1099 FAQs

You might have transactions in the system for a supplier or employee that are not tagged for 1099 treatment. For example, you might not have set up a supplier for 1099 treatment and now you have to tag associated transactions appropriately.

To update these transactions, first set up the supplier or employee for 1099 treatment. Then, you can either:

• use an import file to update transactions

• manually reclassify transactions.

This year, if you have over 10 forms, the IRS requires you to e-file your 1099 forms.

Learn about efiling with our trusted partner, TaxBandits.

How you set up your TaxBandits account is important. Learn how to create your TaxBandits account.

There are a few reasons why a supplier or employee is not appearing in the 1099 report.

• The supplier or employee is not set up for 1099 treatment.

  Learn how to set up a supplier for 1099 treatment or how to set up an employee for 1099 treatment.

• The supplier or employee is not set up with the correct 1099 form and box.

  Learn how to update the 1099 form and box information.

• The supplier or employee is associated with a supplier type or an employee type with a different 1099 form and box than what exists on the supplier or employee record.

  The default 1099 values on the supplier type and employee type override any 1099 values defined on the supplier record or employee record. Learn about 1099 vendor types.

  If you change the 1099 form or box of a supplier type or employee type, the 1099 form or box of each included supplier or employee is also updated.

  For example, you remove or add a 1099 form or box for a supplier but still see (or cannot see) the supplier on the 1099 report. Check that the supplier is associated with a supplier type that already has an assigned 1099 form or box.

• The Time period filters on the 1099 report are incorrect.

  If your supplier is set up correctly and has AP purchase invoices available for 1099 treatment, this issue can be due to the Time period filters. The Start date and End date fields default to the present year, rather than the prior year. To run for the prior year, clear these dates and enter the correct Time period into the fields provided.

Learn how to get started and read our 1099 step-by-step guide.

No, the process starts in Sage Intacct. Learn more about 1099 e-filing powered by TaxBandits.

No. You can also export a file and upload it to a third party supplier. Learn about options for electronically filing 1099s.

No, you can send information for multiple suppliers.

No. TaxBandits prints and mails recipient copies for you.

For issues occurring after you send the batch to TaxBandits, contact TaxBandits support. For example, if you need help submitting the batch to the IRS or correcting information within TaxBandits, contact TaxBandits support center.

Contact TaxBandits support at (704) 684-4751 or support@taxbandits.com.

Contact Sage Intacct support for issues occurring before you send the batch to TaxBandits. Learn how to contact customer support.

Learn how transactions are tagged for 1099 treatment during transaction creation.

You might have transactions in the system for a supplier or employee that are not tagged for 1099 treatment. For example, you might not have set up a supplier for 1099 treatment and now you have to tag associated transactions appropriately.

To update these transactions, first set up the supplier or employee for 1099 treatment. Then, you can either:

• use an import file to update transactions

• manually reclassify transactions.

Learn how to configure your company for 1099 transaction treatment.

Learn which tax forms Sage Intacct supports.

The IRS forms have one form per page, whereas Sage Intacct forms have two per page. Your 1099 information correctly prints to fit the Sage Intacct forms.

Make sure forms print correctly and order forms from our supported supplier.

If you have 10 forms or less, you can manually print them instead of e-filing. Make sure forms print correctly and order forms from our supported supplier.

Yes. A 1096 can be printed from Sage Intacct. Learn how to print a 1096 form.

Not at this time.

You can add 1099 initial values manually or with a CSV import. Learn how to add 1099 initial values manually and how to add 1099 initial values with a CSV import.

Yes. Learn how to enable employees for 1099 treatment.

By default, the 1099 contact is the same as the supplier contact, but you can override this on the supplier record.

1. Go to Accounts Payable > All > Suppliers > Edit.

2. Go to the Contact list tab.

3. Select the appropriate 1099 contact.

4. Select Save.

Learn how to create a contact.

Check that your supplier is set up for 1099 treatment. Learn how to set up a supplier for 1099 treatment.

There are a few reasons why a supplier or employee is not appearing in the 1099 report.

• The supplier or employee is not set up for 1099 treatment.

  Learn how to set up a supplier for 1099 treatment or how to set up an employee for 1099 treatment.

• The supplier or employee is not set up with the correct 1099 form and box.

  Learn how to update the 1099 form and box information.

• The supplier or employee is associated with a supplier type or an employee type with a different 1099 form and box than what exists on the supplier or employee record.

  The default 1099 values on the supplier type and employee type override any 1099 values defined on the supplier record or employee record. Learn about 1099 vendor types.

  If you change the 1099 form or box of a supplier type or employee type, the 1099 form or box of each included supplier or employee is also updated.

  For example, you remove or add a 1099 form or box for a supplier but still see (or cannot see) the supplier on the 1099 report. Check that the supplier is associated with a supplier type that already has an assigned 1099 form or box.

• The Time period filters on the 1099 report are incorrect.

  If your supplier is set up correctly and has AP purchase invoices available for 1099 treatment, this issue can be due to the Time period filters. The Start date and End date fields default to the present year, rather than the prior year. To run for the prior year, clear these dates and enter the correct Time period into the fields provided.

Check that initial values for the supplier or employee were entered in the correct year. For example, if values were entered in the year 2023, they do not appear on the 1099 report for 2024.

No. The Paid amount column reflects only the monies or charge card payment applied against the AP purchase invoice.

Learn how to update supplier 1099 information or how to update employee 1099 information.

Learn how to update vendor 1099 amounts or how to update employee 1099 amounts.

Yes, the form and box associated with the supplier type overrides what exists on the supplier record.

1. Go to Company > Setup > Entities > Edit.

2. Update the Federal ID.

3. Select Save.

If you are issuing separate 1099s per entity and multiple entities have the same Federal ID, create location groups for each Federal ID. Run the 1099 report and print 1099 forms based off this location group.

To create a location group:

1. Go to Reports > Setup > Dimension group > Location > Add.

2. Enter a Location group ID and Name.

3. For Group type, select Specific members.

4. Select the appropriate locations in the Members section.

5. Select Save.

Learn about 1099 printing alignment.

Learn how to print forms in a multi-entity environment.

Configure your Multi-entity management subscription to Issue a separate 1099 per entity.

No. Sage Intacct can generate 1099 forms that you can print and mail on your own. There are Marketplace partners which are third-party services that specialize in printing and mailing tax forms.