PowerSchool ERP Fund Accounting

Setup 1099-Int Parameters

Menu Path:  Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing > Setup 1099-Int Parameters

Use this option to define system parameters for loading 1099-Int records. You define the type codes and minimum amounts for the following payments:

Box

Payment Types

1

Interest Income Not Entered in Box 3

2

Early Withdrawal Penalty

3

Interest on U.S. Savings Bonds and Treasury Obligations

5

Investment Expenses

6

Foreign Tax Paid

8

Tax Exempt Interest

9

Specified Bond Interest

Fields

Field

Description

Code

Code indicating the type of 1099 payment to load in the corresponding box on the 1099-Int form. The selections in the drop-down list come from Fund Accounting's 1099 Types table. If the appropriate selections do not display, be sure to add the missing records to the table.

Minimum Amount

Minimum year-to-date 1099 payment total allowed for a 1099 form to be created for a vendor. For example, if you enter 600.00, 1099 forms are created only for vendors who were paid $600 or more in the past year.