If you need names to print differently on 1099 Forms and you do not want to change the data in Sage 100, you can manually change the data in the W2/1099 Preparer grid by doing the following:

For Individual vendor type that uses a SSN (xxx-xx-xxxx):

1. In the Optional Name field, enter the name you want to print on the 1st line.
2. In the Recipient Company Name field, enter the name you want to print on the 2nd line.

For Business vendor type that uses a Tax Payer ID (xx-xxxxxxx):

1. In the Company Name field, enter the name you want to print on the 1st line.
2. In the Full Name field, enter the name you want to print on the 2nd line.

Vendors are considered businesses, even if the vendors are individuals.

DBA (Doing Business As) Name and Address fields were added to the Additional Panel in Vendor Maintenance in the following releases.  2022.0 & 2021.2

On the 2023.0 release, the DBA Name text label was changed to 1099 Name field.  This was not done retroactive on PU’s released at that time for 2022.3 and 2021.6

Currently, the Vendor Name prints on the 2nd Line in the Recipient Name box and the 1099 Name(DBA Name) prints on the 1st Line in the Recipient Name box.  This was a change made on the Sage 100 Year-end (IRD) Update for Tax Year 2022,  released 12/2022.

1. In Vendor Maintenance, on the Additional tab, in the DBA Name field, enter the name you need to print on the 1st line in the Recipient's Name box.
2. Once you choose to print 1099s, a form preview will appear.
3. Check each 1099 Form to ensure all data is correct.

For Tax Year 2022, there are new fields required to be populated.

1. In the Aatrix Payer Information window, the company defined in Company Maintenance requires First Name, Middle and Last Name.
2. In the Aatrix W-2/1099 Preparer’s grid, The recipient’s Last Name, First Name and Middle Name are required. 

For example;

• If the vendors’ W-9 Form only has a Name on Line 1, enter that name in the Vendor Name field in Vendor Maintenance.
• If the vendors’ W-9 Form has a Name on Line 1 and a Business Name on Line 2, enter the Business Name from Line 2 in the Vendor Name field and enter the Name from Line 1 in the DBA Name field in Vendor Maintenance.

For additional information on Recipient Names and TINs, contact your tax advisor or go to IRS.gov, and review the General Instructions for 1099 Forms and IRS Publication 1179

DocLink: How to print and/or eFile Form 1099 and 1096 in Sage 100
DocLink: How to Setup 1099 Vendor

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