1099s

The 1099s report lets you print miscellaneous, interest, and retirement 1099s for your vendors, as well as the 1096 for your company.

You can print on standard preprinted forms or on blank NELCO forms, and reprint 1099s as needed. It is recommended that you print an Edit List to verify the information before printing the 1099s. Any invoices marked incorrectly for 1099s can be corrected via the View Transaction Inquiry page.

Filters

1. Complete the following filters as needed:
   • Calendar Year
   • Companies

Note: The Companies option only displays if you have more than one company with the same Federal ID Number.

2. Select the Report Type:
   • Edit List: Lets you review your 1099 details before generating the forms. Select whether to include the address, then select the Report Type: Interest, Miscellaneous, Retirement, or NEC. Check the Include Address? box to include the vendor's address on the Edit List.
   • Use E-File Service: Lets you process your 1099s online through Nelco's E-File Service. The service files your Federal and State forms, mails 1099 forms to vendors, and emails links to vendors so they can access their forms online. The How to use E-File with Financials document provides more detailed information.
   • Print 1099s: Prints the 1099s for Interest, Miscellaneous, Retirement, or NEC.
   • Create File for Electronic Submission: Creates a file for manual electronic submission. Visit https://fire.irs.gov for more information on filing 1099s electronically.
3. Complete the following additional filters:
   • Use the Combined Federal/State Filing Program?: Some states participate in the combined federal/state filing program (see IRS Publication 1220). Checking this box adds additional information to the file for the IRS.
   • Type: Select Interest, Miscellaneous, or Retirement.
   • Vendors: Select Print Only Vendors Meeting Minimum Dollar Amounts? if needed.
   • Minimum Amounts: Available fields depend on the selected Type. When this option is selected, specify the minimum amount a vendor must have been paid to be included on the Edit List report or 1099s.

Note: The State column on the Edit List report is populated only when a value exists in the State tax withheld field on either Form 1099-NEC (Box 5) or Form 1099-MISC (Box 16).

Options

Options are available when the Report Type is set to Print 1099s on the Filters tab.

• Form Type:
  • Blank NELCO Forms: Generates PDFs of NELCO forms for your 1099 and 1096 (if selected).
  • Preprinted Forms: Available for Interest, Miscellaneous, and Retirement, but not NEC. Generates PDFs of data only for preprinted forms.

Important: Copy A must be printed on a red preprinted form. This prints first with just the data. The other copies may then be printed on blank forms, with the form image and data included.

• Form to Print: The available options vary depending on the Type selected on the Filters tab and the Form Type selected on the Options tab.
• Print 1096 after 1099s Finish: Prints the 1096 form after the 1099s are finished.
• 1096 Contact Info (if applicable):
  • Contact Name
  • Phone
  • Fax
  • Email

Note: Shelby Financials only supports the blank Universal format for Form 1099-NEC. Please visit Nelco's site for compatible forms.

Electronic File Info

Electronic File Info is available when the Report Type is set to Create File for Electronic Submission on the Filters tab. The following fields are required and are included in the manual electronic file:

• TCC Code: Five-character alphanumeric Transmitter Control Code assigned by the IRS.
• Contact Name
• Contact Email Address
• Contact Phone Number

Report

Note: Report results vary depending on the chosen Report Type. For the Edit List and Print 1099s, a report is generated.

Important: Pop-ups must be enabled in your browser to download the 1099 forms and the electronic file.

Note: You may receive a pop-up window that lets you log in or create an account to use E-File. Once logged in, follow the on-screen instructions to select and pay for services, use selected options (such as emailing vendors a link to their 1099), and file your 1099s.

1. Click Run Report to generate a preview. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
2. Click Close Report to return to the dashboard.

Updated July 11, 2026 02:54