Frequently Asked Questions

Please refer to the "1099 and 1042-S Reporting Setup" topic as well as "1099 Reporting Setup" topic in the Advanced - Setup section in this user guide for instructions.

Refer to the "Change TIN after form has been sent to IRS" topic in this user guide for detailed instructions.

Please refer to the "1099 and 1042-S Reporting Setup" topic as well as “1042-S Reporting Setup” topic in the Advanced - Setup section in this user guide for instructions.

If data is missing from the Form Reporting pages (such as F1099M, F1098T, or F1042S), follow these steps to troubleshoot:

1. Verify file generation

Ensure that the following files have been generated in the Export/Import location:

• payer.txt

• payee.txt

• 1099.txt, 1098.txt, and 1042.txt (dependent on the form type)

2. Check file content

Open the text files and confirm that they contain the expected data. Missing or incomplete data in these files will result in missing records on the Form Reporting pages. User can verify the data on the below pages to verify:

• The payee, payer data, and reported income amounts on the 1099 Reported Income (1099R) page.

• The payee, payer data, and reported income amounts on the 1099 External Reported Income (1099ER) page.

• Reported income amounts are above threshold based on the configuration on the 1099 Type of Income (TINC) page and Compare Threshold parameter is set to ‘1’ while running the Offline 1099 batch process

3. Confirm XML conversion

Ensure that the text files have been successfully converted into XML format. Then, verify that the XML files contain the correct data.

4. Review job logs

Examine the logs of the Forms Table Load Chain job for any exceptions, errors, or warnings that could indicate issues during the data load process.

If Automated Disbursement (AD), Electronic Funds Transfer (EFT), or Manual Disbursement (MD) transactions do not appear on J1099 after submission, they may not have been posted (verify the Journal Posting field on the Posting Line). If they have not been posted, follow these steps to post them to J1099:

1. Run the Journal Posting Initiator job

This job initiates the process of posting journal entries for the submitted transactions. Once completed, it sets the Journal Posting field to Ready to Post.

2. Run the Journal Engine job

After the initiator job, the Journal Engine processes and posts the transactions to J1099. It also updates the Journal Posting field to Posted.

These two jobs must be executed in sequence to ensure that the transactions are properly recorded on the 1099 Reporting Journal.

When modifications are made to consolidated entries in 1099R and 1099ER, the system follows a specific process to maintain data integrity and auditability. Two records are created as follows:

1. Original Record is marked as non-current

• The first record with the same TIN, TIN Type, and form type is updated with Current Record = 'No'.

• This record is retained as an internal record for historical reference.

2. New consolidated record created

• A second record is created with Current Record = 'Yes'.

• This new record reflects the consolidated amounts based on the Consolidate Internal and External Income field configured  on Tax Form Options and Parameters (TAXOPT) page.

3. Printed Forms Use Current Records Only

• Only records marked as Current Record = 'Yes' are printed.

For detailed steps on making corrections to consolidated 1099 tax records, refer to the “Making a Type 2 Correction on Consolidated 1099 Tax Records” topic in this user guide.

If the 1099 BIRT form is not displaying value despite the presence of JSON files, follow these steps to troubleshoot:

1. Verify Print Job Code configuration on Tax Form Options and Parameters (TAXOPT)

• Ensure that the Print Job Code is correctly configured on the TAXOPT page. Example: For the tax year 2025 and form type 1099-NEC, the Print Job Code is “FORM_1099NEC_2025”.

• An incorrect or missing configuration can prevent the form from linking to the correct data source.

2. Verify report design deployment
   

• Confirm that the report designs for the respective tax year are correctly deployed under FormsLayout folder on the BIRT server.

• Missing or outdated report templates can result in blank or incomplete forms.

3. Ensure the "Active for Printing" flag is selected on the Tax Form Options and Parameters (TAXOPT) page for the form you want to print.

Once both configurations are verified and corrected, re-run the Tax Form Printing process to generate the forms.

No, the Offline 1099 Process does not generate XLS or CSV files. It produces reports exclusively in PDF format when executed in the following processing modes:

• Testing

• Forms
  

• Magnetic Media
  

• Corrected
  

This behavior is governed by the configuration on the 1099 Processing Options and Control (1099P) page.

Yes. When the IRS introduces a box change on any 1099 form type that impacts Taxport mappings, CGI provides the necessary updates. These updates are typically delivered through:

• The Main Tax release, or
  

• Tax addendum issued for that calendar year.

This ensures that the system remains compliant with IRS requirements, and that the data is correctly mapped for reporting and form generation. The updated maps and layout files are included in the Main Tax release package, which can be uploaded to Solutions Data Center (SDC).

A transaction is considered 1099 reportable and inserted to the 1099R page if the following criteria are met:

1. Vendor eligibility

• The vendor must be marked as 1099 Reportable on the Vendor/Customer (VCUST) page.
  

• This value is inferred from the 1099 Reporting Information (1099I) page. The 1099 Reportable indication can be updated through the vendor transactions (VCC/VCM) or on 1099I.

2. Reportable accounting elements
   

The transaction uses a reportable accounting element. To be reportable, at least one of the below accounting elements must be associated with a 1099 form type and type of income in the 1099/1042-S Information section. Choose a 1099 Income Code to associate the element with a form and type of income.

• Object (OBJ)

• Sub-Object (SOBJ)
  

• Balance Sheet Account (BSA)
  

• Sub-Balance Sheet Account (Sub-BSA)
  

3. Valid vendor classification

The vendor’s classification help determine if an income is reportable. The vendor’s VCUST record must include:

• Organization Type

• 1099 Classification

• TIN Type
  

This combination must have a corresponding 1099 Reporting Classification, for example, Individual or Corporation, defined on the Valid Vendor Organization and 1099 Reporting Classification (VORGCL) page.

4. Reportable Type of Income

• The Type of Income, such as Rental Income, must be reportable for the vendor’s VORGCL 1099 Reporting Classification on the 1099 Type of Income (TINC) page. The classification like Individual is reportable if the indication is selected for the record.

• If the classification is Corporation and the Incorporation indication is selected, the income type is reportable only if the Always 1099 Reportable field is checked for the associated Object, Sub-Object, BSA, or Sub-BSA.
  

A transaction is considered 1042-S reportable and inserted onto the 1042 Reported Income (1042R) page if the following criteria are met:

1. Vendor eligibility
   

• The vendor must be marked as 1042-S Reportable on the Vendor/Customer (VCUST) table.
  

• This value is inferred from the 1042-S Reporting information 1042I table. The 1042-S Reportable indication can be updated through the vendor transactions (VCC/VCM) or on 1042I.

• 1042-S Recipient Account Number, 1042-S Ch.3 Recipient Code/1042-S Ch.4 Status Code, IRS Country of Residence, IRS Country Sub Code must be entered on the VCUST page directly or through the VCC/VCM transactions.
  

2. Reportable Type of Income
   

1042-S Income Code, 1042-S Ch.3 Recipient Code/1042-S Ch.4 Status Code, and 1042-S Type of Income can be configured on the 1042-S Type of Income (1042T) page, for example:

• 1042-S Income Code: Scholarship or fellowship grants (16)1042-S Ch.3 Recipient Code: Corporation (15)

• 1042-S Ch.4 Status Code: Not Applicable (NA)
  

• 1042-S Type of Income: 2 (Gross Income)

3. Reportable accounting elements
   

The transaction uses a reportable accounting element. To be reportable, at least one of the  below accounting elements must be associated with a 1042-S type of income in the 1099/1042-S Information section. Choose a 1042-S Income Code to associate the element a type of income:

• Object (OBJ)
  

• Sub-Object (SOBJ)
  

• Balance Sheet Account (BSA)
  

• Sub-Balance Sheet Account (Sub-BSA)

Yes, Advantage supports all form alignments for 1099 and 1042-S form types as defined in the IRS specification for the applicable calendar year. The guidelines are specified in IRS publication 1179. If your site modifies the form output, you will have to maintain each version as updates are provided by CGI.

