1099 Transmittal
On the 1099 Transmittal page, you can create an electronic 1099 file to send to the IRS. No special setup is required for the transmittal file.
To access the page, go to Financial Management > Year-End Processing > Vendor 1099 Processing and click the 1099 Transmittal 
icon.
To create a 1099 transmittal file, follow the steps below:
- Select the Tax Year. The current tax year is the default value.
- In Company Federal ID, select the company federal tax ID in the drop-down list. This field is required. Many organizations have only one company federal tax ID, but in the case of a multi-company scenario, the transmittal file may be created for only one company at a time.
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In the Transmittal Type field, Federal is the default selection, which will create the standard transmittal file for the IRS. Select State to create a transmittal file to be submitted at the state level. Currently, this option is only available for the Pennsylvania. If State is selected, alternate controls will be displayed on the page:
- In the State field, PA will be selected by default.
- In the Payer's PA Account Number field, enter the state tax ID.
- 1099-MISC will be defaulted into the File Type field. \
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Determine whether the Exceeding Minimum Only check box should be selected. This check box is selected by default. If it is selected, only vendors whose transactions exceeded the minimum amount required to print a 1099 will be transmitted. If the check box is not selected, 1099 transactions for all vendors, regardless of the amount, will be transmitted.
- Enter the Payer Name Control. This code identifies the payer and may contain up to 80 characters. It is provided by the IRS.
- Enter the Transmitter Control Code. This field is required to transmit 1099’s. This code is also provided by the IRS and is five characters long.
- Determine whether Exceeding Minimum Only should be selected. This check box is selected by default. If it is selected, only vendors whose transactions exceed the minimum amount required to print a 1099 will be transmitted. If the check box is not selected, 1099 transactions for all vendors, regardless of the amount, will be transmitted.
- Select the Combined Federal/State check box if your organization participates in the combined federal/state filing program.
- If you selected the Combined Federal/State check box, the Types section appears. Select a check box to identify the form(s) you are using.
- In Name, type the name of the person at your organization that the IRS should contact if there are concerns about the transmittal file. The name is required; it may contain up to 40 characters.
- In Phone, type the phone number of the contact person at your organization that the IRS should contact if there are concerns about the transmittal file. The phone number is required; it may contain 10 characters.
- In E-Mail, type the contact person’s e-mail address. This field may contain up to 35 characters.
- Click Create. The transmittal file is sent to myReports.
- Go to myReports. Click the 2012 -1099 Transmittal link on the left side of the page.
- Click Save and save the file to a folder on your computer where it can be located to send to the IRS.
Note: If the transmittal file is created in advance of the submission deadline, wait to submit it to the IRS in case there are corrections. Corrected forms are not supported, but the file can be recreated as needed for any corrections that occur.