Enter transactions to a record on a 1099 form

For payroll compliance (annually licensed)

The
Form 1099 details
screen is used to enter additional details required by the 1099 form. In the
Enter Transactions
screen, every form/box number combination selected will have a
Details
option associated with it to allow you to specify additional information.
The Printing threshold information entered in the
Details
screen will apply to all distributions for that specific form/box number combination. All other additional information will apply to all distributions for that same form.
  1. Select
    Actions
    then
    Enter Transactions
    .
  2. Select a 1099 form in the
    Distributions
    tab, then select
    Details
    .

Available forms

The following are the available 1099 forms:
  • 1098
  • 1099-A
  • 1099-B
  • 1099-DIV
  • 1099-G
  • 1099-INT
  • 1099-MISC
  • 1099-OID
  • 1099-PATR
  • 1099-R
  • 1099-S
  • 1099-SA
  • 5498
  • 5498-SA
  • W-2G
  • 1099-NEC
The options available in the window vary by 1099 form type. For further information about any of these fields, refer to the IRS instructions for the specific form.
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