How do I create Form 1099-PATR?

Creating Form 1099-PATR

1. Click on the Payer List button.
2. Choose the appropriate Payer to create the Form 1099-PATR for.
3. Click on the Recipient List button.
4. Choose the appropriate Recipient to create Form 1099-PATR.
5. Click on the Add Form button.
6. Choose 1099-PATR from the Form Type drop down menu.
7. Fill in the necessary fields on the form:
• Corrected:  Check if this box applies.
• Patronage dividends:  Enter the total patronage dividends.
• Non-patronage distributions:  Enter the total non-patronage distributions paid.
• Per-unit retain allocations:  Enter the total per-unit retain allocations paid.
• Federal income tax withheld:  Enter backup withholding.
• Redemption of non-qualified notices and retail allocations:  Enter all redemptions of non-qualified written notices.
• Domestic production activities deduction:  Report the portion of the cooperative's QPAI that is deductible.
• Qualified payments: For specified agricultural and horticultural cooperatives only, enter the qualified payments paid to the patron. 
• Investment credit:  Enter amount of investment credit.
• Work opportunity credit:  Enter amount of work opportunity credit.
• Patron's AMT adjustment:  Enter full adjustment amount.
• Other credits and deductions:  Report the patron's share of unused credits.
• Description of Box 11 credit or deduction:  Enter description of credit or deduction.
• 2nd TIN Notice:  Check this box if notified by the IRS twice within 3 calendar years that the recipient provided an incorrect TIN.
• Account Number:  A number assigned to recipient by the payer.  This field is optional except for the following cases:
• The recipient has multiple returns for the same return type.
• The returns are filed using the E-file Center.
8. Click Save.