Need functionality from Classic F1099 program.

Classic F1099 has the following features:

• generates printable forms (.TXT and .DAT format), a report showing the vendors selected, and a sequential file in the format prescribed by IRS Publication 1220.

• Classic supports only the 1099-MISC forms, and only the boxes defined in the vendor1099 enum.

• Allows specifying district name, address, phone #, and tax id fields (defaults to organization info)

• Allows specifying minimum amount for reporting (defaults to $600.00 IRS requirement)

• Allows specifying an additional minimum amount for royalty payments (defaults to $10 IRS requirement)

• Processes any vendor flagged as needing a 1099, and YTD Expended for the vendor is >= miminum amount specified or ignoreLimits is true and YTD total > 0

• Allows including or excluding vendors with no taxpayer id number

• Should use the default 1099 location for the vendor. May want to provide default if no 1099 location is specified.

• Allows optional creation of the sequential file for reporting to IRS.

• Requires entry of payment year

• Allows optional entry of Payer Name Control (district-specific)

• Allows for optional printing of dummy alignment forms (user specifies how many they want).

• Creates "K" records on submission file for state reporting.

• If vendor name2 starts with "1099:", strips this off and uses the rest of this for the vendor name.

  • Need to discuss how to handle this in USAS-R; may want to account for this during import and create a default 1099 location for these

  • Also discussed possibly remodeling vendor-name to allow for 1st and last names

• Generates an error if amount is too large or TIN Type is missing or invalid.

To Do

• Create 1099 extract using the 1099-MISC as specified in the IRS Publication 1220:  https://www.irs.gov/pub/irs-pdf/p1220.pdf

• See section 7 on page 5 for tax year 2018 NEC Filing Guidance

• Record Name: Payer "A" Record page 55 states 1099-MISC code is "A"

• Create the TAP and XML files (not DAT) along with the TXT report

 Classic documentation:

https://mcoecn.atlassian.net/wiki/pages/viewpage.action?pageId=3743379

11/13/18 Demo Cleanup:

UI:
Change Transmitter TIN to Organization Federal TIN
Change Company to Organization
Hide in UI: Transmitter Name 1 and 2, contact name, contact email, file type, transmitter control code, prior year submission
Add limit for royalty and other types in UI, add validation so that they don't go over federal limit
Remove colon at end of ? for excluding no tax id
Add Payer Name Control at bottom

Report:
sort by type and then vendor name
rename vendor type column to "1099 Type"
Squeeze vendor number (can use #) and 1099 ID Number, give more room for address
Need full address: state and zip

Service/Model:
Make sure it uses Vendor.getDefault1099Location method
Remove taxIdType in XML via annotation