How does the Vendor Name and DBA name print on 1099 Form

Summary

How does the Vendor Name and DBA name print on 1099 Form 1099 preparer grid does not display first or last name in the W-2/1099 Preparer Names are missing from 1099 preparer in Federal and State Tax Reporting Recipient first, middle and last names missing from the W2/1099 Preparer Names are not printing correctly on 1099 Forms.

Description

If you need names to print differently on 1099 Forms and you do not want to change the data in Sage 100, you can manually change the data in the W2/1099 Preparer grid by doing the following:

For Individual vendor type that uses a SSN (xxx-xx-xxxx):

In the Optional Name field, enter the name you want to print on the 1st line.
In the Recipient Company Name field, enter the name you want to print on the 2nd line.

For Business vendor type that uses a Tax Payer ID (xx-xxxxxxx):

In the Company Name field, enter the name you want to print on the 1st line.
In the Full Name field, enter the name you want to print on the 2nd line.

Cause

Vendors are considered businesses, even if the vendors are individuals.

Resolution

CAUTION: Sage Customer Support does not assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please get in touch with your Sage business partner, network administrator, or accountant for assistance.

DBA (Doing Business As) Name and Address fields were added to the Additional Panel in Vendor Maintenance in the following releases. 2022.0 & 2021.2

On the 2023.0 release, the DBA Name text label was changed to 1099 Name field. This was not done retroactive on PU’s released at that time for 2022.3 and 2021.6

Currently, the Vendor Name prints on the 2nd Line in the Recipient Name box and the 1099 Name(DBA Name) prints on the 1st Line in the Recipient Name box. This was a change made on the Sage 100 Year-end (IRD) Update for Tax Year 2022, released 12/2022.

In Vendor Maintenance, on the Additional tab, in the DBA Name field, enter the name you need to print on the 1st line in the Recipient’s Name box.
Once you choose to print 1099s, a form preview will appear.
Check each 1099 Form to ensure all data is correct.

For Tax Year 2022, there are new fields required to be populated.

In the Aatrix Payer Information window, the company defined in Company Maintenance requires First Name, Middle and Last Name.
In the Aatrix W-2/1099 Preparer’s grid, The recipient’s Last Name, First Name and Middle Name are required.

For example;

If the vendors’ W-9 Form only has a Name on Line 1, enter that name in the Vendor Name field in Vendor Maintenance.

If the vendors’ W-9 Form has a Name on Line 1 and a Business Name on Line 2, enter the Business Name from Line 2 in the Vendor Name field and enter the Name from Line 1 in the DBA Name field in Vendor Maintenance