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How to prepare 1099-S substitute form
How to prepare 1099-S substitute form

Readying important forms before filing

Product Team avatar
Written by Product Team
Updated over 8 months ago

What is a 1099-S Substitute Form?

You must request the transferor's TIN no later than the time of closing. The TIN request need not be made in a separate mailing, but, rather it may be made in person, in a mailing that includes other items, or electronically. The transferor is required to furnish his or her complete, non-truncated TIN and to certify that the TIN is correct.

If you use a Closing Disclosure, you may provide a copy of such statement, appropriately modified to solicit the TIN, to the transferor. Keep the 1099-S substitute form in your records for 4 years.

How to prepare 1099-S substitute form (seller’s certification and 1099-S copy)

  1. A 1099-S substitute form can be used for the purposes of the initial collection of information from the seller, getting the seller’s TIN number certification, and as Part B (seller’s copy) of the 1099-S form.
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  2. To print the 1099-S substitute form, click on Print 1099-S Substitute Form at the bottom of the 1099-S filing page.
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  3. We recommend printing the substitute form before the closing so that you can collect the seller(s) information and signature(s) at the closing.
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  4. Signed substitute forms are for your records only. InfoTrack does not require a copy of the substitute form to be uploaded once complete.

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