Vendor not showing up on 1099 report even though they are over threshold

Let me help you sort this out, @theproblemsolver.

There are certain requirements so that vendor payments will be included in your 1099 taxes. Payments made electronically or by credit card, debit card, or gift card are excluded in this report. 

However, for reporting purposes, let me guide you in customizing your 1099 transaction details report. Here's how to include those transactions in your report:

1. Open the 1099 Transaction Detail report.
2. Choose the Customize Report button.
3. Expand the Filter section.
4. Put a checkmark on Payment Type.
5. From the drop-down, select All. 
6. Click Run Report.

You can read through these articles to learn more about tracking your 1099 transactions:

• What is a 1099 and do I need to file one?

• 1099 Troubleshooting

Keep me posted if you have other questions about managing your 1099 reports. I'm always here to help.

Greetings, @theproblemsolver.

I'm back to check if you were able to include all your vendors in generating the 1099 report using the steps I shared. If you need more clarification on this, just leave a comment below. I'll be sure to get back to you.

Have a great day ahead!

That's great that I can run a report, but they are still not feeding into the contractor list for QB to generate the 1099s. How do you make that happen?

Let's get all your contractors shown on your 1099 report, cjpmorgan. 

There are a few reasons a contractor won't appear on the report. We'll go through them to see which one applies to your scenario.

First, you'll want to check if the Track payments for 1099 box is ticked in their profile. For your visual reference, I've attached a screenshot below.

Secondly, let's make sure your payments to this contractor meet the threshold. Only those contractors you've paid above the annual $600 cash threshold get 1099. 

For more details about this, please see this article: Fix Missing Contractors or Wrong Amounts on 1099s

Additionally, I've included these articles that'll help you in preparing and filing your 1099s. This ensures you're able to file them on time:

• Understand Which Contractors Need 1099s
• Create and File 1099s using QuickBooks Online

I'm only a post away if you need more help managing your 1099. It's always my pleasure to help you out again.

I'm having the same issue. Did you ever find a solution?

Hi there, nstrickland85.

Thank you for visiting the QuickBooks Community. I'll be sharing further steps to ensure your vendor appears on 1099. Then, let me point you to the right support team to assist you on this tax form issue.

There are times that one of the contractors you set up in QuickBooks is missing or not showing correctly when you create or run your 1099s report. That said, the steps mentioned above are the solutions how to fix the issue. Please know that payments made electronically or by credit card, debit card, or gift card are excluded from this tax form or report.

If the issue continues to occur after performing the steps shared by my colleagues, I suggest making sure that you're paying contractors from the right expense account. To verify this, you may want to review the contractor payment transactions and accounts associated with them.

Here's how:

1. Choose the Reports menu on the left panel.
2. Enter Transaction List in the search bar and select Transaction List by Vendor.
3. Click the Customize button.
4. Set the Report period to Last Year (or Last Calendar Year).
5. Go to the Rows/Columns section. Select the Change columns link then put a checkmark on the Split box.
6. Go to the Filter section.
7. Check the Vendor box and from the dropdown, choose the 1099 vendors who are in question.
8. Choose Run report.

Once done, look under the Splits column for what accounts the vendor's transactions were tied to. If you see the word "SPLIT," select the entry to see details on what accounts were affected. If this is a Bill Payment, access the Bill to see what expense accounts were affected.

If the issue persists, I recommend contacting our QuickBooks Support Team. They have the tools to pull up your account in a secure environment and be able to deeply investigate why a vendor is missing on 1099.

Lastly, you may refer to this article to see details on how you can make corrections to 1099-NEC or 1099-MISC forms after you e-filed them: Correct or change 1099s in QuickBooks.

If you have more questions about your 1099 report, feel free to click the Reply button below. I'll be happy to help you again, nstrickland85. Have a great day!

I was having this same issue.  The solution that worked for me was making sure the expense account used to pay the vendor was selected as a 1099 account during the "Prepare 1099s" process.

I note per above:

"Please know that payments made electronically or by credit card, debit card, or gift card are excluded from this tax form or report.".

So i paid a vendor with a credit card, are you suggesting that a 1099 is not required?

Thanks for getting involved with this thread, Glenn N.

U.S. tax law requires that a Form 1099-NEC must be filed for anyone you paid $600 or more in the previous year. You'll also need to file a 1099-NEC for any person you've withheld any federal income tax from under the backup withholding rules.

This can be contractors, freelancers, vendors, or any other type of non-employee. If you've previously reported any information in Box 7 of a 1099-MISC, which is the total amount of non-employee compensation, this data is now reported on 1099-NEC forms.

