Enter transactions to a record on a 1099 form
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
- 1099-A
- 1099-B
- 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.
