Quick Reference Checklist - 1099s

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

1. Review release documentation and apply any changes in 1099 processing, paying attention to Tax Year XXXX (Year) Summary of Changes section.

2. Review CK99/TRECINFO. This common code relates to 1099 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. 

3. Verify your data. Run the 1099 (BK99CB) and/or the 1099 Detail Transactions (APOHRECC) report to review the 1099 data.

4. Run a test print of about five 1099 forms (BK99CC) to verify that the alignment and page breaks are correct. Plan this early to ensure sufficient time for troubleshooting printing problems.

5. Review and verify data accuracy:

   1. BK99CR- 1099 Common Code Report

   2. BK99CB- 1099 Report summarizes 1099 data for quick review

   3. APOHRECC- 1099 Detail Transactions for OH

6. 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.