1099-NEC & 1099-MISC Reporting
OFM provides support for all state agencies that use the Account Ability application by Integrated Data Management Systems, as an enterprise tool for preparation and transmission of the Internal Revenue Service's 1099-MISC and 1099-NEC forms. These forms are used to report payments for rent, services, contractors, and other miscellaneous income payments.
Features of the application include:
- 1099-MISC & 1099-NEC creation
- 1099-MISC & 1099-NEC editing
- Print and mail outsourcing service
- Bulk Taxpayer Identification Number (TIN) matching
- Electronic reporting (E-File)
Follow the instructions on the Access to 1099 Download page.
The 1099 Administrator contact information for each agency can be found on the Administrator's list.
The “AFRS 1099 Report Template” has three components:
- Calendar Year
- Transaction Type
No, the “AFRS with TIN” Universe is within the Web Intelligence (WebI) tool that is accessible through SAW.
Yes, if you have the ability to modify WebI report, you can modify the baseline 1099 template to meet your unique requirements.
Yes, but you will still want to make sure that you secure the report. Once it is no longer needed you should destroy the report by either shredding it or putting it in a “hot trash” barrel for destruction.
A new section was created in 50.10, “Annual U.S. Information Returns” that is in the State Administrative and Accounting Manual (SAAM). Section 50.10.65, “1099 download application,” recognizes that the data that agencies can download will be of a sensitive and confidential nature. SAAM wants to make sure that the information is well protected and that they have a legal document that protects everyone from disclosure of this information.
Yes. Because of the way that the environment works, you will not be able to FTP or email data if you are set up under the 1099 AFRS with TIN universe with only one logon ID.
The maximum number of characters is 25. There is no restriction on the characters as long as the last three characters of the Logon ID are the agency number.
Each agency must come up with an effective system for management and control of this secure information.
An individual with proper WebI security can edit the template once they have copied it to their agency Public Folder or My Favorites. If you want to share the new version with other staff, you will want to save it to your Agency Public Folder.
No. If the person’s role is solely as the agency 1099 administrator, training on the system is not a requirement. The role of the 1099 Administrator (only) is to authorize agency’s user access to 1099-misc reporting application
The below video demonstrates the process for extracting and uploading your 1099 data using the BI Launch Pad and Account Ability and was recorded during a virtual training in December 2022. The video is not viewable by non-LMS agencies.