All firms using Pro1099 that are current subscribers to SoftPro's Annual Maintenance Service or have begun using Pro1099 60 days prior to the release of a new update are eligible to receive the 1099 Compliant Release.

Please note: Customers running version Standard 12.0: Please contact SoftPro Support to obtain information on your 1099 update.

If you have questions please review the 1099 Preparation Guide for everything you'll need to know. Just log in to mySoftPro and select 1099 Update. Call 800-848-0143 to set up an appointment with a qualified SoftPro Support Analyst if you need assistance.

Filing Deadlines:

Electronic Filing Only – Recipient Copy - February 18, 2014 / IRS Copy - March 31, 2014

As 1099-S reporting only occurs once a year, it is always helpful to take a refresher course in Pro1099. Follow these six simple steps to success for 1099-S submissions with Pro1099:

Step 1

Register with SoftPro 360 via your ProForm application. Go to the Services menu in your ProForm application. Access the login menu option. Once the login screen appears, click the Register new user link. For more information regarding registering with SoftPro360 click here.

Step 2

Download the Pro1099 Update via SoftPro 360. The Update can be found in the SoftPro 360 Products menu under the SoftPro 360 Console, or go to Services > Add-ins > SoftPro - Pro1099 Updater:



Note: If your SoftPro Annual Maintenance Subscription has expired or cannot be verified during the installation process, the 1099 Update will not install. Please contact SoftPro Sales at 1-800-848-0143 or via email at sales@softprocorp.com to purchase or renew your Annual Maintenance Subscription.

Step 3 – Enter Your TCC Code
If you don’t have a Transmitter Control Code (TCC), you must file IRS Form 4419 to obtain one. Form 4419 can be found in the back of Publication 1220. Publication 1220 contains everything you need to know about electronic filing, including IRS/ECC-MTB contact information. To enter your TCC code in Pro1099, select Tools/Transmitter/Payer Information and enter the code in the TCC: field.
Note: To request paper forms and publications related to 1099-S submission filing, call the IRS at 800-TAX-FORM or visit the IRS website at www.irs.gov.

To request an extension, visit the IRS website at https://fire.irs.gov/. You'll have to Log On (Create New Account if you don't already have one) to request the extension. Click here for instructions on how to file for an extension.

Step 4 – Run an Exceptions Report
To make certain that each 1099 record in your database contains all of the required information, run an Exceptions Report. If the report finds errors, correct them as soon as possible! Also, if sellers did not receive Substitute 1099-S Forms at closing, print and mail them to sellers now!

Step 5 - Create Your IRSTAX File With Pro1099
During the process, you will be asked to select a folder in which to save the IRSTAX file. You will then be responsible for submitting the file via the IRS FIRE system.

Step 6 – Send In Your Submission!
You will need to connect to the IRS FIRE system using your computer’s internet connection. You can learn about how to file electronically from any of the following IRS publications:

  • Publication 3609 Filing Information Returns Electronically
  • Publication 1220 Specifications for Filing Forms 1098, 1099, 5498, and W-2G Electronically.
  • Publications 3609 and/or 1220 can be downloaded from www.irs.ustreas.gov/formspubs.

Additional Documentation and Forms:

Certification for No Information Reporting on the Sale or Exchange of a Principal Residence (ReadyDoc version) - updated 9/12/11 (Once unzipped, save to SoftPro\RdyDocs on server). The 1099 Export file is standard in your SoftPro Document folder. When saving this file you will be prompted to overwrite the existing file.

Certification for No Information Reporting on the Sale or Exchange of a Principal Residence (Word Merge version) - updated 9/13/11 (Once unzipped, save to SoftPro\Merge on server). The 1099 Export file is standard in your SoftPro Document folder. When saving this file you will be prompted to overwrite the existing file.

Certification for No Information Reporting on the Sale or Exchange of a Principal Residence (ReadyDoc Legal version) - updated 9/12/11 (Once unzipped, save to SoftPro\RdyDocs on server). The 1099 Export Legal (legal size) document file is not in your normal SoftPro document tree. It must be manually added to your User Ready Docs Tree.

Certification for No Information Reporting on the Sale or Exchange of a Principal Residence (Word Merge Legal version) - updated 9/13/11 (Once unzipped, save to SoftPro\Merge on server). The 1099 Export Legal (legal size) document file is not in your normal SoftPro document tree. It must be manually added to your User Ready Docs Tree.