2023 Year End Patronage [1099-PATR]

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Link to the Order of Steps to produce your 1099-patr/div forms is found here.

Basic How-To to Print Paper Forms:

• PAT > 1099 Reporting > Select Print 1099 Forms

• Enter the Transaction Date range for PATR/DIV forms

• Select the 1099 Type:
  1 = 1099-PATR pre-printed form
  2= 1099-DIV pre-printed form
  3= 1099-PATR/DIV Substitute form (Recommended Form)

• Print Total 1099 Form “Y” or “N” (this is the grand total page)

• Mask Customer Federal ID? (answer YES to fill in X’s for all but the last 4-digits of the Tax ID)

• Enter the company’s Federal Tax ID Number

• Specified Coop - Answer Yes or No to whether you are a specified coop. This pertains to the tax forms that are filed for you coop. Verify with your auditors for the correct response.

• <OK> to Print Forms

• If you don’t have a Tax ID on the patron, you get a warning.
  Cancel will stop the process and let you go fix tax ID.
  OK will print the forms without Tax ID.

Basic Steps to Create 1099 Electronic Reporting

• PAT > 1099 Reporting > 1099 Electronic Reporting

• Enter the Transaction Date range for PATR/DIV forms

• Select the 1099 Type:
  1 = 1099-PATR pre-printed form
  2= 1099-DIV pre-printed form
  3= 1099-PATR/DIV Substitute form

• File Location of where IRSTAX file will save

• Print Total 1099 Form “Y” or “N” - Grand total page. Answer YES.

• Enter the correct filing year.

• Enter the Company’s Transmitter Code – Obtained from IRS

• Enter the Company’s Federal Tax ID

• Type of File – Original/Correction/Replace/Test

• Combine Federal/State? - Answer YES if you are part from a state that does combined tax reporting. this means that the IRS will pass the information back to your state tax reporting. IRS Publication 1220 has this info or you can click here for an updated list.

• Address Line to Print? – Line#1/Line#2/First Available - this is the mailing address for the customer.

• Contact Name – Who does the IRS contact if there are questions?

2023 items to note:

•  10 Limit - if filing more than 10 returns, then the information must be filed electronically, along with printing out forms for patrons.

• 1099’s forms are filed with the IRS through the FIRE System at //fire.irs.gov/.

• If filing 1099’s electronically, you must have a Transmitter Control Code & FIRE system login.
  It takes 45-days to obtain a FIRE system login.

• The number of returns per 8.5-inch x 11-inch page is as follows:

• Deadlines for 1099 forms for 2023
  There are three types of 1099 forms that can be printed from AGRIS patronage package and each form may have a different deadline.

• recommended version of AGRIS V22.3.0 Released January 2023
  If you are printing pre-printed forms, you need to be on 22.3.0.
  If you are printing 1099-PATR/DIV substitute forms, then being on 22.1 will be sufficient.
  If you are reporting electronically, you must be on 22.3.0 or higher for accurate electronic file layout if you have any per-unit-retains (grain purchase reporting) that is negative. This is Box 3 of the 1099-patr form.
  Pennsylvania/DC: These two states joined the “combined state reporting” program for 2023 reporting. Any organization that is reporting 1099’s electronically in these two states must move to 23.0 su 3 ( to be released mid-January) in order to accurately produce your electronic 1099 files.

• Minimum report amounts and What Prints