Quick Reference - 1099-MISC

The following checklist is provided for clients who have already processed 1099-MISC forms in BusinessPlus before.

• Review release documentation and apply anychanges in 1099-MISC processing.
• Review CK99/TRECINFO. This common code relates to 1099-MISC electronic filing and provides the IRS with contact and address information regarding the electronic file.  Associated Descriptions (1) and (2) contain the contact's PE ID (client site contact person) and Address Code as defined in PEUPPE. 
• Run a test print of about five 1099-MISC forms (BK99CC) to verify that the alignment and page breaks are correct. Plan this early to ensure sufficient time for troubleshooting printing problems.
• Review and verify data accuracy:

• • BK99CR - 1099 Common Code Report
  • BK99CB - 1099 Report summarizes 1099 data for quick review
  • APOHRECC - 1099 Detail Transactions for OH

• If using the two-part process (i.e., one process to evaluate the data and create a file, then a separate process to print the forms), run BK99BP and BK99RP.