Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / 2022 1099's Box nu...
Finance | Project Operations, Human Resources, ...
Suggested answer

2022 1099's Box numbers

(0) ShareShare
ReportReport
Posted on by Deb@gpsupport 112

GP 18.5.1586 is showing 1099-MISC box numbers up to 17 as the actual text, but the state income on the 2022 1099-MISC form is Box 18.

pastedimage1672770039814v1.png

I have to import a bunch of 1099 information from a "payroll" and re-number the boxed, so what do I put in for the actual Box 18? This is for tribal member income and taxes withheld - I don't think it is considered non-employee compensation as we have always used the 1099-MISC forms to report these.  Should I update everything to the 1099-NEC forms in the tables - I have thousands of transactions to deal with and not much time.

Categories:
Microsoft Dynamics GP
  • Cheryl Waswick Profile Picture
    Cheryl Waswick on at
    RE: 2022 1099's Box numbers

    Deb, 

    You stated above that the IM import was adding everything together in Box 3 and you checked on this in the past and were told it would not be changed. 

    If the box numbers are right on the data in the PM30200/PM30300 tables and only the 1099 table (PM00204)  is wrong then you can delete the PM00204 table and run the purchasing reconcile utility for 'calendar year | 1099 amounts' to rebuild the 1099 table.  The PM00204 table will rebuild/recalculate based off the transactions.  (The 1099's will print whatever is in the PM00204 table, or as seen on the '1099 Details' window, but edits to this window or table will be lost if you reconcile 1099 amounts. )

    If the 1099 box numbers are not right on the data, then as Lisa mentioned, you can use the 'update 1099 purchasing' utility in GP to get the box numbers right on the data, and then delete the pm00204 table and run the 1099 amount' reconcile utility to repopulate it.   Note that any edits in the 1099 Details window or PM00204 table will be lost if you reconcile.  Rather update the 1099 data on the 'Ttransactions' first in the PM30200/PM30300 tables or use the 'update 1099 information utility' (per vendor or vendor range). or the 'Update 1099 Transaction information' window in GP (per transaction per vendor). Here is the blog link for how to use those tools: 

       

    community.dynamics.com/.../1099-editing-made-easy-in-microsoft-dynamics-gp

    Hope that helps, 

    Cheryl W
    Microsoft Support

  • Deb@gpsupport Profile Picture
    Deb@gpsupport 112 on at
    RE: 2022 1099's Box numbers

    This reply has nothing to do with this issue.  This is 1099-MISC, Box 3, Other Income and it is taking all 4 Boxes of the 1099-MISC and adding them together for a total in Box 3 instead of just including what should be in Box 3.

  • Brooke Gordon Profile Picture
    Brooke Gordon 45 on at
    RE: 2022 1099's Box numbers

    Box 3. Shows a return of capital. To the extent of your cost (or other basis) in the stock, the distribution reduces your basis and is not taxable. Any amount received in excess of your basis is taxable to you as capital ga   Krowd Darden

  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 3,141 on at
    RE: 2022 1099's Box numbers

    Deb - I'm jumping into this without testing the data.  It sounds like you are running into issues with Integration Manager not being updated at the same rate as GP.  

    A few ideas:

    -What about adding a script to your integration to update the SQL data to the correct box during your import (post-script)?

    -Are you able to update the data via SQL to get to the separate boxes you need?

    -Is there any way to use the GP 1099 update utilities to get what you need (for example, by importing into one box and then using the utility to move it to the form/box you need)?

    [In reading through Integration Manager feature requests at experience.dynamics.com I repeatedly see comments that "we do not plan to make further investments in IM".  - for example on one of your posts at Ideas List (dynamics.com).  ]

  • Cheryl Waswick Profile Picture
    Cheryl Waswick on at
    RE: 2022 1099's Box numbers

    Okay, I didn't know you were using IM.   If that is what you were told in the past for that, then I wouldn't be able to change that. 

    Cheryl

  • Deb@gpsupport Profile Picture
    Deb@gpsupport 112 on at
    RE: 2022 1099's Box numbers

    I was told the integration Manager import will do this and there was no plan to fix it. back in 2021.

  • Deb@gpsupport Profile Picture
    Deb@gpsupport 112 on at
    RE: 2022 1099's Box numbers

    If I don't change the box numbers after the import - everything goes into Box 3 and all added together. This has been the case ever since the 1099-NEC form was added to GP.

  • Cheryl Waswick Profile Picture
    Cheryl Waswick on at
    RE: 2022 1099's Box numbers

    Hi Deb, you shouldn't need to update anything in GP and it will automatically print in the correct box when you go to print the 1099 form. 

    As stated previously, this is just a display issue in GP and the code will automatically print it in the right box on the printed form.  So you shouldn't need to update anything in GP. 

    For example, in GP it has 'Box 17' for State Income, so just leave the amount in Box 17 in GP (as there is no option for Box 18 in GP listed).   Then when you print the 1099 MISC form, the code will automatically print the amount  in the correct Box 18 for State income on the printed form.  Please test that so you can verify.   There is no need to update anything in the data for GP, or you will create a mess.   Leave the old box numbers in GP and it will print correctly.   No manual edits to the data should be needed.

    Cheryl

    GP Support

  • Deb@gpsupport Profile Picture
    Deb@gpsupport 112 on at
    RE: 2022 1099's Box numbers

    The box numbers in GP, 16 and 17 are not correct for the labels listed. I updated these in the PM30200 table and they showed in the Edit 1099 Trx as Box 11, I updated these manually (70+ out of over 200 vendors) and they show in the tables as Boxes 13 and 14.  Also, the Box 4 update shows as Box 7 in the PM00204, so nothing prints on the 1099-MISC for Federal withholdings and Box 3 takes everything entered (all 4 boxes and adds them together for a total).  This is a complete disaster.

  • Deb@gpsupport Profile Picture
    Deb@gpsupport 112 on at
    RE: 2022 1099's Box numbers

    Still having major issues with this and need immediate attention.  I wanted to send details, but screen shots include sensitive information that I cannot seem to redact.

    Please let me know how to address this - it affects a majority of my tribal entities.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans