There are many ways to look at 1099 data – here is my recent pass at looking at the actual 1099 Period Detail Table as well as having the 1099 Type and Box information.
Apply this to your company database and bring into SmartLists.
CREATE view [dbo].[TEN99_Audit_List] as SELECT A.VENDORID Vendor_ID, B.VENDNAME Vendor_Name, B.VNDCHKNM Vendor_Check_Name, B.VNDCLSID Class_ID, case B.VENDSTTS when 1 then 'Active' when 2 then 'Inactive' when 3 then 'Temporary' end Vendor_Status, case A.TEN99TYPE when 1 then 'Not a 1099 Vendor' when 2 then 'Dividend' when 3 then 'Interest' when 4 then 'Miscellaneous' when 5 then 'Nonemployee Compensation' end Type, a.ten99type, a.ten99boxnumber, case --Set 1099 Box Number Values when A.TEN99TYPE = 1 then 'Not a 1099 Vendor' when A.TEN99BOXNUMBER = 0 then 'Not a 1099 Vendor' --1099 Type Dividend Box Numbers when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 1 then '1a - Ordinary Dividends' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 2 then '1b - Qualified Dividends' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 3 then '2a - Capital Gain Dist.' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 4 then '2b - Unrecap. 1250 Gain' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 5 then '2c - Section 1202 Gain' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 6 then '2d - 28% Rate Gain' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 7 then '3 - Nontaxable Dist.' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 8 then '4 - Federal Tax Withheld' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 9 then '5 - Section 199A dividends' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 10 then '6 - Investment Expense' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 11 then '7 - Foreign Tax Paid' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 12 then '9 - Cash' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 13 then '10 - Noncash' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 14 then '11 - Exempt Interest Dividend' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 15 then '12 - Specified Private Activity' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 16 then '15 - State Tax Withheld' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 17 then 'XX - Unknown' when A.TEN99TYPE = 2 and A.TEN99BOXNUMBER = 18 then 'XX - Unknown' --1099 Type Interest Box Numbers when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 1 then '1 - Interest' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 2 then '2 - Early Withdrawal' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 3 then '3 - U.S. Savings Bond Int.' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 4 then '4 - Federal Tax Withheld' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 5 then '5 - Investment Expense' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 6 then '6 - Foreign Tax Paid' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 7 then '8 - Tax-Exempt Interest' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 8 then '9 - Private Activity Bond Int.' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 9 then '10 - Market Discount' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 10 then '11 - Bond Premium' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 11 then '12 - Bond premium on Treasury obligations' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 12 then '13 - Bond premium on Tax-exempt bond' when A.TEN99TYPE = 3 and A.TEN99BOXNUMBER = 13 then '17 - State Tax Withheld' --1099 Type Miscellaneous Box Numbers when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 1 then '1 - Rents' When A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 2 then '2 - Royalties' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 3 then '3 - Other Income' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 4 then '4 - Federal Tax Withheld' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 5 then '5 - Fishing Boat Proceeds' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 6 then '6 - Medical Payments' --The 1099 Box 7 is now a checkbox on the form. Update value in: Purchasing > Cards > 1099 Details when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 7 then '8 - Substitute Payments' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 8 then '9 – Crop Insurance' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 9 then '10 - Attorney Proceeds' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 10 then '12 - 409A Deferrals' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 11 then '13 - Golden Parachute' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 12 then '14 – Section 409A Income' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 13 then '15 - State Tax Withheld' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 14 then '18 - State Income' when A.TEN99TYPE = 4 and A.TEN99BOXNUMBER = 15 then 'XX - Unknown' --1099 Type NEC Box Numbers when A.TEN99TYPE = 5 and A.TEN99BOXNUMBER = 1 then '1 - Nonemployee Compensation' When A.TEN99TYPE = 5 and A.TEN99BOXNUMBER = 2 then '2 - Federal Tax Withheld' when A.TEN99TYPE = 5 and A.TEN99BOXNUMBER = 3 then '3 - State Tax' when A.TEN99TYPE = 5 and A.TEN99BOXNUMBER = 4 then '4 - State Income' end [1099_Box_Number], B.PYMTRMID Payment_Terms_ID, A.YEAR1 [Year], sum(A.TEN99AMNT) Amount_Paid_1099, --NEW DBA FIELD B.VENDDBA Vendor_DBA, B.TXIDNMBR Tax_ID, B.ADDRESS1 Address_1, B.ADDRESS2 Address_2, B.ADDRESS3 Address_3, B.CITY City, B.[STATE] [State], B.ZIPCODE Zip_Code, B.COUNTRY Country FROM PM00204 A INNER JOIN PM00200 B ON A.VENDORID = B.VENDORID GROUP BY A.VENDORID, B.VENDNAME, B.VNDCLSID, B.VENDSTTS, A.TEN99TYPE, B.PYMTRMID, A.YEAR1, B.ADDRESS1, B.ADDRESS2, B.ADDRESS3, B.CITY, B.[STATE], B.ZIPCODE, B.COUNTRY, B.TXIDNMBR, B.VNDCHKNM, A.TEN99BOXNUMBER,B.VENDDBA GO grant select on [TEN99_Audit_List] TO DYNGRP