A reference for the fields appearing on this screen.
Most fields on this screen are editable.
1099-MISC Tab (U.S.)
| Field | Description |
|---|---|
| PAYER'S name, street address, city, state, ZIP code and telephone no (Name, Street 1, Street 2, City, State, Zip, Telephone no) | The name, main address, and telephone number for the company. Note: These values default from the Company screen.
|
| PAYER'S TIN | The federal ID for the company. |
| RECIPIENT'S TIN | The 1099 ID number for the vendor. |
| RECIPIENT'S name | Displays 1099 names for the vendor. Note: This field defaults from the Vendor screen.
|
| Street address (including apt. no.) | The main street address for the vendor. This field combines the values from the Street 1 and Street 2 fields on the Vendor screen. |
| City or town, state or province, country, and ZIP or foreign postal code | The city, state, and ZIP code for the vendor. |
| Country | The country for the vendor. |
| Account number | The code of the vendor. |
| 2nd TIN not. | Indicates whether a second taxpayer ID notice has been received for this vendor. If you have received notice of a 2nd taxpayer ID for the vendor, select the checkbox to prevent another notice from being sent. |
| 1 Rents | The total amount of rents recorded for the vendor in the active tax year. |
| 2 Royalties | The total amount of royalties recorded for the vendor in the active tax year. |
| 3 Other income | The total amount of income (not from rent or royalties) recorded for the vendor in the active tax year. |
| 4 Federal income tax withheld | The total amount of federal income tax withheld for the vendor in the active tax year. |
| 5 Fishing boat proceeds | The total amount of fishing boat proceeds recorded for the vendor in the active tax year. |
| 6 Medical and health care payments | The total amount of medical and health care payments recorded for the vendor in the active tax year. |
| 7 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale | Indicates whether the company made direct sales of consumer products for at least $5,000 to the vendor. |
| 8 Substitute payments in lieu of dividends or interest | The total amount of substitute payments in lieu of dividends or interest recorded for the vendor in the active tax year. |
| 9 Crop insurance proceeds | The total amount of crop insurance proceeds recorded for the vendor in the active tax year. |
| 10 Gross proceeds paid to an attorney | The total amount of gross proceeds paid to an attorney recorded for the vendor in the active tax year. |
| 11 Fish purchased for resale | The total amount paid to the vendor to purchase fish to be resold. |
| 12 Section 409A deferrals | The total amount of section 409A deferrals recorded for the vendor in the active tax year. |
| 13 FATCA filing requirement | Select the checkbox if this record is subject to FATCA filing requirements according to IRS rules. |
| 14 Excess golden parachute payments | The total amount of excess golden parachute recorded for the vendor in the active tax year. |
| 15 Nonqualified deferred compensation | The total amount of nonqualified deferred compensation recorded for the vendor in the active tax year. |
| 15b Section 409A income | The total amount of section 409A income recorded for the vendor in the active tax year. |
| Use boxes 16, 17, and 18 if payments made to this vendor are subject to state tax withholding. You can report information for up to two states. | |
| 16 State Tax Withheld | Enter the amount of state tax withheld for the vendor in the active tax year. To determine the state tax withholding amount for a vendor, run the Account Transactions Report. If the vendor has open invoices or retainage held, run the Open Vendor Invoices by Vendor report to ensure that you account for all state withholding. |
| 17 State/Payer's state no. | Enter the state abbreviation and your business's state tax identification number (assigned by the state). |
| 18 State Income | Enter the total vendor payment amount that is subject to state withholding for the tax year. |
Note: ProContractor doesn't support the following fields on Form 1099-MISC:
- 16 State tax withheld
- 17 State/Payer's state no.
- 18 State income
1099-NEC Tab (U.S.)
| Field | Description |
|---|---|
| PAYER'S name, street address, city, state, ZIP code and telephone no (Name, Street 1, Street 2, City, State, Zip, Telephone no) | The name, main address, and telephone number for the company. Note: This field defaults from the Company screen.
|
| PAYER'S TIN | The federal ID for the company. |
| RECIPIENT'S TIN | The tax vendor's ID number, typically a federal identification number or a Social Security number. |
| RECIPIENT'S name | Displays 1099 names for the vendor. Note: This field defaults from the Vendor screen.
|
| Street address (including apt. no.) | The main street address for the vendor. This field combines the values from the Street 1 and Street 2 fields on the Vendor screen. |
| City or town, state, country, and ZIP code | The city, state, and ZIP code for the vendor. |
| Country | The country for the vendor. |
| Account number | The code of the vendor. |
| 2nd TIN not. | Indicates whether a second taxpayer ID notice has been received for this vendor. If you have received notice of a second taxpayer ID for the vendor, select the checkbox to prevent another notice from being sent |
| 1 Nonemployee compensation | The total amount of rents recorded for the vendor in the active tax year. |
| 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale | Indicates whether the company made direct sales of consumer products for at least $5,000 to the vendor. |
| 3 Other income | The total amount of income (not from rent or royalties) recorded for the vendor in the active tax year. |
| 4 Federal income tax withheld | The total amount of federal income tax withheld for the vendor in the active tax year. |
| 5 State tax withheld | Enter the amount of state tax withheld for the vendor in the active tax year. To determine the state tax withholding amount for a vendor, run the Account Transactions Report. If the vendor has open invoices or retainage held, run the Open Vendor Invoices by Vendor report to ensure that you account for all state withholding. You may enter amounts withheld for up to two states. |
| 6 State/Payer's state no. | Enter the state abbreviation and your business's state tax identification number (assigned by the state). |
| 7 State income | Enter the total vendor payment amount that is subject to state withholding for the tax year. |
| FATCA filing requirement | Select the checkbox if this record is subject to FATCA filing requirements according to IRS rules. |
1099-INT Tab (U.S.)
