1. 1099 Year-End Processing Guide
  2. General Questions

General Questions

This table lists frequently asked questions about 1099 processing, and their answers:

Question

Answer

I ran 1099s last year. Do I have to upload the software update for 1099 processing this year?

We recommend taking the current 1099 update each year because of Internal Revenue Service (IRS) legislative changes and program updates.

How can I exclude a transaction from 1099 processing?

For the G/L method, two program options are available:

  • In the Enter Payment Adjustments program (P04510), locate the transaction and overwrite the payment number with *.

  • In the Enter A/P Workfile Adjustment program (P04510FP), add a new transaction with the reverse amount for the supplier, company, and form type.

For the A/P method, use the Enter A/P Workfile Adjustment program, inquire on the supplier, locate the transaction, and delete it.

How does business unit security affect 1099 processing?

If you use the G/L method, the only program that business unit security affects is the Update BU.Obj.Sub to Journal Entry program (R09806). This program uses the Account Master table (F0901), which is one of the tables used by business unit security.

Where can I order 1099 forms?

Contact the IRS or obtain 1099 forms from a local business form supplier.

What is the best way to determine whether a supplier was issued a 1099 form?

Because no online inquiry is available, the best way to determine whether a supplier was issued a 1099 form is to print the 1099 A/P - G/L Combined Register (R04512FB).

How do I change category code 07 values when I am using the Match Voucher to Open Receipt program in the Procurement system?

Each pay item on a voucher is assigned the default category code 07 value from the supplier's address book record. If you have pay items that require a different value, you can change the value in the Enter A/P Workfile Adjustment program. You can change the values on the vouchers before you build the A/P Workfile by using the Speed Status Change program (P0411S).

If I run 1099 returns for more than one form (for example, 1099-INT and 1099-MISC), do I need to repeat the process for each form?

Not entirely. In the Write Media program (P04515), you specify which 1099 form you are processing. Before you run the program for each form, you must build a workfile according to either the G/L or A/P ledger method.

  • For the G/L method, build the 1099 G/L Worktable (F045141) once for all accounts and run the Write Media program for all forms.

  • For the A/P Ledger method, build the 1099 A/P Worktable (F045143) for each appropriate form type and box and run the Write Media program for each form.

If I did not convert all the vouchers from our legacy system, how can I use the JD Edwards EnterpriseOne software to prepare 1099s for the vouchers I did not convert?

You can use one of these three methods to convert vouchers from a legacy system:

  • A/P Ledger method: Use the Build A/P Workfile program (R04514FP) to report current transactions and the Enter A/P Workfile Adjustment program to enter information that has not been converted from the legacy system.

  • A/P Ledger method: Manually enter all legacy transactions manually as adjustments, by using the Enter A/P Workfile Adjustment program.

  • G/L - A/P Ledger methods: Use the G/L method to report all current transactions, and the Enter A/P Workfile Adjustment program to report data that has not been converted from the legacy system. When you run the Write Media program (P04515), the data in the F045141 and F045143 tables are merged into the 1099 Merged Worktables (F04514) to generate the 1099 returns.

How can I exclude a supplier from 1099 processing?

You can exclude a supplier from the 1099 processing by performing one of these tasks:

  • Use the Supplier Master Revision form to change the person/corporation code to a value other than P (individual) or N (non-corporate entity).

  • If you use the A/P Ledger method, exclude suppliers by using data selection when you run the Build A/P Workfile program.

  • If you use either the A/P ledger or the G/L method, use the Enter A/P Workfile Adjustment program to reverse any transactions for that supplier.

  • If you use the G/L method, use the Enter Payment Adjustments program to specify that the payments for the supplier are exceptions and rerun the Build G/L Workfile program (R04514).

How do I enter a transaction that is not a JD Edwards EnterpriseOne transaction?

Use the Enter A/P Workfile Adjustment program.

What is a K record, and does JD Edwards EnterpriseOne support it?

The K record contains the total number of payees and the total payments filed by a given payer for a specific state. We support combined federal and state reporting.

The IRS accepts the K record for electronic filing purposes only.

Does JD Edwards EnterpriseOne support electronic filing? I would like to take advantage of the later filing date allowed for electronic filing.

You must create a custom program to extract data from the 1099 Electronic Media table (F04515OW) for electronic filing. Global Support Services does not support electronic filing because it involves custom programs.

Am I required to close the accounting period in the Company Numbers & Names (P00105) and G/L Annual Close (P098201) programs, and close the Accounts Payable system in the Company Numbers & Names program to complete 1099 processing?

No, none of the programs you mentioned are prerequisites for completing the 1099 tasks.

How do I ensure that the Write 1099 Media - 1099-MISC report (R045152) also runs for the supplier that I set up in the version of the Write 1099 Media program (R04515)?

To ensure that the Write 1099 Media - 1099-MISC report also runs and prints for the supplier that you specify in the version of the calling report R04515, you must create a new version of R045152 and set the option to select the specific supplier.

How do I ensure that the Write 1099 Media - 1099-DIV report (R045153) also runs for the supplier that I set up in the version of the Write 1099 Media program (R04515)?

To ensure that the Write 1099 Media - 1099-DIV report also runs and prints for the supplier that you specify in the version of the Write 1099 Media program, you must create a new version of R045153 and set the option to select the specific supplier.

How do I ensure that the Write 1099 Media - 1099-INT report (R045154) also runs for the supplier that I set up in the version of the Write 1099 Media program (R04515)?

To ensure that the Write 1099 Media - 1099-INT report also runs and prints for the supplier that you specify in the version of the Write 1099 Media program, you must create a new version of R045154 and set the option to select the specific supplier.