Troubleshoot 1099s
Related information
Related topicsUse this topic to identify and resolve common issues with 1099 setup, reporting, and printing.
Missing or incorrect vendor or employee information
A vendor, employee, transaction, or amount can be missing from a 1099 report or form for several reasons. Review the issues below to identify the most likely cause and determine what action to take.
A vendor or employee must be configured for 1099 treatment before Sage Intacct can include them in 1099 reports and forms. Even when a vendor or employee is configured correctly, they might not appear if associated transactions are not eligible for 1099 reporting or do not meet IRS reporting requirements.
Resolution
Verify that a vendor or employee:
has a default 1099 form and box assigned.
has transactions that are tagged for 1099 treatment.
has transactions that were paid during the reporting year.
has a 1099 form assigned.
is associated with the correct vendor type or employee type.
Reported amounts meet IRS reporting thresholds.
Related information
Vendor types and employee types can assign default 1099 forms and boxes to associated vendors and employees. Vendor and employee types override the default form and box on an individual vendor or employee record.
Symptoms
A vendor or employee appears on an unexpected 1099 form.
A vendor or employee is missing from a report after updating form or box information.
Changes made to an individual record do not appear in reporting.
Resolution
Review the assigned vendor type or employee type and verify that its 1099 form and box settings match the expected reporting configuration.
Related information
Recipient names and addresses printed on 1099 forms can come from the vendor or employee record or from the designated 1099 contact. If the assigned contact is incorrect or incomplete, forms may display unexpected recipient information.
Resolution
Review the assigned 1099 contact and verify that:
the correct contact is assigned.
address information is complete.
recipient names are correct.
Regenerate the form after making updates.
Related information
Transaction issues
Use the information below to troubleshoot transaction-level 1099 reporting.
Transactions only appear in 1099 reporting when they qualify for 1099 treatment.
A transaction might be missing because the associated vendor or employee was not configured for 1099 treatment, the transaction was never tagged for 1099 reporting, the transaction was paid outside the reporting year, or the amount does not meet IRS reporting requirements.
Resolution
Verify that:
The vendor or employee is configured for 1099 treatment.
The transaction is tagged for 1099 treatment.
The transaction was paid during the reporting year.
If the transaction was not originally tagged for 1099 treatment, update the transaction and rerun the 1099 report.
Related information
Transactions can be assigned the wrong 1099 form or box, or they may have been included in 1099 reporting when they should have been excluded. The available correction method depends on whether the transaction has been paid
Resolution
If the transaction has not been paid, edit the transaction and correct the 1099 information.
If the transaction has already been paid or partially paid, reclassify the transaction or update it with an import file.
Related information
Transaction line items normally inherit the vendor or employee's default 1099 form and box. Unexpected reporting can occur when those defaults are incorrect, when a line-level override was applied, or when existing transactions were not updated after a form or box change.
Resolution
Review the assigned form and box for both the transaction and the vendor or employee.
If necessary, update the transaction and vendor or employee information, then rerun the 1099 report.
Related information
Updating a vendor or employee's default 1099 form and box does not always update existing transactions.
Possible causes
Existing transactions were not included in the update.
The transactions were never tagged for 1099 treatment.
Transactions require reclassification or an import-based update.
Resolution
Review the affected transactions.
Determine whether the transactions need to be updated individually, reclassified, or updated through an import.
Rerun the 1099 report after making changes.
Related information
Transactions created before a vendor or employee was configured for 1099 treatment are not automatically updated when 1099 information is added later.
Resolution
Update the affected transactions using one of the supported methods:
Update transactions with an import file.
Reclassify existing transactions.
Update applicable transaction records individually.
Rerun the 1099 report to verify the results.
Related information
Transaction updates typically apply only to transactions that meet the criteria selected during the update process. Missing date ranges, update options, or transaction eligibility requirements can result in only some transactions being updated.
Resolution
Review the date range used during the update.
Review the update options that were selected.
Verify that all affected transactions were included in the update process.
Repeat the update, if necessary.
Related information
Some imported transactions have update limitations. This often occurs when imported transactions were originally imported as fully paid transactions
Resolution
Review the transaction status and if it is paid, unpaid, or partially paid.
Determine if reclassification is required instead of a transaction update.
Use the appropriate correction method for the affected transactions.