To properly identify if a 1099 is required for you paying a vendor by credit card, I'd recommend working with a tax professional. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
 

I've also included a detailed resource about working with 1099s which may come in handy moving forward: Get answers to your 1099 questions
 

If there's any additional questions, I'm just a post away. Have a wonderful day!

Hi Glenn!

The Credit Card companies report to the government independently of 1099s, so QB and other software exclude CC payments so as to not double-report on such transactions. 

Best of luck! 

Stacey

My accounting firm is having issues with this as well. All vendors with 1099's are entered and checked for tracking and over threshold, but nothing is coming up on our 1099 Transaction Detail reports. Is there a reason for this?

Hi there, chlap. 

I'll make sure you'll be able to see your vendor on the 1099 report in QuickBooks Online (QBO). 

There are times that one of the contractors you set up in QuickBooks is missing or not showing correctly when running your 1099s report. Payments made electronically or by credit card, debit card, or gift card are excluded from this report. 

 To verify this, you may want to review the contractor payment transactions and accounts associated with them. Here's how: 

1. Go to the Reports menu on the left panel.
2. Enter Transaction List in the search bar and select Transaction List by Vendor.
3. Click the Customize button.
4. Set the Report period. 
5. Go to the Filter section.
6. Check the Vendor box from the dropdown, and choose the 1099 vendors.
7. Click Run report.

To see additional information and to finish the process to fix the issue about 1099's data, you can click this article: Fix missing contractors or wrong amounts on 1099s.

Here are some resources that you might need for additional information about managing 1099s in QuickBooks Online (QBO):

• Common questions about 1099s
• Prepare and file 1099s
• Create a 1099 report for vendors and vendor payments
• 1099 Troubleshooting

I'm always around if you need further assistance with running your 1099 reports. It's my pleasure to help.

Just to clarify since we pay our vendor electronically they will not print on the 1099 detail report? That seems crazy in this day and age that anyone still would use paper checks with all the technology there is today.  We pay our vendors with ACH transfers when possible.

Thanks for joining the thread, @yorkiemom_2 and bringing this concern to our attention.

QuickBooks Online (QBO) is compliant with IRS in tracking 1099. It doesn't allow certain electronic payments to be reported on Form 1099-MISC or 1099-NEC. These payments include credit cards, debit cards, gift cards, or PayPal payments. Thus, QuickBooks Contractor Payments automatically excludes these for you. 

For more details on tracking 1099, I recommend checking these articles:

• Create and file 1099s with QuickBooks Contractor Payments
• Create and file 1099s with QuickBooks Online
• Get answers to your 1099 questions
• Understand which payments are excluded from a 1099-NEC and 1099-MISC

Fill me in if you have other 1099 concerns or questions. I'll get back to help and make sure you're taken care of.

We are having the same issue.  All vendors with 1099's are entered and checked for tracking and over threshold, but nothing is coming up on our 1099 Transaction Detail reports. We are using the Desktop version of QB.  We DID upgrade our QB last year.  Could that have caused this?

I'm happy to help you figure this out, ABC_BRITT.

Your 1099 shouldn't be affected as long as the tracking is correct. Let's find those missing 1099 payments and put them back in the 1099 Transaction report.

The first thing you need to do is check if payments to these vendors meet the threshold. Only those contractors you paid above the annual $600 cash threshold get a 1099. 

You can see which contractors didn’t meet the threshold with these steps and the 1099 reports. 

1. Go to Reports, then select Vendors & Payables.
2. Select 1099 Summary.
3. In the 1099 Options dropdown menu, select Ignore thresholds.
4. If you see the vendor, they have not met the threshold.

If this is a 1099 Vendor using 1099 Accounts, you need to enter more transactions or change the thresholds. Please follow the steps I've outlined below.

1. Go to Edit, then click Preferences.
2. On the Preferences window, select Tax:1099 from the left pane, then go to the Company Preferences tab.
3. Hit the you can do it here link to map your accounts to boxes on form 1099-MISC.
4. QuickBooks 1099 wizard page will come up.
5. From the Map Accounts step, select Show IRS 1099-MISC filing thresholds link.
   
6. In the 1099-MISC IRS Thresholds window, double-click the Thresholds column for the appropriate 1099 Box.
   
7. The screen will display: Your settings do not match the current IRS thresholds message in red. Hit Reset to IRS Thresholds if you want to follow the IRS-mandated threshold and add more transactions instead.
8. Click Save & Close.

If contractors are still missing or amounts are wrong when preparing 1099s, you can use this article: Fix missing contractors or wrong amounts on 1099s.

