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lindak1119
Level 7
December 11, 2018
Question

How can I access old vendor 1099s

  • December 11, 2018
  • 2 replies
  • 36 views
No text available

    2 replies

    MichaelDL
    MichaelDL
    Level 4
    December 11, 2018

    Hello there, @lindak1119.

     

    It would be my pleasure to help you access old vendor 1099s in QuickBooks Online. While these annual forms aren't stored within QBO, you have the option to recreate them from the regular Vendor module. Follow the instructions below to get started:

     

    Create 1099's for previous years

    1. From QuickBooks Online, navigate to the Expenses tab and the Vendors section.
    2. Click Prepare 1099's. Either follow the on-screen instructions or press Back until you're on Step 4, depending on where you left off.
    3. Click the filter menu (funnel icon) in the top-left of your Contractor list, and choose the Tax year you'd like to prepare.

    We also offer an extensive guide on preparing and filing 1099's, as well as this thorough video tutorial for your convenience:

     

    Doing this will allow you to prepare a 1099-MISC form for any year you still have Expense information stored in QBO. Please don't hesitate to reach out to me here for any additional assistance. Thanks for coming to the Community, wishing you and your business continued success in all that you do.

      B
      BethCic
      January 9, 2020

      Following the instructions to retrieve a previous years 1099's.

      Why would I be charged for something already filed?

      I do not want to resubmit to IRS.  

      Thank you

      Beth V. 

        R
        Ryan_MModerator
        Moderator
        January 9, 2020

        Hi @BethCic,

         

        Following the steps provided above, you can proceed to step 5 File.

         

        Go through these steps so you can either print or download a PDF copy of your previous 1099s:

        1. Assuming you're still on step 5, click the I'll file myself button.
        2. On the Print 1099s page, select the Tax Year on the drop-down menu.
        3. Ensure the 1099 form is selected. 
        4. Select Print sample on blank paper.
        5. On the print preview page, you can either proceed with printing the forms, or download a PDF copy.

        Additional notes on this process can be found in this article: Print and mail 1099s in QuickBooks Online.

         

        Let me know if you have other queries by posting a comment below. I'll be sure to get back to you. 

          K
          Kate61
          June 14, 2021

          There is a faulty instruction, my screen does not offer a funnel icon or a place to request the year (dates)

          I need the 2019 contractors 1099 forms to reprint for an audit and I am very frustrated.  I have spent hours/ days trying to track these down.  Get this fixed please and thank you.  I need them now.  I have a deadline and this is just ridiculous.

           

          JessT
          JessTModerator
          Moderator
          June 14, 2021

          Hi Kate,

           

          The funnel icon with a year in my answer is not a function anymore. The setup was changed when we made an update due to the introduction of the 1099-NEC form.

           

          I understand you need copies of your 1099-Misc form in 2019 and have been working to recreate them. I will share the steps to download them from the 1099 E-file Service portal if you filed them through it. If not, you can proceed to the steps for creating a report.

           

          Download the copies from the 1099 E-file Service portal:

           

          1. Log in to your 1099 E-file Service account. 
          2. Under Step 2, click Download and print copies for your records. 
          3. Follow the onscreen instructions until you reach the Download Your 1099 Forms screen.
          4. Select Print For Contractors or Print For Your Records.

           

          Use the 1099 Transaction Detail Report to get the 1099 data:

           

          1. Click the Reports menu.
          2. In the search box, type 1099 Transaction Detail Report and click the suggestion.
          3. Set the date to All Dates since you can't filter the 2019 transactions alone.
          4. Click the small Gear icon just above the report and choose all the available filters.
          5. Click the Export icon and choose Export to Excel.

           

          Be sure to remove the transactions that don't belong to 2019 in the exported data. Then, you can use Excel's functions to sort, group, or filter the transactions that you only need.

           

          On the other hand, here's an article related to your concern for your further reference: How to correct or change 1099s in QuickBooks?

           

          If you have questions about the steps, just comment below. More power to your business!

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