Enter transactions to a record on a 1099 form
In the Enter Transactions screen, select a 1099 form in the
Distributions
tab, then select Details
to add required information.For payroll compliance (annually licensed)
The
Form 1099 details
screen is used to enter additional details required by the 1099 form. In the Enter Transactions
screen, every form/box number combination selected will have a Details
option associated with it to allow you to specify additional information.The Printing threshold information entered in the
Details
screen will apply to all distributions for that specific form/box number combination. All other additional information will apply to all distributions for that same form.- SelectActionsthenEnter Transactions.
- Select a 1099 form in theDistributionstab, then selectDetails.
Available forms
The following are the available 1099 forms:
- 1098-C
- 1098-E
- 1098-T
- 1098
- 1099-A
- 1099-B
- 1099-C
- 1099-DIV
- 1099-G
- 1099-INT
- 1099-MISC
- 1099-OID
- 1099-PATR
- 1099-R
- 1099-S
- 1099-SA
- 5498
- 5498-SA
- W-2G
- 1099-NEC
The options available in the window vary by 1099 form type. For further information about any of these fields, refer to the IRS instructions for the specific form.
