How do I generate a list of all 1099 recipients--with their SS#, addresses, and the amounts they've been paid so far this year?

Ask no more, @brandylanerhprue.

I have just the steps you'll need to generate a list for this information, see below:

Print the 1099 Information Sheet

1. From QuickBooks Online, navigate to the Expenses tab > the Vendors section. Click Prepare 1099's.
2. Within the 1099-MISC module, fill in the necessary information until you're on Step 4. This screen will list all of your 1099 vendors and the total amounts they've been paid so far this year.
3. Click Print Information Sheet. This list includes the information from the previous screen, as well as personal vendor data such as SS# and addresses.

We also offer an awesome 1099 troubleshooting guide that you're sure to find helpful. Check out the brief video below for a visual representation of these steps:

Using these instructions, you can generate the list you need without a moment's delay. Please be sure to let me know if there's anything else I can do to help you succeed, the Community is always here to help. Thanks for reaching out, wishing you a very happy new year ahead.

Thank you. What I don't understand is why all of my vendors/contractors aren't appearing on the Review page, but who do appear on the Contractor's page (Stage 3). I have several who earned $600 or more who don't appear on the Review page.

for 2022 - When will the File 1099s panel be available so we can run the 1099 Information report?

I’ll chime in on this thread to assist you, @erinm2. Also, to ensure that you can file your 1099s within your QuickBooks Online (QBO).

QuickBooks Online has a time-saving feature to help you prepare your 1099s from the info you already have in your accounts. 1099s are the tax forms you need to file with the IRS when you pay contractors in cash.

Since it’s not filing time yet, you can follow the steps below to prepare them and have everything ready to file. To be on time with the IRS, it is recommended that you begin on January 1, 2023, and e-file on or before January 31, 2023. Nonetheless, make sure that your subscription is active to do the following:

1. Navigate to the Payroll menu and select Contractors.
2. Press the Prepare 1099s button and click the Let’s get started.
3. Verify that the information on tax notices or letters from the IRS matches the information for your company's name, address, and tax ID.
4. Choose the boxes that correspond to the different kinds of payments you made to each of your contractors this year, then select Next.
5. Make sure all of your contractors arrive and that their contact information, including their email addresses, is accurate.
6. For each box, you chose in step 4, check the payment totals. Both 1099-NEC and 1099-MISC forms will automatically receive their respective portions of the payments. Choose Next.
7. To have QuickBooks e-file your 1099s, choose E-File. If you prefer to print and mail the forms yourself, choose I'll file myself.

I also added this article for more details. Moreover, refer to Step 4: E-file your 1099s in this article to file them electronically: Create and file 1099s with QuickBooks Online.

In case the option is not visible to you after following the steps above, you might need to perform basic troubleshooting steps. A historical cache can sometimes cause unusual behavior while using the application. 

That said, we can launch the website in a private or incognito browser. Your browsing history won't be saved in this mode, which also aids in isolating any website problems.

Then proceed with clearing your computer cache. It is to keep this from happening again. Too much-cached data can slow down QuickBooks and cause unusual behaviors. You can also opt for other supported browsers if you have one.

Furthermore, visit this link for your reference when running Run payroll reports in QuickBooks Online Payroll.

If you have any other queries concerning submitting 1099s, get in touch. I'm here to help you, just a post away. Have a great day!

Hi RoseJillB,

I understand all the steps you mentioned but that panel is not allowing me to Process 1099s or see the usual steps of checking the company info, mapping accounts, and running the 1099 information report - then filing.  There is nothing to process when we click Process 1099s.  Simply takes me to the information screen with the notes and deadlines that says "Get ready to file your 1099 forms".  Yes, I have cleared my cache and tried incognito. Is it simply not available yet?

Thank you,

Erin

Good morning, @erinm2. 

Thanks for reaching back out and letting us know additional details about preparing the 1099's in your QuickBooks Online account. 

Yes, you'll need create and file 1099's in your account starting the first of January 2023. Here's a guide that lists more information: Create and file 1099's. 

Reminder: We recommend you e-file before January 27 at 5:00 PM PT. To ensure the forms are postmarked to your contractors by January 31. The forms are due to the IRS and your contractors by January 31. 

I hope this helps answer your question. Come back if you have any other concerns. Have a wonderful Tuesday! 

Candace,

Why is running the 1099 information report and mapping the chart of accounts for NEC or MISC not available now? Are you saying this access to mapping our 1099 accounts and running the 1099 Information Report will not be available until January 2023? That's a little late in the game when we need to get a list of missing W-9s now. 

Hello @erinm2,

Yes, 1099 is not yet available in QuickBooks before January 2023. It is the form but not the information about your reports and accounts.

This means can see the history of 1099 payments within the year using a report. And review the sources of accounts used to track these payments.

In addition to what is stated above, you can use your 1099 Transaction Detail report to manage these payments.

Kindly read and use this article to learn more about 1099s in QuickBooks: How to Prepare and File your Federal 1099s with QuickBooks Online?

Stay in touch if you have any other questions or concerns about QuickBooks 1099s. I’ll be right here to answer them for you.