Learn how to run 1099 reports in QuickBooks that show who needs 1099s, payment totals, and more.
QuickBooks has reports to help you get ready to create your 1099s. Here's how to run these reports to see who you need to file a 1099 for.
- Need to add contractors? See How to set up contractors and track them for 1099s in QuickBooks.
- Ready to create and file 1099s? See What is a 1099 and do I need to file one?
See all your 1099 vendors:
- Go to Reports and search for Vendor Contact List.
- Select Customize.
- Under Rows/Columns select Change columns.
- Select the Track 1099 checkbox.
- Select Run Report.
See 1099 totals, accounts, amounts and other details:
- Go to Reports.
- Search for 1099 Transaction Detail Report, 1099 Contractor Balance Detail, or 1099 Contractor Balance Summary.
See all payments to vendors that need to go on a 1099
- Select Expenses, then select Vendors or Payroll then Contractors.
- Select Prepare 1099 and select Continue until you get to the window called Check that the payments add up.
- Select the arrow next to the filter icon at the top of the table and change the type of contractors to 1099 Contractors below threshold or 1099 Contractors that meet threshold.
- Now you can see which contractors qualify for a 1099. If contractors are missing or amounts are wrong, see Fix missing contractors or wrong amounts on 1099s.
QuickBooks Desktop has two reports to help you review your 1099 information.
- 1099 Summary: Shows the 1099 box totals and allows you to filter by 1099 vendors, accounts or thresholds.
- 1099 Detail: Shows the details of each check paid to vendors with additional filters for 1099 vendors and accounts.
- Go to Reports, then select Vendors & Payables.
- Select either 1099 Summary or 1099 Detail.
Note: Reports will default to the Last Calendar Year, so be sure the report is set up for the correct date range next to Dates at the top of the report
The reports will show which contractors qualify for 1099s, if contractors are missing or amounts are wrong when preparing your 1099s, see Fix missing contractors or wrong amounts on 1099s.