• General instructions    https://www.irs.gov/pub/irs-pdf/i1099gi.pdf
• 1099-Misc and NEC https://www.irs.gov/pub/irs-pdf/i1099mec.pdf
• 1099-int   https://www.irs.gov/pub/irs-pdf/i1099int.pdf
• 1099-G    https://www.irs.gov/pub/irs-pdf/i1099g.pdf
• 1099-S    https://www.irs.gov/pub/irs-pdf/i1099s.pdf
• 1099-R        https://www.irs.gov/pub/irs-pdf/i1099r.pdf

1099’s are a single batch process.

You can use an old batch or delete the existing batch and set a new one up for the current year.  To delete the batch:

• Highlight the batch by clicking on it.
• Use the delete key on the keyboard to delete the batch.
• Say yes to the warning. All data in the batch will be deleted.

Use the enter key to get the new batch setup window.

The batch year does not matter for 1099’s.

• Reporting Type  - Use Standard - Contract is only used for California Contractor reporting.
• Calendar Year 2022.  All history with check date in 2021 will be included.
• Limit – Restricts 1099’s produced to include only vendors with the limit amount or more in 1099 checks.
• Change to versions 7.18+ only. - Can have separate limits for various types.
• Fill in all the boxes with the value appropriate to your organization.

Versions 7.17 and below

Version 7.18.0 and Cloud

• This step allows you to modify actual AP history to change 1099 types or make invoices not 1099 (for supplies or any other reason).
• Come back to this step after Generating if you have not previously identified invoices that need to be changed.
• Do not manually edit 1099’s before backing up to this step. Generate will over-write manual changes.
• The Vendor default 1099 cannot be modified in this window but vendors can be accessed and changed.
• Click on the Vendor number to open the vendor to change the 1099 settings.

• THIS IS NOT A REQUIRED STEP.
• This step can be done at any time during the year.
• This process is the same as prior years.
• Used to fix AP History that is incorrect.
• Either find a vendor and modify the invoice records or check all of them

• THIS IS NOT A REQUIRED STEP – You may have already done this process.  It can be checked and done at any time.
• Filters have been added to limit data displayed.
• Will only display check data within the year selected.
• Can filter by Vendor or Invoice 1099 Type.

• THIS IS NOT A REQUIRED STEP. It can be checked and done at any time.
• Filters have been added to limit data displayed.
• Will only display check data within the year selected.
• Can filter by Vendor or Invoice 1099 Type.

• Generate will delete any 1099 data in the batch edit step and over-write with system data.
• Don’t go back and generate if you have added or modified data. If you do generate again you will need to re-enter any manual changes to the newly generated data.
• Tip: Review generated data to make sure you have everything you expect before doing an editing. Hopefully no or minimal editing is needed. The 1099 data will match data in AP History.

• If history is correct there should be little or no need to edit any 1099 information.
• Fix the vendor and generate again if necessary. Do not modify vendor data in the Edit step if possible. Forms pull from vendor master information.
• Note my data: No vendor should have a blank Tax ID number. If you see this be sure to review and fix the vendor, then generate again.

• If history is correct there should be little or no need to edit any 1099 information.
• You can view but not edit DBA information. If incorrect you should fix the vendor and regenerate.
• May need to add withholding amounts since the system doesn’t track those. It is always better to fix the history than Edit.
• Occasionally a vendor will change an address in January.  Those may be edited and sent or resent with the modified information.

NEC

MISC

• If a vendor has a DBA on their vendor master, it will print on the 1099. No setup needed.
• If you record the DBA in the Address 1 field on the vendor, that will print on the 1099.
• You may need to switch the information on the vendor to get the DBA to print the way you want it on the 1099.
• In a future version we will allow edit of that in the 1099 process but that will not happen in any current version.

• Select the Type – Only one type can be run at a time.  Each Type displays different information.
• Can use totals to balance if desired.

• Select the 1099 Type
• Set Line Spacing to 3 to start.  That is the spacing we test forms against to allow the forms to be moved up or down.
• Default is 1 but 3 should be the expected setting.
• ONLY use approved forms.

• Print a form to plain paper and hold up to the light to check alignment before printing all of them.
• Check both top and bottom forms.

1099-NEC

1099-Misc

1099-G

1099-Int

1099-S

1099-R – Processed in Payroll

Note about Forms printed – Springbrook does not test line ups to print on the red printed form.  If you print these forms you may need to do some adjusting to print on those forms.  We expect all clients to electronically file rather than file on paper.

• File will be created to import into the FIRE system.
• You should have a TCC number and login.
• Springbrook may not know if your state allows combined state and federal but have made changes to only list states that are on the FIRE instructions to include states that are allowed.  
• That will exclude vendor state information for vendors in states that cannot be reported to the FIRE system as combined.  Federal information will be included.

• Electronic filings are done through the IRS FIRE (Filing Information Returns Electronically) system.
• Make sure you have your login information.
• If you do not have login information visit:

https://www.irs.gov/tax-professionals/e-file-providers-partners/filing-information-returns-electronically-fire 

• Check with your State for State filing requirements.

• 1099Rs are generated in Payroll.
• The batch number and year does not matter for the process.
• Data is stored in Payroll typically with a different department than standard Payroll entries.
• May also use Reporting Groups.
• Select the proper Calendar Year and Department(s).
• Change the Federal ID Number if necessary.

• A list of all employees with history will display.
• Open employees using the modify button or double click on the employee.

• Two tabs of data will display.
• Modify any information needed.  Gross Distribution and any withholding amounts should be filled in.  
• Payee information is on the second tab.  
• Taxable amount will NOT be determined or filled out.

• Will provide you information on the 1099 forms.
• Will not show recipient information.

• Set the offset or change after printing and comparing to the forms.
• Line up similar to 1099 forms.

• Send forms on paper or export.
• If you export you will upload the file to the FIRE system just like 1099’s.