If you're ready to file your 1099s, check out these articles as guidance for submitting tax returns.

• Prepare and file your 1099s
• Get answers to your 1099 questions.

You can always post here in QuickBooks Community if you have other concerns or inquiries about 1099s. I'm always here to make sure that everything is taken care of. May you have a wonderful day ahead!

Thank you for getting back to me.  I have attached a couple screen shots to illustrate the issue better.

Here is the error I receive...

I tried the instructions you sent.  We are still getting the same error.  It worked fine the last few years until we upgraded to QB Desktop Pro version 2019 last year.  

Thanks for coming back and taking the time to scour our Community space for potential solutions, ABC_BRITT.

We appreciate you for performing the steps provided by my colleague and giving us a screenshot to better isolate the issue. In this case, we'll need to review your Chart of Accounts to ensure accounts are set up specifically for each form. Once done, make sure the vendors are marked as eligible for 1099. Here's how:

1. From the Lists menu, choose Vendors.
2. In the Vendor List window, select a vendor then click Edit (available under the Action menu at the bottom of the Vendor List in QuickBooks 2005) to open the Edit Vendor window.
3. Go to the Additional Info tab.
4. Click the Vendor eligible for 1099 checkbox and in the Tax ID field, enter the vendor's tax identification number.
5. Click OK.
6. Repeat steps 2 through 6 for each 1099-eligible vendor.

If there are missing transactions when filing 1099, just follow the steps below to troubleshoot the issue:

1. Go to Edit on the top menu, select Preferences
2. In the Preferences window, choose Tax:1099 from the left pane.
3. Select the Company Preferences tab.
4. Choose the link next If you want to map your accounts to boxes on form 1099-NEC or 1099-MISC.
5. QuickBooks 1099 wizard page will come up. You'll be directed to Map Accounts. This window displays all accounts used for payments to 1099 vendors. From the Apply payments to this 1099 box drop-down, choose one of the 1099 boxes.
6. Once done, close the 1099 Detail report.
7. Click the second 1099 Options drop-down, then select Only 1099 accounts. 

Once done, proceed to Step 2 and Step 3 in this article to finish the process: Fix missing contractors or wrong amounts on 1099s. If the same thing happens, let's suppress your QuickBooks application. This process will help us determine if the issue is with the software or your data file. Let me guide you on how:

1. Double-click the QBDT icon while holding down the Ctrl key.
2. Unless QuickBooks freezes or gives you an error, don't let go of the Ctrl key until you see the "No Company Open" window.
3. Select a company file, and press Open.

Then, repair QuickBooks Desktop to fix any damaged components in the software and run the Rebuild and Verify Utility to troubleshoot error messages.

I've got some resources that you might need for additional information about managing 1099s on your account: 

• Common questions about 1099s
• Create a 1099 report for vendors and vendor payments

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Take care always.

GOT IT!!!! Thank you!!!!

When I go to edit>preference, there is no "Tax" option to select from.  Should it be showing, if so how do I troubleshoot this?  How do I do the mapping for 1099s if there is not a "tax" option under preferences.  I have QB Desktop

Hello there, @todjenhog. Appreciate the details you shared. No worries, the Tax option should be showing. I'm here to provide you with the details to access it in QuickBooks Desktop (QBDT).

To begin, please ensure that your product and tax tables are updated. Then, please scroll down since the Tax: 1099 option is not shown in the first part of the menu.

If the option is still not there, let's repair your QBDT.

First, download the QuickBooks Tool Hub. This tool helps fix common errors within the program.

1. Close QuickBooks.
2. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. After the installation finishes, double-click the icon on your Windows desktop to open the tool hub.
6. If you can't find the icon, search in Windows for QuickBooks Tool Hub and select the program.

Let's now run the Quick Fix program. The program will shut down any open background processes QuickBooks uses to run a quick repair.

1. Open QuickBooks Tool Hub, and select Program Problems.
2. Select Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file.

If the Tax: 1099 is still missing, let's proceed to run the QuickBooks Install Diagnostic Tool.

1. Open the QuickBooks Tool Hub, then select Installation Issues.
2. Select QuickBooks Install Diagnostic Tool. Let the tool run. It can take up to 20 minutes.
3. After the tool finishes, restart your computer and start QuickBooks Desktop, then open your data file.
4. Update your QuickBooks to the latest release. This makes sure you have the most recent fixes and security updates.

Additionally, you can refer to this article to know the common queries about 1099: Get answers to your 1099 questions.

Leave a comment below if you have other concerns with your 1099. I'll get back to you as soon as I can to provide assistance. Keep safe.

Thanks, its there I just simply missed it but thanks for responding.