EAP WTHD20: 1099 Copy B Sort Process (AP_COPYB_RPT AE Program) Looking for WTHD_TYPE = '1099M' on Fiscal Years 2019 and Prior with APX1099 Generating Blank Report (Doc ID 2761127.1)

Last updated on OCTOBER 17, 2022

Applies to:

Symptoms

When trying to generate the Correction 1099-MISC CopyB Report (APX1099) for a Withholding enabled Supplier on Fiscal Year 2019 or prior, the system is not returning anything.

Withholding Adjustments have been manually created to correct the Withholding Basis Amount for the affected Supplier, and all 1099 PSJob processes have been executed accordingly. Still, only a blank 1099-MISC CopyB Report is being generated.

This is due to the codeline triggered at Step AP_COPYB_RPT.MAIN.Step08, where one of the conditions is WTHD_TYPE = '1099M'. This should be fine for Fiscal Year 2020 onward, but for Fiscal Year 2019 and prior, this should be WTHD_TYPE = '1099', as this was the value delivered for 1099-MISC Withholding.

REPLICATION STEPS:

     1.- Enable a Supplier for 1099 Withholding, with Withholding Type 1099, and Withholding Class 07

     2.- Create a Withholding enabled Voucher for 2500 USD for the Supplier, with Accounting Date of 2019

     3.- Approve, and post the Voucher

     4.- Generate a Payment for this Voucher, with a Payment Date of 2019

     5.- Launch Payment Post for the Voucher

     6.- Launch Post Withholding for the Voucher in question

     7.- Run the complete 1099 PSJob (1099 Report Post, 1099 Report, and 1099 Copy B Sort) for Fiscal Year 2019 ensuring to select Withholding Type = ALL

     8.- At this stage, the IRS file and 1099-MISC CopyB Report for Fiscal Year 2019 have been generated for this Supplier, for a Withholding Basis Amount of 2500 USD

     9.- Proceed to launch this time the 1099 Copy B Sort process (APCOPYB PSJob, which includes APX1099 Report) for Withholding Type 1099M from the drop down list, and the Supplier tested

     10.- ISSUE: The system generates a BLANK 1099-MISC CopyB Report for the Supplier selected

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps PDF Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

The Company is unable to generate the needed 1099-MISC CopyB Reports for needed Withholding Corrections on Suppliers' amounts for Fiscal Years 2019 and prior. This is preventing the Company from complying with the IRS requirements on 1099 Withholding reporting.

Companies should be able to generate Withholding 1099 CopyB Report containing corrections for up to the past 3 Fiscal Years without problem if needed. The code should look for proper WTHD_TYPE value '1099' or '1099M' depending on the Fiscal Year being processed.

Changes

Cause

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