Yes, CGI monitors updates for all supported tax forms and revises the 1099 and 1042-S forms to align with the latest IRS specifications for the current calendar year and also supports prior years.

No. While it is not mandatory to include entries for Automated Disbursement (AD), Electronic Fund Transfer (EFT), and Manual Disbursement (MD) in the 1099D table, it is recommended. It allows the process to select transactions based on different dates ranges (Record Date, Acceptance Date, Check/EFT Issue Date). For example, while the calendar year ends on December 31st, it allows the process to select disbursement transactions that have been expended in the prior calendar year but issued in the next calendar year. Your site may choose to create an entry for AD transactions to select Check/EFT Issue Date through the 5th of the next calendar year.

If an entry exists for one transaction code (for example, AD) with a defined date range, the Offline 1099 Process still picks up all applicable 1099 Reporting Journal (J1099) records for other transaction types (such as EFT and MD) for the entire Calendar Year based on Record Date. The process does not exclude records simply because their transaction codes are not explicitly listed in the 1099D table.

Yes, CGI provides Tax Form Field Box Cross Reference (TAXBXRF) entries for the specific calendar year to ensure accurate mapping of tax form fields, which are used to generate IRS transmittal files. This is helpful when income boxes are moved, changed, or removed from tax forms between years.

If a vendor does not have a valid TIN but a 1099 form needs to be issued, you can assign them a temporary TIN by selecting the Temporary TIN indication on 1099I. The use of the temporary TIN allows the vendor to be assigned a TIN in Advantage whether alpha-numeric or numeric. Their income will be tracked by the temporary TIN. When the Offline 1099 Process is executed, their income will be loaded into the 1099 Reported Income (1099R) page and processed through the tax reporting process. However, the temporary TIN will be removed when the form is printed and transmitted to the IRS; they will be reported to the IRS without a TIN.

1. Incorrect Input File Format: Ensure that the positions in the input flat .txt file matches the specifications outlined in the “Upload 1099 External Reported Income Process” or “Upload 1098 External Reported Income Process” section of the CGI Advantage Financial – Tax Reporting Run Sheets guide. Each field must align precisely with the expected positions for the Convert Flat File batch job.

2. Missing or Incorrect 1099 Type of Income (TINC): Verify that the 1099 Type of Income (TINC) is present and correctly configured in the system.
   

If a form has not been updated by the IRS for the respective calendar year, these forms use the previous form reporting designs rather than creating new ones. The year on the form template indicates the year in which the form changed. Please refer to the CGI Advantage Financial Tax Release - 1099 Tax Reporting Release Notes document for more information.

The Name Control field on the 1099I page is used to match the taxpayer’s name with the IRS records for reporting purposes. It typically consists of the first four characters of the taxpayer's last name or business name and it is critical for ensuring accurate TIN/Name matching during IRS submissions. For examples or more details on Name Control, visit the IRS.gov website.

• Functionality: The system automatically derives the Name Control based on the taxpayer’s name. This value is used in the electronic file submitted to the IRS.
  

• The Name Control field can be manually adjusted in special cases where the default derivation does not align with IRS expectations (for example, certain business names, special characters, or naming conventions). This helps to prevent IRS mismatches or rejections.

To load maps and layouts in Taxport, follow these steps:

1. Open Taxport Powerview using the Sovos Taxport Launcher.
   

2. Navigate to the Data Mapping or Layouts section.
   

3. Upload an existing map/layout file or create a new one manually.
   

4. Validate the map/layout to ensure it aligns with IRS form specifications.
   

5. Save and apply the layout to your data import or reporting process.
   

6. Optionally, test with sample data to confirm accuracy.
   

The recommended tool for working with .fo (XSL-FO or Formatting Objects) files is EditiX XML Editor. EditiX provides a user-friendly interface for editing, validating, and previewing .fo files, which are commonly used in XML-based document formatting and PDF generation workflows.

The TAXOPT table provides a foundational configuration for each tax year, including form eligibility and the specific copies that are eligible for printing or reporting.

