Edit a Form 1099

When to edit a 1099: On rare occasions a vendor may need to receive both a 1099-NEC and a 1099-MISC, but since only one income type can be entered in a vendor record, the system will only generate one form. When that is the case, you'll need to edit the dollar amounts on the existing form and create a new form for the other type.

Do not edit a 1099:

• When the wrong type of form was generated for a vendor. You can't switch from a 1099-MISC to a 1099-NEC or vice versa. You'll need to correct the income type in the vendor record and re-compile the form.

• When the contact information is incorrect. You can edit this information in the 1099 Details window, but it's better to correct it in the vendor record so you won't have to correct it again next year.

• When the dollar amounts are incorrect. You'll need to fix the amounts in the system and re-compile the form.

Edit a form 1099

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. Click the icon for the 1099 you want to edit, and the 1099 Details window opens.

4. Click Edit Details, and the fields become editable.

5. Make the needed changes, and click Save.

Return to IRS Form 1099 Overview