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Juris® Answer Center

Using the 1099 Utility

  • Updated

Use the 1099 Utility to set up 1099 print options, review vendor information, enter electronic filing details, and print 1099 reports and forms.

Summary

The 1099 Utility includes the following areas:

Important Notes

  • Not all vendors receiving $600 or more in payments require a 1099-MISC or 1099-NEC from your firm. Consult the Instructions for Form 1099-MISC and 1099-NEC at www.irs.gov to determine which vendors should receive a 1099-MISC or 1099-NEC.
  • Print 1099s and the 1096 form on a laser printer. We recommend placing forms in the paper bin tray instead of the manual feed tray.
  • Checks created and posted in Juris during the year, plus or minus any supplemental amount, print the 1099 amount in only one of the available boxes on the 1099 forms.
  • The 1099 form allows only two lines for the vendor street address. This does not affect the vendor name, city, state, or ZIP code. If you have vendors with street addresses that exceed two lines, use the Vendor Address tab to move the main street address information to the first two lines.
  • We recommend printing 1099 forms on plain paper before printing them on IRS forms so you can review the form layout. You can adjust the top margin by editing Adjust Top Margin on the Print Options tab.
  • The Juris 1099 Utility does not support Combined Federal and State Filing. Refer to IRS Publication 1220 for FIRE and IRS Publication 5717 for IRIS, and seek assistance from your accountant or tax consultant to prepare electronic processing of Combined Federal and State filings.
  • The Juris 1099 Utility does not support the 1099-S form for real estate.
  • The 1099 Utility is not compatible with dot matrix printers. Using forms designed for dot matrix printers will cause alignment issues on the printed form.

Print Options Tab

Use the Print Options tab to set up firm, threshold, printer, margin, compensation, and 1096 information.

  1. In Firm's Federal Tax Identification Number, enter your firm's Federal Tax Identification Number in the following format: ##-#######. Include the hyphen.

  2. In Threshold Amount, enter the threshold amount used to determine which vendors require 1099s.

    For example, in 2020, vendors receiving payments of $600 or more required 1099s.

  3. In Begin With and Print Through, select a single vendor or a range of vendors.

    The utility prints a form for any vendor selected in Juris. To select a vendor for the 1099 Utility, select the Gets 1099 box.

  4. In Select Year to Print, review the year to print.

    The default year automatically pulls from your Juris database.

  5. In Sort By, select how to sort 1099s and the 1099 Report. Available options are:
    • Vendor Name
    • Vendor Tax ID
    • Vendor Code

  6. In Firm's Address, enter your firm's address, or use the drop-down list to insert the firm name stored in the Juris Setup and Manage window along with the office address.

    If the firm name is included in the Office Address section, delete one of the firm name lines after selecting the address. Edits made here do not affect the address stored in Juris.

    Only six lines print in the Payer's box. If the firm name wraps to a second line, only four lines remain for the address and phone number.

    Verify that the firm's phone number is listed on one of the address lines, or type it on the forms after printing the 1099s.

  7. In Destination, select the printer to use for printing 1099s.

    Print 1099s on a laser printer. We recommend placing forms in the paper bin tray instead of the manual feed tray.

  8. In Number of Copies, enter the number of 1099 form copies to print per vendor.

    This field does not apply to the 1099 Report or the 1099 Test Page.

  9. In Adjust Top Margin, adjust the top margin of the forms up or down by as much as 1/2 inch in either direction to align the forms with your printer.

    You can enter a value from -720 to 720. Enter a positive number to move the form down, or a negative number to move the form up. One-half inch is equivalent to 720 units.

  1. In Print Compensation Amounts, determine whether compensation amounts print on the 1099 form.

The utility enters a value on the 1099 form for any vendor that meets one or more of the following conditions:

  • The vendor has a total check amount paid and posted for the year that meets or exceeds the threshold amount.
  • The vendor has a supplemental amount for the year that is greater than or equal to the threshold amount.

You can clear Print Compensation Amounts to create 1099s without a dollar amount. If you clear this option, the utility prints 1099s for all vendors selected with Gets 1099 and ignores the threshold limit.

If you clear Print Compensation Amounts, you must manually fill in the dollar amounts after printing the 1099s.

  1. In Truncate SSN, choose whether to replace the first part of the Social Security Number with Xs and display only the last four digits.

This applies only to vendors where Social Security has been selected as the Tax ID type.

  1. In 1096 Information, enter the information needed for Form 1096.

You must file one 1096 per form type. If you are reporting both 1099-MISC and 1099-NEC, you need one 1096 for MISC and another for NEC.

Enter or review the following information:

  • Name of person to contact
  • Telephone number
  • Email Address

  • Total Number of forms

    This must be calculated manually. You can print the 1099 Report to show totals for MISC and NEC forms that have been set up and are above the $600 threshold.

  • Federal income tax withheld

    This must be calculated manually.

  • Total amount reported with this Form 1096

    This must be calculated manually. You can print the 1099 Report to show totals for MISC and NEC forms that have been set up and are above the $600 threshold.

  • Print X in 1099-MISC or Print X in 1099-NEC

    Select one of the boxes.

Vendor Information Tab

Use the Vendor Information tab to review vendor information, select the form and box to print or export, and enter supplemental amounts.

