1099 Pro

What 1099 Pro is

1099 Pro Enterprise is Windows desktop software for preparing 1099 and related information returns. It supports forms including 1098, 1099, 3921, 3922, 5498, W-2G, and W-9/B-Notices. Records can be entered manually or imported from XLS, XLSX, TAB, CSV, and pipe-delimited files. The product page describes capacity of 5,000 records per entity, with additional records available through bump codes. For tax year 2026, federal IRIS e-filing runs through the Sovos Service Bureau, which converts records to XML and transmits them to the IRS using its TCC. Enterprise can generate state-specific electronic files and paper PDFs for self-filing directly with states; CF/SF filing is included with federal e-file orders. The software prints recipient copies and instructions on blank paper. Print-and-mail and eDelivery are available for additional fees. Its TIN Management Utility tracks W-9, W-9S, and first and second B-Notice requests. Configurable user restrictions and audit trails support oversight of form changes. Plans are one-time purchases: $699, paid once for one user, $1,399, paid once for 2 to 5 users, and $2,199, paid once for unlimited users. A functional demo prints sample data until activated with a purchased product code.

Who it suits

1099 Pro Enterprise suits businesses or tax filing teams preparing information returns on Windows, especially those handling multiple filing entities or needing configurable user access and audit trails. It also fits users who want both federal e-filing and tools for state self-filing.

Limits

The product page describes capacity of 5,000 records per entity, with additional records available through bump codes. The demo prints sample data only until activated with a purchased product code.

Getting started

1. Visit the 1099 Pro Enterprise product page.
2. Choose a one-time plan for one user, 2 to 5 users, or unlimited users.
3. Install on Windows 11 or Windows Server 2016 or later.
4. Use the functional demo with sample data, or activate it with a purchased product code.
5. Enter records manually or import a supported file format.

Verdict

Choose 1099 Pro Enterprise if you need Windows software for preparing information returns, with federal e-filing and state self-filing outputs. Consider another option if you need a free plan or require a platform other than the listed Windows environments.