Mask or unmask recipient TIN on Form 1099
The IRS instructions for Form 1099 allows you to mask the recipient Taxpayer Identification Number (TIN) on paper copies given to recipients.
The recipient's TIN is truncated on all 2018 and later 1099 forms except Copy A (Federal) and Copy 1 (State Tax Department). Following IRS regulations, the first 5 digits of the 9-digit number has been replaced with Xs.
- SelectFile, thenLayout Designer.
- Double-click the 1099 Forms folder, the folder for the appropriate year, then the form and copy you want to mask or remove the mask for.
- In theRecipient's identification numberbox, select whichever of the following variables is present:
- TaxForm.1099Recipient.EINMaskedWithXsUptoLastFourDigits
- TaxForm.1099Recipient.EIN
- PressDelete.
- From the Design Tools, selectVariables.
- Select+to expandTax Formand1099 Recipient.
- Double-click one of the following variables as needed:
- To unmask the TIN, select theEINvariable
- To mask the TIN, select theEIN - Masked with Asterisks up to Last Four DigitsorEIN - Masked with Xs up to Last Four Digitsvariable.
noteThis inserts the variable at the beginning of the form. - Use cursor keys to move the variable to theRecipient's identification numberbox.
- Resize and reposition the variable as necessary.
