Field Definitions: AP 1099 Download Form
The following is a list of field descriptions for the AP 1099 Download form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Calendar Year-Ending Month
The Calendar Year-Ending Month field on the AP 1099 Download form.
Required field.
Specify the calendar year-end for the 1099 file; initially defaults the current year.
Payer Name Control
The Payer Name Control field on the AP 1099 Download form.
Required field.
Enter the payer name control code assigned to you by the IRS, up to four characters. You can obtain this code from the mailing label on the 1099 Information Package mailed by the IRS. If you did not receive a packet from the IRS, use the first four characters of your company name, excluding “The.” For example, if the company name is “The Smith Corporation”, you would enter SMIT as the payer name control number.
Transmitter Control Code
The Transmitter Control Code field on the AP 1099 Download form.
Required field.
Enter the 5-character (alpha/numeric) Transmitter Control Code assigned to you by the IRS/MCC. You must file application Form 4419 with the IRS in order to receive this number.
Combined Fed/State Filer
The Combined Fed/State Filer checkbox on the AP 1099 Download form.
Select this checkbox only if you are filing State 1099s with your Federal 1099s. When the checkbox is selected, the system inserts special state codes into the 1099 file so that the IRS can automatically provide your 1099 information to participating states.
Do not select this checkbox if you are not filing State 1099s with your Federal 1099s. No special state codes will be included in this 1099 file.
Refer to IRS Publication 1220 for information about participating states.
Test File
The Test File checkbox on the AP 1099 Download form.
Select this checkbox if you want to create a test file with this run.
Do not select this checkbox if you want to create the actual 1099 file that will be sent to the IRS.
Minimum Payment Amount
The Minimum Payment Amount field on the AP 1099 Download form.
Enter the minimum payment amount to determine which vendors will be included in this 1099 file. Vendors whose year-to-date totals are less than this amount will be excluded from this 1099 file. However, if the Include in 1099 Processing (ignore minimum) checkbox is selected for a vendor in AP Vendors, a 1099 will be printed for that vendor, regardless of whether the vendor's totals are less than this amount.
Contact Name
The Contact Name field on the AP 1099 Download form.
Required field.
Enter the name of the person, up to 40 characters, that should be contacted if there are problems with this filing.
Contact's Phone Number
The Contact's Phone Number field on the AP 1099 Download form.
Enter the contact’s phone number, including extension if applicable; up to 14 characters allowed. This field defaults from the Phone field in HQ Company Setup.
Contact's Email Address
The Contact's Email Address field on the AP 1099 Download form.
Enter the contact's email address, if applicable.
