Print 1099 Edit List

Use the following options to generate edit lists of records for each 1099 Type to review and change information as needed before printing 1099 forms.

The reports:

• Include vendor names, addresses, EIN numbers, and account numbers, as well as the amounts to be printed in boxes on the 1099 forms.
• Include error messages identifying problems such as missing information or amounts that are less than zero.
• Are for the current tax year, as defined in the Fund Accounting Profile.

Generate a 1099 Edit List

The procedure is the same for each 1099 Type. This section provides the basic procedure to follow:

1. Select Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing to display the 1099 Processing menu.
2. Select the desired Edit List option to display the page:
   • Print 1099-Misc Edit List
   • Print 1099-G Edit List
   • Print 1099-Int Edit List
   • Print 1099-NEC Edit List
3. Select the sort order for the report:
   • 1 - Vendor Number
   • 2 - Vendor Name
4. Click Print Report.
5. On the Print page, enter the report settings. The default file name depends on the 1099 Type as selected in Step 2:
   • 1099-Misc = 1099medt.rpt
   • 1099-G = 1099gedt.rpt
   • 1099-Int = 1099iedt.rpt
   • 1099-NEC = 1099nedt.rpt
6. Click OK.
7. Click Back to close the 1099 Edit List page.