Accessing the Report

From the Trustee Suite Main Menu toolbar, select ‘Reports’, the  ‘Accounts’ tab and then ‘1099 Forms’ from the Print Reports screen to invoke the Parameters for 1099 Forms screen shown below.

Generating the Report

Trustee Suite now supports the printing of 1099, 1096, INT and MISC forms.  These forms are available to print for the current year required.  Following is the Parameters for 1099 Forms screen:

Populate the following fields:

Trustee – Select the Trustee number from the drop-down list.

Case – Click on the link, ‘Select cases’, which invokes the 1099 Forms Report – Case Selection screen.  Select the appropriate cases to include on the report and click on ‘OK’.  You can also click on the ‘Select All’ button to select all of the cases in the list, ‘Deselect All’ to unselect all of the cases in the list or ‘Cancel’ to undo your changes.

Payee Tin – Enter the appropriate TIN in the text field.

Date Range – Enter the appropriate date range.

Form – Select the desired forms(s), Payment Threshold and number of copies to Print:

• 1099-MISC-AND/OR-
• 1099-INT

Print – This drop-down list provides several print options.

Printing the Forms

Preview:  This button enables you to view the reports before printing.

Print:  This button sends the reports to the default printer.

To PDF:  This button prints the reports to PDF and saves a copies to Document Management.

Cancel:  This button undoes any changes and cancels the print job.

Save Defaults:  This button sets the current field selections as the default each time these reports are accessed.