1099 File Maintenance

Screen ID:  Screen Title:  Panel Number:

U1099-01 Maintain Data for 109 Tax Forms 3019

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Access this screen by selecting Tool #922: Update 1099-A, C, MISC NEC Form Data.

This is the first of several screens used to modify information used for reporting tax information to the IRS. There are three different form types that can be accessed here:

• Form 1099-A Acquisition or Abandonment of Secured Property

• Form 1099-C Cancellation of Debts

• Form 1099-M Miscellaneous Income

• Form 1099-NEC Non-employee Compensation

Enter the member's Social Security number, the tax year (previous year) for which data should be modified, and choose one of the available form types. Use Enter to proceed to the appropriate second screen.

(Remember that tax file information can be modified only until the deadline date when records are reported to the IRS. Refer to the current CU*BASE Year-End Processing Guide for more information on these annual deadlines.)