1099 Summary
The 1099 Summary report summarizes the taxation information that will appear on the 1099 tax forms for the chosen gifts.
This report is useful for reviewing and correcting 1099 tax information before using GiftWrap to print 1099-R tax forms or to create an IRS 1099 file of 1099-R, 1099-INT, 1099-DIV, and/or 1099-MISC information. It also gives you a permanent record of the 1099 tax information provided by your organization.
1. Click 1099 Tax > 1099 Summary on the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.
3. Click OK to view the report.
4. Do the following, as needed:
5. Click 
on the report page to close the report.
Notes:
· Charities must send each of their gift annuitants a 1099-R tax form in January every year. For most charities, reporting this 1099-R tax information will be the only reason to produce a 1099 Summary report. A few organizations, however, may use GiftWrap to maintain records on people who require another type of 1099 tax form, such as a 1099-INT or 1099-MISC. The 1099 Summary report can summarize tax information for these forms as well. GiftWrap, however, prints 1099-R forms only.
· Use the log window to troubleshoot any errors. The log indicates the person key and the Gift Key to identify the gift along with a brief explanation of the problem.
You can print the error log or save the log in a file that you can print or review later. Click Continue and go to the next step in the procedure.
· The 1099 Summary should be produced in landscape, the default orientation.