tax
Get ready for 1099 season
Prepare for 2026 tax year reporting by reviewing this year's form changes, verifying your 1099 setup, and deciding how you'll file forms.
Prepare for filing season
Before you file:
Review the Tax Year 2026 form changes and required actions below.
Verify that your company, suppliers, and employees are set up for 1099 processing.
Decide whether you'll e-file or print and mail forms.
Run the 1099 report and review reporting amounts.
Filing options
If you file 10 or more information returns, the IRS generally requires electronic filing. Use the TaxBandits integration to e-file 1099 forms directly from Sage Intacct.
If you plan to print forms, order 1099 forms from the supported forms provider. These forms are the only forms that we support. Purchasing forms from other suppliers might result in printing issues.
After receiving the forms, print a test copy and verify the alignment before processing the complete set.
1099 form changes and required actions
Review the Tax Year 2026 form changes and any actions you need to take before filing.
If you have transactions or initial values assigned to an affected form or box, review the information and move it to the appropriate new form or box as needed. See Move 1099 information to another form or box.
| Form | Form changes | What you need to do |
|---|---|---|
| 1099-MISC | The reporting threshold increases to $2,000. New boxes report on the following:
| No action is required solely because of the threshold change. Review your 1099 information and use the new boxes as applicable. |
| 1099-NEC | The reporting threshold increases to $2,000. Former Box 1 is now 1a: Nonemployee compensation New boxes are:
| Review information assigned to the former Box 1 and move it to the appropriate new box, if needed. |
| 1099-R | Box 7 and its associated checkbox are now 7a and 7b. New boxes 7c and 7d are added. Box 8 and its associated percentage box are now 8a and 8b. | Review information assigned to the affected boxes and update it if needed. |
| 1099-G | New Box 10: Family leave benefits is added. Former Boxes 10a, 10b, and 11 are now 11a, 11b, and 12. | Review existing transactions and initial values assigned to the renumbered boxes and move them to the appropriate new boxes if needed. |
| 1099-S | Box 2 is divided into Boxes 2a through 2c. Other boxes are added, removed, or rearranged for Tax Year 2026. | Review information assigned to Boxes 2, 5, and 6. Move existing information to the appropriate new box, if required. |
| 1099-INT, 1099-DIV, W-2G, 1099-PATR | No form changes for the 2026 tax year.
| No action required. |
Permissions and other requirements
| Subscription | Accounts Payable Expenses |
|---|---|
| Regional availability | United States |
| User type | Business user with admin privileges |
| Configuration | To generate 1099 information using the paying entity's bank account, select Generate 1099s by paying entity on the Accounts Payable configuration page. |
