What's the best way to run 1099s? My 1099 transaction detail reports are inaccurate with missing vendors and expense transactions. What options do I have for 1099s?

Thanks for posting in the Intuit Community, telkins,

Let me help share information about preparing and filing 1099.

In QuickBooks Online, we make 1099 easy whether you want to e-file or mail your forms yourself.

Upon setting up a vendor, let’s make sure that the Track payments for 1099s checkbox are selected. Moreover, in adding the payment, make sure that you date it for the right calendar year. You can check this article for more tips: Add or edit contractor payments for 1099s.

To prepare 1099 here’s what you’ll need to do:

1. Select Expenses from the left menu.
2. Choose Vendors.
3. Choose Prepare 1099s.
4. Select Let’s get started or Continue your 1099s.
5. Follow the steps to prepare 1099s.

I’m attaching some great resource that you can check on for guidance:

• Prepare and file 1099s
• Common questions about 1099s

If you have further questions concerning 1099, please feel free to reach back out. I’d be happy to answer it for you. Have a great day!

I appreciate the response and your reply is spot on if the system is working properly.   In fact, my case was added to an investigation because the reports are NOT pulling the correct information.  For instance, certain vendors are NOT even showing up on the 1099 report because certain expense payments are NOT being pulled on the report but clearly you can see these payments within their vendor profile.   In fact we (with the QBO help desk person), we tried to add a new expense account and re-assign these payments to the new expense account and these payments are still not appearing in the QBO report.  

This is a major major problem.    All the data is inputted correctly but QBO's 1099 reports are not pulling the data as it should which puts me in the very bad situation since my plan was to mail these out this week.   Having twins next week so I don't have time or the luxury for QBO to sit on their hands and ignore this issue.   This is a simple 1099 report ( worked perfectly well last year) that needs to work and I'm shocked that this is not getting rectified yesterday.    Case # [removed] for your reference and hope someone can help get this rectified ASAP!  Thanks for your reply!

Hi there, telkins.

Thank you for taking the initiative to call our phone support and providing details about your 1099 concern.

I've checked the open investigation and there are no updates as of right now. There isn't a current time frame for when this will be resolved. However, your case is added to the INV and as soon as we have an update, you will be notified via email.

I'll also get back to you personally once I get an update. Thank you for understanding.

I am having the exact same problem....what do I do?

Hi there, @fsachs.

I'm here to help you run 1099 reports for your vendors and vendor payments.

In QuickBooks Online (QBO), you're able to run reports that list your 1099 vendors, payments to vendors that need to go on 1099, and payments excluded from a vendor's 1099. I can guide you on how to open each.

To get started, here's how you can get the report that lists all of your 1099 vendors:

1. Select Reports at the left pane, then search for Vendor Contact List and open the report.
2. Tap on the Customize tab.
3. From the Rows/Columns drop-down menu, select Change columns.
4. Mark the box beside the Track 1099.
5. Hit on Run Report.

To create a report of all the payments you made this year to your 1099 vendors:

1. From the Expenses menu, select Vendors.
2. Select Prepare 1099s.
3. Select Let’s get started or Continue your 1099s.
4. Follow the steps to prepare 1099s. The report you’re looking for is on Step 4: Review - Check that the payments add up. By default, the list is filtered to show only vendors that meet the $600 threshold.

To see the payments excluded from a vendor's 1099, you can follow the same steps above (Step 4: Review - Check that the payments add up), then review the details under the Excluded column. The column displays the total of a vendor’s excluded payments for the year. Select the dollar amount in that column to open the report.

For more tips about running and customizing 1099 reports in QBO, I recommend opening these links:

• Run reports in QuickBooks Online
• Create a 1099 report for vendors and vendor payments

Also, you may open these articles for additional resources when preparing your Federal 1099s:

• Create and file 1099s using QuickBooks Online
• E-File 1099s your way

Please let me know how else I can help you with your 1099 reports. I'm always here to help. Keep safe always!

Thank you.  I already have all that.  There is clearly a problem.  For instance, I paid one contractor on 12/4, 12/15 and 12/31.  I paid and recorded the payments all in the same manner.  The 12/15 payment does not show up on the 1099 report.  I even deleted and re-entered the payment and it still won't show up.  It does show up in my P&L as a contractor expense.

Thanks for taking the time to inform us about what's happening with your 1099 processing, @fsachs,

Have you tried doing these steps in a private window. Unexpected issues this mostly are affected by the large data in the cache. This is because the data on a regular browser will overwrite itself and will remove history unless done manually.

While the incognito mode will not save any history, it is a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Clearing the cache can also help resolve browser issues in QBO.

If you already tried this, and still getting the same problem, I recommend getting in touch with our Support Team. They can help report this to our engineers who can help with program bugs and other technical concerns.

Also, regarding our support, we have made changes to our operation hours and our contact options. Our Live Help are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM til 3:00 PM on Saturdays.

Follow these steps to reach out to a live agent:

1. Go to the Help menu then select Contact us.
2. Enter the keyword Payroll, Account Management and Billing in the What can we help you with? box.
3. On the next screen, scroll down to the Choose a way to connect with us section.
4. Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.
   
5. When using the messaging option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you after filling in the information needed. See this:

6. When you're connected, provide all the information about your concern or request a viewing session with out representative.

If you opt to use the Start messaging option and gets an unresponsive behavior, try using a private browser using the steps above.

Keep me updated on how it goes by writing to us again. I want to make sure this 1099 concern is resolved and I'm here to provide further assistance. Have a good one!

Thank you.  I did try it in incognito mode, and I was surprised to be able to see one of the two I couldn't see.  but then I ran the report again and I could no longer see it.  I will contact support tomorrow.  By the way, I did try and contact support yesterday at 1 pm ET and got a message that support was closed.

This is all beyond frustrating.  I saw the same issue arise with someone on these boards last year.  Clearly there is an issue with the 1099's and I cannot fathom how you don't have it fixed yet.  This is beyond stressful and time consuming.