I asked the same question of the Development Staff at Sage and was told that at this time, they are not updating the Vendor Maintenance screen to have 1099 Selections other than what is already there - None, Independent Contractor, and Interest. I agree that there should be changes made to that selection function, however, at this time, and before tax forms need to be generated this year, Sage will not be making that change. In the meantime, you will need to selectively choose Vendors when printing your 1099 Forms, even if that means that you have to do multiple 1099 runs and a manual 1096. You could also use the CHANGE ID function for your vendors to group their IDs together for like kind 1099 Types, i.e. NEC-Vendor101, NEC-Vendor102, MISC-Vendor 101, etc. Unfortunately, short of the Vendor ID Range, and Payment Type, there are no other filters available when printing 1099 Forms. Please also submit your feedback to them through the HELP Menu of your software, in the section called SUBMIT PRODUCT IDEA. They do review these submissions and attempt to incorporate them into their future updates, based on the interest of users.

Thank you so much for your reply.  I will be reporting this over and over to them until they get this fixed.  For software that is supposed to help your business run smoothly, this sure makes a lot more work.  For them to ultimately decide they are not going to do an update, and continue to sell new software for the year 2021 that is non-IRS compliant is a shame.   I will be sure that anyone and everyone knows this .

Can you use the CHANGE ID function to make a subset Vendor list?  I can see where this would be helpful for printing the 1099-NEC's but I wouldn't want to change our current Vendor ID's permanently which are Alpha Vendor Name abbreviations.

Depending on how many Vendors you need to do this for, it may be worth it to take the time to change the Vendor ID, even if it's just adding a prefix, i.e. N- or M-, etc. for the purposes of printing 1099 forms. When done, you could always change them back. It's just dependent on how many Vendors you have that you need to do this for, and how long it will take you to do this. Changing a Vendor's ID takes seconds, regardless of how many transactions are in the Vendor's history file.

yes, that seems like a lot of work for a temporary solution though.  

Shame on Sage for not having this available.  They should not be inconveniencing us as customers.

I would leave them all on independent contractors.  The list pulls up and you simply uncheck the ones that are not Misc.  Or NEC depending on which form you need to run. I actually modified my NEC form to work like this.  I do charge $25 but I give it back to you as a credit toward a future forms order.  We sell Deluxe brand checks and forms.

https://www.bestbusinessstrategies.com/tax-forms/!/sage50NECtemp

[email protected]

GO TO maintain vendor.  Choose the vendors that get 1099's.  If the get a Misc or NEC make them independent contractors.  Now run your 1099 vendor report and verify that the information is correct.  Now go to print. A list will populate.  Start with everyone that gets a 1099 NEC.  Uncheck the few that still get 1099  Misc.  Now print the forms.   If you don't have the template,  I am selling it for $25 but giving you a $25 credit toward  your next forms order.  

• Now run your 1099 Misc. Uncheck all and check only the 1099 Misc vendors you need.  

Tip run these on plain paper.  Check to see if they are printing data in the right location. HOLD IT UP TO THE LIGHT WITH A FORM. If it looks okay Start printing with the copy you keep first.  Print red forms last. 

Hope this helps.

Shirley Byard Sage 50 Certified Consultant. 304-233-2612.  [email protected]