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:

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