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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: 1099 Reporting Problems

Troubleshooting: 1099 Reporting Problems

1099 Report doesn't include the expected payments.

Check to ensure that these required configuration items and payment statuses are correct.
  1. Access the
    1099 Report
    .
    Security:
    Reports: Supplier Accounts 1099 - USA
     domain in the Supplier Accounts functional area.
  2. Ensure that:
    • Your 1099 report includes the
      Spend Category > 1099 Category (Box) mapping
      .
    • You're running the 1099 report for the correct year and that any excluded payment types are appropriate.
    • Your supplier invoices are paid.
    • When you're using payment acknowledgments, they are in
      Accepted
       status from the financial institution; this ensures that the payments are complete and reportable.
    • You've marked your supplier tax IDs (EIN, SSN, and ITIN) as
      Primary
      .
    • Your suppliers have a primary address.
    • Your supplier has a
      1099 (MISC/NEC)
       tax authority form type.
  3. If you're missing payments from a legacy system, ensure that you create them in Workday using the
    Create 1099 Adjustment
     task.

Data doesn't align properly in preprinted forms.

You didn't select the correct form for the reporting year.
  1. From the
    Edit 1099 and 1096 Print Form Layout
     task, ensure that you have the correct form for the reporting year you select.
  2. For alignment issues, ensure that you don't select scaling or
    Fit to page
    .

The IRS rejected a 1099 form.

The 1099 form contains an error.
Create a corrected 1099 run. This enables you to issue a corrected 1099 form to the payee and to submit a corrected electronic file for the corrected payee to the IRS.