Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create 1099 Runs

Create 1099 Runs

  • Set Up 1099 Reporting for the reporting year.
  • Security:
    Reports: Supplier Accounts 1099 - USA
     in the Supplier Accounts functional area.
You can create a 1099 run to save a snapshot of your 1099 data from which you can generate printable or electronic 1099 forms.
If you need to generate corrected forms after you've already filed with the IRS, create a corrected 1099 run.
  1. Access the
    Create 1099 Run
     task.
  2. Select the 1099 form type, company or company hierarchy, and tax year.
  3. (Optional) If you've already created a 1099 run for the form type, company or company hierarchy, and tax year you selected, select the
    Modify Existing 1099 Data
    check box.
    When you select the
    Modify Existing 1099 Data
    check box:
    • Workday replaces the previous snapshot of your 1099 data.
    • This 1099 run becomes the base from which Workday generates print and electronic 1099 forms.
Workday saves this 1099 processing run and displays a report of the 1099 payees and amounts:
  • When a payee has a reportable federal payment amount of zero, Workday doesn't include the payee in the 1099 run. This safeguard also applies when the same payee has a state income payment amount greater than zero.
  • Drill down on a payee to view details of their 1099 run for the selected company. If there are multiple payments to a single payee, Workday displays the details of each payment.
  • Print 1099 and 1096 for your payees and the IRS, if you mail your returns.
  • Generate 1099 electronic files for the IRS if you file electronically.