Print 1099 forms

Print tax information on 1099 forms for each individual, business, or organization that receives a payment. Check the minimum reportable amounts as defined by the IRS to discover if a 1099 is needed. How you print 1099 forms depends on your multi-entity configuration.

By default, information for two 1099 suppliers or employees print per page for most form types. Three forms print per page for the 1099-NEC, 1099-G, 1099-S and 1099-PATR. Learn how to print one form per page for a supplier or employee.

1099s are for US-operating companies only.

1. Go to Accounts Payable > All > 1099s > 1099 form.
2. Click the Year ending dropdown, and select the reporting year for which to print forms.

   Generally, you print tax forms after the end of the year. Therefore, the default for this dropdown is the previous year.

3. In the Filters section, determine the suppliers or employees for which to print a 1099 form.

   Select all suppliers to print 1099s for all suppliers set up for 1099 treatment.

   Or, print forms for a range of suppliers using the From supplier/To supplier dropdowns.

   How to use the From and To fields

   All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

   To run this report for a single object:

   1. From the From dropdown list, select the object you want.
   2. From the To dropdown list, select the same object.

   To run this report for a specific range of objects:

   1. From the From dropdown list, select the object that you want at the beginning of the range.
   2. From the To dropdown list, select the object that you want at the end of the range.

   To run this report for all objects:

   Leave both fields blank.

   If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

   An object is a catch-all term that refers to any specific data item in the system. Customers, suppliers, items, and accounts are all examples of objects.

4. Depending on whether or not you are configured to Issue a separate 1099 per entity, if you're printing forms from the top level company select either:
   1. The Location to generate data for a specific location or location group.
   2. the Entity or Entity group for which to print the 1099 form.

      Select Process & store to use this option.

      Select Prompt on run to require that you enter an entity or entity group when you run the report.

5. Optionally select to Exclude credit card payments.

   By default, credit card payments appear in all forms except the 1099-MISC form.

   To tie out your 1099-MISC form with the 1099 report, select this option.
6. Optionally select Include suppliers regardless of 1099 status to include suppliers or employees that are no longer set up for 1099 treatment but still have 1099 transactions in Sage Intacct for this tax year.
7. Select the Form to print.
8. Select how to sort information with the Sort by option.

   You can sort numerically by Supplier ID or employee ID or alphabetically by Supplier name or employee name.

9. Set printing offsets if necessary.

   It's recommended to use the provided defaults.

10. Click Print.

    If you selected an Entity or Entity group, or to generate selected forms and store for later use, click Process & store.

Field descriptions

The following table describes each option on each field on the Form 1099 page.

Field	Descriptions
Time period
Year ending	Select the reporting year for which to print forms. Typically, you print tax forms after the end of the year. Therefore, the default for this dropdown is the previous year.
Filters
Select all suppliers	Includes all suppliers to whom you issue the form specified in the Form to print dropdown. By default, this checkbox is checked.
From supplier/To supplier	Includes data only for a specific supplier or range of suppliers. By default these boxes are blank, which means the report will include all suppliers.
Select all employees	Includes all employees to whom you issue the form specified in the Form to print dropdown. By default, this checkbox is checked.
From employee/To employee	Includes data only for a specific employee or range of employees. By default these boxes are blank, which means the report will include all employees.
Location	Limit results to a specific location.
Individual report	Select this checkbox if each entity or entity group is to have its own report page. This enables you to view balances for each entity, regardless of their Federal ID. Selecting Process & Store is required if you select this checkbox.
Prompt on run	Force Intacct to wait for you (or anyone using this report) to enter an entity or entity group before it will run the report.
Entity or entity group	Print a subordinate entity's 1099 forms on either an entity-by-entity basis or as a combined filing. If you select an entity, Intacct prints the 1099 forms as if the entity were a separate company. So, if two entities pay the same supplier, the payments from each entity appear on separate 1099 forms. If you select an entity group, you can print one combined 1099 that's the sum of all the amounts for all the entities.
Exclude credit card payments	Select this checkbox to exclude credit card payments. Credit card transactions are never included in 1099-MISC forms.
Include suppliers regardless of 1099 status	Include suppliers that are no longer set up for 1099 treatment but still have 1099 transactions tagged in Intacct.
Format
Form to print	Select which 1099 form to print. Learn about supported 1099 forms.
Sort by	Choose to sort numerically by Supplier ID or employee ID, or sort alphabetically by Supplier name or employee name.
Do not print supplier IDs or employee IDs	Exclude this information on the printed 1099 form. To print this information under the account box on the 1099 form, leave this field blank.
Corrected	If this is a corrected form, select this checkbox. The Corrected box automatically prints with a checkmark on your form. You might need to send a corrected form if you already sent a form to the IRS but it contained incorrect information.
Printing offsets in inches
Vertical alignment (from top)	The default value depends on which form that you select to print. Learn how to adjust form alignment and printing offset defaults.
Horizontal alignment (from left)	The default value depends on which form that you select to print. Learn how to adjust form alignment and printing offset defaults.