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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / BC new 1099 feature pu...
Small and medium business | Business Central, N...
Suggested Answer

BC new 1099 feature pulling from the invoice ledger line not the payment line- has wrong amount

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Posted on by AW-09121944-0 6
All my vendors are showing the new BC 1099 setup code on the ledger line for invoices not payments.  I have several vendors that we pre-pay and need to report the total payments for the year and BC is pulling the invoice total not the payment total.
I need to get this fixed before the end of the year so I can send the correct amounts to my CPA.  Additionally, could you please instruct me on how to export the 1099 Misc/NEC data into an Excel sheet so I can send that data to the CPA? I would also appreciate it.  The system now appears to be set up to force you to use the electronic transmission.  
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Dynamics 365 Business Central
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  • Suggested answer
    Assisted by AI
    OussamaSabbouh Profile Picture
    OussamaSabbouh 11,612 Super User 2026 Season 1 on at
    Hello,
     
    Your 1099 totals are wrong because BC is picking up the invoice amounts — you need to correct the 1099 fields directly on the Vendor Ledger Entries.
    BC only reports 1099 based on payments applied to invoices, not invoice amounts.
     
    To give data to your CPA:
    Open Vendor Ledger Entries → Open in Excel with the 1099 columns shown.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,022 Super User 2026 Season 1 on at
    That's how BC calculates 1099s. You enter the 1099 codes on the invoices, and when you apply a payment to that invoice, the system includes the paid invoice amount in the 1099 calculation. It stores all 1099 information on the invoice line, not on the payment line. When you post a payment by itself you don’t enter any 1099 information, which is why BC does not use standalone payments in the 1099 totals.
     
    I suggest going through the documentation here, or having your partner help you set it up as there's quite a bit to do: Track data and use the IRS 1099 form - Business Central | Microsoft Learn
     

    If you prepay vendors, are you using BC prepayment invoices, or are you posting the payments on their own? If you are posting the payments directly and by the year end there's still no invoice, then you cannot use BC’s 1099 functionality for those amounts. You would need to manually calculate the 1099 totals for those payments, but this can easily be done by opening the vendor ledger entries page, applying any relevant filters and exporting it to excel. If your CPA is the one submitting the forms to the IRS then it sounds like you can just do this without using BC's 1099 functionality. 
     

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