Prepare Form 1099-SB without retyping every return into a portal.
Form 1099-SB, Seller's Investment in Life Insurance Contract, is commonly used by life insurance issuers and other organizations with Form 1099-SB reporting obligations. 1099ERICH is designed to help organize seller, policy, basis, and life insurance contract information in a repeatable desktop workflow.
What the software does
- Imports the required structured CSV or Excel layout for Form 1099-SB.
- Checks imported records for missing or incorrectly formatted information before you create filing files.
- Lets you correct the source spreadsheet and re-import until the validation report is clean.
- Prints recipient copies locally, including masked taxpayer identification numbers where appropriate.
- Creates IRS IRIS CSV upload files in blocks of no more than 250 records for the supported workflow.
Why a dedicated 1099-SB workflow helps
When you prepare many 1099-SB returns, a consistent import layout can reduce repetitive typing and make corrections easier to control. Your source file remains on your computer during the normal software workflow, and you upload the final files through your own IRS IRIS access.
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