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vlgualtieri-gmai
Level 1

Where can i find my 1099? i don't know where the documents tab is

 
12 Comments 12
MJoy_D
Moderator

Where can i find my 1099? i don't know where the documents tab is

Let me show you how to get your 1099s in QuickBooks Self-Employed (QBSE) account, @vlgualtieri-gmai.

 

You can find your 1099 from the Forms tab in your Clients menu. That'll be made available after your employer or client submits your 1099-MISC to the IRS. Check the screenshot below.

 

Here's how:

  1. In QBSE, go to the Client menu and select the Forms tab.
  2. Then, print your 1099 from there.

For more information about managing 1099s in QBSE, check out this article: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

You can also refer to this article for further guidance in filing your taxes through QBSE: QuickBooks Self-Employed annual tax guide.

 

Let me know if you have any additional questions or concerns about getting a copy of your 1099s. I'm always here to help. Have a good one!

vlgualtieri-gmai
Level 1

Where can i find my 1099? i don't know where the documents tab is

Thanks for the reply, but I don't have that tab. I just received an email from Intuit saying that I was sent a 1099 form from a previous employer. 

ShiellaGraceA
QuickBooks Team

Where can i find my 1099? i don't know where the documents tab is

Thanks for getting back to us here, @vlgualtieri-gmai.

 

I have some information about getting the clients tab in your account. What you receive is a notification email about your 1099 form. Once your employer has submitted it, you'll be able to find the clients tab.

 

To isolate this, once you click on the email link you'll be prompted to log in. Just make sure you're using the correct login credentials.

 

Please refer to Step 4: View your 1099-MISC at this link: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

Keep me posted if you still have questions or concerns with 1099s. I'm always here for you. Take care and have a lovely day ahead.

vlgualtieri-gmai
Level 1

Where can i find my 1099? i don't know where the documents tab is

Thank you so much for the speedy responses! I did receive an email about my 1099 form, when I clicked on the button that said "view your 1099" I got a message that the invitation had expired (see screenshot). Is this the only way to get my 1099? Will it be mailed to be as well?

RCV
QuickBooks Team
QuickBooks Team

Where can i find my 1099? i don't know where the documents tab is

Thanks for coming back and providing us a screenshot that helps us better isolate the issue, vlgualtieri-gmai.

 

When the invitation expires, we'll need to inform your employer or client to send again the invitation. This way you can click on the link in the email you receive and you'll be redirected to log in to your account to access the 1099's. Here's how:

  1. Sign in to your QuickBooks Self-Employed account.
  2. Go to the Clients menu.
  3. Select the Forms tab.

For more details about this one, see the Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed article. You can also request them to mail you the 1099 form wherein they can print it or send the PDF file copy of it. 

 

Feel free to visit our Tax forms page for more insights about adding and managing your tax forms.

 

I'd like to know how things going after contacting your client, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

mainemusicmaker
Level 1

Where can i find my 1099? i don't know where the documents tab is

Yeah, my employer sent the 1099, I got the notification from Quickbooks telling me to log in to download it, I log in, there's not document tab, there's no client tab, my employer is insisting it was sent to the IRS and that's why I got the notification. What the heck is going on over there? I've never had so many issues with intuit than I'm having this year. I just want to get my taxes ready to file.

ReymondO
Moderator

Where can i find my 1099? i don't know where the documents tab is

Thanks for joining this thread, @mainemusicmaker.

 

Can you share with me a screenshot of what you're seeing in your QuickBooks Self-Employed (QBSE) account? This would help me identify its cause and provide you a proper solution.

 

For now, I recommend opening the link in a private window. This way, we can check if it's a browser-related issue. Sometimes, too much cache build up in your regular browser can cause unexpected behavior in the product. Simply follow these steps:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to see the Clients menu, go back to your regular browser and clear its cache. You can also use another supported browser to access your email and open the link. 

 

If you're still getting the same issue, I'd recommend asking your employer to contact our QuickBooks Customer Support Team. This way, they can review your account and trace its cause.

 

For more details in viewing or printing your 1099-MISC, you can check out this article: How to get your 1099-MISC in QuickBooks Self-Employed.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

mainemusicmaker
Level 1

Where can i find my 1099? i don't know where the documents tab is

Yeah, no change. The list reads:

Home

Transactions

Miles

Taxes

Reports

Invoices

Time (Beta)

Capital

 

Nothing whatsoever about Clients or documents.  

mainemusicmaker
Level 1

Where can i find my 1099? i don't know where the documents tab is

@ReymondO 

See below:

 

Nowhere is there a spot to get my 1099 - and my employer just verified that she's received notification from the IRS that the info was accepted on 1/31/21.

 

Picture5.png

Rea_M
Moderator

Where can i find my 1099? i don't know where the documents tab is

Thanks for getting back to us here in the Community and the additional details (screenshot) you've provided above, @mainemusicmaker. This way, I can guide you on the actions you need to take care of the issue.

 

When you log in using the link from the notification, you should be able to access the Clients menu to view, download, and print your 1099s in QuickBooks Self-Employed (QBSE). Since you're unable to do so, I'd recommend contacting our Customer Care team. They can securely pull up your account, investigate the cause, and guide you with a fix.

 

You'll first have to check out our support hours to ensure we can assist you on time. Whenever you're ready, here's how:

  1. Go to the Assistant menu at the top.
  2. Type Talk to a human in the Type something... field (2 - 3 times).
  3. Select your preferred support method: Message an agent (Live chat) or Get a callback.

 

In the meantime, I'm adding this article to further guide you in accessing your 1099s using QBSE: 1099s in QuickBooks Self-Employed.

 

Also, you can check out this article to help you in filing your taxes with QBSE: Annual Tax Guide. It includes topics about preparing tax documents and year-end reports, to name a few.

 

Let me know how it goes in the comments below. I'm just around to help if you have other Form 1099 concerns or inquiries about managing your QBSE account. Take care always.

ED F
Level 1

Where can i find my 1099? i don't know where the documents tab is

how do i find QBSE itself for me to go to the client's tab. I cannot find it

ED F

ReymondO
Moderator

Where can i find my 1099? i don't know where the documents tab is

Hi there, @ED F.

 

I'll help you locate the Clients menu in QuickBooks Self-Employed (QBSE).

 

Once your employer or client invites you to fill out your W-9, you will receive an invite to your email. You'll have to click this link attached to it to fill out your W-9 form. 
 

This will automatically route you to your QBSE account and should see the Clients tab. See the screenshot below for your reference. 

In case you're still unable to see this menu, I'd recommend asking your employer to invite you again. This time, use another email address and make sure to fill out the form before the link expires. 
 

You can also read this guide about 1099s in QuickBooks Self-Employed. This will give more details on how to access your W-9 info and 1099 form. 

 

Please know that our doors are always open to help you with any QuickBooks-related concerns. Take care and enjoy the day! 

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