Use toolbar options to specify state IDs, generate the work file, edit data, verify payments, print or preview the form, and transfer data electronically.
Contents
| Field | Description |
|---|
| Generate Work File
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Click this option to generate the work file. This action generates or regenerates amounts for both the 1099-MISC and 1099-NEC forms.
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| Edit
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Click this option to edit the 1099 data. The 1099-MISC and 1099-NEC tabs display when you click this option.
|
| Electronic Filing
|
Click this option and then select
1099-MISC or
1099-NEC to create a file of 1099 or T5018 data to submit electronically.
|
| State IDs
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Click this option to open the State IDs dialog box. You must specify the IDs for all the states for which 1099 forms will be processed.
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| Verify Payments
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Click this option to open the Form 1099 Verification dialog box, and preview or print the Form 1099 Verification report. This report helps you verify whether the amounts for the 1099s are correct before you print the 1099 forms. You usually run this report after you generate the 1099 work file and before you print the 1099 forms for vendors.
The Form 1099 Verification report displays the
Paid Last Year amount from the Vendor Info Center, which is what prints on the 1099 forms, and the
Total Payments Processed amount (posted vendor payments) for a vendor in a given calendar year. The report identifies any differences between two amounts, which you can resolve before printing the 1099 forms. Use the Vendor Ledger report to review and confirm the posted payments for a vendor.
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| Print
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Click this option and then print the 1099-MISC or 1099-NEC form, or preview it onscreen.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the
Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
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