1097-BTC Software

IRS Form 1097-BTC

Using the E-File Magic 1097-BTC software you can print, mail, and e-File your 1097-BTC forms with ease. We support all 1097-BTC form copies, except for Copy A (the e-File transmittal takes the place of copy A), including:

  • 1097-BTC Form Copy B - For Payer
  • 1097-BTC Form Copy C - For Recipient

You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way. We hope you enjoy using E-File Magic for filing your 1097-BTC forms!

Filing your 1097-BTC Forms is as Easy as 1-2-3

Img Illustration

Filing Instructions

(according the the IRS)

Use Form 1097-BTC, Bond Tax Credit, to report tax credit bonds (or their agents) and nominees/intermediaries (such as a broker, a partnership, a trust, an estate, a regulated investment company, or a real estate investment trust).


1097-BTC Software Features Include:

  • Print forms to blank paper!
  • No software licensing fees for using our software. You pay only for the services we provide!
  • Database level encryption support: Protect your sensitive recipient information using the Department of Defense approved AES256 algorithm!
  • Support for ALL 1097-BTC, 1098, 1099, 5498, 3921, 3922, and W-2G forms
  • Print and Mail Services Available
  • Integrated Bulk TIN Matching Services Available
  • IRS Copy A and 1096 Not Required
  • Requires E-Filing with Our Service Bureau
  • No need to apply for TCC number using our system
  • Import E-File Magic 2010 Recipients to avoid reentry!
  • Multi-User support for operating in an Active Directory or workgroup environment.
  • Supports filing years 2007, 2008, 2009, 2010, & 2011
  • Printable forms support industry standard double windowed number 9 and 10 envelopes.
  • High quality printable forms, covering all copies B, C, D, 1, and 2 where applicable
  • Simplified correction process for processing IRS corrections
  • Personalize printable forms using your companies logo.
  • Misc. data fields allow you to customize messages, financial breakdowns, payment history information, etc to be printed on your recipient forms
  • Preview your forms before you print them
  • CPA Friendly: Unlimited Companies/Filers
  • XP, Vista and Windows 7 Compatible
  • Built-In Help System
  • Built-In Form validation module to help you avoid common mistakes
  • Built-In reporting for generating form totals, recipient lists, and mailing labels
  • Requires E-Filing services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
  • Seamless client server order transmission process; transmit your order in seconds!

Supported Software Forms

No votes yet

Free Download

Screenshots: