E-file missing 1099s

Hi Catherine,

I have run into this same issue - just realized a few vendors were left out of our initial 1099 processing due to some exclusions in account mapping. 

I proceeded with your advice to file the missing 1099s by processing the "usual way", but with the original error fixed. Unfortunately, when I get to the "review" step, all of the vendors for which we have already and accurately filed for, are showing up again, along with the two that were errantly excluded. I am concerned that if I move forward like this, I will double-report the income for all of vendors for which we already filed correctly.

Is my assumption correct? Is there an easy way to exclude all of the vendors for whom I have already filed?

Thank you so much for your attention.

Matt

Hello there,@Non_Profit_Matt. 

Thanks for joining this thread. Yes, your assumption is correct and I'm here to help you exclude all the vendors which are already filed. 

While you're still on the Prepare 1099's page, go back to the "Contractors" step by clicking the Back button at the bottom.

From there, click the Add from Vendor list just above the Action column. This will let select the vendor you only want to include in the filing. Simply uncheck those you want to exclude. Then, proceed to review and file the forms. 

I've added an article that you can read through for your future reference: Create a 1099 report for vendors and vendor payments. It helps you prepare reports that will show what you paid them. 

Please let me know if you have other concerns. I'm always around to help.

Hi QBO Team,

I followed the follow instructions! I was ready to file, and ordered an additional kit from Intuit to make this easy, but I was just informed by the marketplace that this is no longer available.

I've always used automated services for this, so I am kind of at a loss. I believe I can use the free forms from the IRS website, but I've always used your automated service with previous clients. Is it possible to simply use the blank forms from the IRS website, from the "print 1099s" window? Can someone please walk me through the steps (from printing to final submission) for filing additional, missed 1099s?

Thank you VERY much.

Matt

Hi QB Team,

I followed the instructions, and was able to proceed with only the vendors which were originally left out. Since the e-file deadline has passed, I opted to "print & file", and ordered a packet from Intuit Marketplace, but unfortunately they just informed me that the 2019 forms are not available anymore.

Can I use the downloadable forms directly from the IRS site? If so, can someone please detail the steps from printing with these, to submitting/filing/mailing manually, or direct me to a thorough resource? I've only ever used QB e-file and automated services, so that would be super helpful. Further, I'd just like to confirm that there is no difference in process for this situation - additional missing forms/vendors that were left out of our original filing.

Thanks so much for the help!

Matt

Hi there, @Non_Profit_Matt.

Yes, you may use the downloadable forms from the IRS site.

You can print the Information Sheet for your reference to enter the information to the writable 1099 form from IRS. Let me guide you how.

1. Go to Expenses and select the Vendors tab.
2. Choose Prepare 1099s.
3. Click Continue your 1099s.
4. Follow the steps to prepare 1099s until you're on Step 4 - Review.
5. Click the Print Information Sheet button.

Once done, you can use the information sheet as your guide. Then, you may print and mail your 1099s. 

Please let me know if you need further assistance. Have a great day.

@LieraMarie_A 

Thanks for the info! I checked the information sheet and it doesn't provide everything I'm looking for. It simply summarizes the vendors and amounts. Can someone walk me through packaging and mailing of the materials, once I've printed them through QBO?

Thank you.

Thanks for getting back to us, @Non_Profit_Matt.

The steps provided by my colleague @LieraMarie_A is we're you can prepare you're 1099. If you wish to print and mail them, I recommend checking the link below for more details, please go to page 7 of this IRS article to know the different mailing addresses: General Instructions for Certain Information Returns.

Also, for the packaging of the 1099 form, you can contact directly to IRS for further instructions.

You can read these articles for more details about 1099:

• Common questions about 1099s 
• 1099 Troubleshooting

I'm always here if you need further help about 1099s. Have a great rest of the day!

I was only able to file for one contractor.  I need to file another one and I can't seem to do that. 

Welcome to the QuickBooks Community, serenep. It will be my pleasure to assist you here. As mentioned by my colleague above, here are the steps to boycott vendors that are already filed:

1. From the Prepare 1099's page, return to the Contractors steps by clicking the Back button.
2. Above the Action column, select Add from Vendor list.
3. Unselect the vendors you want to remove from the filing.
4. Proceed with reviewing and filing the forms.

You can refer to this article to learn more about the 1099 report for vendors and payments. Please let me know if you have any questions or need additional assistance. My team and I will be here to help you always. Take care!