1099s; Forms List

Yes, I have had the IRS require the client match the 1099s to their books. This was years ago so maybe they aren't doing that now.

I've been doing this for over 40 years; the IRS has never required specific F 1099 matching.  As long as the total gross income reported is equal to or more than the F 1099's issued AND the income is reported in the correct place (NEC = Sch C, rent = Sch E, etc) there is not an issue.

Now if the client give you an amount for Sch C that you use on the return, and the F 1099's issued to the client actually total more... your client *will* be getting a friendly letter from the IRS.   Not because they don't *match*, but because the gross amount is incorrect.

I just double click on line 1a to get the supporting statement and enter the payer and amount, this way I have a record of 1099's given to me, so if 1 is missing, they can't blame me.

I like the completeness of having them all listed but would like alphabetical order.  That way if one or two or ten haven't been entered, you can ask your client if they did or did not receive one. It is a great check tool.  My client added about 30 new ones this year alone.  How difficult can it be to sort these?  Give us what we ask for.  If there are those who don't want to be bothered, so be it.  Since they match those 1099s, why not do it right?

I prefer to enter them individually in order to insure the client has not missed any from year to year. IMO that is part of preparers due diligence.

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