. If the code is fewer than four characters, left-justify the characters and then fill the unused positions with blanks. If you do not know the payer name control code, leave this field blank.
- Foreign Corp Indicator
Enter a code that identifies whether a payer is a foreign corporation and pays income to a U.S. resident from sources outside of the U.S. Values are:
Blank: The payer is not a foreign corporation.
1: The payer is a foreign corporation.
- Transmitter Control Code
Enter the five-character alphanumeric code that is assigned by the IRS. This code is required to submit 1099 returns using an electronic file.
- Correction Form
Enter a code that indicates whether the year-end form has been corrected and that no changes should occur to this record.
For 1099 processing, values are:
Blank: This is the original file submission that was returned from the IRS for replacement.
T: This is a test file submission.
C: This is a correction file submission.
If an electronic file was returned by the IRS, the file contains format errors that were encountered during processing, and you must send a replacement to the IRS.
- Transmitter Company Address
Enter the Address Book Number of the person, company, or service that created and sent the electronic file to the respective governmental agency.
- Address Number
Enter the Address Book Number of the person or company to which the electronic file should be returned if problems should occur.
- Transfer Agent
Enter the Address Book number of the transfer agent, if used.
- Add Version
Enter the 1099 Version for electronic filing.
- Electronic File Name
Enter the name of the electronic file that the system uses to store the file in the path specified in the Electronic File Directory Path processing option in the Year-End Workbench program (P07810).