# 1099 Setup Use the 1099 Setup screen to enter the IRS 1099 box numbers, income type descriptions and threshold amounts for 1099 returns for the current tax year. Several methods are provided for assigning 1099 box information to transaction: 1. A default 1099 box can be assigned to an individual account in the Chart of Accounts 2. A default 1099 box can be assigned to a Vendor. 3. Assign a 1099 box to a Bills or Checks transaction detail lines. 1099 Box Default Logic 1. If a transactions if entered for a Vendor with a Default 1099 Box, the Vendor's Default 1099 Box will default into the transaction at data entry time and the user may override it. 2. Transactions that do not have a 1099 Box assigned a data entry time and are for Accounts with a 1099 box will be assigned to the Account's 1099 Box. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://infinisuite.gitbook.io/erp/setup/1099-setup.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.