The following reports can help verify vendor payment history:

How many vendors Period covered Location Added info
Single vendor All years Inquiry-Reports > Vendor Inquiry  
All vendors All years Inquiry-Reports > Accounts Payable > Vendor History Includes ITD Totals
All vendors Single year Supplemental Reports > Vendor Payments 1099? Y or N

You can click the Vendor, Vendor Name, or Print on Form column headings to sort the spreadsheet by that item. Sorting does not affect the sort order when you print 1099 forms or the 1099 Report.

Sorting by Print on Form can help you review the form type and select or clear print and export options.

Print on Form

The utility displays the box selected as the default in Vendor setup.

Available options include:

  • Nonemployee Compensation - NEC Box 1
  • Rents - MISC Box 1
  • Other Income - MISC Box 3
  • Gross Proceeds Paid to an attorney - MISC Box 10

Print in Box

The utility displays the selected box as the default in Print in Box.

If you change the box selection in the utility, Juris also changes the Report As box on the vendor's Flag tab. If you change the Report As box on the vendor's Flag tab in Juris, the utility also changes its box value.

Selections for 1099-MISC boxes other than 1, 3, or 10, or 1099-NEC Box 1, are not saved with Juris vendors. Only Nonemployee Compensation, Gross Proceeds paid to an Attorney, Rents, and Other Income are available options for Juris vendors. However, the report and 1099s print the amount in the selected box.

Supplemental Amount

Use Supplemental Amount to add or subtract from the accumulating 1099 amount.

  • Enter the amount you want to add or subtract.
  • Use a leading hyphen when subtracting a supplemental amount.
  • Changing the amount in the utility also changes it on the vendor's Flag tab.

If you paid vendors using a method other than Juris, your current Juris vendor information may not have complete 1099 amounts. For more information about calculating proper 1099 amounts, contact Juris Customer Support.

Print 1099s

By default, the utility exports all vendor 1099s. If you do not want to export a 1099 for a vendor, remove the check mark next to the vendor.

Choose which form to print from the drop-down list:

  • 1099 MISC - Miscellaneous
  • 1099 NEC - Nonemployee Compensation
  • Form 1096

Export 1099s

Choose which form to export from the drop-down list:

  • FIRE 1099s
  • IRIS 1099-NEC
  • IRIS 1099-MISC

For FIRE electronic filing, you can export both MISC and NEC forms into one file. By default, the utility exports all vendor 1099s. If you do not want to export a 1099 for a vendor, remove the check mark next to the vendor.

You can export both MISC and NEC forms into one file. Electronic filing for NEC and MISC have different due dates. Refer to Publication 1220 at www.irs.gov for full details.

Check All/Uncheck All

Click Check All/Uncheck All to quickly select or clear all vendors in the Print 1099s and Export 1099s columns.

Fire Electronic Filing Tab

Use the FIRE Electronic Filing tab to enter information for FIRE electronic filing.

  1. In Transmitter Control Code, enter the FIRE/IR five-digit Transmission Control Code (TCC) number assigned to your firm by the IRS.
  2. Select Test File Indicator if you need to send a test file to the IRS.
  3. Select Foreign Entity Indicator if your transmitter is a foreign entity.

  4. In Replacement Alpha Character, enter the replacement alpha character.

    Only replacement files require this character. This information is found on your Media Tracking Slip.

  5. In Contact Name, enter the firm's main IRS contact.

  6. In Contact Phone Number & Extension, enter the area code and phone number for the firm's main contact without hyphens.

    For example, enter 555-377-3740 as 5553773740.

  7. In Ext, enter the extension for the firm's main contact.
  8. In Contact Email, enter the email address for the firm's contact.
  9. In Electronic File Name for Replacement, enter the assigned replacement IRS filename if the IRS rejected your previous submission.

  1. In Payer Name Control, enter the Payer Name Control from the mailing label on your 1099 packet.

    See IRS Publication 1220 for more information.

  2. In Export File Name, enter the export file name.

    When you upload your electronic 1099 through the Filing Information Returns Electronically (FIRE) website, the FIRE System assigns a file name to your submission. The name assigned to the export file is not used by the IRS, so you can use any file name.

  3. When you are ready to export, click Export 1099s, then select FIRE 1099s.

Refer to IRS Publication 1220 for details about how to register for and use the FIRE System.

IRIS Electronic Filing Tab

Use the IRIS Electronic Filing tab to enter information for IRIS electronic filing.

  1. In Transmitter Control Code, enter the IRIS five-digit Transmission Control Code (TCC) number assigned to your firm by the IRS.

    This is not a required field. If a third party is filing for you, this field can be left blank.

  2. In Export File Name, enter the name of the CSV file that will be uploaded through IRIS.
  3. When you are ready to export, click Export 1099s, then select IRIS 1099-NEC or IRIS 1099-MISC.

Printing Your 1099 Report and Forms

Before printing, verify that the firm's address and contact information have been entered.

Take the following steps to print your 1099s:

  1. Click Tools and select Print 1099 Report to print the 1099 report.
  2. Click Tools, select Print 1099 Test Page and select which form to print a test page.
  3. Click Tools, select Print Forms and select which form to print.