prep-my-1099s

To prepare 1099-NEC and 1099-MISC vendor lists, the Skill aggregates year-to-date bookkeeping payments per vendor, determines eligibility thresholds, and cross-references W-9 status. It splits payments into NEC vs MISC using account-category rules and flags straddling cases for your review.

Yes, you can draft chase emails for vendors missing W-9s. The Skill matches contractors to W-9s on file and drafts follow-up messages as Gmail or Outlook drafts without sending them, or as plain markdown files if no inbox is connected.

1099 tax year aggregation excludes non-reportable payments such as transfers, corporate payments, payroll, and credit-card-only vendor payments. The Skill aggregates your run transactions within the selected tax year to ensure only eligible payments are counted.

No, the 1099 prep process does not file or send documents. It writes compliance documentation for your tax preparer and adds an indexed entry to outputs.json, ensuring all chase emails remain as drafts and no automated filing occurs.

The best way to reconcile vendor payments for 1099 eligibility is to aggregate year-to-date bookkeeping runs per vendor. The Skill totals payments, applies the typical $600 threshold, cites source runs and dates for auditability, and classifies vendors as NEC or MISC.

Yes, you need loaded bookkeeping context and ledger configuration to generate 1099 compliance prep outputs. The Skill requires this context to aggregate year-to-date payments, cross-reference W-9 status, and write compliance documentation plus an indexed outputs.json entry.