IMPORTANT: 1099 corrections can only be generated for the tax year of the Aatrix update you have installed. Once Aatrix is updated, you cannot issue corrected 1099 forms prior to the tax year of that Aatrix update. Contact Aatrix Support for assistance with correcting 1099s for prior years. DocLink: How do I contact Aatrix support?

1. In Accounts Payable, from the Tasks menu, select Government efiling and reporting, Forms 1099 (USA).
2. Select Saved 1099 report.
3. Select the Form and Federal ID to correct.
4. Click Open.
5. Mark the report to correct and click Edit.
6. Select Correct Completed 1099s.
7. Click Next.
8. If you had selected to print and mail copies yourself (not efile) in your original report, you will be asked you have have distributed any of those forms. Select the form(s) you have distributed, then click Continue.
   • Note: The forms selected as Distributed will have the Corrected box selected on the form with the changes. Forms that were not selected as Distributed will not be marked as Corrected and will be issued as original.
9. If you need to add State amounts or enter/change the state account number:
   1. In the W2/1099 Preparer window, from the Edit menu, select Company Setup.
   2. Click Next until you reach the State & Local Tax Items window.
   3. Add or edit the items as needed. If you are adding items:
      1. Click Add to next to the State Tax Items box.
      2. Select the State.
      3. Select the appropriate withholding Tax Name.
      4. Enter the state Tax account number that should print.
      5. Click OK.
      6. Repeat steps 9.3.1 through 9.3.5 for any additional states.
   4. Click Next.
   5. Continue to the W2/1099 Preparer window. Click Next until you are in the amounts grid. Scroll to the right and enter the appropriate amounts the boxes for the appropriate states as needed.
10. Make the necessary corrections to the vendor.
    1. To add a vendor you left off original filing, go to Edit and select Insert Row to manually enter information.
    2. To delete a vendor from the filing:
       1. Right-click on the row of the vendor to be removed, then select Remove Row.
       2. You will receive the following message: "Deleting a recipient in correction mode will make it impossible for you to make corrections on this recipient in the future. Only recipients that are changed will be submitted for processing with this filing. Are you sure you would like to delete your recipient(s)?"
       3. Verify you have the selected the correct recipient to remove, then select Yes.
          • The vendor totals will change to zero. A 1099 will print with blank amounts and with the Corrected box marked which will need to be re-filed.
11. Proceed with the rest of the Next Steps like normal.

Notes:

• Federal 1099:
  • The Federal 1099s will only include vendors/recipients that were changed or added.
  • The corrected 1099 should have the Corrected box marked if the filing was previously submitted.
  • Vendors/recipients that were added will not be marked as Corrected since nothing was previously filed for this vendor/recipient.
  • The corrected Federal 1099s for vendors/recipients that were deleted will print in a separate step.
• 1096:
  • The 1096 will be for the amounts that were added or changed.
  • A separate 1096 will print for the records that were deleted.
• Recipient 1099:
  • The Recipient 1099s will only include vendor/recipients that were changed or added.
  • The corrected 1099 should have the Corrected box marked if the filing was previously submitted.
  • Vendors/recipients that were added will not be marked as Corrected since nothing was previously filed for this vendor/recipient.
  • The vendors/recipients that were deleted will print a corrected 1099 with zero amounts.
• State 1099 and Summary form:
  • The corrected 1099 should have the Corrected box marked if the filing was previously submitted.
  • The corrected 1099 forms will print.
  • Aatrix does not support the corrected state summary forms. If your state requires the summary form to be submitted with the correct 1099 forms, you will need to this manually by downloading and printing the form to fill out.

For Customers that have e-filed their 1099/1096:

• When a correction is made to a 1099 that has been e-filed through Aatrix where you selected a submission date to the IRS as a future date and the edits are made before that date, then no correction will be issued. The corrected 1099/1096 forms will not show as Corrected when previewing the forms, they will generate as the original forms.
• If Aatrix already submitted the original filing to the IRS, then your changes will be issued as a Corrected filing. You should be able to find the submission date on your Aatrix account through the Aatrix website: https://efile.aatrix.com/
• If Aatrix already submitted the original filing to the state, the corrected forms will print and will need to be mailed to the state. Aatrix does not support the e-filing for corrected state 1099 forms.