Related information
Incorrect 1099 amounts
If total amounts appear higher or lower than expected, review the common causes below.
1099 totals can be affected by transaction tagging, form and box assignments, opening balances, and reporting periods. In some cases, vendor or employee information might have changed after transactions were originally created, causing reported totals to differ from expected amounts.
Resolution
Run the 1099 report and review the affected vendor or employee. Verify that:
Transactions are assigned to the correct 1099 form and box.
Transactions were paid during the correct reporting year.
Opening balances are correct.
Vendor or employee 1099 information is correct.
Related information
Opening balances are included only for the reporting year in which they were entered. If an opening balance was entered for the wrong year, form, or box, the reported total might be incorrect.
Resolution
Verify that the opening balance:
was entered for the correct reporting year.
was entered for the correct form and box.
was saved successfully on the vendor or employee record.
Related information
Changing a vendor or employee's default 1099 form and box does not always update existing transactions. Depending on how the transactions were originally entered, reclassification or an import-based update might also be required.
Resolution
Review the affected transactions.
Determine whether the transactions need to be updated individually, reclassified, or updated through an import.
Rerun the 1099 report after making changes.
Related information
After changing a vendor or employee from one 1099 form to another, opening balances associated with the original form are retained. If those balances are not updated, amounts can appear under both the old and new forms.
Symptoms
Amounts appear under both the old and new form.
Unexpected balances appear in the 1099 report.
Resolution
Review the opening balances associated with the original form and remove or correct any balances that should no longer be reported.
Related information
When the same vendor or employee exists in multiple records, 1099 amounts can be split across records.
Resolution
Update the active vendor or employee record with the required 1099 information and reporting amounts.
Deactivate or remove the duplicate record.
Rerun the 1099 report to verify results.
Related information
1099 report issues
Use the information below to troubleshoot issues when running or reviewing the 1099 report.
The 1099 report only includes vendors and employees that are configured for 1099 treatment and have eligible transactions in Sage Intacct. A blank report is often caused by reporting filters, reporting periods, or transactions that are not tagged for 1099 treatment.
Resolution
Verify that:
Vendors and employees are configured for 1099 treatment.
Transactions are tagged for 1099 treatment.
Transactions were paid during the reporting year.
The reporting period and filters are correct.
Related information
Opening balances entered for a vendor or employee can affect threshold calculations. In some cases, opening balances entered for the wrong form or box can cause unexpected amounts to appear in the report.
Resolution
Review opening balances and verify that they were entered in the correct form and box.
Related information
Incorrect amounts are usually caused by transaction tagging issues, incorrect form or box assignments, opening balances, or reporting periods. The report reflects the information currently assigned to the transaction and vendor or employee records.
Resolution
Review the affected transactions.
Verify the assigned 1099 form and box.
Verify opening balances.
Verify that transactions were reported in the correct year.
Rerun the report after making corrections.
Related information
Differences between the report and printed forms are often caused by 1099 report settings.
Resolution
When comparing 1099 report totals to printed forms run the report and:
Select Exclude credit card payments.
Select Include bills paid with credits or advances.
Rerun the report and compare the totals again.
Related information
Sage Intacct uses IRS reporting thresholds to determine which amounts appear in the 1099 report. Refer to the IRS instructions for the applicable 1099 form for current reporting requirements and thresholds.
Zero values can appear when opening balance information was cleared or removed but the related form or box remains associated with the vendor or employee record
Resolution
Review opening balance values for the affected form and box.
Enter 0.00 instead of leaving opening balance values blank.
Related information
The 1099 report uses the selected reporting period and date filters to determine which transactions to include. Unexpected results often occur when the wrong reporting year or date range is selected.
Resolution
Review the reporting period.
Review the start date, end date, and as-of date filters.
Rerun the report using the correct reporting year.
Related information
Multi-entity issues
Use the information below to troubleshoot common 1099 issues in a multi-entity company.
If your company is not configured to issue separate 1099 forms per entity, Sage Intacct uses top-level company payer information when generating forms.
Verify whether the company is configured to issue separate 1099 forms per entity.
Confirm that the entity's payer information is complete and accurate.
Verify that the appropriate entity is selected when generating forms.
Related information
Whether a form uses company information or entity information depends on how your multi-entity structure is configured. If separate 1099 forms are not issued per entity, forms typically use top-level company payer information
Review the multi-entity configuration.