| Field | Description |
|---|---|
| PAYER'S name, street address, city, state, ZIP code and telephone no (Name, Street 1, Street 2, City, State, Zip, Telephone no) | The name, main address, and telephone number for the company. Note: These field values default from the Company screen.
|
| PAYER'S federal identification number | The federal ID for the company. |
| RECIPIENT'S identification number | The 1099 ID number for the vendor. This is typically a federal identification number or a Social Security number. |
| RECIPIENT'S name | The vendor name. Note: This field defaults from the Vendor screen.
|
| Street address (including apt. no.) | The main street address for the vendor. This field combines the values from the Street 1 and Street 2 fields on the Vendor screen. |
| City, State, and ZIP code | The city, state, and ZIP code for the vendor. |
| Country | The country for the vendor. |
| Account number | The code of the vendor. |
| 2nd TIN not. | Indicates whether a second taxpayer ID notice has been received for this vendor. If you have received notice of a 2nd taxpayer ID for the vendor, select the checkbox to prevent another notice from being sent. |
| 1 Interest income | The total amount of interest income recorded for the vendor in the active tax year. |
| 2 Early withdrawal penalty | The total amount of early withdrawal recorded for the vendor in the active tax year. |
| 3 Interest on U.S Savings Bonds and Treas. obligation | The total amount of interest on U.S. Savings Bonds and treasury obligations recorded for the vendor in the active tax year. |
| 4 Federal income tax withheld | The total amount of federal income tax withheld for the vendor in the active tax year. |
| 5 Investment expenses | The total amount of investment expenses recorded for the vendor in the active tax year. |
| 6 Foreign tax paid | The total amount of foreign tax payments recorded for the vendor in the active tax year. |
| 7 Foreign country or U.S. Possession | If foreign tax payments have been recorded for the vendor, enter the country or U.S. possession to which tax was paid. |
| 8 Tax-exempt interest | The total amount of tax exempt interest recorded for the vendor in the active tax year. |
| 9 Specified private activity bond interest | The total amount of specified private activity bond interest recorded for the vendor in the active tax year. |
| 10 Market discount | For a covered security acquired with market discount, if the taxpayer notified you that a section 1278(b) election was made, enter the amount of market discount that accrued on the debt instrument during the tax year in the amount of $10 or more. |
| 11 Bond premium | For a taxable covered security acquired at a premium, enter the amount of bond premium amortization for the tax year, unless you were notified in writing that the holder did not want to amortize bond premium |
| 12 Bond premium on Treasury obligations | For a U.S. Treasury obligation that is a covered security, enter the amount of bond premium amortization allocable to the interest paid during the tax year, unless you were notified in writing that the holder did not want to amortize bond premium under section 171. If you are required to report bond premium amortization and you reported a net amount of interest in box 3, leave this box blank. |
| 13 Bond premium on tax-exempt bond | For a tax-exempt covered security acquired at a premium, enter the amount of bond premium amortization for the tax year. If you reported a net amount of interest in field 8 or 9, leave this field blank. |
| 14 Tax-exempt bond CUSIP no. | If needed, enter the Committee on Uniform Securities Identification Procedures number for the tax-exempt bond. |
| 15 State | Select the state for which state tax was withheld for private activity bond interest for the vendor. You can select up to two states |
| 16 State identification no. | Enter the state identification number for which state tax was withheld for the vendor. If you entered two states in the 15 State field, enter a state identification number for each state. |
| 17 State tax withheld | Enter the amount of state tax withheld for the corresponding state in the 15 State field for private activity bond interest for the vendor in the active tax year. If you entered two states in the 15 State field, enter an amount withheld for each state. |
Note: ProContractor doesn't support the FATCA Filing Requirement field on Form 1099-INT. If you need to select this field, you must do so manually on the printed form.
T5018 Tab (Canada)
| Field | Description |
|---|---|
| PAYER'S name, street address, city, province, postal code and telephone no (Name, Street 1, Street 2, City/Province/Postal Code, Country, Telephone no) | The name, main address, and telephone number for the company. Note: This field defaults from the Company screen.
|
| PAYER'S Account Number | The federal ID number for the company. To ensure the number has the correct format for submission, append RZ0001 to the end of the payer account number. |
| RECIPIENT'S identification number | The account number or the SIN for the vendor. |
| RECIPIENT'S name | The names for the vendor. Note: This field defaults from the Vendor screen.
|
| Street address (including apt. no.) | The main street address for the vendor. This field combines the values from the Street 1 and Street 2 fields on the Vendor screen. |
| City, Province, and Postal code | The city, province, and postal code for the vendor. |
| Country | The country for the vendor. |
| 22 Construction subcontractor payments | The amount of construction subcontractor payments for the vendor in the active tax year. |
| Export Transmittal Information | |
| Transmitter Number | By default, displays MM555555. Enter the transmitter number assigned by the CRA. If you are filing only one return, use the default value. |
| Trust | |
| NR4 | |
| Representative Identifier | Enter your representative identifier. |
| Contact Name | Enter the name of the contact at the company who can answer questions about the T5018 slips. |
| Contact Area Code/Phone/Extension | Enter the area code, phone number, and extension for the contact. |
| Contact E-mail | Enter the email address for the contact. |
| Second Contact E-mail | The email address for an alternative contact, if desired. |