Form 1099 Details dialog

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For payroll compliance (annually licensed)

The Form 1099 details dialog is used to enter additional detail required by the 1099 form. In the Enter Transactions screen, every form/box number combination selected will have a Details button associated with it to allow you to specify additional information.

The Printing threshold information entered in the Details dialog 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.


Choose Actions > Enter Transactions. When a 1099 form is selected in the Distributions tab, click the Details button.

Related topics

Entering an accounting transaction

1099 form setup and processing

Fields & buttons

Click the links for the 1099 forms in the table below to view a description of the fields for the details dialog for that form. For further information about any of these fields, please refer to the IRS instructions for the specific form.

1098

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Same Securing Mortgage Address. Mark this checkbox if the address of the property securing the mortgage is the same as the Payer's/Borrower's address.

Mortgage Origination Date

Description. Enter a description of the property if it has no address.

Address, City, State, and ZIP. Address of the property that is securing the mortgage, if it is not the same as the Payer's/Borrower's address.

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-A

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Date of acquisition.

Borrower is liable for debt.

Description of property

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-B

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Date of sale > exchange

Date of acquisition

CUSIP #

Stock symbol

Quantity sold

Gross proceeds

Noncovered security

Gross proceeds less commissions/premiums

Cannot take loss on return for box 2 amt

Basis reported. Mark this checkbox if the basis is reported to the IRS.

2nd IRS notification incorrect recipient TIN

Ordinary. Mark this checkbox if the gain/loss is ordinary.

FATCA filing requirement

Proceeds from collectibles

Corporation name

Description

Form 8949 Code

Box 1F Code

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-DIV

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Foreign country/US possession

2nd IRS notification incorrect recipient TIN

FATCA filing requirement

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-G

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Box 2 amount tax year

Box 2 is trade or business income

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-INT

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Payer's RTN

Foreign country/US possession

2nd IRS notification incorrect recipient TIN

FATCA filing requirement

Percent of bond issued by MA, PR, VI, and Guam. Enter the percentage of the mutual fund bond income distribution issued by MA, PR, VI, and Guam.

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-MISC

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Direct sales of $5000 or more

2nd IRS notification incorrect recipient TIN

FATCA filing requirement

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-OID

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Description

2nd IRS notification incorrect recipient TIN

FATCA filing requirement

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-PATR

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

2nd IRS notification incorrect recipient TIN

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-R

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Box 8 percentage

Taxable amount not determined

Percentage total distribution

Total distribution

1st year of Roth contribution

1st distribution code

2nd distribution code

IRA/SEP/SIMPLE

FATCA filing requirement

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-S

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Date of closing

Property or services part of consideration

Description

Address, City, State, ZIP

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

1099-SA

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Distribution code

HSA

Archer MSA

MA MSA

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

5498

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

IRA

SEP

SIMPLE

Roth IRA

Required minimum distribution for current year

RMD. (Required Minimum Distributions)

Postponed contribution year

Postponed contribution code

Repayments code

Other contributions code

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

5498-SA

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

HSA

Archer MSA

MA MSA

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

W-2G

Detail

One 1099 per transaction. Mark this checkbox for transaction-type 1099 forms. The application will produce one 1099 form for each transaction for which the box is marked.

Date won

Type of wager

Other

Race

Window

Transaction

Cashier

First ID

Second ID

Printing threshold

Override amount. To change the default printing threshold for this form/box number combination, enter a different amount in this field.

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