efile 1099

We understand how filing federal 1099s is relevant to ensure contractor's data are timely handled, Lisa. Let me provide insights on how you can submit 1099 data to the IRS.

Since you don't want to use the Tax 1099 e-filing service to export your 1099 data, you'll have to print your 1099s and submit them to the IRS manually. You must file 1099s with the IRS and, in your state, for some cases. 

You can print copies to mail to the federal and state governments, then print and send a copy to each of your contractors. You can purchase your 1099 Kit to print your 1099s. Once ready, follow these steps to print them from the QBDT program:

1. Update your QBDT file to the latest release. You must be on the newest release for your 1099s to print correctly.
2. Go to Vendors, then select 1099 Forms, then Print 1099 Forms.
3. In the Choose a filing method window, select Print 1099-NEC or Print 1099-MISC.
4. Specify the date range for the forms, then choose OK.
5. Select all vendors you wish to print 1099s for.
6. Tap Print 1099 or choose Print 1096s instead if printing Form 1096.
7. Review your printer settings, then select Print.

Additionally, you may want to consider reaching out to the IRS for the supported third-party systems to allow the filing of 1099 forms outside of QuickBooks. They may provide information on what possible systems are applicable for taxpayers to file these 1099s. Lastly, you can gather and run specific reports to help you review your 1099 information, check out this reference for more insights: Understand which contractors need 1099s.

Furthermore, I've included a couple of helpful resources that can guide you more about 1099s and other year-end payroll preparations:

• Get answers to your 1099 questions.
• Year-end guide for QuickBooks Desktop

We'll always be available in this thread if you have additional queries when managing 1099 forms. Just keep in touch in the comments below so we can provide further assistance. Keep safe!

I don't need instruction on how to file a paper 1099 - if you actually read my entire question it is regarding whether QB will be able to export the csv file into the template for upload to the IRS portal IRIS.  The customer service rep I spoke to had no idea that a portal even existed for doing this (IRS implemented this in Feb 2023).  My question to the community was does anyone have any alternative efiling methods for 1099s that may be more cost effective than using Intuit..

Thank you for clarifying your question, Lisa. I understand that you are seeking more information about exporting and e-filing 1099s.

Currently, it isn't possible to directly transfer 1099 CSV files into the template for uploading to the IRS portal, IRIS. However, as an alternative, you can print the 1099s after creating them and use them as a reference when e-filing directly to IRIS for accurate and efficient submission.

To learn more about electronically filing form 1099s with the IRS, please refer to this IRS page: E-file Forms 1099 with IRIS.

Also, you may want to check out this article to learn more about what 1099 forms there are and how you can prepare for the upcoming tax season: Get answers to your 1099 questions.

Should you need additional help with your 1099s, please don't hesitate to leave a reply below. I'll be here ready to lend a hand. 

Typical AI response or a person that doesn't understand the question!

@Lisa galvin 

Explore this one

https://blue.mbsy.co/6tJhcz

I use Track1099 and it imports the information from QBO.  Hope this helps.

We're using Efile1099now.com this year. I've used it in the past for one or two filings here and there so I manually entered everything. This will be my first year trying to do a data upload so I don't have personal experience yet. I was able to follow the instructions to convert the data to their template but I have some editing to do before I can upload it. 

I can't imaging QB will tell us as they want us to use the vendors they partner with that charge the $2.50 and upwards for efiling.  No way they will provide this since we'll be submitting for free via IRIS.

I may have found a work around.  I installed the plugin for the tax1099.com efile service that is what QB used (if you choose efile when youare processing them through Desktop) and it installs a plug in that exports the data that opens up in the tax1099.com website.  I went through the entire process to efile there and before hitting submit I downloaded the excel file. I saved the excel file as a .csv. It appears to be in the format that's pretty similar to the csv template the IRS uses.

I had to copy the headers from the IRS csv template and move a few columns around but seems to be a work around if you're willing to put in a little time for the formatting.  That gets them submitted to the IRS free and then you can print the pdfs from the IRS IRIS site once submitted and mail those yourself to recipients. Still costing you a stamp but way cheaper than tax1099.com or other services. 

I think you've addressed my (tangent) question, but I'd like to be sure.  I have e-filed a 1099-NEC using IRIS.  I still need to mail a paper copy to the vendor, right?  And I can simply print out the one from IRIS and mail it as normal, right?

YES, you can mail the one you printed out of IRIS to the recipient.

This YouTube video might help you learn how to export your 1099 list :  https://www.youtube.com/watch?v=BbK-B1TK5dE

What process did you use to get the 1099 data to IRS?

Yes Lisa!  I wonder the same.  It 's frustrating that QB has not given an option and I have 60 plus forms that will need to now file manually by data input with each one.  

I went to EFile for my 1099's and signed up for Tax1099 made the account and it took me to Webconnect because of the onboarding questions.  Still working through it.

Heather10899  -- What was your final experience with the IRIS upload after you tweaked the export file from Tax1099?  Did you receive an 'agency accepted' confirmation/something like that?

Next question -- what about your state filing for your 1099's?  Pennsylvania requires e-filing if 10 or more, which I've ignored for a few years without any repercussions.  But I'm assuming that IRIS does not have functionality to send to a state?  (I know, wishful thinking.)

Thanks,  Michelle

1099 upload worked with IRIS, but I had to reconfigure many headers and remove special characters not accepted by IRIS.   The Web Connector got me a download file.  After manipulations on Header Names,  IRIS accepted with errors all the records.  Now I have a report to correct errors with  TAX ID and Name mismatches.  

How the 1099Tax company would have gone through the trouble that I did, would not have saved anytime for me.  I was happy I didn't use that service almost $3 per record to let file.  While they would have sent out paper copies and state reporting if needed, I am glad I didn't sign up for the service.  

There are data fields  for State Reporting which I will use if I have to start back up withhold on the TAX ID mismatches.  That is for another discussion.

In my situation, I had 40+ companies that needed to file 1099's, but each only had 8-15 or so to file.
I had major issues with running Tax1099.com from the link/button withing QB so I logged into their website directly using my web browser and it ran faster and I had no data entry or saving problems at all.
I did read a number of helpful emails for how to make the uploadable file for IRIS and Tax1099.com but I advised all my clients to print the 1099's on plain paper from QB for the information & then manually enter the information on the appropriate form in Tax1099.com    
The ones I submitted this way, and all my clients' submissions went through fine.
Hopefully Intuit/QuickBooks will get a better process in place before next year. Their payroll data uploads to the IRS work very well so I don't understand why they haven't done the same for 1099's.

So so.  I had some that no matter how many times I checked they said the csv file wasn't in the correct format (which I had cut and pasted from their template, so go figure).  But most of mine went.

There is state reporting in IRIS, I am in Texas so I never clicked on the "state filing" section.

Downsides:  There were lots of days especially closer to the end of the month that the site was so bogged down you couldn't get on.

This is only reporting to IRS, you still have to send to recipients and the formatting from the pdf the IRS produces of the 1099s doesn't fit in any window envelope. 

Really towards the end of the month I was frustrated and just used tax1099.  I agree with an earlier post, QB works well with IRS on payroll forms and I am sure they could get this to work too but I think they think of us desktop people as a PITA and wish we'd go away.  I am sure they are in a relationship with tax1099 and that won't fair well if they offer us a free option.