Access, Process, and Email/Print 1099 NEC or 1096 Form to Blank Forms in Sage 50 US

As you know that non-employee compensation now must be reported on form 1099 NEC, instead of the 1099-MISC. 1099-MISC also exists for other types of payments such as rent, royalties, attorney fees, etc.)

With the help of this article, you will learn about downloading the files needed to access, process, and print Sage 50 1099 NEC Forms as a payroll subscriber. So, what are you waiting for go through this article.

What is Exactly the 1096 and 1099 Forms?

Generally, 1099 is a vendor which is in a simple language known to be an individual who usually works for you but doesn’t come under the list of one of your employees. These vendors are usually named because you must provide them with an IRS Form 1099 if you are ever to pay them more than $600 in a fiscal year.

Cause 1099 NEC or 1096 form

To report compensation provided to a non-employee, use the 1099 NEC form. The IRS updated Form 1099-MISC or 1096 and separated the reporting of payments to nonemployees from it effective in 2020. For the year 2021, the 1099-NEC has undergone more updates.

How to Print the 1099 NEC or 1096 Forms in Sage 50

To report compensation provided to a non-employee, use the 1099-NEC form or 1096. The IRS updated Form 1099-MISC and separated the reporting of payments to nonemployees from it effective in 2020. For the year 2021, the 1099 NEC has undergone more updates.

Option 1: For Payroll Subscribers 4 part blank perforated

If the 1099 and 1096 forms will no longer be available for printing from the Forms menu in Sage 50 as of the 2023.0 release. However, everyone who has a working plan will be able to use Aatrix to print 1099/1096 paperwork. An Aatrix file subscription or manual filing with the IRS is required for filing. Customers using Sage 50 Documents can still print 1099/1096 forms if they are using release 2022 or earlier.

On December 16, 2020, the 1099 NEC Form was made available to all customers with payroll subscriptions via an Aatrix forms update. Navigate to Reports & Forms, Forms, Tax Forms, then double-click Payroll Tax Forms to see the most recent tax forms. This will load the most recent forms for you and automatically install any Aatrix tax forms that are lacking.

You must be using at least the 2021.1.1 (ideally 2022.1) release and have the most recent tax update loaded for the data to immediately appear on the 1099-NEC form.

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Printing and e-filing the 1099 NEC/1096 documents via Aatrix Forms

• First, you have to go to Reports and Forms, Forms, Tax Forms, and then you have to double-click Payroll Tax Forms at the bottom.
• From the list of Available Forms select the desired 1099 form (as part of the 1099 filing 1096 forms are also generated)
• Then you have to select the correct filing year and then click OK.
• To complete the form follow the prompt, and fill in any required information.

Option 2: For All Customers- Print to 3-part red copy or IRS Scannable Forms

If the 1099 and 1096 forms will no longer be available for printing from the Forms menu in Sage 50 as of the 2023.0 release. However, all customers with active plans will be able to use Aatrix to produce 1099/1096 forms (see above). An Aatrix e-file subscription or manual filing with the IRS is required for e-filing. Customers using Sage 50 Documents can still print 1099/1096 forms if they are using release 2022 or earlier.

Sage rather than Aatrix can be used to print the 1099 and 1096 forms if you do not have a payroll tax service subscription.

To Email/Print the 1099 or 1096 forms using Sage

• First, you have to go to Reports and Forms, Forms, and Tax Forms.
• Then you have to select the desired 1099 NEC or 1096 form.
• Now you have to select the filing year.
• You can filter vendors by ID, active/inactive, or by payment method.
• To get a preview of the vendors that will print you have to click Refresh list.
• Then, to print the 1099 you may click Print/Email, or you can click Print Preview to preview them to the screen first.

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Print and Filling Out a 1099 NEC Forms with Sage Checks & Forms(L1096/L99NECA Laser)

Follow the instructions below to access the form files.

• The .FRM files included with this article should be saved to your computer’s desktop.
• Find your Sage 50 data path.
• Find the Forms folder inside the Sage 50 data path.
• The .FRM files should be copied from the desktop and pasted into the Forms folder.
• The forms will now appear in the Tax Forms area of your Sage 50 Forms when you open Sage 50 and your business.
• The following are the names of the forms:
  • Form 1099-MISC 2021 Preprinted
  • Form 1099-NEC 2021 RED
  • Form 1096 2021 Preprinted

Form Alignment:

It is recommended to print an alignment sheet before printing to ensure the data will line properly on the form due to differences in the specific printer being used. The steps listed below will let you print an alignment page in Sage 50.

• Select Reports & Forms, Forms, and Tax Forms while your Sage 50 company is open.
• Then you have to select the form you want to align (1096 IRS 2020, 1099-MISC IRS 2020, or 1099-NEC IRS 2020) and then click the Customize button in the Select a Report or Form window.
• Ensure your preprinted 1099 form is loaded into your printer before selecting Print from the top toolbar in the form designer window.
• Your response to the question “Did the form align properly?” will be either Yes or No after printing the placeholder data.
• If you choose No, you will be given alignment choices to move the form contact left, right, up, or down and print a different sample.
• In case you choose Yes, the form’s alignment will stay the same.

How to Print Vendor 1099 Forms Before Closing Payroll into Sage 50

Ensure, Before printing 1099 forms, install the most recent Sage 50 updates to ensure that your Sage 50 forms are compatible with federal guidelines. You must print your vendor 1099 papers before the payroll (calendar) year ends. To print the 1099 form, follow the following steps accurately to avoid unwanted errors.

• For the foremost step, Fill your printer with preprinted blank 1099 forms.
• After the subsequent step, choose Forms, then Tax Forms, From the Reports & Forms menu.
• Pick between the 1099-MISC form and the 1099-INT form.
• Thereafter, Press the Preview and Print button displayed underneath the sample image on the Select a Report or Form window.
• Once the above step is completed, proceed further to, Validate that the payroll year is correct.
• Use the Alter Restrictions option if you want to manually change the federal government’s lower limits.
• Next, in the Filter vendors by section, enter or select a vendor ID range, or accept the default of all vendors.
• Select the kind of payments to include when generating 1099s, In the Payment Method filter.
• After the subsequent step, proceed to click Print/E-mail, When you’ve done configuring the filter pane.
• For the final step, Sage 50 displays the default printer in the Print dialogue. To print to a different printer, click the drop-down arrow in the Name column and choose a new one.
• Otherwise, press OK to start printing the forms.

Frequently Asked Questions