Print 1099 Tax Forms to E-File

The 1099 Print to CSV File (N99F) program is designed to output a file that can be uploaded to the Internal Revenue Service (IRS) via the “Information Returns Intake System” (IRIS) Taxpayer Portal. The IRIS portal requires that files are in CSV format and are compliant with a number of data rules.

The N99F program will attempt to filter vendor data to be compliant where it can safety do so or report data issues that must be corrected by the user before proceeding. For example, a common error we have seen is that a vendor’s country code is blank; country code must be specified in the vendor’s address for IRIS compliance.

Important!

  • In Output Device Maintenance (XDM), configure a CSV file device leaving the Quote string fields option blank.

  • The IRIS portal limits upload file size to 100 data records. If the file size limit is reached, N99F displays the last vendor processed; you should specify the vendor after that vendor as the "from" vendor and create a another file.

  • Be sure that the CSV file produced is not subjected to any subsequent or accidental data manipulation; for example, opening and then saving the file using Microsoft Excel will corrupt numeric values.

See Background and Road Map for more information.

  1. Set your options:

    1. Click the Runtime tab to set Runtime options. For Output device, select a CSV file device with the Quote string fields option blank.

    2. Click the Selection tab to set these options:

Field Name

Type / Max Length

Action / Description

Org or org group

Optional

Select the organization or group of organizations for which to print 1099s or click the Lookup icon to select one from a list. Click Refresh to display the selected organization or org group's description.

Vendor number

Optional

Select the vendor for whom you want to output 1099s. Leave blank to start with the first vendor.

Payment date

Conditional

Leave blank unless directed by PowerShift Support; forms print for the year you specify in Program options.

    1. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Include history?

Optional

Select to print 1099 forms for invoices that have been moved to history with the AP Transaction Archive (NEX) program or leave blank to print forms only for invoices in active files.

Enter 1099 year for report

Optional
4 alphanumeric

Enter the year for which you want to print forms.

Select 1099 minimum amount reportable

Required
8 numeric in the format 99999999

Accept the amount that displays, which is the lowest amount that is eligible for 1099 reporting, or enter a different amount.

You set the 1099 minimum reporting amount option in the System Options Maintenance (XM) program (Accounts Payable Options). If a vendor's total 1099 payments for the year are less than this amount, the program does not print a 1099 tax form.

Select 1099 type

Required

Choose the type of 1099 to print:

  • N Non-employee compensation

  • M Miscellaneous income

  • A Miscellaneous attorney - box 10

  1. Choose the appropriate options:

To

Do This

Display the report on the screen

Click View. See Background for a list of what displays.

Output 1099s

Click Print.

Save these options for future use

Click Save.

Display currently selected dates and organization and branch descriptions, if applicable

Click Refresh.

Enter a list of vendors whose 1099s you want to print

Click List. See Create a List of Vendors.

Exit the program

Click Exit.