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Habitia Help

Year-end 1099 totals

If you manage property for owners or pay vendors, US tax law expects 1099 forms in January: 1099-MISC to each owner you collected $600+ of rent for, and 1099-NEC to each vendor you paid $600+ for services. Habitia gives you the totals ready to hand to your accountant.

Open Reports → Financial and scroll to Year-End 1099 Totals. Pick the year.

What the numbers are

  • Owners (1099-MISC) — the gross rent and fees collected on each owner’s behalf during the calendar year, before your management fee. Gross is what the IRS expects a property manager to report, and it matches the “Rent share” lines on owner statements.
  • Vendors (1099-NEC) — every settled expense payment recorded against the vendor that year: work-order costs and standalone expenses alike. Payments still processing don’t count.

Rows that reach the $600 threshold are flagged. Rows below it are shown anyway — nice to have when a December payment tips someone over.

Missing Tax IDs

A 1099 needs the recipient’s taxpayer ID. The report shows Missing in amber when an owner or vendor record has no Tax ID on file — fix it on the owner’s record (Owners page) or the vendor’s record (Vendors → edit → Tax ID). Best practice is collecting a W-9 when you onboard them, not in January.

Exporting

  • CSV per table — imports straight into whatever your accountant files with.
  • PDF — one document with both tables, via the PDF button next to the year picker.
  • Print forms — generates the actual 1099 forms as printable recipient and payer copies (Copy B + Copy C), one page per owner or vendor at or above $600, with your organization’s name, address, and EIN as the payer. Fill in missing Tax IDs first, and make sure your own EIN is set in Settings → Organization Info → Tax ID.

What Habitia does NOT do

  • It doesn’t produce Copy A — the copy that goes to the IRS. On paper that must be the official red-ink scannable form (a laser-printed lookalike can draw penalties), and 10+ returns must be e-filed anyway. Give the totals to your accountant or a filing service for that step.
  • It doesn’t e-file.
  • It isn’t tax advice. Which payments are reportable (and to whom — corporations are often exempt) is your accountant’s call.

Note: If you enabled owner-balance tracking partway through the year, the report warns you — owner totals before that date aren’t included. Cross-check with Owner statements for the full year.