1099s in Quickbooks Desktop

Hello, MargaretB.

I have a bunch of solutions to help you fix the missing 1099 data and ensure you're able to file the form.

Before we do anything else, make sure your QuickBooks Desktop copy is updated to the latest release. This ensures all its components and plugins (the 1099 Wizard) are running smoothly. 

Make sure to check the 1099 eligibility settings of your client's vendors. This might be the reason why the 1099 Summary report appears empty. You can do that by going to their profile. Here's how: 

1. Click the Vendors menu, then choose Vendor Center.
2. Open the profile for each vendor.
3. Go to the Tax Settings tab.
4. Ensure the box for Vendor eligible for 1099 is checked. 
5. Once done, click OK. 

Another solution to do is to uninstall and reinstall the 1099Tax plugin. Before doing this, close all QuickBooks processes: 

1. On your keyboard, press and hold CTRL + Shift + ESC.
2. Go to the Processes tab.
3. In the list of processes, highlight qbw32.exe, then click End Process.
4. Close the Task Manager.

Next, uninstall and reinstall the plugin. You can read the detailed steps in this article: 1099/Tax/Uninstall-Install the Plugin.

After doing the steps above, run the 1099 Wizard and map your accounts again. 

For more troubleshooting steps on the 1099 E-filing process, you can open this article: 1099 E-File: QuickBooks Desktop setup, troubleshooting, & FAQs.

If you need help creating the 1099 form after dealing with the issue, this article can guide you through the process: Create and file 1099s with QuickBooks Desktop.

After filing the 1099s for your clients, do you need help managing their data or file other forms? Check out our guides for QuickBooks Desktop Accountant. 

I'll provide help again if you have other concerns regarding your client's company or QuickBooks Desktop. 

What do you mean by "map your accouts"?  What specifically is that?

Hello, knapiks.  

Mapping 1099s accounts mean you'll only map those expense accounts that you used to track payments to your vendors through check and expense transactions. You need to be sure you have all your payments to 1099 vendors identified correctly. You do not need to report payments you made electronically, such as by credit card, debit card, gift card, or PayPal payments. QBDT automatically excludes these for you.   

To ensure you mapped them correctly, please check out this article: Create and file 1099s with QuickBooks Desktop.

Also, to learn more about 1099 boxes and view answers to the most frequently asked questions about the form, I would encourage you to go over these articles below:

• Understand payment categories for the 1099-MISC and 1099-NEC
• Get answers to your 1099 questions

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe!

I did all this and it worked for 4 of them.  However the last one did not send a report to state.  I don't know  if it is because of the type of expense account it is.  Or what?

I am not getting what part of the process mapping refers to.  But tax 1099 helped me through it.   But one of the people i submitted for did not get a state form sent and I am wondering if it has to do with the expense account I used.  

However, upon contactng Paypal, they only report over I believe it is $25,000.  So I did report the paypal payments.  If I have to correct I will but that is what the recording at Paypal said.  And my tax accountant.

I'm here to ensure your vendors will receive the state form, knapiks.  

A vendor appears on the list if it meets the following criteria in QuickBooks: 

• You tagged it in QuickBooks as a 1099 vendor.
• It qualifies for the federal 1099-MISC threshold for the relevant boxes, after payments you made by credit card, debit card, or PayPal have been excluded.

To verify the settings, I suggest review the payments and make sure that they're assigned to the correct 1099 categories. 

• By default, QuickBooks shows 1099 vendors who meet the IRS threshold in the current tax year. If a vendor is missing some details, like an address or tax ID, just click the name and make the edits here.
• If you want to see vendors paid in a prior tax year, who aren't marked for 1099s, or whose total payments fall below the IRS thresholds, click the filter icon and update the settings.
• Click an amount to open the 1099 Transaction Details by Vendor report to see all of the payments that make up the total amount.
• Click an amount in the Excluded column to show any payments you made by credit card, debit card, gift card, or third-payment network such as PayPal. These payments are reported by card issuers and third-party payment networks on Form 1099-K. To avoid reporting payments twice to the IRS, your 1099-MISC forms should include only cash, check, EFT, ACH, and direct deposit payments. QuickBooks automatically tracks the right payment types for you. 

For other troubleshooting steps to resolve 1099 issues, I suggest checking this article: Troubleshoot Common 1099 Problems.  

However, if verified that all payments are mapped to the correct accounts and still unable to receive the form, I suggest reaching out to our Customer Care team to further investigate the root cause of the issue. They can pull up your account in a secure place and you can also request a screen-sharing session so they can check your setup and guide you with the steps you'll need to take.

Additionally, I've included our Year End guide for reference. This article contains information that'll help you complete year-end tasks and end the year smoothly. 

If you have any other concerns or follow-up questions, you’re always welcome to tag me in your reply. I’m just a few clicks away from you. Have a great day and keep safe.