1099 Export

Legal Entity

A listing of all legal entities. Only one legal entity can be selected.

Vendor

A listing of all 1099 vendors for the selected legal entity.

Year

The year that the 1099 report is ran for. Default: last year.

Threshold Amount

The baseline amount for vendor 1099 transactions to be included in the report. Vendors with an annual aggregated amount equal to or greater than the listed amount will be included in the report.

Form Type

The type of 1099 form ran for the report. Options include:1099-MISC – Miscellaneous income1099-NEC – Nonemployee compensation1099-INT – Interest income.

Process As A Common Payer

The option to process the legal entity as a common payer. If selected and the legal entity selected is a common payer, as noted on the legal entity record, then all legal entities assigned to report through this legal entity will be included. A common payer legal entity must have “Yes” selected to include all assigned legal entities in the report.

Download

This will download the report.

Payer Type

The type of vendor (e.g., individual, business, trust).

Payer TIN Type

The type of taxpayer identification number used by the legal entity (SSN, ITIN, ATIN, or EIN).

Payer TIN

The legal entity’s tax identification number.

P Business Name or Last Name

The legal entity's name.

P First Name

Used for an individual payer. Left blank if payer is a company.

P Middle Name

Used for an individual payer. Left blank if payer is a company.

P Suffix

Used for an individual payer. Left blank if payer is a company.

P Disregarded Entity

A single-member entity disregarded for tax purposes but still reported for informational purposes.

P Address 1

The legal entity’s primary address line.

P Address 2

The legal entity’s secondary address line.

P City

The city of the legal entity.

P State

The state of the legal entity.

P Zip or Foreign Post Code

The postal or ZIP code of the legal entity.

P Country

The legal entity’s country.

P Phone Number

The legal entity’s phone number.

P Email Address (optional)

Optional email address associated with the legal entity.

P State ID (optional)

Optional payer’s state tax identification number.

Recipient Attention To (optional)

Optional contact person name for vendor if the recipient is a business.

Recipient Type

The 1099 classification set on the vendor (Individual or Business/"Company").

Recipient TIN Type

Indicates if the recipient uses SSN (individual) or EIN (business).

Recipient TIN

The vendor’s taxpayer identification number.

Business Name or Last Name

The vendor's company name or last name (if individual).

First Name

The first name of the vendor (if marked as individual).

Middle Name

The middle name of the vendor (if marked as individual).

Suffix

The suffix of the vendor (if marked as individual).

Address 1

The vendor's primary address line.

Address 2

The vendor's secondary address line.

City

The vendor's city.

State

The vendor's state.

Zip or Foreign Postal Code

The vendor’s ZIP code or international postal code.

Country

The vendor’s country.

Phone Number (optional)

Optional phone number of the vendor.

Email Address (optional)

Optional email address of the vendor.

Acct No (optional)

Unique identifier for the form, helpful when multiple forms are issued for one recipient.

Box 1 Rents

Reports rental income paid to the recipient.

Box 2 Royalties

Reports royalty payments, such as for patents, copyrights, or oil and gas properties.

Box 3 Other Income

Reports miscellaneous income not reportable in other boxes (e.g., awards, damages).

Box 4 Fed Income Tax Withheld

Reports backup withholding of federal income tax.

Box 5 Fishing Boat Proceeds

Reports crew member’s share of catch proceeds from boats with fewer than 10 crew.

Box 6 Medical & Health Care

Reports payments of $600 or more for medical or health services.

Box 7 Payer Made Direct Sales of $5,000 or More

Checkbox indicating that the payer made direct sales totaling $5,000 or more of consumer goods for resale.

Box 8 Substitute Payments

Reports payments in lieu of dividends or interest.

Box 9 Crop Insurance Proceeds

Reports crop insurance payments made to farmers.

Box 10 Gross Proceeds Paid to an Attorney

Reports total legal settlement proceeds paid to attorneys.

Box 11 Fish Purchased for Resale

Reports purchase amounts paid for fish or aquatic life intended for resale.

Box 12 Section 409A Deferrals

Reports amounts deferred under nonqualified deferred compensation plans subject to IRC Section 409A.

Box 13 Excess Golden Parachute

Reports excess parachute payments subject to excise tax.

Box 14 Nonqualified Deferred Compensation

Reports amounts distributed from nonqualified deferred compensation plans.

Box 15a State Tax Withheld

State income tax withheld (for the first state entry).

Box 15b State Tax Withheld

State income tax withheld (for the second state entry, if applicable).

Box 16a State

State abbreviation for the first tax withholding.

Box 16a State No

State identification number for the first listed state.

Box 16b State

Second state abbreviation (if applicable).

Box 16b State No

State identification number for the second listed state.

Box 17a State Income

Amount of income subject to tax in the first state.

Box 17b State Income

Amount of income subject to tax in the second state.

FATCA Filing Requirement

Indicates whether the form is subject to FATCA (Foreign Account Tax Compliance Act) reporting.

Client ID

An internal reference identifier used to link the payer or form to client systems.

Exclude State Filing

Checkbox or flag used to indicate the form should not be filed with state agencies.

Recipient ClientId

Internal system ID to associate the recipient with other records in payer systems.