W2/1099: Transferring data between 1099-MISC form and 1099-NEC form

Eric Updated by Eric

  1. Click Utilities (you’ll find menu items near upper left hand corner of Payroll System)
    1. Click Copy Employee/Recipient Info to Another Form"
    2. Click Copy from 1099-MISC Recipients
  2. Select the recipients you desire to copy.
  3. Click the “Copy Info” button.
  4. Click Copy to 1099-NEC Recipients”
  5. You will now find the 1099-NEC’s in “1099-NEC – Nonemployee Compensation Folder” in your Client Folders

How did we do?

W-2/1099 Summary Reports