Print 1099 Forms

The Print 1099 Forms page contains options to:

Use a separate print option for generating forms for each 1099 Type.
Generate forms for all vendors, selected vendors, or an individual vendor.
Print forms at six lines per inch.
Use a restart option if a printer error occurs.
Print different types of forms, such as pressure seal forms and laser printed forms.
Specify one-sided or two-sided pre-printed forms. However, you must have a duplex printer to generate two-sided forms.

Except for slight differences in their query pages, all of the 1099 form types use the same procedures. The following are procedures for generating forms for all vendors and either selected or individual vendors. A procedure is also provided for re-starting your printer after a paper jam or other problem.

Menu Path

From the Fund Accounting menu, select Periodic Routines. From the Periodic Processing menu, select 1099 Processing.

Print All 1099 Forms

On the 1099 Processing page, select a 1099 form option:
- Print 1099-Misc Forms
- Print 1099-G Forms
- Print 1099-Int Forms
- Print 1099-NEC Forms
Click Print All 1099 Forms. A selection page displays for specifying various settings for generating the forms.
In the Print Criteria section, enter settings to generate the forms. Make note of these selections in case the print job needs to be restarted. Refer to the Fields and Descriptions section of this page for details.
Click Accept.
On the Print page, enter the desired settings, and then click OK. The default file name displayed depends on the type of form being generated:
- 1099-Misc = 1099mfrm.rpt
- 1099-G = 1099gfrm.rpt
- 1099-Int = 1099ifrm.rpt
- 1099-NEC = 1099nfrm.rpt

Restart 1099 Print

On the 1099 Processing page, select a 1099 form option:
- Print 1099-Misc Forms
- Print 1099-G Forms
- Print 1099-Int Forms
- Print 1099-NEC Forms
Click Restart 1099 Printing. Tax Year defaults from the 1099 Setup page and cannot be changed here.
In the Print Criteria section, enter the settings you used for the print job that was interrupted. Refer to the Fields and Descriptions section of this page for details.
Complete the additional fields to tell the system where to restart printing.
1. Last Good Vendor
2. Last Good Alternate Vendor
Click Accept.
On the Print page, enter the desired settings, and then click OK. The default file name displayed depends on the type of form being generated:
- 1099-Misc = 1099mfrr.rpt
- 1099-G = 1099gfrr.rpt
- 1099-Int = 1099ifrr.rpt
- 1099-NEC = 1099nfrr.rpt

Print an Individual 1099

On the 1099 Processing page, select a 1099 form option:
- Print 1099-Misc Forms
- Print 1099-G Forms
- Print 1099-Int Forms
- Print 1099-NEC Forms
Click Print an Individual 1099. Tax Year defaults from the 1099 Setup page and cannot be changed here.
In the Print Criteria section, enter your selections. Refer to the Fields and Descriptions section of this page for details.
Complete the additional fields to identify the specific vendors for which to generate 1099s.
Click Accept.
On the Print page, enter the desired settings, then click OK. The default file name displayed depends on the type of form being generated:
- 1099-Misc = 1099mfrv.rpt
- 1099-G = 1099gfrv.rpt
- 1099-Int = 1099ifrv.rpt
- 1099-NEC = 1099nfrv.rpt

Fields and Descriptions

Print All 1099 Forms

Field	Description
Tax Year	Tax Year defaults from the 1099 Setup page and cannot be changed here.
Print Payer Name/Address	Leave this checkbox selected (default) if your organization name and address are pre-printed on the 1099 forms. Clear the box if this information is not pre-printed.
Set Correction Flag	Select this checkbox if the forms being generated contain corrections to previously submitted forms. This places an X in the Corrected box on the 1099 form. Leave the box blank if you are generating original forms.
Form Type	Select a form type: Laser: Print 1099-G Forms and Print 1099-Int Forms only list the Laser option. Pressure Seal: Print 1099-NEC Forms lists Laser and Pressure Seal options. Universal: The universal form is intended to print on blank paper or forms and prints the table lines in addition to the 1099 information. This option only appears on Print 1099-Misc Forms.
Reverse Portrait Printing	Select this checkbox if forms are to be printed rotated in reverse portrait format. This option is only active if the Form Type is Pressure Seal.
Pre-Printed Front	Select this box if the fronts of your forms are pre-printed.
Pre-Printed Back	Select this box if the backs of your forms are pre-printed. You must have a duplex printer to generate two-sided forms.
Form Copy	Select the type of copy that you want to generate. Options vary depending on the form type. 1099-Misc, 1099-G, and 1099-NEC: A - IRS B - Recipient C - Payer 2 - State X - Extra V - All except A: Generates all listed form copies except the IRS copy. 1099-NEC: A - IRS B - Recipient C - Payer 1 - State Tax Department 2 - State X - Extra V - Copies B, 2, X
Mask Federal Tax ID for Copy B - Recipient	Select this field to mask the Federal Tax ID field when Form Copy B - Recipient or Form Copy V - All except A, is selected. This is only available in the Print 1099-Misc Forms and Print 1099-NEC Forms options.
Create Attachments?	Select this field to create a PDF copy of the 1099 form as an attachment for the vendor. The attachment will only be created if you print your 1099s through Optio and Form Copy, B-Recipient is selected. This is only available in the Print 1099-Misc Forms and Print 1099-NEC Forms options.

Restart 1099 Printing

Field	Description
Last Good Vendor	Enter the number identifying the last vendor whose 1099 form printed correctly.
Last Good Alternate Vendor	Enter the appropriate code, if required, for the alternate vendor on the last 1099 to print correctly

Print an Individual 1099

Field	Description
Vendor Number	To identify a vendor, enter the appropriate code, as stored in the 1099 work file. Required.
Alternate Vendor Number	To generate a form for an alternate vendor, enter the appropriate code, as stored in the Alternative Vendor Address table.
Additional Vendor Numbers	To identify additional vendors, enter their codes as stored in the 1099 work file.
Additional Alternate Vendor Numbers	To identify additional alternate vendors, enter their codes from the Alternative Vendor Address table.