ImpMapSmall Your First Mapping

Create The Mapping

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In the previous topics, destination Form 1099-MISC was selected from the tax form group and sample source file EXAMPLE_SOURCE.TXT was located and opened. In this topic, a one-to-many mapping of EXAMPLE_SOURCE.TXT to Form 1099-MISC will be created.

 

There are three ways to map source fields to destination fields:

 

1.Drag and Drop
2.Click and Double-Click
3.Map by Name

 

This topic describes 1 and 2 above. Details of the Map by Name procedure can be found in the Tools chapter.

 

note Note

 

A è B denotes source field A maps to destination field B.

 

Drag and Drop

Move your mouse to the source view and click on "First Name". Next, hold down the mouse button as you drag "First Name" to "Name line 1" in the destination view. Now, drop the "First Name" by releasing the mouse button. If successful, the Source Field and No. columns of the destination view should appear as in Figure 5. If they do, then you have successfully mapped source field "First Name" to destination field "Name line 1" using drag and drop.

 

MapNameLine1

 

Figure 5 - First Name è Name line 1

 

Click and Double-Click

Move your mouse to the source view and click once on "First Name". Next, double-click on "Name line 1" in the destination view. If successful, the Source Field and No. columns of the destination view should appear as in Figure 5. If they do, then you have successfully mapped source field "First Name" to destination field "Name line 1" using click and double-click.

 

note Notes

 

Whether you choose to map by Drag and Drop or Click and Double-Click is a matter of preference.
To undo a map either map the field to the same destination or double-click the destination field.
If you inadvertently map a field to the wrong destination, undo the map and map it again.
Double-click any source field to verify that it has been mapped.

 

Map by Name

This procedure attempts to generate a mapping automatically, based upon the header record of your source file. Details of the Map by Name procedure can be found in the Tools chapter.

 

Exercise: Use either Drag and Drop or Click and Double-Click to establish the following mapping from EXAMPLE_SOURCE.TXT to Form 1099-MISC:

 

First Name è Name line 1

Tax ID è Taxpayer id

Address 1 è Street address line 1

City è City

State è State

Zip è Zip code

Amount è Rents

 

Your results should be identical with those displayed in the destination view.

 

One-To-Many, One-To-One Mappings

A mapping containing at least one source field which maps to more than one destination field is said to be one-to-many. A mapping that is not one-to-many is said to be one-to-one.

 

The mapping created in the exercise above is clearly one-to-one. Assuming that the "Amount" reported in destination field "Rents" had to be reported to the recipient's state as well, one could simply map

 

State è Reporting State #1

Amount è State 1 income

 

resulting in a one-to-many mapping that would get the job done.

 

note Note

 

Prior to 2005, IMU did not support one-to-many mappings.

 

information Although the mapping above suffices to import EXAMPLE_SOURCE.TXT into Form 1099-MISC, there is one minor problem! Each recipient's "Middle" and "Last Name" have not been mapped. Surely, one could map "Last Name" è "Name line 2", but this would result in the recipient's "First Name" and "Last Name" printing on two distinct lines of Form 1099-MISC. Moreover, the "Middle" name was never mapped. The solution to this problem lies within IMU's power to merge source fields, which is the subject of the next topic.