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Administrator Guide
Last Updated: 2024-11-29
Steps: Process 1099 Returns

Steps: Process 1099 Returns

Set up 1099 Reporting. See Steps: Set Up 1099 Reporting.
You can generate 1099 forms or electronic files from payments to 1099 payees in Workday.
  1. Preview 1099 payment details.
  3. You can print 1099 forms and mail them to 1099 payees.
  4. You can generate:
    • Test files for submission during the IRS test period.
    • Original 1099 returns to e-file with the IRS.
  5. Access the
    1099 Work Area
     report.
    You can download 1099 electronic files from the 1099 electronic filing run for a tax year, company, and 1099 form type. Then, you can manually submit 1099 electronic files to the IRS FIRE web site.
    Security:
    Reports: Supplier Accounts 1099 - USA
     domain in the Supplier Accounts functional area.
  6. (Optional) Access the
    Create 1099 Run
     task.
    You can create additional runs for payees missing from original 1099 runs. From additional runs, you can:
    • Print 1099 forms.
    • Generate 1099 electronic files for missed payees only and submit them manually to the IRS.
    Before you print or generate 1099 electronic files from additional 1099 runs, ensure you don’t have a more recent original 1099 run.
    Security:
    Reports: Supplier Accounts 1099 - USA
     domain in the Supplier Accounts functional area.
  7. (Optional) From the related actions menu of original or additional 1099 runs, select
    1099 Run
    Regenerate
    .
    To update 1099 run data without adding new payees to 1099 runs, you can regenerate 1099 runs.
    Security:
    Reports: Supplier Accounts 1099 - USA
     domain in the Supplier Accounts functional area.
  8. From corrected runs, you can:
    • Print corrected 1099 forms for your payees.
    • Generate corrected 1099 electronic files and submit them manually to the IRS.