Greetings,

Is this being done on a Sage 100 2023 install?  If so, make sure the user's role in Role Maintenance has the Accounts Payable Security Option Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information selected.

Thanks,
Kent

Thanks Kent,

The screenshot I added is from my test system, with our reseller keys, and my admin role has everything checked, including what you suggest:

Our client, however, is on version 2020.

Aatrix has obtained a waiver from the IRS this year so you can choose to Continue without Correcting.  Next year we will have fields available for the First/Last Name.  I don't know if the fix for it will be backward compatible, though.

Thanks Beth,

I'll look for a link on the IRS website (unless you have one handy )

It sounds like we don't have to worry about the first and last names when we file this year. That's good news.

Error: "correct first and last names," occurs when printing 1099s for tax year 2023 (sage.com)

Well this is very interesting information.  I have had several clients receive this email from Aatrix advising them of mismatches.  NO WHERE in the email does Aatrix state that correcting them is OPTIONAL per @bethbowers post below.  The email states that you need to correct them..... at great effort and COST of refiling.  One might get the impression that this is simply a way to enhance Aatrix's revenue stream!!!!!!  Shame on them!

We SUCCESSFULLY processed the 01/01/2023 - 12/31/2023 (A) 1099-NEC/1096 IRS SUBMISSION for COMPANY (AFID XXXXXX). The IRS upgraded filing system now has a TIN/Name validation to ensure they match their database. In this case, there are one or more recipients with a TIN/Name Mismatch. We are notifying you of the TIN/Name Mismatches so you can get the correct information from the recipients as a notice will likely be generated and mailed to COMPANY by the IRS.

*Again, PLEASE NOTE* The complete 1099-NEC/1096 IRS SUBMISSION was successfully uploaded to the IRS.

 The TIN and Name must exactly match the IRS Database.

1. The TIN whether EIN or SSN may be Invalid but the Name is likely the cause of the mismatch.

We converted the IRS Recipient Record Number to the Recipient's First and Last Name or Company Name, we do not include the Middle Name because it is not a required field.  

Recipient Records with Errors:  ..................NAMES LISTED HERE.

In order to correct the above Recipient(s), please update the Name(s) and/or TIN(s) and resubmit the filing.  We will upload ONLY the corrected Recipient(s) to the IRS using the new submission. Please NOTE if you Delete a recipient with this error - you will receive another email just like this one for the Deleted File because the IRS validation is done on all uploads to the IRS including a Deletion. Please see below for tips to assist in researching these mismatches and resubmission steps.

If you have further questions, please email us at [email protected].  Be sure to include your AFID number in the subject line of your email so we can locate your account and filing.

Thanks,

Aatrix eFile Center

If you have any additional questions; please reply to this email.

Tips to assist in researching the TIN/Name Mismatch Error:

1. Validate the Recipient data in the Payroll/Accounting Records/SS Card/I-9 exactly match the information submitted on the filing to Aatrix.
2. Maiden/Married name was used when opposite is registered with the SSA/IRS
3. Multiple names for First, Middle, or Last Name must be in the correct fields and order per the SSA/IRS Database. Two First Names, the correct name must be listed first etc.
4. Verify there is not a typo in the name or TIN/SSN field.
5. If the TIN/Name match exactly on their documents, work with the recipient directly to validate the appropriate information and documentation was supplied and that it matches the IRS database.
6. If the information on the Social Security card/I-9 matches the submission; have the recipient contact the local IRS/SSA office to determine if the verified data shows a Mismatch in their system.
7. If all of these steps continue to show matching data, be sure to document all steps taken on the data validation for future reference.

CORRECTION INSTRUCTIONS

*If you use a Macintosh Payroll/Accounting Product, please reply to this email requesting the MAC Correction Instructions.* **If this is RECON ONLY correction, it must be submitted through the W2/1099 History Filing Options.  Do NOT select the RECON FORM through the State Forms Selection.** To access the W2/1099 History Options:

1. Open the accounting/payroll software as you did before and navigate to the tax forms selection/selector page.
2. Based on the type of accounting/payroll software choose the applicable option:
3. Select the Radio Button for Existing Report, Saved Reports, or Open Saved 1099s and click Next/OK/Launch etc.
4. Choose the History, Saved Reports, Tax Report History, Reprint Historical Forms, View History, or Open a History Report button and click Next/OK/Launch etc.
5. Change the Category, Form Type or Report Method drop-down menu to History or Existing/Saved Report and click Next/OK/Launch etc.
6. Choose the History tab and click Next/OK/Launch etc.
7. Next choose the history report to open and click Edit at the top of the history page.
8. This will bring up the History File Options dialog to choose to reprint, correct or file additional copies of the forms.

               **To correct for a Rejection - Select CORRECT COMPLETED W2/1099s, make your corrections, and submit a new filing (a new AFID is generated).**

I have not had any come back because of that.  I've had people get rejections this year because the name was actually WRONG, or the TIN was wrong, but I have not had rejections because the first name/last name wasn't split up.