1099s: 1099 Form Processing [Utilities menu]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Payroll Compliance module

The 1099 Form Processing dialog allows you to select the forms you want to include and the various print options, plus it also allows you to select the vendors or employees for whom you want to print 1099 copies. You can choose either the previous or current files for the selected 1099 form. The following 1099 form types are available:

1096, 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, and W-2G.

Choose Utilities > 1099 Form Processing, the calendar year you wish to process, and then choose the 1099 form type.

Special information

To print a zero in box 2a of the 1099-R form, specify Special Variable 6 as 0.00 in the Special Variables tab.

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Tabbed pages in this dialog

Form Selection tab

Print Options tab

1096 Information tab

Special Variables tab

Vendor Selection tab

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Fields & buttons

If you are a licensed user of the FileCabinet CS application and FileCabinet CS is installed on your machine, you can mark this checkbox to store an electronic copy of the selected report(s) in your FileCabinet folder.

Click this button to display the Select Printer dialog, which allows you to select a printer other than the default printer.

Opens the 1096 form in the preview window.

Opens Copy A of the currently selected 1099 form in the preview window.

Click this button to print the information in the currently selected file.

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