Entering data for 1099 Forms (1099-Misc)

Alerts and notices

During Form 1099 data entry, you can refer to the following table, which lists each box on 1099 Miscellaneous Income form and then specifies where that data can be found or entered in Accounting CS. Use this table to help you troubleshoot each box.

Form 1099-Misc fields

Accounting CS data locations and notes

Field/Line Data location Field Notes
PAYER’S name Setup > Clients > Main tab Payroll name  
PAYER’S street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Setup > Clients > Main tab Business address line 1 If the client has separate mailing and taxing addresses, be sure that the address that should appear on this form is entered as the Business address. Show me.
cltaddr
PAYER’S TIN Setup > Clients > Main tab EIN/SSN  
RECIPIENT’S TIN Setup > Vendors > Main tab EIN/SSN  
RECIPIENT’S name Setup > Vendors > Main tab Vendor name  
Street address (including apt. no.) Setup > Vendors > Main tab > Business address Business address line 1 If the vendor has separate mailing and taxing addresses, be sure that the address that should appear on this form is entered as the Mailing address. Show me.
vdraddr
Street address (including apt. no.) Business address line 2
City or town, state or province, country, and ZIP or foreign postal code City If this is a foreign state or country not available in the drop-down list, you will need to override this information in the Actions > Edit Payroll Tax Forms screen.
State
Zip
County
Box 1. Rents Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 1.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 2. Royalties Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 2.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 3. Other income Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 3.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 4. Federal income tax withheld Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 4.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 5. Fishing boat proceeds Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 5.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 6. Medical and health care payments Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 6.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 7. Nonemployee compensation Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 7.

1099 Details dialog

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 8. Substitute payments in lieu of dividends or interest Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 8.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 9. Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale Actions > Enter Transactions > Check > Distributions tab 1099 item Ellipsis Button

Click the Ellipsis Ellipsis button button next to the 1099 item you chose and mark the Direct sales of $5000 or more checkbox.

1099 Details dialog

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 10. Crop insurance proceeds Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 10.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 11. N/A N/A N/A
Box 12. N/A N/A N/A
Account number (see instructions) System Calculated field N/A

The application populates the Account number field on Form 1099 with a unique account number to ensure that any Form 1099 corrections can be correctly tracked. This field cannot be overridden on the form with another account number.

Per IRS general instructions for certain information returns.the account number may be a required field. Accounting CS populates this field automatically with a unique number for filing purposes.

If you still wish to remove the account number, instructions can be found here: Common 1099 Processing Questions.

FATCA filing requirement

Actions > Enter Transactions > Check > Distributions tab 1099 item Ellipsis Button

Click the Ellipsis Ellipsis button button next to the 1099 item you chose and mark the FATCA filing requirement checkbox.

1099 Details dialog

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

2nd TIN not.

Actions > Enter Transactions > Check > Distributions tab 1099 item Ellipsis Button

Click the Ellipsis Ellipsis button button next to the 1099 item you chose and mark the 2nd IRS notification incorrect recipient TIN checkbox.

1099 Details dialog

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 13. Excess golden parachute payments Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 13.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 14. Gross proceeds paid to an attorney Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 14.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 15a. Section 409A deferrals Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 15a.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 15b. Section 409A income Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 15b.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 16. State tax withheld Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 16.

Setup in Vendors > 1099 Properties tab

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 17. State/ Setup > Clients > Main Tab > Locations button Withholding state abbreviation

Populates the state based on the client's primary location. If multi-state locations, uses the appropriate state based on the Vendor's state address. If the vendor is in a different state than the client, uses the client's primary location state. You can add additional states (and their withholding ID) in the State Numbers section of the Client Data tab in Actions > Edit payroll Tax forms.

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data

Box 17. Payer’s state no. Setup > Clients > Payroll Taxes Tab Withholding ID

Uses the client's state withholding ID based on the populated state. See Box 17. State above.

Box 18. State Income Actions > Enter Transactions > Check > Distributions tab 1099 (drop down)

Choose a 1099 item from the drop down that contains box 18.

As an alternate method you can override the data by going to Actions > Edit Payroll Tax Form > Recipient Data tab.

Override 1099 data