As part of the annual tax release, a script is provided to insert entries on Tax Form Options and Parameters with default values for the new calendar year. While these defaults are based on standard IRS requirements, sites should modify the entries to meet their specific business or compliance needs.

The reported income totals may appear as zero in the IRS transmittal files due to the following reasons:

• Missing TAXBXRF Entries: The Tax Form Field Box Cross Reference (TAXBXRF) entries must be present and correctly configured for the relevant tax year. These entries determine how income fields are mapped and reported in the transmittal file.
  

• No Reported Income for Recipients: If there is no income reported for any recipients for the current tax year, the totals are zero in transmittal output.
  

This issue is typically caused by configuration or mapping errors, including:

• Improper or outdated 1099 Type of Income (TINC) Setup: If the TINC is not correctly defined or associated with the appropriate form and box number, the system may misplace the reported amounts. To resolve this issue, review TINC is accurate for the reporting year.
  

• Incorrect chart of account to TINC Mapping: If Objects (OBJ), Sub Object (SOBJ), BSA, or Sub BSA are not properly mapped to the correct 1099 Type of Income, the system may route amounts to the wrong box on the form. Verify the accounting element, such as the Object, is properly associated with the correct form type and income in the 1099/1042-S Information section.
  

No, the page code XX196 should not be searchable in APGS. It is designed to be accessed only through the "Print Tax Form" link available on specific form reporting pages, such as F1099M, F1098T, or F1042S.

The "Disable Miscellaneous Vendor 1099 Information Updates" flag controls whether the system should update existing 1099 Reporting Information (1099I) records when using a miscellaneous vendor on transactions.

When the field is selected (enabled) and a TIN and TIN Type are entered on Payment Request (PR), Accounting-Based Spend (ABS), or Manual Disbursement transactions, TIN information is not overwritten on 1099I.

When the field is not selected (disabled), TIN information is overwritten on 1099I with data from the transaction.

With either setting, the transaction inserts a new record if the TIN and TIN Type do not already exist on 1099I.

The "Related Actions" three-dot menu on the 1099 Reported Income (1099R) page allows users to modify existing records that are marked: Current Record as ‘Yes’. This is done through the 1099 Maintenance Transaction (M1099).

Steps to Modify a Current Record:

1. Open the 1099 Reported Income page and select a current record.
   

2. Click on the three-dot menu next to the record.
   

3. Choose "Related Actions" and then select "Modify Existing Record".
   

4. A 1099 Maintenance Transaction will be created, allowing you to make the necessary changes.

The “Affects Previous Year Reporting” field should be selected when the name or address is changed and the change is a correction to the information reported to the IRS in the previous calendar year. When selected, the affected 1099 reported income records for the previous year are corrected.

The 1099 Maintenance transaction enables authorized users to create or modify 1099 Reported Income (1099R) records. This transaction can be created from the Transaction Catalog or accessed through the 3-dot menu on the 1099R record.

• Create New Record: The "Create New Record" link on the page-level menu of 1099R creates an M1099 transaction with the Action Code of "New," allowing new information to be entered.
  

• Modify Existing Record: The "Modify Existing Record" link on the row-level menu of 1099R creates an M1099 transaction with the Action Code of "Modified," inferring the existing information for the record from the 1099R table. Once inferred, information can be modified.
  

Finalized versions of the 1099 Maintenance transaction cannot be modified or cancelled. To make additional updates to the 1099R record, a new M1099 transaction must be created with the Line Action of Modify.

Payer Instructions are printed for 1099 forms to provide the payer with the necessary guidelines and information on how to correctly fill out and submit the form. These instructions help ensure compliance with tax regulations and reduce errors in reporting.

To enable or disable the printing of instructions:

• The Print Instructions field on the Tax Form Options and Parameters (TAXOPT) page indicates whether the instructions are to be printed on the form.
  

• This field is required and is defaulted to checked, meaning instructions will be printed by default.
  

• To disable the printing of instructions, you can uncheck this field on the TAXOPT.
  

