1099

Hello there, @nancyjane.

Let me help and provide information about filling 1099 in QuickBooks Online (QBO).

To start, If you use QuickBooks Online's e-file service, then QuickBooks will be the one who will e-file your 1099 forms directly with the IRS and mailing them to your contractors. However, if you didn't subscribe to QuickBooks Payroll 1099 E-file, you will have to send or mail a copy of the forms to the IRS.

You may refer to this site, to check for the plans and pricing for a simple way to file 1099s online: QuickBooks Payroll 1099 E-file.

I'll also add this article to guide you in understanding different federal payroll forms, and tax payments: Understand federal forms and tax payments for 941, 944, 943, and 940.

Please feel free to drop a comment below, if you have further concerns about the 1099 or other QBO-related concerns. I will answer them in any possible way.

Thank you for your response.

I just added payroll to my quickbooks online, yesterday.  My treasurer is in the process of getting it set up.  However, I don't know if that means I have the Efile part of that service.  It would seem to be included since it files all the payroll tax forms automatically.  If I am right that our new payroll add-on includes efiling, how do I file the already prepared 1099's?

Thank you for the prompt response, @nancyjane. Let me provide further details about your 1099 concern. 

Yes, all payroll subscription includes the feature to e-file your 1099s. You can also create and e-file unlimited 1099-MISC and 1099-NEC forms. Furthermore, we’ll automatically send copies to your contractors if you e-file within QuickBooks Online.

Moreover, here's how to prepare your 1099s:

1. Go to Payroll, then select Contractors.
2. Select Prepare 1099s. Ensure that your company name, email, address, and tax ID match what's found in your tax notices or letters from the IRS. Click the Pencil icon to make changes.
3. Hit Confirm info and get started.
4. Click Select accounts to confirm the account you used for your 1099 expenses, then select Add.
5. Choose your 1099 box in the dropdown.
6. On the Tracked for 1099 tab, place a checkmark next to each contractor who should get a 1099. Select Edit ✎ to make changes.
7. If a contractor is missing, select the Not tracked for 1099 tab. Select Add to tracked list to add the contractor to the Tracked for 1099 tab, then select Back.
8. Review the Reportable total amount for each contractor selected, then select Next.
9. Select Preview to view each 1099 and review the amount in each box. Select Continue to 1099-MISCs to view your 1099-MISC forms. Select Next.
10. Select Continue to E-File to e-file your 1099s. Or select I'll print and mail to print and mail the forms yourself. Please note that there's a limit on the number of paper forms you can file by paper. To learn more, see IRS and Treasury issue final regulations on e-file for businesses.

For e-filing your 1099s, please refer to this article for the steps by navigating to Step 2: Create and file 1099s with QuickBooks Online.

Additionally, here's a helpful article to help you finalize this year's payroll: Year-end checklist for QuickBooks Online Payroll.

Comment below if you have other questions about your 1099. I'll be here to help in any way I can. Have a great day.

Thank you for your response.  I did all those steps yesterday but there was no button saying "continue to efile."

The only thing that popped up was something that said "mailed" right after I finished all those steps.  Now, when I go back in, this is what I see: See capture, below.   So, I must have done something wrong.  Is it too late to efile it from somewhere in the system?

Thank you for your response.  I followed all those steps yesterday and never saw a button that said "Continue to E-file."  The word "mailed" popped up but no place to go to e-file.  So, I downloaded and printed the 1099's.  Did I make a mistake that can't be corrected?  Is there any way to go back somewhere and e-file from somewhere in the system?  

Following your directions above,  I did just notice there is a Status that says:  "inAgency." What does that mean? 

Thanks, a bunch.

Good day, @nancyjane. I'm here to share some information about inAgency status of 1099.

The InAgency status in your filing indicates that the agency already received the submission and is still checking your 1099 filing. Please know that the acknowledgment takes several days. 

I recommend contacting our payroll support. This way, they can pull up your account and check the current status of your 1099 filing.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select an Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.

You can then choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

 You can refer to this material to know the time when to contact our support: Contact Payroll Support. 

Furthermore, you may also want to learn more about the year-end checklist for QuickBooks Online Payroll. 

Feel free to let me know if you require any more help with your 1099 filing. Have a great day!

Thanks, so much.  It's good to know that the acknowledgement takes a minute!

Hello there, @nancyjane.

I'm happy to hear that my colleague was able to clarify your concern about the inAgency status of 1099.

Feel free to contact me if you need help managing your account or using any QBO features. I'm always here to assist you at any time.