Determine how to proceed in printing 1099-NEC Forms

1. 1099 Setup Wizard window opens, select the appropriate choice. In our example, we are selecting the third radio button down.
2. Click Next.

Review Payer Tax Identification Number (TIN)

1. Ensure Payer TIN is correct.
2. Click Next

Select the number of Data Files

1. Typically, you would select the choice for a single 1099 data file. You would use more than one data file if you have more than one CDM+ database for different entities of your organization.
2. Click Next

Payer Information

1. Ensure Payer Information is correct. Changes will not be reflected in CDM+.
2. Click Next

Tax Payer Type

1. Select appropriate Tax Preparer choice. Typically, you would select the first radio button. Ask a Tax Specialist if you are unsure.
2. Click Next

State and Local Tax Items

1. State and Local Items can be ignored.
2. Click Next

Data Verification

1. If you have any Vendors who have requested to receive electronic copies of their 1099's, you must select Yes. Otherwise, select No.
2. Click Next

Recipient Identification Number

1. Select how you want the Social Security, TIN and RIN numbers to be displayed. You can select to truncate Social Security or Individual Taxpayer Identification numbers using asterisks or 'X's'
2. You have the option of printing Recipient Identification with zeros or leave them blank.
3. Click Next

Video of the 1099 Wizard