1099 totals can be affected by a number of different settings and workflows, including:

• The setting for how Accounts Payable stores 1099 totals - by vendor only or by vendor and by GL prefix (File, Company Settings, AP Settings)
• The setting for Retain 1099 totals by GL prefix was set mid-year (File, Company Settings, AP Settings)
• Closed the 1099 year at the wrong time and began to pay invoices. As an example, the 1099 year was still 2021 when you began to record payments for 2023.
• Closed the 1099 year too many times and is now in a future year.
• Changed the setting to include or exclude misc deduction 1 with the 1099 totals. Sometimes Misc Deduct 1 is also known as Workers Comp. (File, Company Settings, AP Settings, Invoice Settings)
• An invoice or distribution(s) was paid by credit card.
• An invoice distribution(s) was marked as exempt.

IMPORTANT: Do not use Recalculate 1099 Totals if you have archived (moved to history) payments dated in the 1099 reporting year. Recalculate 1099 Totals processes the payment information in the AP Master file. See article DocLink: How do I manually edit 1099 amounts for Accounts Payable vendors?

Before beginning this task it is recommended that you:

• Verify the 1099 year is the correct year in AP Settings. See article ID 21584 DocLink: How do I verify whether my 1099 year is correct in Accounts Payable?
• Close the 1099 year if it is behind. See article DocLink: How do I close the year or the 1099 year in Accounts Payable?
• Make a backup of your data.
• Ask all other users to exit Accounts Payable and any other applications that access the AP files, as well as third-party software that access the AP files, such as Timberscan or Sage Paperless Construction.

To recalculate your Vendors 1099 totals:

1. In Accounts Payable, click Tools, Recalculate 1099 Totals. (From Sage Desktop, under the Accounts Payable application, select Tasks, Recalculate 1099 Totals.)
2. (Optional) If you want to run the Recalculate 1099 totals tool on a specific set of vendors, click Ranges and select the desired vendors from the list. Otherwise, all vendors are processed.
3. Click Start.
4. Enter a name for the Recalculate 1099 Totals journal and choose a location to save the printout. Click Save.
5. You will be prompted with the following message:

   

6. If you have made a backup prior to this click Yes.
7. It may take several minutes for this process to run depending on the size of your data. You will receive a message that says "Processing Completed Successfully" when it is completed.