Generate 1099 Form Documents

1. Search for "IRS Reporting Periods"

2. Select a Reporting Period and click on "Documents"

3. Click on "Create Forms"
 

• You must select the period. The other choices are optional.
• If you don't select a vendor, form documents are created for all vendors.
• If you don't select a form, form documents are created for all forms.
• If you don't select the option Replace, only new form documents are created. If you select the option Replace, the existing form documents are replaced.

 

Fore more information about 1099 Form Documents, see Microsoft Documentation: Create 1099 form documents

  Export 1099 data to Excel

For users who prefer to file 1099 reports via a third-party, 10999 data can be exported to Excel from Business Central. To do this, 1099 Form Documents must be created first.

1. Search for IRS 1099 Form Documents

2. Click on "IRS 1099 Export"

 

3. Select Filters for "Status" and "Period No.". Optionally filter by Vendor or Form No. to narrow the exported file results. Click "Download"

 

4. An Excel file will be downloaded with the following information:

• Vendor No.
• Vendor Name.
• Period
• Form No.
• Form Box
• Amount
• Federal ID
• Address 1
• Address 2
• City
• State
• Postal Code
• Country

 

  Submit 1099 Forms to the IRS

For instructions on submitting 1099 forms to the IRS through Business Central, see this article: Submit and report the IRS 1099 forms