Data entry for 1099-MISC

To enter 1099-MISC information for 1041 returns:
  1. Go to
    Organizer
    ,
    Source Documents (1099s)
    , and then
    1099-MISC
    .
  2. Enter the payer's name, address, domestic or foreign city, state or country, and zip or postal code.
  3. Enter the payer's federal ID number.
  4. The recipient information automatically populates from
    Organizer
    ,
    General Information
    ,
    Basic Return Information
    ,
    Entity Information
    . Override anything necessary.
  5. Enter amounts in fields that apply. Amounts entered for state withholding and the amounts entered in
    Box 3 - other income
    ,
    Box 4 - Federal income tax withheld
    , and
    Box 8 - Substitute payments in lieu of dividends or interest
    , carry to the return and related workpapers. All other amounts don't carry to the return; they're for e-file purposes only.
  6. Finish data entry by entering state specific information.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close