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ez1099 Software: How to Import 1099-misc or 1099-nec Forms from ezW2 Software

If you used ezW2 software before and need to switch to ez1099, ez1099 can import 1099-misc and 1099-nec data from ezW2 software quickly. (Note: This feature is available within ez1099 2020 and later versions.)

Note:
- ez1099 can import 1099-misc data from ezW2 2019 and earlier versions.

- ez1099 can import 1099-nec data from ezW2 2020 and later versions.

Step 1: Find the ezW2 account

Start ezW2, you can find the current file name from the top menu.



Step 2: Launch ez1099 software and import 1099 data from ezW2 software

2.1 Start ez1099 software. If you have not installed it, you are welcome to download the trial version and test drive it with no obligation.



2.2 Clear recipient list (optional)

If you have test data, please remove it.



2.3 Click the top menu "Imports/Exports" then click the sub menu "Import 1099 Data from ezW2" to view import data screen.



2.4 Click the "Open File" button to select ezW2 database file.



2.5 Check the box "Include settings" to import company setting also.

2.6 Import data




Note

1. Form 1096 will be generate automatically based on form 1099 information

2. ez1099 allows user to set up unlimited companies with one flat rate. So if you have multiple companies or you are an accountant, you can add new company by clicking top menu “Company Management->New company”


Still have questions?

help image If you have still have questions, you can also check the FAQs page or contact us at support page. We are glad to assist you as soon as possible.

Ralated Links

  • Quick Start Guide
  • W2 and 1099 Reporting deadline
  • How to Transfer Previous ez1099 data to the New Version

  • How to set up company account
  • How to add recipient
  • How to add a tax form

  • How to prepare and file forms
  • How to print 1099s forms on white paper for recipients
  • How to print forms in PDF format
  • How to print multiple forms on the same red-ink sheet?
  • Batch form printing
  • How to eFile forms

  • How to Import 1099 Data
  • How to Share data (for Multiple-user network version)