Created with Sketch. Visit the QuickBooks Community to find answers and meet other small business owners just like you!

Created with Sketch.

cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

E-file with the refreshed Intuit 1099 E-File Service

Learn how to prepare and e-file your 1099-MISC forms with a refreshed experience available to some users.

If you paid a vendor more than $600 in a year, you need to fill out a 1099-MISC form.

Here's how to use the refreshed 1099 E-File Service to be sure your forms are filed correctly.

Important: Be sure to e-file by January 27, 2020 so your 1099s can be postmarked to your contractors by January 31, 2020.  1099s can be e-filed through January 31, 2020 to be on time with the IRS.

How to e-file 1099s

Once your 1099 information comes over from QuickBooks, you’ll see it in the 1099 E-File Service. If the information looks good, then you’re ready to e-file the forms to the IRS:

  1. From the List View, select E-file selected.
  2. Enter or confirm your payment information and select Pay and E-file
  3. Upon successful payment, you’ll return to the List View with the forms in the “Submitted” status.

Note: All forms will be automatically e-filed to the IRS and physically delivered via USPS mail to your vendors. If an email address is included for your vendor, the vendor will receive notification that they can access their 1099 via an Intuit account.

Adding or editing form information

If any information is not what you expect or you see that a form “requires info,” you can handle it directly for each form:

  1. From the List View, select the saved form you wish to change to go to its Detail View
  2. Change the desired information. Once ready, select Complete form at the bottom of the page
  3. Now on the List View, you can select E-file selected or repeat the above steps as necessary for multiple forms

Note: You can only edit “Saved” forms. Once a form is “Submitted,” it cannot be edited or deleted.

Deleting form information

If you create a form that’s no longer relevant or see duplicate info, you can delete a saved form.

  1. From the List View, select the saved form you wish to delete to go to its Detail View
  2. In the upper right select Delete form
  3. Select Yes, delete it.

What do the statuses mean?

E-file status

  • Submitted - The form has been submitted to the IRS (this is what matters in terms of meeting the IRS deadline)
  • Accepted by IRS - The IRS has confirmed the form is valid (takes up to a week after submission)

Print status

  • Mail submitted - The form information has been sent to the printing facility
  • Mailed to the recipient - The form has been printed and postmarked (this is what matters in terms of meeting the IRS deadline)
  • In transit - The form is now in transit
  • In local area - The form has arrived in the recipient’s local area
  • Out for delivery - The form is out for delivery (can take 2 business days from here to arrive in the recipient’s mailbox)

How do I make a correction?

If you find that something was incorrect about a form you filed, you can issue a corrected form. Common scenarios include: incorrect money amounts, a form filed that shouldn’t have been, incorrect tax identification number, and incorrect name. Here’s how to correct previously filed form:

  1. From the List View, select the form you wish to correct to go to its Detail View
  2. At the bottom select Correct form
  3. The form’s fields become editable
  4. Change the incorrect information
  5. Select Complete form
  6. On the List View, you can select E-file selected or repeat the above steps as necessary for multiple forms
  7. Enter or confirm your payment information and select Pay and E-file
  8. Upon successful payment, you’ll return to the List View with the corrected forms in the “Submitted” status. The original form (with the incorrect information) will now show as “Void.”Note: Only forms that are in the “Accepted by IRS” status can be corrected.

Which boxes are supported?

All boxes are supported. To enter values, follow the directions in “Adding or editing form information.”

How do I print additional copies?

If you need to print an additional copy, you can download a PDF version of the form.

  1. From the List View, select the desired form to get its Detail View
  2. Select Download PDF
  3. A file will download to your device for viewing and printing.

What about state filings?

The refreshed 1099 E-File Service uses the Combined Federal State Filing Program (CF/SF) to allow the IRS to automatically transmit 1099 information to participating states.

Note: Some participating states have additional obligations and exceptions that we do not cater to. Check with the appropriate state’s tax collection agency for further information.

Which states participate in CF/SF?

Alabama
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Georgia
Hawaii
Idaho
Indiana
Kansas
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
New Jersey
New Mexico
North Carolina
North Dakota
Ohio
Oklahoma
South Carolina
Wisconsin

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us