I have contractors that exceed the 1099 threshold that are not appearing on my print 1099 information sheet

The problem I'm having is I had to add 3 contractors who didn't have the "track as 1099 contractors" box checked. They are in the QB list of contractors with all the others now, but when QB forwards me to the e-file link, the 3 new names are not listed. The file just shows 14 1099's have been filed. No option or status for the additional 3. Any thoughts?

Hi there, dsbanker.

You'll want to make sure that the contractor's payments and accounts are mapped correctly.

Here are the steps:

1. On the left panel click Expenses, and choose Vendors.
2. Click the Prepare 1099s button located in the upper right-hand corner.
3. Click the Continue your 1099s button.
4. Go to the Account section, check the box and select the account from the drop-down menu.
5. Click Next until you finish preparing the 1099s.

You can also check this article for more information: E-file through the 1099 E-File Service (QuickBooks Online).

We're always here if you need more help with QuickBooks. Thanks.

I tried this already but they still do not show up when I get forwarded to the E-file site. Everyone is listed in step 4 "review", but when I hit "finish preparing" and then click on "e-file for me", the new contractors are gone. It only shows the 14 that I already filed. The 3 new ones are completely gone from my list. 

Let's review how the payments were entered for these contractors, dsbanker.

When tracking 1099 payments, please ensure that you're using checks or bills.

To create these transactions, just follow these steps:

1. Click the Gear icon.
2. Under Vendors, select Check or Bill.
3. Enter the details of the transactions, and then select Save and close.
4. Make sure that the bills are paid so they'll show up on the 1099 form.

I've got two articles for you which talks more about 1099's in QBO:

• Common questions about 1099s
• 1099 Troubleshooting

If these contractors still don't appear on the e-file screen, please give us a call. We can check what's causing this and assist you further.

Here's how to get our contact number:

1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
2. Select QuickBooks Online.
3. Click the Contractors and vendors topic.
4. Select the 1099s sub-topic.
5. Scroll down and click the Get Phone Number button.

Feel free to leave a reply if you have more questions about filing 1099's. 

From Step 3 onwards, the QBO dialog doesn't appear as you have documented.  There is no Account section to go to.  Please update your advice to the latest version as of 01/13/2020.

Thanks.

The steps provided above will still work in 2020, gstuart.

If this is your first time preparing 1099 in QBO, you'll be routed first to the home page where you'll see the Let's get started tab after clicking Prepare 1099. 

Click the Let's get started tab, then you'll be routed to the page where you can review your company information and enter your Tax ID. 

Once done, hit Next so you'll be able to reach the Accounts section. 

If you're still not getting these pages, you might want to do this again on a private window. Clearing your browser's cache or switching to a different one would also help. 

Drop by again if you have additional questions. I'll be around to help anytime. 

I don't get the Getting Started screen because I already Got Started.

My issue is that QBO is not producing 1099s for contractors that qualify (that is, they were paid over $600 in 2019).  I produced a report that shows QB should produce 22 1099s but it only gives me six.  How do we fix that?

Thanks.

Let's investigate why the qualified vendors not showing in 1099, gstuart.

Only vendors you paid by cash or check will be reported with the threshold payments total of $600 or more. If you have vendor payments like credit, debit, or gift card, and payment networks like PayPal, then these payments are excluded in the 1099 form.

Also, if the account used when entering the bill or paid the vendor is not mapped correctly, then they will not be posted in the vendor's 1099.

To better isolate this one, let's make sure that the contractor's payments and accounts are mapped correctly.

Here are the steps

1. In the Prepare 1099s page, click the Continue your 1099s button.
2. Then, click Next to go to the Account section, choose the box for the types of payments you made.
3. Then select the expense accounts you use for these payments.
4. Click Next until you finish preparing the 1099s.

If you're missing some vendor payments, please refer to this article to add them: Add or edit contractor payments (for 1099 filings).

Then, go to the Review section to check the vendors' names eligible for 1099.

To learn more about preparing the 1099-MSC form, just check out this article: Common questions about 1099s.

If still there are vendor's name not showing on the list, please follow the steps in the How do I add a vendor that is missing when I prepare 1099s? section in the article I've provided.

I'm just one click away if you need a hand with filing your 1099 form or any QuickBooks Online related. I'll be here to help.

RCV,

In your Step 2 above, I don't have the chance to select Accounts.  It skips right to 4 Review, so I can't examine the Accounts.

Geoff

I was having the same issue and it was very aggravating. I was also not seeing the account button. Hit the back button until you see the following screen. In the Box 7 drop down, you need to make sure the specific account that you have coded the expense to is selected. If it isn't, that vendor won't show up in your 1099 list. 

After an hour on tech support.  This discussion saved me. 

Hit the back button until you can see the accounts.

Thank you.

I have one contractor that exceeds the 1099 threshold but when I prepare my 1099's and click 'review' the contractor appears in the '1099 contractors below threshold' category.

I have selected the correct account as I have other contractors in the same account that are appearing correctly, and I've confirmed that the contractor was paid by check and is over the $600 threshold and is tracked for 1099's so in theory it should be appearing in the '1099 contractor that meet threshold' category

Is there another reason why this contractor wouldn't be appearing in the '1099 contractor that meet threshold' category?

