Compile the 1099 Data

Use the IRS 1099 window to compile or re-compile the 1099 data for all vendors or for individual vendors.

• Compiling the data automatically creates either a 1099-NEC or 1099-MISC based on the income type in the vendor record.

• Compiling the data for all vendors will overwrite all 1099s that were previously generated by the system. If you've edited a 1099 created by the system and then re-compile all 1099s, you'll need to make the same edits again.

• Compiling the data for all vendors will NOT overwrite manually created 1099s.

• If a vendor's income type was switched from non-employee compensation to another income type OR from another income type to non-employee compensation, re-compiling the 1099 will generate the other type of 1099.

Compile the 1099s for all vendors

1. Select Compliance from the Module pull-down list on the top of the screen.

2. Select IRS 1099 from the Federal menu, and the IRS 1099 Entries window opens.

3. Change the Tax Year if needed.

4. Click Compile Data, and once the process is complete, the window will list all vendors for whom 1099s have been created, as well as the type of form — 1099-NEC or 1099-MISC.

Compile / re-compile individual 1099s

1. Select Compliance from the Module pull-down list on the top of the screen.

2. Select IRS 1099 from the Federal menu, and the IRS 1099 Entries window opens.

3. Locate the vendor, and click the icon. The 1099 is re-compiled.

Return to IRS Form 1099 Overview