1099 Forms Best Software for Bulk 1099-B Filing

At a Glance
Brokerages and trading platforms filing thousands of 1099-B forms need bulk filing capabilities. BoomTax provides high-volume 1099-B e-filing with bulk data import, cost basis tracking, and efficient IRS submission.

What is the Best Software for Bulk 1099-B Filing?

High-volume filers need 1099-B software that can process millions of securities transactions efficiently with bulk import, cost basis calculation, and streamlined IRS submission.

BoomTax provides enterprise-grade bulk 1099-B filing. Our platform handles any volume with efficient processing, validation, and IRS e-file.

Why Choose BoomTax for Bulk 1099-B Filing

  • Any Volume: Handle thousands to millions of transactions.
  • Bulk Import: Upload via Excel, CSV, or API.
  • Cost Basis: Track acquisition costs and adjustments.
  • Wash Sales: Automated wash sale calculations.
  • IRS E-Filing: Direct electronic submission.
  • Customer Delivery: Bulk print, mail, or email options.

Bulk Filing Capabilities

Import Options

  • Excel Upload: Standard spreadsheet format
  • CSV Files: Simple text import
  • API Integration: Automated data transfer
  • Trading System Export: From brokerage platforms

Processing Features

  • Batch Validation: Check all forms at once
  • Cost Basis Calc: FIFO, LIFO, specific ID
  • Bulk Corrections: Fix multiple errors
  • Status Tracking: Monitor progress

Industries Using Bulk 1099-B

  • Brokerages: Customer transaction reporting.
  • Trading Platforms: High-frequency transaction volume.
  • Crypto Exchanges: Digital asset transactions.
  • Mutual Funds: Redemption reporting.
  • Clearing Houses: Transaction processing.

All Features Included

Purchasing any BoomTax package will give you everything you need to complete your filing.

This includes:

  • Federal E-File
  • State E-File (ACA and 1099 CF/SF)
  • Recipient Copy Download as PDF
  • Official IRS Copy Download as PDF
  • Unlimited Corrections

Bulk Import

Import many companies in one spreadsheet to simplify data input.

Data Validation

We validate your data against hundreds of IRS rules.

Hands Off E-File

No IRS registration or testing required.

Free Corrections

Make as many changes as needed for free.

How Bulk 1099-B Filing Works

Import Your Data

You can import your data as Excel, XML, or use files from popular payroll providers like QuickBooks, UKG, ADP, and many more.

Step-By-Step Wizard

We walk you through the process with no complicated jargon. You can also live chat with a real person as you work on your filing for hands-on help.

E-File & Mail Employee Copies

Once your data is loaded, you can e-file and distribute employee copies in minutes.

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Frequently Asked Questions

The best bulk 1099-B software handles high volumes with bulk import, cost basis tracking, and efficient IRS e-filing. BoomTax provides enterprise-grade bulk filing for any volume of securities transactions.

BoomTax can handle any volume of 1099-B forms, from a few thousand to millions. Our platform is designed for enterprise-scale filing with efficient batch processing and API integration.

Yes, BoomTax accepts bulk imports from Excel, CSV, and trading platform exports. We also offer API integration for automated data transfer from your brokerage systems.
Michaela Porterfield
Author
Michaela Porterfield
Content Writer at BoomTax
View all posts

Dedicated to simplifying complex IRS regulations for employers, with expertise in ACA, 1099, and W-2 compliance.

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