Printing 1099 forms

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For payroll compliance (annually licensed)

When you are ready to print 1099 forms for all or specific recipients of one or more clients, follow one of these procedures.

Notes

  • When you process 1099 forms using the Actions > Process Payroll Tax Forms screen, the application processes 1099 forms for all recipients of the specified clients even those recipients marked for exclusion in the Actions > Edit Payroll Tax Forms screen.
  • To process a single 1099 Form for an individual recipient, to process 1099 forms for a specific group of recipients, or to print specific copies of a 1099 form for a single recipient or group of recipients, you will need to use the Actions > Edit Payroll Tax Forms screen for form processing, as described in the latter two procedures in this topic.
  • For more details about state 1099 forms and the form types that are supported by each state, see State 1099 files, overview.

Processing federal and state 1099 forms for all recipients of one or more clients

Follow these steps to process federal 1099 forms. State 1099 forms are processed with the federal forms only if you process the Federal Copy A and Form 1096 using the Internet filing method.

  1. Choose Actions > Process Payroll Tax Forms.
  2. In the Process Payroll Tax Forms screen, select 1099 from the Form type drop-down list and then select the specific 1099 type from the 1099 type drop-down list.
  3. In the Year drop-down list, select the year for the 1099s you want to process and then click the Refresh button.
  4. Use the Filter Options section to limit the clients and forms that display in the Form Selection grid. See Filtering data in the Process Payroll Tax Forms screen for detailed information about the available filter options.
  5. Mark the checkboxes for the clients or individual forms that you want to print for each client.
  6. For each copy of the form, you can select a different filing method by selecting it from the drop-down list in the Filing Method column.

    Note: If the selection in the Filing Method column is grayed out, then the filing method has been overridden in the Print Options dialog - Form 1099, and you will need to update it there.

    The state 1099 file will be processed only when you process the Federal Copy A and 1096 using the Internet filing method.

  7. Once all your selections have been made, click the Print Options button to open the Print Options dialog - Form 1099 to specify the sort order (by vendor name or EIN) and the printing threshold amount, to select the format to use when printing client copies of the Federal Copy A and 1096, to override the filing method for a form, or to specify the level of detail to include in the 1099 Ordering Worksheet, and then Click OK.
  8. To preview the selected 1099s prior to printing, click the Preview Selected button.
  9. To print the selected 1099s, click the Process Selected button.
  10. In the Print dialog, make any necessary changes to the printer selection or output options and then click OK.

    Notes

    • To print the client copy, you need to mark the Client copy checkbox.
    • If you are processing any electronic or internet/magnetic files, be sure to mark the Filing copy checkbox in the Print dialog to queue the files and make them available for processing in the Actions > Process Electronic Files screen or the Actions > Process Internet/Magnetic Files screen.
    • If necessary, you can override the printer selection for individual copies in the Setup > User Preferences dialog. Otherwise, the printer selected in the Printer section of the Print dialog will be used.

Processing federal and state 1099 forms for specific recipients of one or more clients

Follow these steps to process federal 1099 forms. State 1099 forms are processed with the federal forms only if you process the Federal Copy A and Form 1096 using the Internet filing method.

  1. Choose Actions > Edit Payroll Tax Forms.
  2. In the Edit Payroll Tax Forms screen, select the appropriate client from the client selection drop-down list.
  3. Select 1099 from the Form Type drop-down list and then select the specific 1099 type from the 1099 type drop-down list.
  4. In the Year field, select the year for the 1099s you want to process and then click the Refresh button.
  5. Select the copy of the form that you want to process by selecting it from the Form drop-down list.
  6. In the Recipient Data tab, click the plus sign next to the client ID to expand the list of recipients and then mark the checkboxes for the recipients whose 1099 forms you want to process.
  7. Click the Process Client Forms Process client forms button button to open the Process Client 1099 Forms dialog
  8. Mark the checkboxes for the individual forms that you want to print for the client.
  9. For each copy of the form, you can select a different filing method by selecting it from the drop-down list in the Filing Method column.

    Note: If the selection in the Filing Method column is grayed out, then the filing method has been overridden in the Print Options dialog - Form 1099, and you will need to update it there.

    The state 1099 file will be processed only when you process the Federal Copy A and 1096 using the Internet filing method.

  10. Once all your selections have been made, click the Print Options button to open the Print Options dialog - Form 1099 to specify the sort order (by vendor name or EIN) and the printing threshold amount , to select the format to use when printing client copies of the Federal Copy A and 1096, to override the filing method for a form, or to specify the level of detail to include in the 1099 Ordering Worksheet. Click OK.
  11. To preview the selected 1099s prior to printing, click the Preview Selected button.
  12. To print the selected 1099s, click the Process Selected button.
  13. In the Print dialog, make any necessary changes to the printer selection or output options and then click OK.

    Notes

    • To print the client copy, you need to mark the Client copy checkbox.
    • If you are processing any electronic or internet/magnetic files, be sure to mark the Filing copy checkbox in the Print dialog to queue the files and make them available for processing in the Actions > Process Electronic Files screen or the Actions > Process Internet/Magnetic Files screen.
    • If necessary, you can override the printer selection for individual copies in the Setup > User Preferences dialog. Otherwise, the printer selected in the Printer section of the Print dialog will be used.

Printing individual copies of 1099 forms for one or more recipients

  1. Choose Actions > Edit Payroll Tax Forms.
  2. In the Edit Payroll Tax Forms screen, select the appropriate client from the client selection drop-down list.
  3. Select 1099 from the Form Type drop-down list and then select the specific 1099 type from the 1099 type drop-down list.
  4. In the Year field, select the year for the 1099s you want to process and then click the Refresh button.
  5. Select the copy of the form that you want to process by selecting it from the Form drop-down list.
  6. In the Recipient Data tab, click the plus sign next to the client ID to expand the list of recipients, and then mark the checkboxes for the recipients for whom you want to print 1099 forms.
  7. Click the Print Current Form Print current form button button.
  8. In the Print dialog, make any necessary changes to the printer selection or output options and then click OK.

Notes

  • To print the client copy, you need to mark the Client copy checkbox.
  • If you are processing any electronic or internet/magnetic files, be sure to mark the Filing copy checkbox in the Print dialog to queue the files and make them available for processing in the Actions > Process Electronic Files screen or the Actions > Process Internet/Magnetic Files screen.
  • If necessary, you can override the printer selection for individual copies in the Setup > User Preferences dialog. Otherwise, the printer selected in the Printer section of the Print dialog will be used.

See also

1099 form setup and processing

State 1099 files, overview

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