1. United States 1099 Year-End Processing Guide
  2. Printing 1099 Forms and Reports

Printing 1099 Forms and Reports

You use the Write Media program to print the following 1099 forms that you distribute to your suppliers so that they have legal documents to support the information they provide to the IRS on their tax returns:

  • 1099 MISC

  • 1099-DIV

  • 1099-INT

  • 1099-NEC

You can print the information using preprinted tractor-fed forms or preprinted forms designed for laser printers.

In addition to the recipient forms, you can use the Write Media program to generate the following reports and forms:

  • Proof Report

    JD Edwards World recommends that you print the proof report prior to generating the 1099 forms so that you can verify the data in workfile or use it to compare against the Preview Media report. The proof report displays all of the information exactly as it appears on each 1099 form.

  • Copy A Forms

    You submit Copy A forms to the IRS if you do not send them an electronic file. The processing option to print 40 characters of the mailing name and address does not apply to Copy A forms; therefore, to avoid truncating the mailing name and/or mailing address ensure it does not exceed 30 characters.

  • Facsimile Forms

    You can use the facsimile form as the recipient copy, if necessary. The system prints 40 characters of the mailing name and address by default.

  • Summary Report for Form 4804/4802

    You use the Summary Report for Form 4804/4802 to complete Form 1096 (Annual Summary and Transmittal of U.S. Information Returns), which you must file if you do not file 1099s electronically. The 1099 software does not generate the 1096 form for you automatically. You must group the forms by form number, and then complete and submit a separate Form 1096 with each type of 1099 form to use as the transmittal document. For example, if you file Forms 1099-DIV and 1099-MISC, complete one Form 1096 to submit with the Forms 1099-DIV and another for Forms 1099-MISC. Specific instructions for completing Form 1096 are included on the form.

    See also :

    • 2024 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G) for general IRS filing instructions and requirements

    • IRS Publication 1220, Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically for further details and for exceptions to the requirement for filing electronically.

Before You Begin

Before you print the 1099 recipient forms, review the following processing options in the Write Media program (P04515):

  • Leave the First Five Digits of the Tax ID processing option blank. You must print the entire tax ID.

  • Set the Print Names and Addresses as 40 Characters processing option to 1 to ensure that the system does not truncate a mailing name or mailing address that exceeds 30 characters on printed forms.

Navigation

From The G/L Method (G04221) or the A/P Ledger Method (G04222), choose Write Media

Note:

You must choose the Write Media program from the menu. Do not run it from the versions list.

  1. Review the warning message and press (F6).

    This graphic is described in the surrounding text.

  2. On Write Media, complete the following fields:

    • Calendar Year for 1099's

    • Type of Return

    • Output Type

    • Form Type

  3. Optionally, complete the following fields and click Enter:

    • Transmitter Company

    • Type

    • Write Media Version

Field

Explanation

Calendar Year for 1099's

The four-digit 1099 reporting or calendar year for which you are creating 1099 returns.

Note: The system uses this value to select records as well as to include in the Payer A, Payee B, and Transmitter T records of the electronic media. An incorrect value might result in the IRS imposing penalties or rejecting the tape.

Screen-specific information

The system retrieves the value for this field from the Calendar Year processing option of the 1099 Processing Option Setup program (P04510STUP).

Type of Return

A code for the type of 1099 return.

Valid types for 1099s are:

A – 1099-MISC

1 – 1099-DIV

6 – 1099-INT

B – 1099-NEC

Output Type:

The reporting medium used to transfer 1099 data to the IRS.

Valid values are:

T – Electronic Filing.

P – Printout of the 1099 only. This indicates that you will print facsimile reports or that you are submitting paper 1099 returns to the IRS instead of electronic media.

Screen-specific information

This field works in conjunction with the Form Type field.

Form Type

The medium to which you write 1099 information returns.

Valid values are:

F – Creates output for preprinted 1099 tractor-feed forms. Miscellaneous, Dividend, and Nonemployee Compensation forms print in the standard two-to-a-page format approved by the IRS. Interest forms print in the standard three-to-a-page IRS approved format.

L – Creates output for preprinted 1099 laser forms. Miscellaneous, Dividend, and Nonemployee Compensation forms print in the standard two-to-a-page format approved by the IRS. Interest returns print in the standard three-to-a-page IRS approved format.

O – Redirects tape formatted output to a workfile. The system updates this field to O automatically if the Output Type is T. This option does not produce a tape file.

P – Creates 1099 facsimiles. Facsimiles are not acceptable to the IRS as original forms, but are acceptable to mail to payees and to maintain as internal copies. The system prints facsimiles on 8-1/2" x 11" paper. You can use multi-part paper if you want both payee and internal copies. The amount descriptions that print on facsimiles is in UDC table 04/TR.

R – Creates a 1099 proof report only. The proof report consists of form 4802 and associated 1099 facsimiles with amounts only.

Screen-specific information

This field works in conjunction with the Output Type field to specify the type of form to use for printing returns (if Output Type = P) or for submitting returns electronically (if Output Type =T).

Transmitter Company

A code that identifies a specific organization, fund, entity, and so on. The company code must already exist in the Company Constants file (F0010) and must identify a reporting entity that has a complete balance sheet. At this level, you can have intercompany transactions.

Note: You can use Company 00000 for default values, such as dates and automatic accounting instructions. You cannot use Company 00000 for transaction entries.

Screen-specific information

The company that transmits the electronic data file to the IRS. The system retrieves address book information for the transmitter company, in the event that the IRS needs to contact someone at the company, and updates the T record of the F1099T file. The system does not use the transmitter company for selecting records to process.

The transmitter company information prints on the Summary Report for 4804/4802. Also, information from the transmitter company address book record prints in the T record of the F1099T file.

Type:

A code that further defines the type of return.

Valid values are:

Blank – Original returns.

G – Corrected returns. The program marks paper forms or electronic media as corrections.

T – Test returns. Use if you must submit a test version of your electronic media to the IRS for approval, before you file your 1099 returns.

R – Replacement returns. The program marks the tape to notify the IRS that the file replaces a file that the IRS returned to the transmitter because of errors encountered during processing.

B – Replacement of a corrected return. The program marks the tape with B to notify the IRS that the file is a replacement of a corrected return.

Screen-specific information

Leave this field blank for original returns. Enter a value if you are submitting a corrected or replacement return.

Write Media Version

The DREAM Writer version of the Write Media program that you want to use.

Screen-specific information

The system automatically enters ZJDE0001 in this field. Choose Field Sensitive Help (F1) to select a different version.

Setting Processing Options

See Write Media (P04515)