Printing 1099

Prior to printing 1099 forms, please start by Verifying 1099s.

Note: Only those vendors who meet the qualifications established by IRS are included on 1099 forms. In particular, the sum of all payments to the vendor for the selected year should meet the minimum established by the IRS. The system only sums up those payments which are marked as 1099 items. For Misc Payments, navigate to Finance > AP > Misc. Payments > Misc. Payment Details > Details to mark 1099. For payments, navigate to the associated invoices to mark 1099 items Finance > AP >Invoices > Vendor Invoice Details > 1099 Items.

Use the following reports located in Data Analytics Tool (DAT) -> PCR Imported category to print 1099 forms.  Please note, you will need FinanceAP Full or FinanceAP Read roles to access them.

[Finance] 1099 MISC - No Lines
[Finance] 1099 MISC - With Lines Note: This version should not be sent to the IRS.  Please use official IRS documents.
[Finance] 1099 NEC - No Lines 
Note: These reports are for 2020 and later due to changes to the IRS forms.  For forms prior to 2020, please use the report [Finance] 1099 - No Lines (Pre-2020).

- Open the desired report.
- Navigate to the Results tab on the left.
- Click the “Mail Merge” button to download the 1099 form.
- Print the form.

These reports are year-specific; to update the tax year:

- Open the desired report.
- Click on the Query tab on the left.
- Click on “1099 Item Totals” table.
- Specify the correct Tax Year below Table Required Parameters.
- Click Save.

Note:  Reporting 1099s to the IRS also involves Printing 1096

See also
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