The attached files are examples of the 2009 E-File Magic Version of the 1099-B form. Both the corporate efile service E-File Magic 2.2 software and our processing bureau use these forms when preparing your data for mailing.

Instructions for Recipient
Brokers and barter exchanges must report proceeds from transactions to you and the IRS on Form 1099-B. Reporting is also required when your broker knows or has reason to know that a corporation in which you own stock has had a change in control or a substantial change in capital structure. You may be required to recognize gain from the receipt of cash, stock, or other property that was exchanged for the corporation’s stock. If your broker reported this type of transaction to you, the corporation is identified in the box below your name and address on Form 1099-B. Account number. May show an account or other unique number the payer assigned to distinguish your account. Box 1a. Shows the trade date of the transaction. For aggregate reporting, no entry will be present. Box 1b. For broker transactions, may show the CUSIP (Committee on Uniform Security Identification Procedures) number of the item reported. Box 2. Shows the aggregate proceeds from transactions involving stocks, bonds, other debt obligations, commodities, or forward contracts. May show the proceeds from the disposition of your interest(s) in a widely held fixed investment trust. Losses on forward contracts and changes in control or substantial change in capital....

The E-File Magic 2.2 free 1099 software supports all 1098, 1099, 5498, and W2G forms which can be downloaded and used FREE of charge by downloading our free tax software. The software requires e-file services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.