1099 Year Summary

Form ID: (AP654000)

Note:
This report is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form.

This report displays the list of all 1099 vendors, with amounts for all the 1099 boxes defined in the system and company totals for the 1099 boxes.

Note:
The report shows the amount in a 1099 box if the amount is greater than or equal to the minimum specified for the 1099 box on the 1099 Settings tab of the Accounts Payable Preferences (AP101000) form. Otherwise, the report shows zero in the box.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Company/Branch: The company or branch for which you want to view information. You can select a company or make no selection to view information about all companies in the tenant.

    By default, the system inserts the company or branch selected on the Company and Branch Selection menu.

  • Report Format: The format of the report that you want to run. The following options can be selected:
    • 1099-MISC: Generates the 1099-MISC form. For years prior to 2020, this report includes Box 7 (nonemployee compensation), for years 2020 and later, this report does not include Box 7.
    • 1099-NEC: Generates the 1099-NEC form for years 2020 and later.
  • 1099 Year: The 1099 year for which information will be displayed. You must select a year from the list, which contains both open and closed 1099 years.