Solution Properties
Solution ID:
225924750096617
Last Modified Date:
Wed Dec 28 12:39:28 UTC 2022
Taxonomy Path:
Category//Transactions//Tax
Author:
legacyauthor
How to add the amounts to the state boxes on the 1099 form in Accounts Payable
Description

Follow the steps to show or add state and local tax items in the following places:

  • Box 16, box 17, and box 18 on the 1099-MISC form
  • Box 5, box 6, box 7 on the 1099-NEC form
  • Box 14, box 15, box 16 on the 1099-DIV form
  • Box 15, box 16, box 17 on the 1099-INT form

Note:  Some of the box numbers changed between reporting years 2019 and 2020 and again between 2021 and 2022. The box numbers in this article are for reporting year 2022.

The 1099 Preparer contains a column for the filing state for each recipient. This is the state to which the 1099 will be sent, if they require them.

The following states require account numbers listed on the 1099 forms (State identification no./Payer's state no. box) even if there is no withholding:

  • Louisiana (LA)
  • Montana (MT)
  • Vermont (VT)
  • Wisconsin (WI)

The software will automatically place these state account numbers on the 1099 forms.

To have an account number populate on the form that isn't one of the above states, add taxable amounts for the state in the Preparer. Withholding can be left blank if there was no withholding, but the state account number will populate on the form if a taxable amount is included.

Notes:

  • North Carolina (NC) was removed as of reporting year 2023
  • Connecticut (CT) was required for reporting year 2021
  • Pennsylvania (PA) was not required for reporting years 2018 - 2020, was required for 2021, but was removed again as of reporting year 2022
  • The requirement for Oregon (OR) was removed as of reporting year 2018
Cause
Resolution
[BCB:5:Third-party support:ECB]

Accounts Payable does not accumulate 1099 totals for states, so no state information is sent to the 1099s found under Tasks, Government eFile and Reporting, Forms 1099 (USA).

You may enter amounts manually in the state boxes by following the steps below:

  1. In Accounts Payable, begin generating your 1099s as normal. Refer to How do I print or generate Form 1099 in Accounts Payable?
  2. When you reach the step for the State & Local Tax Items window, click Add to next to the State Tax Items box.
  3. Select the State.
  4. Select the appropriate withholding Tax Name.
  5. Enter the state Tax account number that should print.
  6. Click OK.
  7. Repeat steps 2 through 6 for any additional states.
  8. Click Next.
  9. 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.
  10. Continue through the wizard to complete printing or eFiling the 1099s.

Note: If you already passed the State & Local Tax Items window, or your are editing a saved report or correcting a 1099 filing:

  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. Continue with the steps above starting from step 2.



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

Steps to duplicate
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