tax

Get ready for 1099 season

Prepare for Tax Year 2026 reporting by reviewing this year's form changes, verifying your 1099 setup, and deciding how you'll file forms.

Prepare for filing season

Before you file:

  1. Review the Tax Year 2026 form changes and required actions below.

  2. Verify that your company, vendors, and employees are set up for 1099 processing.

  3. Decide whether you'll e-file or print and mail forms.

  4. Run the 1099 report and review reporting amounts.

Filing options

If you file 10 or more information returns, the IRS generally requires electronic filing. Use the TaxBandits integration to e-file 1099 forms directly from Sage Intacct.

If you plan to print forms, order 1099 forms from the supported forms provider. These forms are the only forms that we support. Purchasing forms from other vendors might result in printing issues.

After receiving the forms, print a test copy and verify the alignment before processing the complete set.

1099 form changes and required actions

Review the Tax Year 2026 form changes and any actions you need to take before filing.

Sage Intacct does not automatically move existing 1099 information when IRS form or box requirements change.

If you have transactions or initial values assigned to an affected form or box, review the information and move it to the appropriate new form or box as needed. See Move 1099 information to another form or box.

FormForm changesAction
1099-MISC

The reporting threshold increases to $2,000.

New boxes report on the following:

  • Box 13a: Cash tips
  • Box 13b: Treasury Tipped Occupation Code
  • Box 14: Overtime compensation
No action required to move existing information.
1099-NEC

The reporting threshold increases to $2,000.

Box 1 is divided into:

  • Box 1a: Nonemployee compensation

  • Box 1b: Cash tips

  • Box 1c: Treasury Tipped Occupation Code

  • Box 1d: Overtime compensation

Review information assigned to the former Box 1 and move it to the appropriate new box, if needed.
1099-R

Boxes 7a through 7d are added, including Box 7c for Trump accounts and Box 7d for earnings on excess contributions.

Boxes 8a and 8b are added.

No action required to move existing information.
1099-G

Box 10 is added for family leave benefits.

Existing boxes are renumbered as follows:

  • Box 10a is now Box 11a

  • Box 10b is now Box 11b

  • Box 11 is now Box 12

Review existing transactions and initial values assigned to the renumbered boxes.
1099-S

Box 2 is divided into Boxes 2a through 2c.

Box 5 has been discontinued.

Box 6 has moved to Box 4.

Boxes 7 and 8a through 8d are added.

Review information assigned to Boxes 2, 5, and 6. Move existing information to the appropriate new box, if required.
1099-INT, 1099-DIV, W-2G, 1099-PATR

No form changes for the 2026 tax year.

 

No action required.

Permissions and other requirements

Subscription

Accounts Payable

Expenses

Regional availability

United States

User type

Business user with admin privileges

Configuration

To generate 1099 information using the paying entity's bank account, select Generate 1099s by paying entity on the Accounts Payable configuration page.