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Legal entities Tax 1099 Setup

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I am using D365 version 10.0.20 and there is very little (if any) docuementation on the setup of the Legal entity for Tax 1099 reporting.

Does anyone have any documentation or can you tell me how these fields affect the reporting of 1099s:

Validate Tax 1099 data formats

Name control - is this provided in the W-9, if not where is it obtained

Combined federal/state filer - For the 1099 forms the IRS does automatically share the information through the CF/SF reporting does this just list all states on the form? I was also told last year, that they do not do this for 1099-NEC form information.

In addtion, if you have inforamtion for the 1099 software vendor - What is the contact information for Microsoft for those who are using D365 to produce electronic files (1099 Vendor address, phone number, Contact, Contact telephone and email) it would be greatly appreciated (even nicer if it defaulted)

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Using the Correct Name Control in e-filing Corporate Tax Returns | Internal Revenue Service (irs.gov)

Combined Federal State Filing Program | CF/SF | Form 1099 (expressirsforms.com)+

The 1099 software vendor contact info should default in if you select NO in this pop-up

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Community Member on at

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Thank you Frank for the links, but unfortunately that did not answer the questions. I do appreciate the links.

The Name control is issued by the IRS. This is not a filed on the W-9 that the Companies use to setup their 1099 Tax information. Since this is a requirement I was wondering where the Company would go to get this information.

Next the CF/CS does not include the 1099-NEC form. This means that the Company must send them to the states. If the Vendor is being paid in multiple states, this will require sending the State form to more than one state. Will the 1099-NEC show all states and amounts paid to each state (if state values have been populated)?

My questions was in regards to the toggle on the Legal Entities FastTab> Tax 1099

What does this toggle do?

Lastly, General and Address information when using the Electronic filing and Microsoft as the Vendor. This was clicked NO and there were no modifications made.

General tab seems complete

However, the Address tab only has USA

Thank you again for your initial response.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Sorry the links weren't helpful. I'm not very familiar with State 1099 laws. I was hoping the links would help

As to the address, honestly, I've never seen this populated. e-Filing works fine without it.

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SarahJenkins 5 on at

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Hi BlackOps, did you ever find a response to your question? We are looking for this exact same information. Thanks!

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Community Member on at

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Sarah,

Unfortunately, no I have not gotten any solid answers.

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