Hi there, cjd1111.

On the section where you see the list of contractors below the threshold, you can click the TOTAL PAYMENTS amount to see the transaction details. Then, see which account was not mapped for 1099 yet. If there's one, you can go back to the Mapping section and map it. If there's none, please contact our QBO Support team, so they can check this further using a screen-sharing tool.

I'm just around if you have other questions.

Removed text because I posted twice. Sorry 

OMG!!! I am having the same issue. I am losing my mind!!! 😖 Did you ever get a solution to this issue? I have over 80 contractors that have exceeded the threshold, only 23 are showing. The others are in a separate list saying that are under the threshold amount. I have checked the boxes to track for 1099. No PayPal or credit card payments. I am SO SO frustrated!! Is there anything you can share with me that solved this problem? I would be so grateful.

(I am using QuickBooks Online on an iPad Pro - not a desktop)

I know it can be rough when your contractors show under the threshold amount, Wynnesmom. I'm here to ensure this gets resolved.

I appreciate you for sharing the steps you've performed to fix this. Since your contractors still show under the threshold amount, I'd suggest making sure you mapped the correct accounts. 

Here's how:

1. Go to the Expenses menu and then choose the Prepare 1099's button.
2. Set up your company information and then click Next.
3. Put a checkmark in Box 7: Nonemployee Compensation checkbox.
4. In the drop-down list, choose all the accounts you used in all your contractor transactions.
5. Select Next and then click on Finish Later to complete the setup.

If you've mapped the correct accounts already, I'd suggest clearing the app's data. This helps refresh the app and eliminates common issues that cause unexpected behavior. I'll show you how:

1. Go to Menu ☰,
2. Tap Help & Feedback, then select Refresh Data,
3. Select Refresh.

If the issue persists, I'd recommend accessing your QuickBooks Online account via a supported browser. This helps us determine if this is a device-related issue.

In case none of these fixes the problem, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Additionally, I've included an article that'll help you run a couple of different reports to assist you in preparing and filing your 1099s forms: 1099 Report for Vendors and Vendor Payments.

Please come back and let me know how it goes, Wynnesmom. It's my priority to ensure this issue gets fixed. I'll be here to help you out always. 

Thank you for your reply. Problem not resolved. I had already checked all of the suggestions before I posted. I’ve have seen many others with the same issues, I was hoping that someone that had run into the same problem may chime in if they found the “fix”. I am soooo frustrated!! 

Resolving your concern as soon as possible is our priority, @Wynnesmom. 

Since you tried already all the resolutions provided by my colleague, we'll need an in-depth investigation of your account. This way, we can verify the root cause of your issue. 

That being said, I recommend contacting our support team. They have the tools to check your account in a safe environment to help you fix the exceed threshold. 

To proceed, here's how:

1. Log in to your QuickBooks Online company.
2. Select the Help (?) menu.
3. Click Contact Us.
4. Indicate your concern, then choose Let's talk.
5. Select Start a chat or Get a callback from the next available expert.

In addition to that, let me share these links to help manage your 1099 forms in QuickBooks:

•  Set up contractors and track them for 1099s in QuickBooks
•  Get answers to your 1099 questions

Let me know how it goes by leaving a comment below. I want to ensure everything is taken care of. Keep safe!

I am having the same issue. I am on the phone/sharing screen with the Tech Support team now -- and they cannot figure it out either.

I have tried all the steps and all seems to be okay.

It does look like Quickbooks is setting the threshold to less than $5000 and not less than $600 for me.

Hello, Our IdeaWorks - Ivy. 

Thanks for reaching out to us. Allow me to join in this thread and provide additional information about the 1099 threshold concern.   

The threshold set by the IRS is what QuickBooks Online follows. Also, let's ensure that the contractor's payments and accounts are mapped correctly.

Here are the steps:  

1. Click the Expenses, and choose Vendors.
2. Press the Prepare 1099s.
3. Hit  Continue your 1099s.
4. Go to the Account section, check the box and select the account from the drop-down menu.
5. Click Next until you finish preparing the 1099s.

For more details about 1099, I recommend checking these articles:  

• How to create 1099 summary or detail reports 
• Create and file 1099s using QuickBooks Online 

In addition, you can check this article for further clarifications: Understanding payment categories for the 1099-MISC and 1099-NEC. 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

I called yesterday and got the problem solved. It was in the mapping and I would’ve sworn I had everything right!! Here is what fixed mine:

• I went to vendors and selected PREPARE 1099’s

• Then select CONTINUE YOUR 1099’s

•On the far left you want to select ACCOUNTS (if it takes you straight to REVIEW, hit the BACK button at the bottom of your screen 

• In accounts select COMMON PAYMENT TYPES. (For me I only needed to select contractors) That was all I needed to select. 
—— I originally selected DIRECT SALES -NEC (Box 2 1099-NEC) also. I had to UN-select that. The lady told me many are making this mistake with the new NEC/MISC changes. But anyways, that was it!! After HOURS looking in all the forums, trying to fix on my own. We fixed it in the phone in 5 minutes. I did have to go out of PREPARE 1099’s and back in to see the changes BUT it worked. 

this also saved me. thank you!

I can not thank you enough for the ACTUAL answer to this problem, thank you!!!!!