Generating The 1099 Tax Forms

1.    Select option 0551. The system will display the screen shown in Display Example 1.

Display Example 1

Tax Year

Enter the tax year containing the tax forms you wish to print.

Type of 1099 Form

Use the drop down arrow to select the type of forms you wish to print.

Valid entries:

MSC, Miscellaneous Income (Form Name 99MSC)

INT, Interest Income (Form Name 99I)

S, Proceeds From Real Estate Transactions (Form Name 99S)

From Ein [ ] To [ ]

Using the drop down arrow, select the Employer Identification Number containing the tax forms you wish to generate. To include all records within the file, no selection is required.

From Control Number [ ] To [ ]

Using the drop down arrow, select the range of control numbers you would like to generate at this time. To include all records within the file, no selection is required.

Printing On Laser Forms?

Check this box if you are printing your forms on laser sheets; otherwise, the system will format the forms to print on continuous feed forms.

Printing Grand Total?

Check this box if you wish to print a 1099 with a grand total summary (will print on last form).

1.    Click on the Print button to generate the tax forms selected. The system will place them in the Spool Utility program for further action. See Printing The 1099 Tax Forms for more information.