> ## Documentation Index
> Fetch the complete documentation index at: https://www.adorabl.info/llms.txt
> Use this file to discover all available pages before exploring further.

# Form 1099 report

> Review supplier payments and prepare year-end 1099 reporting.

The **1099 year-end report** summarizes calendar-year cash payments to suppliers and determines who needs a **1099-NEC** — and who still has blocking data gaps before you file.

## Prerequisites

Before you run the report:

* [Suppliers](https://www.adorabl.info/accounts-payable/suppliers.md) have tax profiles with **1099 required** flags set correctly.
* W-9 and TIN data are on file for eligible payees.
* Outgoing payments are **Succeeded** with payment dates in the selected tax year. See [Outgoing payments](https://www.adorabl.info/accounts-payable/outgoing-payments.md).
* IRS NEC threshold is configured for the tax year in `irs_1099_thresholds`.

| Prerequisite | Why |
| - | - |
| Posted payments | Report uses cash basis by **payment date** |
| Tax profile | Drives eligibility vs exempt classification |
| W-9 / TIN | Required before filing |

## Open the report

**1. Navigate to the 1099 report**

1. In the sidebar, open **Accounts Payable**.
2. Click **Suppliers**.
3. Open **1099 year-end report** from the Suppliers area, or go directly from [Payables setup](https://www.adorabl.info/accounts-payable/setup/payables-setup.md) → **1099 year-end report**.

The page title is **1099 year-end report** with subtitle explaining calendar-year cash payments.

**2. Select tax year**

Choose the **Tax year** from the dropdown.

adorabl shows the payment window (Jan 1–Dec 31) and the NEC threshold for that year when configuration exists.

**3. Review summary tiles**

Three stat tiles summarize the run:

| Tile | Meaning |
| - | - |
| **Need a 1099** | Eligible suppliers at or above threshold with filing data ready |
| **Need attention before filing** | Eligible suppliers missing W-9, TIN, or eligibility data |
| **Suppliers with payments** | Any supplier with succeeded payments in the year |

## Report buckets

adorabl groups suppliers into collapsible buckets:

| Bucket | Description |
| - | - |
| **Needs attention** | Eligible suppliers missing W-9, TIN, or eligibility — resolve before Jan 31 |
| **1099 required** | At or above NEC threshold with filing data on file |
| **Below threshold** | Eligible but qualifying payments under the NEC threshold |
| **Exempt** | Not 1099-reportable based on tax profile — volume does not change this |

Expand **Below threshold & exempt** for secondary rows. Each supplier row shows masked TIN, tax classification, qualifying payment total, and W-9 status.

## Resolve needs-attention suppliers

**1. Open the supplier from the report**

Click a supplier row in **Needs attention** to open their record (or search on [Suppliers](https://www.adorabl.info/accounts-payable/suppliers.md)).

**2. Fix tax profile gaps**

On **Details → Tax profile**:

* Upload or request a **W-9**
* Enter **TIN** and **tax classification**
* Confirm **1099 required** matches IRS rules for the entity type

**3. Refresh the report**

Return to the 1099 report and confirm the supplier moves to **1099 required** or **Exempt** as appropriate.

> [!TIP]
>
> Clean up duplicate suppliers in [Master data](https://www.adorabl.info/admin-and-settings/master-data.md) before year-end — merged records combine YTD payments onto the surviving supplier number.

## Export for filing

**1. Export CSV**

When the report status is OK, click **Export CSV**.

adorabl downloads `1099-report-{year}.csv` with supplier rows, masked TINs, classifications, and qualifying payment totals for import into your filing tool or accountant workflow.

> [!NOTE]
>
> adorabl prepares determination and export data — it does not e-file directly with the IRS today. Use your approved filing provider for submission.

## Example: Trail Ridge Outfitters

Trail Ridge runs the **2025** report in January 2026:

| Bucket | Supplier | Qualifying payments | Action |
| - | - | - | - |
| **Needs attention** | Acme Logistics | \$18,420.00 | W-9 missing — request via DocuSign |
| **1099 required** | Apex Supply Co. | \$142,800.00 | Ready — TIN and classification on file |
| **Exempt** | Mountain Power Co. | \$9,600.00 | Utility exemption — no 1099 |
| **Below threshold** | Local Print Shop | \$840.00 | Under \$600 NEC threshold |

After Acme's W-9 arrives, Trail Ridge refreshes the report — Acme moves to **1099 required**. They export CSV and send to their CPA for NEC filing before the Jan 31 deadline.

## Related guides

> **[Suppliers](https://www.adorabl.info/accounts-payable/suppliers.md)**
>
> Maintain W-9, TIN, and 1099 eligibility on each supplier.

> **[Outgoing payments](https://www.adorabl.info/accounts-payable/outgoing-payments.md)**
>
> Source of calendar-year cash payment totals.

> **[Master data](https://www.adorabl.info/admin-and-settings/master-data.md)**
>
> Merge duplicate suppliers before year-end.

> **[Payables setup](https://www.adorabl.info/accounts-payable/setup/payables-setup.md)**
>
> AP checklist including 1099 year-end report.

## Troubleshooting

> **Threshold not configured for \{year}**
>
> Add a row to `irs_1099_thresholds` for the selected tax year before running the report. Contact your administrator if the warning persists.

> **Supplier missing from report entirely**
>
> The supplier had no **Succeeded** outgoing payments in the tax year, or payments fall outside Jan 1–Dec 31 by payment date — not bill date.

> **Qualifying total looks wrong**
>
> Confirm payment status is **Succeeded**. Voided or failed payments are excluded. Check for duplicate supplier records that split payments across two names.

> **Export CSV is disabled**
>
> Export requires report status **OK**. Resolve threshold configuration errors or loading failures first.

> **TIN shows masked in export**
>
> Expected — exports use masked TIN for security. Full TIN is available on the supplier tax profile for authorized users preparing filings.

> **Coming soon: e-file and 1099 print**
>
> Direct IRS e-file and printable 1099 forms are planned. Export CSV to your filing provider until this ships.


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