Drake Accounting®: How do I create a second form for the same individual for a state copy or to file separately?
When entering information on-the-fly, to generate a second 1098 or 1099-MISC for the same individual or business (using the same SSN/FEIN) that is either for a State Copy or for a separate filing, click the + tab on top of the window. The following example uses Form 1099-MISC, however, other forms also use this same process.
![](https://drakesoftware.com/Site/Uploads/Images/16017%20image%201.jpg)
This will allow you to generate additional copies or enter additional amounts, without creating a second entry. This will also ensure that the two 1099 Forms are linked together properly and show as needed on Form 1096 and other summary reports.
For Form 1099-MISC:
If the second 1099-MISC is a state copy, be sure to check the box Additional State Copy. This will default all amounts from Page 1 on the Page 2 lines. Changes made to lines 1-15b on Page 1 will alter Page 2, and vice versa, if this is checked. State info will not be overwritten since the copy is for additional state information.
![](https://drakesoftware.com/Site/Uploads/Images/16017%20image%202.jpg)
If it is not for an additional state copy, leave the box Additional State Copy unchecked and enter amounts as needed for the second 1099-MISC form.
See the 1099-MISC instructions for details on generating and filing Form 1099-MISC.
On a scale of 1-5, please rate the helpfulness of this article
Optionally provide private feedback to help us improve this article...
Thank you for your feedback!