Print or eFile 1099 Forms

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Expand/Collapse item  Overview

Use these procedure to print or efile new or drafted plain paper 1099 forms using Form 1099 Tax Reporting.

Expand/Collapse item  Before You Begin

  • Verify that the 1099 Reporting check box is selected and 1099 boxes are set up for the year entered in the Default 1099 Calendar Year field in Accounts Payable Options. For more information, see Accounts Payable Options.

  • If you retain invoices for the full calendar year, print the Accounts Payable Trial Balance Report for paid invoices and print the 1099 information for the date range that covers the calendar year. You can file the report to support the 1099 forms sent to vendors. For more information, see Accounts Payable Trial Balance Report.

 

To print or efile 1099 forms

  1. Select Accounts Payable Reports menu > Form 1099 Tax Reporting.

Note If Form 1099 Tax Reporting is not activated, the Verify Account Information window appears. Enter the account information to activate, or click Demo to use Form 1099 Tax Reporting in demo mode. For more information, see Verify Account Information.

  1. In the Form to Use field, select New.

    For more information, see Form 1099 Tax Reporting - Fields .

  2. In the Form Type field, select a form type.

  3. In the Vendor Type to Print and 1099 Calendar Year fields, select the applicable options .

  4. To specify whether 1099 forms are printed based on the minimum year-to-date payment amount for individual Form 1099 boxes, click Minimum YTD, and enter the amounts in the Minimum YTD Payment window.

    For more information, see Minimum YTD Payment - Fields.

  5. In the Company section, the information entered in Company Maintenance appears. Make sure that it's correct and update it as needed.

  6. Use the Operand and Value fields, to select the vendors, and then click Accept.

Note If you are prompted to install an update, click Yes and then follow the on-screen instructions. You must install mandatory updates to continue processing, and you must install optional updates to maintain current forms and programs.

Expand or collapse item  If the form selected has already been processed

If the form type selected has already been processed for the calendar year selected, a message appears notifying you that no 1099 History file was found. Perform one of the following:

  1. To edit the forms already processed, select Open the History File and click OK. Proceed to step 10.

  2. To override and reprocess the forms, select Disregard the History File and click OK. Proceed to the next step.

Expand or collapse item  If the form selected was previously saved with incomplete information

If the form type selected was saved with incomplete information, a message appears notifying you that a work in-progress Draft file has been detected. Perform one of the following:

  1. To complete the form saved, select Continue working with the Draft file and click Next. Proceed to step 10.

  2. To enter a new form, select Start working on a new file and click Next. Proceed to the next step.

  1. The 1099 Wizard appears. Click Next.

  2. On the Checklist page, click the Print Checklist button to print a list of steps to use when verifying information on the 1099. Click Finish to continue.

  3. In the W2/1099 Preparer window, follow the steps to complete the form. For more information, see the help for the W2/1099 Preparer window.

  4. When all forms are completed, print and/or efile the forms.

The 1099 forms are printed or efiled.