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Administrator Guide
Last Updated: 2024-11-29
Print 1099 and 1096 Forms

Print 1099 and 1096 Forms

  • Confirm form, printing, and mailing instructions with the IRS.
  • Ensure that the 1099 data reported in the 1099 run is complete and accurate.
  • Security:
    Reports: Supplier Accounts 1099 - USA
     in the Supplier Accounts functional area.
You can print 1096 and 1099 forms that you either keep for your records, or mail to your payees.
  1. Access the
    Print 1099 and 1096 Forms
     task.
  2. As you complete the task, consider:
    Option Description
    Filters
    To locate the run that you want to print more easily, you can filter the options in the
    1099 Run
     prompt by:
    • 1099 form type.
    • Tax year.
    • Company.
    Print Layouts
    Workday delivers display-only layouts for each tax year, enabling you to print your reporting details onto blank paper for review and record keeping.
    For tax years 2022 and earlier, Workday delivers preprinted layouts that you can print with a specialized magnetic ink and mail to the IRS.
    You can change how Workday populates these layouts with the
    Edit 1099 and 1096 Print Form Layout
     task.
    Contact
    Workday uses the details of this contact to populate payer information on 1096 and 1099 forms:
    • Location.
    • Phone number.
    • Email address.
    Correction
    You can change this option on 1099 runs that you've already printed. You can't change this option when you print a corrected 1099 run.
    When you select this check box, Workday generates forms in the corrected format required by the IRS.
    Print One Payee per Page
    You can only change this option when you print 1099 forms for payees (Copy B display-only layouts).
    When you don't select this option, Workday generates a file with:
    • 2 forms per page for 1099-MISC forms.
    • 3 forms per page for 1099-NEC forms.
    Truncate Tax ID on Payee Statement
    You can only change this option when you print 1099 forms for payees (Copy B display-only layouts).
    Select for Workday to only display the last 4 digits of payees' tax IDs.
  3. As you review the print run summary in the
    1099s
     grid, consider:
    Option Description
    Payee
    Lists 1099 payees with payment activity in the 1099 run.
    Tax ID
    When the tax ID of a 1099 payee is missing or incorrect, you can update the payee.
    Address Exists
    Make sure that you have an address on file for each 1099 payee.
    Total of All Box Values
    Verify the total payment amount of all 1099 categories for each payee. To review payment details, you can access the
    Create 1099 Payment Details
     task. See Steps: Preview 1099 Payment Details.
Workday:
  • Creates 1 PDF file per company.
  • Saves a 1099 Printing Run Group from which you can reprint 1096 or 1099 forms.
Print the IRS form layout and reporting details onto blank paper. For tax years 2022 and earlier, based on the layout you select, you can also load preprinted IRS forms into your printer and print the reporting details onto IRS preprinted stock. The Workday-delivered layouts ensure that amounts print in the correct position onto the preprinted forms.
You can reprint 1099 and 1096 forms with the
Print 1096 and 1099 from existing Print Run Group
 task, saving you the effort to generate a new print run group. Workday enables you to reprint 1096 and 1099 forms:
  • For all payees or a selection of payees.
  • With or without truncating tax IDs on payee statements.