Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Select this option to print 1099s on paper. This option is the default setting for your print options. You can either print 1099s or create magnetic media. If you save your parameters for this screen, this option is identified in the Query table as PRINT.

Select this option to create a magnetic media file of 1099 information. If you save your parameters for this screen, this option is identified in the Query table as CREATE.

You can create a magnetic media file for only one company at a time. If you select this option, Costpoint changes the Taxable Entity selection range Option to One and the Pay Vendor selection range Option to All. These are the only available range options when creating magnetic media.

Select one of the following print options from the drop-down list:

• Print Test 1099
• Print 1099

If you print a test 1099, you can make sure the forms are correctly aligned in the printer and all the printer settings are correct. After the test form prints to your satisfaction, select Print 1099 to print the 1099s.

If you select the Create Magnetic Media option, this field is unavailable.

Use the drop-down list to select the year for which you want to print or create 1099s. Although you can print 1099 information for past or future years, Costpoint supports only the current year 1099 print format.

Use this drop-down list to select the range of pay vendors to be included.

If you select the Print 1099s option, the default setting for this field is All but you can change it. If you select the Create Magnetic Media option, Costpoint sets this option to All and prevents you from selecting another setting.

Valid options are:

• All: Select this option to include all available pay vendors. The Start and End fields are disabled for this option.
• One: Select this option to include only one pay vendor and then enter that pay vendor in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of pay vendors. Enter the beginning pay vendor for the range in the Start field and enter the ending pay vendor of the range in the End field.
• From Beginning: Select this option to include a range of pay vendors that begins with the first of all the available pay vendors and ends with the pay vendor that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of pay vendors that begins with the specific pay vendor that you enter in the Start field and ends with the last of all the available pay vendors. The End field is disabled for this option.

Enter, or click to select, the starting pay vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

Enter, or click to select, the ending pay vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

If you are creating a magnetic media file, Costpoint automatically sets this option to One and prevents you from selecting another. The Start field is still available.

Enter, or click to select, your one taxable entity ID.

Do not use this field. Doing so would result in printing more than one of your taxable entities on each print/create session. Deltek recommends that you select only one taxable entity at a time in order to keep tax information separate for each of your taxable entities.

Select this option to print standard 1099-MISC forms. Two forms print per page.

Use 1099-MISC forms to report other types of compensation or miscellaneous income such as rents, royalties, and medical and healthcare payments.

You can use this option with either impact or laser printers. This option is selected by default.

If you select this option and the Calendar Year is 2019 or earlier, Costpoint uses the old report format for 1099-MISC. Otherwise, if you select this option and the Calendar Year is 2020, Costpoint uses the new report format for 1099-MISC.

Select this option to print 1099-MISC Self-Mailers (sealed automatically by machine). You typically use this option if you have a large number of 1099s to print. You can use this option only with laser printers.

If you select this option and the Calendar Year is 2019 or earlier, Costpoint uses the old report format for 1099-MISC. Otherwise, if you select this option and the Calendar Year is 2020, Costpoint uses the new report format for 1099-MISC.

If you select this option and the Calendar Year is earlier than 2020, printing the format displays error and validation messages stating that the NEC format is not available for calendar years prior to 2020.

Select this option to print 1099-NEC Self-Mailers (sealed automatically by machine). You typically use this option if you have a large number of 1099-NECs to print. You can use this option only with laser printers.

If you select this option and the Calendar Year is earlier than 2020, printing the format displays error and validation messages stating that the NEC format is not available for calendar years prior to 2020.

Select this check box when you want to mask the Recipient ID when printing. Only the last 4 digits will be displayed on the printout.

Select a character from the drop-down list which will be used to mask a portion of the Recipient ID. Choose either * (asterisk) or X.

This field is enabled when you select the Recipient ID Masking check box.

Select this option to send a test 1099.

Select this check box to indicate that the year in the Calendar Year field is not the current tax year for which 1099s are being created.

For example:

• Current Calendar Year = 2018
• Current Tax Year for creating 1099s = 2017
• Calendar Year on screen = 2015
• Prior Year check box is selected

The application will print/create magnetic media for 2015, and will put a P in the Prior Year Data Indicator field, to indicate that the data being reported is for a prior tax year.

Enter, or click to select, the location of the file.

Click this check  box to overwrite an existing file with the same name.

Use alphanumeric characters to enter a file name in this field. The name that you specify in this field will be used to identify this batch of 1099s. The file name should be unique to prevent duplication.

Enter the name of the person to contact if the IRS/MCC encounters problems with your file or transmission.

Enter the phone number/extension of the person to contact if the IRS/MCC encounters problems with your file or transmission. Hyphens are not necessary in this field; for example, the phone number (304) 263-8700, extension 5234 would be 30426387005234.

Enter the email address of the person to contact if the IRS/MCC encounters problems with your file or transmission.

Enter your company's nine-digit Tax Identification Number (TIN) in this optional field. If you leave this field blank, the TIN for the Taxable Entity selected on this screen is used. The TIN was originally entered on the Set Up Company screen.

Enter the five-character, alphanumeric transmitter control code assigned to you by the IRS. This field is required if you are creating a magnetic media file.

Enter a name in this optional field. If the transmitter name and the company name are the same, you can leave this field blank. If the transmitter name is different from the company name, enter the transmitter name here.

Click from the toolbar menu to create the magnetic media file.