1099 Company List

The grid on this page contains the names of the companies available for 1099-R processing for the Tax Year selected.

To edit company information before 1099s are created, click the corresponding Company Federal Tax ID hyperlink. To add a new company for this tax year, click the New button. In either instance, the 1099 Company page opens, with the General tab displayed as the default. Show me.

To see help for another page in the 1099 Processing work flow, click the appropriate link provided below:  

1099 Setup

1099 List

1099 Register

1099 Form

1099 Transmittal