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Enter data for Form 1099-MISC
Use the following list during Form 1099 data entry. The list includes every box on Form 1099 Miscellaneous Income, and the location of the data in the application.
important
Amounts from checks with a data in 2020 or later will transfer to the 1099-NEC form automatically. Any checks with a 2019 or earlier date will transfer to the 1099-MISC.
Form 1099-MISC field or line | Data location in Accounting CS | Field in Accounting CS | Notes |
|---|---|---|---|
PAYER'S name | Select Setup , Clients , then the Main tab. | Payroll name | |
PAYER'S street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Select Setup , Clients , then the Main tab. | Business address line 1 | If the client has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the Business address. |
PAYER'S TIN | Select Setup , Clients , then the Main tab. | EIN/SSN | |
RECIPIENT'S TIN | Select Setup , Vendors , then the Main tab. | EIN/SSN | |
RECIPIENT'S name | Select Setup , Vendors , then the Main tab. | Vendor name | |
Street address (including apt. no.)
Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code | Select Setup , Vendors , then the Main tab. | Business address line 1
Business address line 2 City State Zip Country | If the vendor has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the Mailing address.
If this is a foreign state or country not available in the dropdown list, you'll need to override this information in the Edit Payroll Tax Forms screen. |
Box 1. Rents | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 1.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 2. Royalties | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 2.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 3. Other income | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 3.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 4. Federal income tax withheld | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 4.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 5. Fishing boat proceeds | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 5.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 6. Medical and health care payments | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 6.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 7. Payer made direct sales for $5,000 or more of consumer products to a buyer (recipient) for resale | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 item ellipsis button | Select the ellipsis button next to the 1099 item you chose and mark the Direct sales of $5000 or more checkbox.
As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 8. Substitute payments in lieu of dividends or interest | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 8.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 9. Crop insurance proceeds | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 9.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 10. Gross proceeds paid to an attorney | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 10.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 11. Fish purchased for resale | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 11.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 12. Section 409A deferrals | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 12.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Account number (see instructions) | System calculated field | N/A | The application populates the Account number field on Form 1099 with a unique account number to ensure that any Form 1099 corrections can be correctly tracked. This field can't be overridden on the form with another account number.
Per IRS general instructions for certain information returns, the account number may be a required field. The application populates this field automatically with a unique number for filing purposes. |
Box 13. FACTA filing requirement | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 item ellipsis button | Select the ellipsis button next to the 1099 item you chose and mark the FACTA filing requirement checkbox.
As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
2nd TIN not. | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 item ellipsis button | Select the ellipsis button next to the 1099 item you chose and mark the 2nd IRS notification incorrect recipient TIN checkbox.
As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 14. Excess golden parachute payments | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 14.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 15. Nonqualified deferred compensation | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 15.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 16. State tax withheld | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 16.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |
Box 17. State | Select Setup , Clients , then the Locations button on the Main tab. | Withhold state abbreviation | Populates the state based on the client's primary location. If multi-state locations, uses the appropriate state based on the vendor's state address. If the vendor is in a different state than the client, uses the client's primary location state. You can add additional states (and their withholding ID) in the State Numbers section of the Client Data tab on the Edit Payroll Tax Forms screen. |
Box 17. Payer's state no. | Select Setup , Clients , and then the Payroll Taxes tab. | Withholding ID | Uses the client's state withholding ID based on the populated state. See Box 17. State above. |
Box 18. State Income | Select Actions , then Enter Transactions . Select the check and go to the Distributions tab. | 1099 (dropdown) | Choose a 1099 item from the dropdown that contains box 18.
Setup on the 1099 Properties tab of the Vendors screen.As an alternate method you can override the data by going to Actions , Edit Payroll Tax Forms , and then the Recipient Data tab. |