8/29/23 3:30 PM

Saved You a Seat Episode 47: 1099-S Filing Mid-Year Prep

Thank you so much to everyone who attended Episode 47 of our Saved You a Seat webinar series: 1099-S Filing Mid-Year Prep. We hope that you learned the importance of prepping for your 1099-S filings now, in the months before you'll officially file with the IRS.

In this episode, SoftPro Senior Business Consultant Patsy Epperson discussed the steps to take and the reports you can be running now to make your submission process as seamless as possible come filing season. She covered key aspects of prepping for your 1099-S filings, including: 

  • Configuring the application in SP Admin
  • Testing your IRS FIRE site login
  • Reapplying for a TCC code if you originally applied prior to September 26, 2021
  • Reviewing criteria for orders to become 1099 records in Pro1099
  • Running the 1099-S Exception Report
  • Correcting orders with missing information
  • Re-running the 1099-S Exception Report monthly
  • And more!

Not able to join us for the live webinar? We've made a recording of Episode 47 available for you to watch below.

Stay tuned for more details on Saved You a Seat Episode 48, coming soon! 

Don't miss an episode of Saved You a Seat! Subscribe to webinar notifications now to receive an email notification whenever a new episode is available! 

Topics: Saved You a Seat Webinars

Stay up-to-date on the information about industry regulatory requirements, events, customer successes, company updates, and more!

Subscribe to Email Updates

Recent Posts

see all