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Prepare form 1099 (all variations)

Process corrected 1099 forms

Follow these steps to process corrected 1099 forms.

Incorrect amount or 1099 filed in error

  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select the client from the
    Client
     dropdown.
  3. Select
    Corrected
     in the
    Form type
     dropdown, and
    1099
     in the
    Form
     dropdown.
  4. Select the form you need to correct in the
    Originally Filed Form
     field.
    note
    The
    Corrected Form to be filed
     field defaults to the same selection.
  5. Select the year of the form to correct, then
    Refresh
    . Select a copy to display from the
    Form
     dropdown.
  6. In the
    Recipient Selection
     tab, select the recipients in the
    Available Recipients
     pane that need corrected forms, then
    Select
     to add them to the
    Selected Recipients
     pane.
  7. Go to the
    Original - Recipient Data
     tab and make sure the amounts for the selected recipients are reported as they were originally filed.
    note
    • You can use
      Override
       and
      Clear All Overrides
       to modify information here if necessary
    • When filing the correction via the
      Electronic
       filing method, additional setup is required for
      Original E-file Information
       that's available in either the
      Original – Recipient Data
       or
      Corrected – Recipient Data
       tabs. The Receipt ID, Submission ID, and Record ID need to be added for each 1099 recipient being corrected.
  8. Go to the
    Corrected - Recipient Data
     tab and change the recipient data to the correct information.
    note
    • The
      Original – Recipient Data
       tab and the
      Corrected – Recipient Data
       tab reflect the data and setup information currently in the client record. If you haven't corrected the information in the client record yet, make the corrections on the
      Corrected – Recipient Data
       tab only. If you've already corrected the information within Accounting CS, edit the
      Original – Recipient Data
       tab to match the form as it was originally filed. Then enter the correct information on the
      Corrected - Recipient Data
       tab.
    • If the original 1099 was filed in error, the amounts on the corrected tab should be 0.
  9. Make any necessary changes to the information on the
    Client Data
     tab.
  10. When you're done making changes, select Process client forms
    Process Client Forms
    . Accounting CS creates:
    • A corrected 1099 form reporting how the amount boxes should've been reported.
    • A 1096 form summarizing the amounts from the corrected 1099. Unlike other corrections, a 1099 with a wrong amount doesn't need notation.
  11. Select the appropriate copies and a filing method in the
    Process Client 1099 Forms
     window. Then select
    Process Selected
     to print paper copies or queue the internet files.

No recipient ID number, incorrect recipient TIN, or incorrect recipient name

  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select the client from the
    Client
     dropdown.
  3. Select
    Corrected
     in the
    Form type
     dropdown, and
    1099
     in the
    Form
     dropdown.
  4. Select the form you need to correct in the
    Originally Filed Form
     field.
    note
    The
    Corrected Form to be filed
     field defaults to the same selection.
  5. Select the year of the form to correct, then
    Refresh
    . Select a copy to display from the
    Form
     dropdown.
  6. In the
    Recipient Selection
     tab, select the recipients in the
    Available Recipients
     pane that need corrected forms, then
    Select
     to add them to the
    Selected Recipients
     pane.
  7. Go to the
    Original - Recipient Data
     tab and make sure the amounts for the selected recipients are reported as they were originally filed.
    note
    • You can use
      Override
       and
      Clear All Overrides
       to modify information here if necessary.
    • When filing the correction via the
      Electronic
       filing method, additional setup is required for
      Original E-file Information
       that's available in either the
      Original – Recipient Data
       or
      Corrected – Recipient Data
       tabs. The Receipt ID, Submission ID, and Record ID need to be added for each 1099 recipient being corrected.
  8. Go to the
    Corrected - Recipient Data
     tab and change the recipient data to the correct information.
    note
    • The
      Original – Recipient Data
       tab and the
      Corrected – Recipient Data
       tab reflect the data and setup information currently in the client record. If you haven't corrected the information in the client record yet, make the corrections on the
      Corrected – Recipient Data
       tab only. If you've already corrected the information within Accounting CS, edit the
      Original – Recipient Data
       tab to match the form as it was originally filed. Then enter the correct information on the
      Corrected - Recipient Data
       tab.
    • If the original 1099 was filed in error, the amounts on the corrected tab should be 0.
  9. Make any necessary changes to the information on the
    Client Data
     tab.
  10. When you're done making changes, select Process client forms
    Process Client Forms
    . Accounting CS creates:
    • A corrected 1099 form displaying how the form was originally submitted, but with the money amount boxes blank.
    • A 1099 form displaying what should've been submitted, including the correct amounts in the amount boxes.
    • A 1096 form summarizing the amounts from the corrected 1099. Unlike other corrections, a 1099 with a wrong amount doesn't need notation.
  11. In the
    Process Client 1099 Forms
     window, select the appropriate copies and a filing method. Then select
    Process Selected
     to print paper copies or queue the internet files.

Wrong type of return

note
These steps only apply to the
Preprinted
 and
Internet
 filing methods. This type of correction isn't supported using the
Electronic
 filing method at this time.
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select the client from the
    Client
     dropdown.
  3. Select
    Corrected
     in the
    Form type
     dropdown, and
    1099
     in the
    Form
     dropdown.
  4. In the
    Originally Filed Form
     field, select the form type that was initially filed.
  5. In the
    Corrected Form to be filed
     field, select the form type that should've been filed.
  6. Select the year of the form to correct, then
    Refresh
    . Select a copy to display from the
    Form
     dropdown.
  7. In the
    Recipient Selection
     tab, select the recipients in the
    Available Recipients
     pane that need corrected forms, then
    Select
     to add them to the
    Selected Recipients
     pane.
  8. The
    Original - Recipient Data
     tab displays the original form data for the selected recipients. Verify the recipient name, EIN, and address.
  9. Make any necessary changes to the information on the
    Client Data
     tab.
    • Verify the recipient name, EIN, and address.
    • Complete the amount boxes as they should've been filed.
    • The
      Original – Recipient Data
       tab and the
      Corrected – Recipient Data
       tab reflect the data and setup information currently in the client record. If you haven't corrected the information in the client record yet, make the corrections on the
      Corrected – Recipient Data
       tab only. If you've already corrected the information within Accounting CS, edit the
      Original – Recipient Data
       tab to match the form as it was originally filed. Then enter the correct information on the
      Corrected - Recipient Data
       tab.
  10. Make any necessary changes to the information on the
    Client Data
     tab.
  11. When you're done making changes, select Process client forms
    Process Client Forms
    . Accounting CS creates:
    • A corrected 1099 form displaying how the form was originally submitted, but with the money amount boxes blank.
    • A 1099 form displaying what should've been submitted, including the correct amounts in the amount boxes.
    • A 1096 form with the notation
      Filed to Correct Return
      .
  12. In the
    Process Client 1099 Forms
     window, select the appropriate copies and a filing method. Then select
    Process Selected
     to print paper copies or queue the internet files.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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