Open Forum

Expand all | Collapse all

W-9 and 1099- DBA Field

  • 1.  W-9 and 1099- DBA Field

    Posted Aug 03, 2021 12:04 PM
      |   view attached

    Good Morning Team!


    I have the following question regarding DBA Field:


    When the check is payable to the name shown on line 2(DBA) on the W-9. The name on line 2(W-9) will show twice on the 1099 form.


    So, if the check is payable to Line 2 on the W-9, then I should not put the name on the DBA field? Please see attached information which is showing how I entered a vendor in GP,


    and how it appears on the 1099 form.


    Please help me to understand the logic on how to put a vendor information In GP using the new DBA field.


    I greatly appreciate your help.



    Nelly Manrique Eells

    Archdiocese of Philadelphia

    Catholic Social Services

    222 North 17Th Street

    Philadelphia, PA 19103-1299



    DISCLAIMER: This electronic email message, and any attachments transmitted with it, contain confidential information, intended only for the named addressee(s). If you are not the intended recipient or the person responsible for delivering e-mail to the intended recipient, you are hereby notified that any use, distribution, copying or disclosure of this communication is strictly prohibited. If you have received this e-mail in error, please immediately notify the sender by reply e-mail, and delete all copies of this communication from your computer and network. Thank you.


    W-9-1099-DBA.pdf   705 KB 1 version
    Academy - Online Interactive Learning from Experts

  • 2.  RE: W-9 and 1099- DBA Field

    Posted Aug 05, 2021 10:20 AM
    Hi @Nelly Manrique-Eells

    You have a couple of options:

    1)​  For this particular vendor, put their LEGAL Name as the Vendor Name and their DBA in the Check Name field
            a) Then have your GP Partner point GP's 1099 Name Field at whichever field you guys decide to use (it will need to be the same for every vendor setup)
    2)  The exact opposite of the above

    The point is you can have your partner alter the form print-out to pull one or the other lines, but it looks like BOTH lines are currently pointing at the same field.

    *In my opinion the legal name needs to be SOMEWHERE in the vendor card as I think the 1099 is supposed to be going to the legal entity anyway*

    Jo deRuiter
    💫Granite Award Winner
    Atlanta Chapter Leader
    Aisling Dynamics Business Solutions
    Business Applications Practice Manager

    Academy - Online Interactive Learning from Experts

  • 3.  RE: W-9 and 1099- DBA Field

    Posted Aug 09, 2021 08:32 AM
    Thank you!

    Nelly Manrique-Eells
    Catholic Human Services
    Philadelphia PA

    Academy - Online Interactive Learning from Experts

If you've found this thread useful, dive deeper into User Group community content by role