RB User Guide > Payables > Print 1099 Forms

Printing 1099-NEC forms

RB9 only

View onscreen summaries of your independent contractors’ taxable pay. Then print out their 1099-NEC information on preprinted laser-compatible IRS forms.

1. Payables > Print 1099 Forms
2. In the Search By pane:

   • *Pay Date From/*Pay Date

     Required. Default to last year. Change date range, if desired (see Date Navigator).

   • Pay Group

     Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand. Default is ALL. Click to restrict search to resources tied to specific pay groups (see Lookup panel). Pay groups are set up in Lists > Resources.

   • Resource

     To limit the results to a single resource, click , then select the resource. See Looking up resources.

   • Cutoff Amount

     The smallest paid amount in dollars for which you are issuing 1099s. Default is $600.

   • 1099-Issuing Business Units

     Company profit centers that pay resources. Default is ALL. Click to restrict search to resources paid for specific BUs’ jobs (see Lookup panel). BUs are set up in Business Units.

3. Click . RB9 lists all of the resources that meet the specified search condition(s).
4. Check the boxes of resources who should receive 1099s. OR check the box in the header to select all.
5. Click Print >
   • 1099-MISC: Don’t use this unless advised to by your accountant.
   • 1099-NEC: Use this option for payments to independent contractors like reporters and other resources.
6. In the 1099 Form Options popup that appears, select the issuing business unit in the *Payer’s Business Unit drop-down. Then click OK.
7. RB9 creates a PDF file of the 1099 information to print from Adobe Acrobat on preprinted laser-compatible IRS forms. See Printing PDFs from RB.

NOTE: Not all resources require 1099 forms

Check the Print 1099 Form box in the Pay Info pane of any resources that you want to provide 1099s to. 1099 forms will be printed only for those resources with this box checked. (See Entering pay information.)

Reference

• Payables payroll procedure
• Date Navigator
• Lookup panel
• Pay groups
• Lists > Resources
• Business Units

Step-by-step instructions

• Looking up resources
• Printing PDFs from RB
• Entering pay information