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Prepare form 1099 (all variations)

Process Form 1099

Before you begin

Run the following reports to verify vendor information before you process 1099 forms.
  • Vendor List – Detailed
    : To verify that vendor information is up to date, mark the
    1099 Properties
     checkbox and clear the
    Distributions and Payment Preferences
     checkbox in the Regions to Include section.
  • 1099 Activity
    : To verify 1099 types and amounts, select
    Current year
     or
    Prior year
     as the period to process in the Date section.
  • Optional:
    Verify vendor TINs with the Internal Revenue Service
note
IRS regulations made on 23 February 2023 reduce the threshold for filing certain information returns electronically. For more information, refer to the related content link.

Process 1099 forms

Follow these steps to process 1099 forms:
  1. Select
    Actions
    , then
    Process Payroll Tax Forms
    .
  2. Select
    1099
     as the form type, the type of 1099 you're processing, and the year.
  3. Select
    Refresh
    .
  4. Mark the checkboxes for the forms you want to include for each client, then select
    Process Selected
    .
    note
    You can use the options in the Form Selection section to filter clients.

Process 1099 forms for selected vendors

Follow these steps to process 1099 forms for selected vendors only:
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select
    1099
     as the form type, the type of 1099 you're processing, and the year.
  3. Select
    Refresh
    .
  4. Select
    Copy A
     in the
    Form
     field, then the
    Recipient Data
     tab.
  5. Right-click in the grid area and select
    Deselect all
    .
  6. Mark the checkbox for the recipient you want to process.
  7. Select
    Process Client Forms
    .
  8. In the Process Client 1099 Forms window:
    • Clear the
      Print All Recipients
       checkbox.
    • Mark the checkboxes for the forms you want to process.
    • Select the filing methods and print options for the forms.
  9. Select
    Process Selected
    .
note
Select
Setup
,
Vendors
, then the
1099 Properties
 tab. If the
Always Print Form
 checkbox is marked, a 1099 form will print for the vendor regardless of any other settings.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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