1099-PATR Software

Taxable Distributions Received From Cooperatives

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Click Here to Download the E-File Magic 1099PATR Software (34MB)

IRS Form 1099PATR

Using the E-File Magic 1099PATR software you can print, mail, and e-File your 1099PATR forms with ease. We support all 1099PATR form copies, except for Copy A (the e-File transmittal takes the place of copy A), including:

1099PATR Form Copy B - For Recipient
1099PATR Form Copy C - For Payer

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 1099PATR forms!

Filing your 1099PATR Forms is as Easy as 1-2-3

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Filing Instructions

(according the the IRS)

File Form 1099-PATR, Taxable Distributions Received From Cooperatives, for each person to whom the cooperative has paid at least $10 in patronage dividends and other distributions described in section 6044(b) or from whom you withheld any federal income tax under the backup withholding rules regardless of the amount of the payment. A cooperative determined to be primarily engaged in the retail sale of goods or services that are generally for personal, living, or family use of the members may ask for and receive exemption from filing Form 1099-PATR. See Form 3491, Consumer Cooperative Exemption Application, for information about how to apply for this exemption. Report dividends paid on a cooperative's capital stock on Form 1099-DIV, Dividends and Distributions.

Exceptions. Generally, you are not required to file Form 1099-PATR for payments made to a corporation, a tax-exempt organization including tax-exempt trusts (HSAs, Archer MSAs, and Coverdell ESAs), the United States, a state, a possession, or the District of Columbia. See Regulations section 1.6044-3(c).

1099PATR 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
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

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