Thursday, May 10, 2018

How To Add Additional 1099 Recipients

Problem: You printed and e-filed all of your 1099 returns only to realize that you inadvertently forgot a few.
How To: Add the additional 1099 returns without duplicating those previously filed.
Strategy: Mark all of the existing 1099 returns as already printed and already e-filed; Add the additional 1099 returns; Print and e-file as usual.
Solution: Easy

Step-By-Step Solution:

Step 1: Mark all 1099 returns as printed
  • Open the 1099 forms containing the original returns.
  • From the Tools menu, select Set Print Indicators...
  • When the Range dialog opens, click Begin and proceed.
  • When done, all of the Printed check boxes will be checked.
Step 2:  Mark all 1099 returns as e-filed
  • From the Tools menu, select Clear Efile Indicators...
  • When the Range dialog opens, click Begin and proceed.
  • When done, all of the Efile check boxes will be unchecked.
Step 3: Enter the additional returns
If the additional 1099 returns were not yet entered, enter them as usual and proceed to Step 4. Otherwise,
  • Select Locate from the File menu.
  • Select ID # from the Search By drop-down list.
  • Scroll to the end of the list until you see the additional 1099 returns.
  • Check (double-click) the Efile column on each of the additional 1099 returns.
  • Uncheck (double-click) the Printed column on each of the additional 1099 returns.
  • Click OK and proceed to Step 4.
Step 4: Print and e-file as usual
Only the additional 1099 returns will be printed and e-filed.

Remarks: The above solution also applies to forms 1098, 3921, 3922, 5498, W-2G, W-2 and W-2C.

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