Determine whether forms should use company-level or entity-level payer information.
Verify that the correct reporting option is being used.
Resolution
Review the multi-entity configuration.
Determine whether forms should use company-level or entity-level payer information.
Verify that the correct reporting option is being used.
Related information
Entity-level 1099 reporting and filing options depend on your Multi-Entity Management configuration. If entity-level reporting is not enabled, some options may only be available from the top-level company.
Resolution
Review the Multi-Entity Management configuration.
Verify that entity-level 1099 reporting is enabled, if required.
Confirm that you are working within the appropriate entity.
Related information
Entities that share the same Federal ID might need to be reported together. Depending on your reporting requirements, issuing separate 1099 forms might not be appropriate for each entity.
Resolution
Create a location group that contains the entities sharing the Federal ID.
Generate forms and the 1099 report using the location group instead of individual entities.
In a multi-entity company, the entity associated with a vendor or employee's 1099 amount depends on your Accounts Payable configuration.
By default, the amount is associated with the billing entity. If Generate separate 1099s by paying entity is selected in Accounts Payable, the amount is associated with the entity tied to the bank account from which the payment was made.
Resolution
Verify the following:
Your company is configured to Issue a separate 1099 per entity.
Whether Generate separate 1099s by paying entity is selected in Accounts Payable configuration.
The entity where the bill was created.
The entity associated with the bank account used for the payment.
The entity or entity group selected when running the report, printing forms, exporting information, or creating the e-file.
Run the 1099 report again after reviewing the configuration and selections.
Related information
1099 forms use company or entity payer information depending on the reporting configuration. Incorrect payer details can result in inaccurate information appearing on printed forms and reports.
Resolution
Review the payer information used for reporting.
Update the applicable company or entity record.
Regenerate the form after making corrections.
Related information
The contact information printed on entity-issued forms is determined by the contact assigned to the entity. If the wrong contact is assigned, forms might display inaccurate phone numbers or contact details.
Resolution
Review the entity contact associated with the reporting entity.
Verify that contact information is complete and accurate.
Update the assigned contact if necessary.
Related information
Printing issues
Use the information below to troubleshoot common 1099 and 1096 printing issues.
Printer settings, PDF scaling, printer drivers, and form stock can all affect alignment. Even when the information is correct, it might not print in the expected location if printing settings do not match the recommended configuration.
Resolution
Verify that:
You're using supported tax forms.
PDF scaling is set to actual size.
Printer settings match the recommended configuration.
Adjust printing offsets as needed.
Print a test page on blank paper before printing official forms.
Related information
Printing offsets are adjusted as needed. Print a test page on blank paper before printing official tax forms.
Related information
Information might not fit correctly when the wrong form type is selected or when printing offsets and scaling settings alter the printed output.
Resolution
- Verify that the correct form type was selected.
Review printer scaling settings.
Adjust horizontal and vertical alignment values as needed.
Print a test page and compare it against an official form before printing again.
Related information
Missing information on printed forms is often caused by vendor or employee setup issues, transaction eligibility, or reporting filters. If the information is not included in the1099 report, it cannot appear on the printed form.
Resolution
Verify that:
The vendor or employee is configured for 1099 treatment.
The transactions are included in 1099 reporting.
The correct reporting year and form type were selected.
Related information
Differences between printed forms and the 1099 report are commonly caused by report settings.
Resolution
When comparing report totals to printed forms:
Exclude credit card payments.
Include bills paid with credits or advances.
Then rerun the report and compare the totals again.
Related information
Recipient information can come from the vendor or employee record, or from an assigned 1099 contact. If those records contain different information, the printed form may not match expectations.
Resolution
Review the vendor or employee record.
Review any assigned 1099 contact information.
Update recipient information as needed and regenerate the form.
Related information
Most 1099 forms print information for multiple vendors and employees on the same page. If you need a form for a specific vendor or employee, limit the output to that individual record.
Resolution
Select the vendor or employee in the From and To fields.
Generate the form again.
Related information
If information was previously filed or distributed with errors, generate a corrected form rather than reprinting the original form. Corrected forms are clearly identified for tax reporting purposes.
Resolution
Generate the form again using the Corrected option on the Form 1099 page.
Verify the updated information before printing.
Related information
Need more help?
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