Step_7._Review_the_conversion_report

Step 7. Review the conversion report (2024)



Use the conversion report to review the converted 1099 vendors, 1099 amounts, and 1099 ID numbers. This is important because this is the information that will print on the Form 1099.


Do the converted 1099 vendors on the conversion report show the correct name, 1099 type, and 1099 ID number?

  1. Yes, the converted 1099 vendors show the correct name, 1099 type, and 1099 ID number. Continue to the next question in this section. 

  2. No, the converted 1099 vendors do NOT show the correct name, 1099 type, or 1099 ID number. To correct the vendor information, return to Step 3a. Correct 1099 IDs and Types, and then complete steps 4-7. 


Do the converted 1099 vendors on the conversion report show the correct 1099 amounts?

  1. Yes, the converted 1099 vendors show the correct 1099 amounts. Continue to the next step. [Step 8]

  2. No, the converted 1099 vendors do NOT show the correct 1099 amounts. To fix the 1099 amounts, return to Step 3b. Correct 1099 Amounts to adjust 1099 amounts on an invoice, and then complete steps 4-7. 

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