1099 Problems

• 1099's Not Printing
  
  
  1. Check the Payroll Report to make sure that there are 1099 transactions.
     
     
  2. Check the Payroll to Ledger Posting Summary (CWU) report to see what Payroll Items were used during the year.
     
     Reports -> Payroll Reporting -> Payroll to Ledger Posting Summary
     
     The most common problem is that they used the wrong Payroll Item Code sometime during the year (ie: FLGROS when it should have been 99GR). If this is the case just run Employee Utilities and change the wrong item to the correct one.
     
     
  3. Check Employee File Maintenance to see what type of 1099 they are suppose to receive. (ie: 1099M, 1099S, etc).
     
     
  4. Make sure 1099 Setup is set the correct type of 1099. (ie: 1099M, 1099S, etc)
     
     
  5. Make sure you have the correct tax year on the Setup 1099 Screen.
     
     
  6. See what the Exclude if less than figure is set to.
     
     The system will not produce a 1099 for anyone having earned less than this figure.
     
     
  7. Make sure the 1099 AMT Setup Screen contains the Payroll Item Codes that you used during the year. At the bare minimum you should have the following boxes filled in.
     
     
     1. Box 1 (Rent): RENT
     2. Box 4 (Fed): FED
     3. Box 7 (Nonemployee Comp): 99GR
     4. Box 14 (Attorney): ATTY
     
     
  
  Note: The View/Edit on Screen also works with 1099's.
  
  
• If you want to excluded printing 1099's with an amount below a certain amount. Simply type in the amount in the Exclude if less than Field on the Setup 1099 Misc Screen.
  
  W2 and 1099 -> Setup 1099 -> Exclude if less than (Amount Field)
  
  Note: The system will still produce 1099's if there are figure in any of the following boxes.
  
  
  • Box 2: -$10.00
  • Box 5: Any amount
  • Box 8: -$10.00
  • Box 13: Any amount
  • Box 14: Any amount