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Entering Form 1099-MISC in ProSeries

SOLVEDby Intuit27Updated November 03, 2023

Each 1099-MISC received by the taxpayer or spouse should be entered on it's own Form 1099-MISC Worksheet.

To access the Form 1099-MISC Worksheet:

  1. Press F6 to bring up Open Forms.
  2. Type 99M to highlight the 1099-MISC Wks.
  3. Select OK.
  4. In Create New Copy enter the Payer name from the 1099-MISC.
  5. Select Create.

How do I link a 1099-Misc Worksheet to another Schedule?

  1. Open a 1099-Misc Income Worksheet.
  2. In the Double click to link to: field double click.
  3. In the Select Schedule screen select an existing Schedule or create a new Schedule.
  4. Select the Link button.
  1. Open the client return.
  2. Press F6 on your keyboard to bring up the Open Forms menu.
  3. Type in "99M" to highlight the 1099-MISC Income Worksheet.
  4. Click OK.
  5. Select and existing copy of the 1099-MISC Income Worksheet, or enter the name of the payer to create a new copy of the worksheet, and click Create.
    • This will open the worksheet.
  6. Locate the Box 2 section.
  7. Enter the amount of royalties received in the Royalties field.
  8. Double-click in the Schedule E field to link this copy of the 1099-MISC Income  Worksheet to a Schedule E.
  9. Select an existing copy of the Schedule E Worksheet, or enter an address to create a new copy of the Schedule E Worksheet that this 1099-MISC will be linked to.
  10. Click Link.
    • After clicking the Link button, the name of the Schedule E Worksheet will appear on the Schedule E line in the Box 2 section of the 1099-MISC Income Worksheet.
    • Amounts entered in Box 2 will now flow to the chosen Schedule E.
 

These steps will also work to link Box 1 amounts to a Schedule E Worksheet when the miscellaneous income on the 1099-MISC Worksheet is rental income instead of royalty income.

How do I tell ProSeries where to report box 3 Other Income?

  1. Open a 1099-Misc Income Worksheet.
  2. Scroll to Box 3 and enter the amount of Other Income
  3. Then either link to Schedule C, F, or Form 4835, or check one of the boxes for Tribal Member Gaming Payments, Winnings (Prizes, etc), Alaska Permanent Fund, or Other Income.
    • If you link to Schedule C, it will flow to the Income transferred from 1099-MISC worksheet or W-2 Income worksheet above the Gross Receipts line.
    • If you link to Schedule F, the income will flow to the Other Income line.
    • If you link to Form 4835, the income will flow to the Other Income line.
    • If you check the box Tribal Member Gaming Income the income will flow to line 3d of the Other Income Statement, which supports Schedule 1 line 21 of Form 1040.
    • If you check the box Winnings (Prizes, etc), the income will flow to line 2b of the Other Income Statement, which supports Schedule 1 line 21 of Form 1040.
    • If you check the box Alaska Permanent Fund, the income will flow to line3c of the Other Income Statement, which supports Schedule 1 line 21 of Form 1040.
    • If you check the box Other Income, the income will flow to the Other Income Statement, which flows to the Schedule 1.

How do I enter Box 7 for Nonemployee Compensation?

In tax year 2019 and prior Nonemployee compensation was reported on the 1099-Misc Box 7 however, in tax year 2020 the IRS released a new 1099-NEC form. For help entering the 1099-NEC in tax year 2020 or newer see How to enter Form 1099-NEC, Nonemployee Compensation in ProSeries

In tax year 2019 and prior enter nonemployee compensation on the 1099-Misc worksheet box 7 and choose where you want the nonemployee compensation to flow to. If you choose to report nonemployee compensation as Wages on the 1040 the 8919 is required. For each firm listed on Form 8919, or each Form 1099-MISC with an entry in box 7 that is reported on Form 8919, a reason code must be entered. This code identifies the reason for filing Form 8919. The valid codes are:

  • A - The person has filed Form SS-8 and received a determination letter stating that I am an employee of this firm. The date of the letter must be entered as the 'determination' date.
  • C - The person has received other correspondence from the IRS that states that the person is an employee of the firm or payer of the Form 1099-MISC. The date of the letter must be entered as the 'determination' date.
  • G - The person has filed a Form SS-8 with the IRS and has not received a reply.
  • H - The person received a Form W-2 and a Form 1099-MISC from this firm this year.  The amount on Form 1099-MISC should have been included as wages on Form W-2. (Do not file Form SS-8 if you select code H.)

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