The TIN Masking field is set to True by default to comply with IRS requirements aimed at protecting sensitive taxpayer information and reducing the risk of identity theft. Masking the TIN ensures that only a portion of the Taxpayer Identification Number (for example, the last four digits) is displayed on printed tax forms provided to payees.

If the TIN Masking flag is set to False, the system will display a warning message upon saving: "It is strongly advised by federal authority to mask sensitive data using TIN Masking”. The warning message on the TAXOPT page is an advisory from the IRS intended to secure sensitive data. You can choose whether to check the field for TIN masking based on your business requirements. The TIN Masking advisory from the IRS is not mandatory, and therefore the error message severity is set to warning.

During online tax form printing, a single tax form is printed directly from the Form Reporting tables like Form 1099-MISC Reporting (F1099M) based on the Tax Form Options and Parameters (TAXOPT) setup. The job execution generates reports and PDF.

To print selective tax forms online, follow these instructions:

1. Navigate to the Form Reporting table.
   

2. Select the record which you want to print.
   

3. Click on the three-dot menu next to the record.
   

4. Choose "Related Pages" and then select "Print Tax Form".

During offline tax form printing, the Tax Forms Printing process is executed as a batch job that selects current records from the form reporting tables, such as F1099M or F1042S, based on the Tax Form Options and Parameters (TAXOPT) setup and generates reports. It includes functionalities like threshold checking. It selects records that have not been printed as well as records that were scheduled to be reprinted. Refer the CGI Advantage Financial – Tax Reporting Run Sheets guide for more details on the Tax Forms Printing process.

The following form types should be used in the batch parameters for specific records:

• 1099 Interest Income: I

• 1099 Miscellaneous Information: M

• 1099 Nonemployee Compensation: E

• 1099 Proceeds from Real Estate Transactions: S

• 1099 Certain Government Payments: G

• 1099 Acquisition or Abandonment of Secured Property: A

• 1099 Cancellation of Debt: C

• 1099 Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.: R

• 1098 Fines, Penalties, and Other Amounts: F

• 1098 Tuition Statement: T

• 1042 Foreign Person's U.S. Source Income Subject to Withholding Form: N

To select multiple forms, list them separated by commas (for example, I, M, E)

To include all records, you can leave the form type parameter value blank. This will allow the job to pick all eligible records.

If the 1099 Reporting Payer is not present on the 1099 Reporting Payer Information (1099RP) page, an error "The 1099 Reporting Payer does not exist on the 1099 Reporting Payer Information Table" will be issued on the 1099/1098 External Reported Income (1098ER) page and during the Upload 1099/1098ER chain job processing. The job will fail, and the error will be logged in the job logs and on the 1099/1098 Exception report. Add the necessary record(s) to 1099RP page before rerunning the job.

When this parameter is set to True, the system enforces uniqueness, no two Headquarters records can share the same TIN and TIN Type combination. Therefore, if it is set to False, this uniqueness constraint is not enforced, allowing multiple Headquarters records to have the same TIN/TIN Type combination.

The Regulatory Tax Release schedule is typically published on CGI Solutions Support Center (SSC) in the month of March. It outlines the timelines for the Main Tax Release and any Tax Addendums, if applicable.

Yes, both Recipient's Name and Recipient Name 2 (if populated) will be printed on tax forms.

When the "Multiple 1099 Reporting Payers" flag is set to Yes on the System Options (SOPT) table, the 1099 Reporting Payer value is retrieved from the Department Fiscal Year Controls (DEPTFY) table instead of using the default 1099 Reporting Payer value from SOPT. This configuration allows a site to define a Reporting Payer per department, enabling the sending of 1099 data files specific to each department rather than having a single Reporting Payer for the entire calendar year.

This setup supports flexibility in managing 1099 reporting across different departments within an organization.

Yes, the threshold must be configured for the respective income type and form type on the 1099 Type of Income (TINC) page.

For example, if the threshold increases from $600.00 to $2,000.00 for Form 1099-MISC and Form 1099-NEC effective from the 2026 tax year, sites must update the Threshold field amount to $2,000.00 on the TINC page to ensure accurate reporting.