1099-MISC Form

To print 1099s in Vista 5 (V5):

  • From the Vista 5 Menu, go to Vendors > Tax Cycle > Tax Report.

  • In the Tax Report module under the Report Selection panel, change the Run selection to Tax Form (1099). Select Print and confirm that the Printer Name shown is correct.

  • In the Company Information panel, use the drop-down selection arrows to select the Company, Currency, and Tax Form (1099). Enter the year for which you are reporting 1099s in the Tax Year window.

  • Next, go to the Forms section of the Tax Report module. Use the arrow drop-down to expand.

  • Within the Tax Form section, make sure the correct No. of Copies is listed. Choose either New or Correction for the Mark Form as. You have now entered the required criteria for printing your 1099-MISC forms. The Transmittal Form option is only used for Form 1096, to be covered later in this document.

  • Choose the Run Report/Form button at the bottom right-hand corner of the panel to send the 1099 print job to your printer.

Form 1096

Form 1096 must be included for all paper filings to the IRS. Currently, the IRS will accept 1099 filings only through its Filing Information Returns Electronically (FIRE) upload site if there is an excess of 250 1099s. For more information regarding Form 1096, please contact the IRS.

  • From the Vista 5 Menu, go to Vendors > Tax Cycle > Tax Report.

  • In the Tax Report module under the Report Selection panel, change the Run selection to Tax Forms (1096). Select Print and confirm that the Printer Name shown is correct.

  • In the Company Information panel, use the drop-down selection arrows to select the Company, Currency, and Tax Form (1099). Enter the year for which you are reporting 1099s in the Tax Year window.

  • Within the Tax Form section, ignore the correct No. of Copies and the Mark Form as sections; these are used for 1099-MISC forms only. Select the Transmittal Form – Mark as Final Return option if needed.

  • Choose the Run Report/Form button at the bottom right-hand corner of the panel to send the 1096 print job to your printer.