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1099 processing

Enter data for Form 1099-MISC

Use the following list during Form 1099 data entry. The list includes every box on Form 1099 Miscellaneous Income, and the location of the data in the application.
important
Amounts from checks with a data in 2020 or later will transfer to the 1099-NEC form automatically. Any checks with a 2019 or earlier date will transfer to the 1099-MISC.
Form 1099-MISC field or line
Data location in Accounting CS
Field in Accounting CS
Notes
PAYER'S name
Select
Setup
,
Clients
, then the
Main
 tab.
Payroll name
PAYER'S street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.
Select
Setup
,
Clients
, then the
Main
 tab.
Business address line 1
If the client has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the Business address.
PAYER'S TIN
Select
Setup
,
Clients
, then the
Main
 tab.
EIN/SSN
RECIPIENT'S TIN
Select
Setup
,
Vendors
, then the
Main
 tab.
EIN/SSN
RECIPIENT'S name
Select
Setup
,
Vendors
, then the
Main
 tab.
Vendor name
Street address (including apt. no.)
Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code
Select
Setup
,
Vendors
, then the
Main
 tab.
Business address line 1
Business address line 2
City
State
Zip
Country
If the vendor has separate mailing and taxing addresses, make sure that the address that should appear on this form is entered as the Mailing address.
If this is a foreign state or country not available in the dropdown list, you'll need to override this information in the Edit Payroll Tax Forms screen.
Box 1. Rents
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 1.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 2. Royalties
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 2.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 3. Other income
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 3.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 4. Federal income tax withheld
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 4.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 5. Fishing boat proceeds
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 5.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 6. Medical and health care payments
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 6.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 7. Payer made direct sales for $5,000 or more of consumer products to a buyer (recipient) for resale
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 item ellipsis button
Select the ellipsis button next to the 1099 item you chose and mark the
Direct sales of $5000 or more
 checkbox.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 8. Substitute payments in lieu of dividends or interest
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 8.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 9. Crop insurance proceeds
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 9.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 10. Gross proceeds paid to an attorney
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 10.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 11. Fish purchased for resale
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 11.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 12. Section 409A deferrals
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 12.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Account number (see instructions)
System calculated field
N/A
The application populates the Account number field on Form 1099 with a unique account number to ensure that any Form 1099 corrections can be correctly tracked. This field can't be overridden on the form with another account number.
Per IRS general instructions for certain information returns, the account number may be a required field. The application populates this field automatically with a unique number for filing purposes.
Box 13. FACTA filing requirement
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 item ellipsis button
Select the ellipsis button next to the 1099 item you chose and mark the
FACTA filing requirement
 checkbox.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
2nd TIN not.
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 item ellipsis button
Select the ellipsis button next to the 1099 item you chose and mark the
2nd IRS notification incorrect recipient TIN
 checkbox.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 14. Excess golden parachute payments
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 14.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 15. Nonqualified deferred compensation
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 15.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 16. State tax withheld
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 16.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.
Box 17. State
Select
Setup
,
Clients
, then the
Locations
 button on the Main tab.
Withhold state abbreviation
Populates the state based on the client's primary location. If multi-state locations, uses the appropriate state based on the vendor's state address. If the vendor is in a different state than the client, uses the client's primary location state. You can add additional states (and their withholding ID) in the State Numbers section of the Client Data tab on the Edit Payroll Tax Forms screen.
Box 17. Payer's state no.
Select
Setup
,
Clients
, and then the
Payroll Taxes
 tab.
Withholding ID
Uses the client's state withholding ID based on the populated state. See Box 17. State above.
Box 18. State Income
Select
Actions
, then
Enter Transactions
. Select the check and go to the
Distributions
 tab.
1099 (dropdown)
Choose a 1099 item from the dropdown that contains box 18.
Setup on the
1099 Properties
 tab of the Vendors screen.
As an alternate method you can override the data by going to
Actions
,
Edit Payroll Tax Forms
, and then the
Recipient Data
 tab.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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