The IRS Reporting view provides the ability to view, create, edit or delete a 1099-A notice, 1099-C notice, or a 1099-C notice with both 1099-C and 1099-A reporting data. The notices associated with the account are displayed in chronological order (by Effective Date), from the most recent to oldest for the life of the account.
The user may retrieve additional IRS notices by selecting the number of records to retrieve in the Get Next drop down, and selecting the Go push-button. The additional notices are displayed on the IRS Reporting view.
The details for each notice may be viewed by selecting the Total Amount hyperlink for the corresponding notice. The View IRS Report dialog is displayed. The user returns to the IRS Reporting view by selecting the Close push-button.
A notice may be added to the IRS Reporting view by selecting the appropriate notice from the drop down list and then selecting the Add push-button. The Add IRS Report dialog is displayed. The user enters the appropriate fields and selects the OK push-button. The notice is displayed in the IRS Reporting view. The user may cancel an add request by selecting the Cancel push-button on the Add IRS Report dialog. The dialog box is closed and the user is returned to the IRS Reporting view.
Any notice presented on the IRS Reporting view may be updated by selecting the corresponding Edit hyperlink in the Actions column. The Edit IRS Report dialog is displayed when the Edit hyperlink is selected. The user modifies the data as needed and selects the OK push-button. The user is returned to the IRS Reporting view. The user may select the Cancel push-button to cancel the changes to the notice. The user is returned to the IRS Reporting view.
The Delete hyperlink in the Actions column is used to remove a notice from the IRS Reporting view. The user selects the Delete hyperlink and the Delete Report Confirmation dialog is displayed. The user selects the OK push-button and the report is removed from the IRS Reporting view. The user may cancel the delete request by selecting the Cancel push-button on the Delete Report Confirmation dialog.