1099 Processing thru Quickbooks

Is it just me or is the new (as of last year) process for doing 1099s the most inane and convoluted system ever? I would like to go back to simply mapping which chart of accounts items go to which box. Then, when I print, I would simply need to chose which form. I despise having to switch back and forth between 1099-MISC and 1099-NEC to map the accounts. 

And to top it off, it has now taken me over 45 minutes to process ONE 1099-Misc. A software glitch is causing me to be unable to print an alignment sample prior to printing the actual 1099.

Today my quickbooks is only using 2021 tax year.  How can I change it to 2022 tax year?

Thank you for joining the thread, Barry.

Let me chime in and share my insights about your tax year.

First, let's update QuickBooks Desktop to the latest release to keep your software up-to-date.

Next, please know that QuickBooks will not generate 1099 for that specific year if there aren't contractors who reached the $600 threshold. You'll want to check if any of your contractors have met the threshold and verify that the contractor is active. Then you can set up 1099 tracking. I'll show you how:

1. Go to Reports, then select Vendors & Payables.
2. Choose 1099 Summary.
3. In the 1099 options dropdown menu, click All vendors.
4. If you see the missing Vendor, make them a 1099 Vendor.
   1. Go to the Vendors menu, and select Vendor Center.
   2. Double-click the vendor's name.
   3. Select the Tax Settings tab.
   4. Select Vendor eligible for 1099 box to place a checkmark.
   5. In the Vendor Tax ID field, enter the vendor’s tax ID.
   6. If there is a checkmark next to Vendor is Inactive, remove it.
   7. Select OK.
5. Once completed, repeat steps 1 and 2. Then in the 1099 options drop-down menu, select 1099 Vendors.

Furthermore, to check if the contractor's payment has met the threshold, you can refer to this article for the steps and additional details: Fix missing contractors or wrong amounts on 1099s.

You can also look at our Year-end checklist in QBDT. This will walk you through the process of completing your task in QuickBooks so that you can close your previous year and prepare for the upcoming one.

Feel free to post here again for further questions. Stay safe!

Now give instructions for processing online. Yeah it's awful. It looks like Intuit is out of the business of making life easier for their customers. I wasted so much time trying to file online. I will have to manually enter everything. Anyone who hasn't been using QB for decades DON'T start now. I'm too deep to get out, but it's not too late for everyone else. Save yourself!

And it's no better this year. Still having the same issues with switching back and forth. Not to mention, I can't do other types of 1099s. I should also be able to print a single 1096 to go with all of my 1099s, regardless of type. It seems Intuit is just in the business of making money - EVERYTHING costs extra and I have to renew my software subscription, because it's now a subscription and not a purchase. Furthermore, they don't like having independent companies create 1099 forms to use with QB - my guess is Intuit gets a kick back from the printers that are "approved" vendors. I've been using QB for close to 30 years and it just gets worse.

I really value your 30 years of dedication to QuickBooks, @C Belisle. Please know that we don't want you to go through this.

I'm here to guide you on how you can print a 1096 form in QuickBooks Desktop.

No matter what kind of 1099 it is, you can print it in QuickBooks. You'll have to go through the Wizard again to print your 1096 form in the system. The option should be available below the Print 1099 option. 

Go as follow: 

1. Go to Vendors and select 1099 Forms. 
2. Click Print/E-file 1099 Forms.
3. Choose Print 1099-NEC or Print 1099-MISC, then hit OK after selecting the date range. 
4. Pick all vendors you wish to print 1099s for and click Print 1096s
5. Follow the on-screen instructions. 

For more details, see this link: Print your 1099 and 1096 forms.

If the problem keeps happening, ensure your QBDT is on the most recent version. I've also included an article you can use to fix printing problems in QuickBooks Desktop, as well as how to fix the problem using the QuickBooks Tool Hub: Troubleshoot PDF and Print problems with QuickBooks Desktop.

Here is a comprehensive tutorial on using QuickBooks to complete your federal 1099 forms. Check off each option to make sure your paperwork is complete.

The link will be helpful if you have questions concerning the 1099-MISC and 1099-NEC payment categories.

If you have any further questions about Form 1099, please get in touch with us. Just let me know if you need any assistance. Take care.