1099 Name Control Update

This program displays 1099 information for the purpose of reviewing, updating and generating Name Control information that is required when submitting electronic 1099 files.  This process does not update the Name Control field in the Vendor Master.  If a Name Control is entered in the Vendor Master, it should be included when 1099 information is pulled.

See How to Process 1099 Forms and How To Process Electronic 1099 Files for complete steps on processing 1099s.

NAVIGATION: UTILITIES menu > Review Name Control

Display Grid

  1. When this utility is opened, all the Name Control, Federal ID, Name 1 and Name 2 information for all the 1099 recipients in the Work File will be displayed.
  2. Blank Name Control fields should be filled if 1099s will be sent electronically, either through manually entering a four digit name control or by running the Name Control Generator.  If Red Copy paper 1099s are mailed to the IRS, the Name Control is not needed.
  3. If you are printing the 1099s to paper, you do not have to use name controls.  There is no field on the paper 1099s to print the name control.
  4. Name Controls may be generated or entered in the Vendor Master so that the information is pulled over to the work file with the vendor information each year.

Name Control

  1. Displays name control information for all of the 1099 recipients in the Work File.  
  2. If no name control is displayed and you will be submitting the 1099 information electronically, a name control must be entered.  
  3. Name control information must follow IRS rules as stated in Publication 1220 which may be found at www.irs.gov.
  4. A Federal ID must be entered for every account that needs a Name Control
    1. The Federal ID or Social Security number helps determine how the name control is generated

Generate Name Control Information (Best Guess)

  1. Click this button to automatically generate name control information.  
  2. The program will do its best to follow the rules as published in Publication 1220 in creating a name control for each vendor.  
  3. The generated name control information should be reviewed for accuracy.

11/2021

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