Use the 1099 Preparation report in Accounts Payable (Reports, Miscellaneous, 1099 Preparation).

For versions 20.3 and newer:

Beginning with the 2020 year end version (20.3), the default 1099 Preparation report has been updated to include the following information and options:

• Prompt to run for the current year or prior year
• Prompt for minimum reporting amount
• Option to include inactive vendors
• Option to include only vendors marked to receive a 1099, or only vendors not marked to receive a 1099, or all vendors
• Display Electronic 1099 setting and email address
• Display if Gross Proceeds Paid to Attorney is selected on the vendor. If the wrong 1099 form type is selected on the vendor, it will print "Incorrect form type for this option". Gross Proceeds Paid to Attorney will only work with the 1099-MISC Rents/Gross Proceeds form type beginning year-end 2020.
• If a vendor is missing the Recipient Tax ID, then Second TIN Notice information will print. If the Second TIN Notice box is not marked on the vendor, the report will print "Second TIN Notice? No". If the box is marked on the vendor, the report will print "Second TIN Notice? Yes".
• A vendor count for each form type is included to assist in determining how many forms are needed. Please note that the options you choose and any ranges or conditions you change or add will affect the count.
• The report will page break between each form type with totals for each form type. The grand totals page will print as its own page on the last page.
• The report excludes the vendor types of Summary and Credit Card

To print the report:

1. In Accounts Payable, from the Reports menu, select Miscellaneous, 1099 Preparation.
2. Select how you will be reporting the Total paid amount: To vendor, By fiscal entity, or By [GL prefix].
   • Note: Your options depend on how your General Ledger is configured.
3. Select the 1099 Year: Current Year or Last Year.
   Notes:
   • The year is based on the current 1099 year ending date in AP Settings
     • Selecting Current Year will use This Year 1099 totals
     • Selecting Last Year will use Last Year 1099 totals
   • To verify the current 1099 year ending date, see How do I verify whether my 1099 year is correct in Accounts Payable?
4. Enter the Minimum Reporting Amount. The report will only include those with 1099 amount paid totals that are greater than or equal to this minimum amount. If you want to review all vendors, leave the amount as .00.
5. Choose if you want to Include Inactive Vendors on the report. If this box is not marked, then vendors that are marked as Inactive will be excluded.
6. Choose the Receives Form 1099? option: Receives 1099, Does not Receive 1099, or ALL.
   • Select Receives 1099 to include only vendors marked to receive a 1099
   • Select Does not Receive 1099 to include only vendors that are not marked to receive a 1099 (you can use this option to review if there are any vendors that should be marked to receive a 1099 but are not)
   • Select ALL to include all vendors, regardless if they are marked to receive a 1099 or not
7. Print or preview the report as desired.

For versions 20.2 and older:

To run the report:

1. In Accounts Payable, from the Reports menu, select Miscellaneous, 1099 Preparation.
2. Select how you will be reporting the Total paid amount: To vendor, By fiscal entity, or By [GL prefix].
   Note: Your options depend on how your General Ledger is configured.
3. Print or preview the report as desired.

If you want to limit the report to the vendors with amounts of $600 or more, refer to How do I print a 1099 report showing vendors paid $600 or more?