Solution Properties
Solution ID:
225924250080636
Last Modified Date:
Wed Dec 28 12:49:13 UTC 2022
Taxonomy Path:
Category//Transactions//Tax
Author:
legacyauthor
Error: "One or more of the filing states require a state account number" (during AP 1099 generation)
Description

UPDATE 1/24/2024:

  • For filing year 2023, North Carolina (NC) was removed.

UPDATE 12/28/2022:

  • For filing year 2022, Connecticut (CT) and Pennsylvania (PA) were removed.

UPDATE 1/19/2022:

  • For filing year 2021, Connecticut (CT) was added as a state requiring an account number.
  • Pennsylvania (PA) did not require an account number from 2018-2020, but has been added back for filing year 2021.
  • The requirement for Oregon (OR) was removed as of 2018.

UPDATE 1/20/2021: The Filing State previously prefilled from the Payer's address, but at some point it changed to prefill from the Recipient's address. Aatrix released an update on 1/20/2021 correcting this to prefill from the Payer's address again.

UPDATE 1/10/2017: Previously, this used to be a hard error that could not be bypassed. Aatrix changed this from a hard error to a warning message. The warning will allow you to bypass the message without entering a state account number. If the state account number is not entered and the submission is rejected, you will need to do a correction and resubmit.

Cause

You are filing for a state that requires a state account number.

The following states require account numbers listed on the 1099 forms: LA, MT, VT, and WI. The software will automatically place these state account number on the 1099 forms (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV).

Other states will print the state account number on the form only if there are withholding amounts entered.

Resolution
[BCB:5:Third-party support:ECB]

Verify the Filing State is correct on each recipient in the 1099 Preparer window.

If the Filing State is correct, you will need to enter your state account number in order to proceed. This requirement is to prevent your filing from getting rejected by the state and/or the IRS. If you do not know your state account number, contact your accountant.

For instructions to add State & Local Tax Items, refer to Is State Electronic Filing supported with the eFile and Reporting 1099s in Accounts Payable?

Note: The warning will allow you to bypass the message without entering a state account number. If the state account number is not entered and the submission is rejected, this could lead to penalties and you will need to do a correction and resubmit.

The message is for a state you do not need to report or file:

If the message is for a state that you do not need to report, determine if you need to change the Filing State for those recipients. Otherwise, you can bypass the message by clicking Continue without Correcting (you may need to click this button more than once). Consult with your tax accountant if you are unsure if you need to file 1099s with that state. WARNING: Before using Continue without Correcting, verify with your tax accountant that this is ok for the filing state. If you choose to proceed without providing a State Account Number, the filing may be rejected which could lead to penalties.

Note: Some states may only require the account number if there is state withholding to report. If you receive the message for one of those states and have no state withholding, click Continue without Correcting to proceed (you may need to click this button more than once). Verify with your tax accountant that this is ok for the filing state

[BCB:156:Chat 300 CRE US:ECB]

Steps to duplicate
Related Solutions

Where does the Filing state prefill from when generating 1099s in Accounts Payable?