Tip: Completing the Copy Totals to State option will copy the total accumulations to the applicable state box for the Vendor 1099s for both 1099-NEC and 1099-MISC forms.
From the Accounts Payable screen, select the Government Reporting menu and then Vendor 1099s.
The 1099 Search screen will appear listing all the Calendar Year Ending Dates for which there is data. Double-click on the Calendar Year Ending Date for which to edit the 1099s.
Note: The 1099 accumulations from all posted Accounts Payable check batches (and posted invoice batches for prepaid checks and automatic payments, if applicable) with a check date within the selected calendar year will be included on the 1099s. If applicable, the date the 1099s were last generated (or regenerated) for the particular calendar year appears in the Last Generated Date field. The check date from the latest check cycle batch or invoice batch (for prepaid checks and automatic payments, if applicable) in the calendar year appears in the Last Check Date field. If applicable, the latest date for when a check was voided in the particular calendar year appears in the Last Void Date field. If there is an unposted check cycle batch or invoice batch (for prepaid checks and automatic payments, if applicable) with a check date in the particular calendar year, a checkmark will appear in the Unposted Checks field; all check cycle batches and invoice batches for prepaid checks and automatic payments must be updated before the 1099s can be generated for that calendar year.
A message may appear stating that there is a check with a check date after the date the 1099s were last generated; if the message appears, click Yes to continue regenerating the 1099s if needed, or click No to open the 1099s without regenerating.
Note: If the 1099s are regenerated, any changes manually made to the 1099s will be lost.
The Vendor 1099s screen will appear.
Note: If a vendor has a negative 1099 total, an error message will appear in the status bar stating there are negative 1099s; the negative 1099s must be resolved at this time. To determine the vendor(s) with the negative 1099 total, click both the 1099-NEC tab and the 1099-MISC tab to see if the error message displays for either set of forms, and if the error message appears, click the Find button on the applicable screen and review the Total Payments column.
At the Vendor 1099s screen, select the Options menu and then Copy Totals to State.
Note: The Copy Totals to State option cannot be completed for calendar years prior to 2020.
When prompted, enter the description (up to 15 characters (alphanumeric)) to print in the box for the State/Payer's State Number (Box 6 for 1099-NEC forms and Box 17 for 1099-MISC forms) and then click OK.