Introduction

*Note updates throughout on the recent changes for 1099-NEC reporting

1099's are created in the APTNM menu. This process will create 1099's for any vendors selected, who do not have "NO" in the 1099 field in their vendor master file. There are options for the AP9 table for what type of income it is. This field defines which box the income will be posted into when printing the 1099's using the 1099-MISC AND 1099-NEC forms. More information can be found here (Central Table AP9).

If a new code is needed to report 1099-NEC the code is added via the central tables, menu option SYA-CTL-CCT table code AP9. Once in the table enter a new two digit code of your choice then press enter and add the description and box number C1. When finished press enter again to save the new code.

Step #1 - EWA, Erase Work Areas

This will clear data from the previous printing. This must be streamed or the prior data will be added into your current year's processing.

Step #2 - CDL, Collect 1099 data and load work areas

This will collect the data , create the batch for your current 1099's, and generate a detailed report which itemizes information collected in your batch. This report will show information for vendors even if they fall below your minimum dollar amount entered on the screen, but those vendors will not be in the actual batch.

You have the option here of selecting vendors by number or category, as well as establishing dollar limits. Leaving this section blank will select all vendors who match the criteria listed.

Resulting report:

Step #3 - CRD, Correct/Refine 1099 data

This is where you edit the batch you created with collect 1099 data menu option, CDL. You can add a vendor, edit the amount to report, edit the recipient information or you can delete entry from the batch. AMS will create a batch id for you, do not change this or you will be adding a new batch and can possibly add duplicates.

This is the Batch header information:

This is a detail screen for the first vendor:

To navigate within the batch use the function keys (F6 for next entry, and F5 for previous entry)

If you have duplicate vendors that need to receive one 1099 you would manually consolidate their information here. You would delete the information for one of the vendors (ALT-J then ENTER-ENTER) then manually enter the total amount you want to report to the remaining vendor.

Step #4 - PEL, Print edit list

Print edit list. You must print your edit list before the system will generate the forms.

Resulting report, this will show all vendors in the batch:

You will also notice here that the edit list will now note which form; 1099-MISC or 1099-NEC

Step #5 - PPF, Print 1099 data on pre-printed forms

Please note that after streaming this job the files will not automatically pop up on your screen like you may be used to. You will go to your files tab and see both files available in your Inbox.

The files have the appropriate REPORT TITLE:

• 1099-MISC Miscellaneous Income
• 1099-NEC Nonemployee Compensation

When requesting print, the only option currently now is laser.  If anything but printing on laser is required, contact AMS PRONTO!

This creates the information to be printed on the official governmental form. You can purchase the forms from an office supply store.

Then print the created file on the form

Updates and Changes for 2020 (1099-MISC and 1099-NEC)

There were no changes to the following two boxes:

• Box 1 is still for RENTS
• Box 2 is still for ROYALTIES

Prior to reporting for 2020, box 7 was for NONEMPLOYEE COMPENSATION.  For 2020 reporting, any table ‘AP9’ entries that had the box set to ‘07’, the installation of updated software has updated them to ‘C1’.

One 1099-MISC box of concern that we’ve found to be used by an AMS client: 

GROSS PROCEEDS PAID TO AN ATTORNEY

For 2019:  this was printed on the 1099-MISC in box 14.

For 2020:  this is now to be printed in box 10 --- so if you have an existing code setup as box 14, you need to change the box# to 10.  Box 14 is now for NONQUALIFIED DEFERRED COMPENSATION.

*** Please review your table AP9 entries to confirm. ***

New 1099-NEC form:

A last minute enhancement:  The edit report will now also show when a 1099-MISC or 1099-NEC has been marked as a CORRECTION or VOID.  And if the batch contains a CORRECTION or VOID, will include the NOTICE at the bottom of the edit report. 

Other notes

Company information is stored in SYA CTL-CCM, System Administration, sub-system controls, change company master.

You can re-print the forms as often as you need to, as long as you have not erased your work area, or re-run CRD.

We do not print the 1096 annual summary and transmittal form. You will need fill this out by hand or use a typewriter.