Create and file 1099s with QuickBooks Online

Here’s how to get your 1099s ready to e-file or print.

1. Go to All apps , then Expenses & Bills, then 1099s (Take me there).
2. Select E-file.
3. Select the option to to let QuickBooks autofill your forms.

Review your company info

Make sure your company name, email, address, and tax ID is correct and matches what's found on tax notices or letters from the IRS. Select Edit ✎ to make any changes. Select Confirm info and start filing.

Review your forms

4. Select View results.
5. Review your 1099s. QuickBooks compiles a list of recipients who may meet the 1099 form criteria.

After reviewing the list

7. Select the $ amount next to each contractor to see the breakdown of each payment made to the contractor. You can see which accounts are used, and what boxes map to the 1099-NEC or 1099-MISC forms. You can also view excluded amounts.
8. Select Update account mapping to 1099 boxes to change the 1099-NEC or 1099-MISC boxes that represent the type of payments made to your contractors this year.
9. When you are ready, select I’ve reviewed and am ready to file.

Here’s how to get your 1099s ready to e-file or print. These steps walk you through organizing your contractors and payments so your filings are correct.

Use Automated 1099 prep to create 1099s for your clients directly in your QuickBooks Online Accountant file. Fees apply.

Autofiled forms give you the following:

• A snapshot of 1099 eligibility and status across all your clients
• Never leave your client hub. Complete filings for all your clients in one place.
• When you're done, download completed forms for all your clients at once. 

Get started in QuickBooks Online Accountant:

1. From Your Practice, select 1099s, then E-file. 
2. Review the estimated 1099 filings and missing W-9 info for all clients.
3. Select the sync button to make sure you are looking at the latest estimates.
4. In the Actions column, select Review and file for forms ready to file, Manage W-9 to edit W-9 info, or Edit company info to clear alerts.
   • Refer to Create and file 1099s with QuickBooks Online for more detailed Instructions about how to e-file with Automated 1099. Fees apply. 
5. Select Go to client view to leave the client hub and manage the individual client’s 1099s directly within their own account.

Check client's filing status

View and download 1099s for each of your clients.

1. From Your Practice, select 1099s, then Completed Forms. 
2. Select Download to get completed forms for all of your clients at once.
3. Select Go to client view or Review and file to view more details about the individual client’s filing and perform post-filing actions.  

If you prefer to prep 1099s without QuickBooks’ help, select Prep forms myself to see what’s included. Then go to each client’s QuickBooks Online file to get started.

• Not Submitted: You haven't e-filed Form 1099-NEC or 1099-MISC with the IRS. You can continue revising it.
• Submitted: You have e-filed the form to the IRS. Note: If you need to revise it, you may need to file a manual amendment. Use these IRS instructions and forms to do so.
• Received by IRS: The IRS has received your form and is either processing it or has already processed and approved it. You'll get an email approximately a week after the IRS accepts and confirms submission. You may not receive this confirmation until the middle of January or later.

The IRS requires you to file a Form 1099-NEC for any nonemployee that you:

• Paid $600 or more in cash during the previous year.
• Withheld any federal income tax from under the backup withholding rules.

Note: The IRS doesn't let certain electronic payments to be reported on Form 1099-MISC or 1099-NEC. These payments include credit card, debit card, gift card, or PayPal payments. QuickBooks Online automatically excludes these for you. The payment companies will report those payments so you don't have to.

The 1099 E-file service supports federal and some state 1099-MISC and 1099-NEC filings. For more info about what states require a 1099 filing and if QuickBooks Online supports your filing, see File your state 1099 forms.

Yes. If you have already filed 1099s, you can create and file additional 1099s in QuickBooks Online.

If you need to file 1099s for a separate company, log into that company in QuickBooks Online and follow the same steps.

Note: Each subscription for each company is a separate fee.

See Correct or change 1099s in QuickBooks to learn how to fix incorrect 1099s.

Check the 1099 filings tab first:

1. In QuickBooks Online, go to Taxes, then 1099 filings.
2. Select View 1099 to view a PDF copy.

If you don’t see the archived or previously filed 1099, contact us to get a copy.