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Frequent Explorer *

1099 Detail Report threshold issue

Vendors below threshold are appearing on report.  Using IRS thresholds.  Report parameters are 1099 Vendors, 1099 Accounts and Use Thresholds.  Vendors with $0.00 are appearing on report.

Solved
Best answer 01-21-2019

Accepted Solutions
QuickBooks Team

Re: 1099 Detail Report threshold issue

Hi there, bcollin.

 

If you don’t want to show zero amounts in your 1099 summary report, you can follow the steps below to exclude this information.

  1. Open the report and click the Customize Report tab at the top.
  2. Go to Display tab and click the Advanced tab at the bottom.
  3. Select Non-zero under DISPLAY ROWS and DISPLAYS COLUMNS.
  4. Click Ok.

You can save the customization you’ve created by clicking the Memorize tab at the top. Once saved, you can access it again anytime through Reports>Memorized Reports.

 

Don't hesitate to update us if you have other questions with QuickBooks.

19 Comments
Moderator

Re: 1099 Detail Report threshold issue

Hi there, @ljkentucky.

 

Thank you for posting in the Community. I'd be happy to help share some details about how the 1099 Detail report works.

 

When the 1099 Detail Report shows not 1099 vendors, it's possible that the 1099 options are set on their profiles. If that option is marked, their names will show on the report even if they didn't reach the IRS thresholds. 

 

Let me guide you how to verify it: 

  1. From the Vendors menu, choose Vendor Center.
  2. On the Vendor Center window, double-click the vendor name.
  3. On the left pane, select the Tax Settings tab. 
  4. Make sure the Vendor eligible for 1099 box is blank. 
  5. Click OK

Capture1.PNG

 

After that, let's go ahead and view the report. 

  1. From the Vendors menu, select Print/E-file 1099s.
  2. Select 1099 Detail Report.

For more details about 1099, I recommend checking these articles: 

If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly. Here's how to get in touch with our QuickBooks Desktop Customer Care team:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number button.

That should point you in the right direction today.

 

Drop a comment below if you have any other questions about the 1099 Detail report. I'll be happy to help you out.

Frequent Explorer *

Re: 1099 Detail Report threshold issue

I did know that I could do that but I don’t understand why just the threshold parameter doesn’t work like it should. If I mark that vendor as “not 1099 eligible” this year then I have to remember to go back and check them as eligible next year. This doesn’t make sense to me - am I missing something else ?

QuickBooks Team

Re: 1099 Detail Report threshold issue

Hello there, @ljkentucky.

 

Thanks for reaching back out to us. Allow me to join in this thread and provide additional information about this 1099 Detail Report threshold concern.

 

When pulling up a 1099 report, they are accounts that will show up even if they did not reach the threshold.  As my peer @MaryGraceS mentioned above, you'll need to make sure that the Vendor eligible for 1099 box is unchecked. 

 

You can also check out this article for some scenario based troubleshooting for 1099 report: 1099 Summary Report

 

However, if the problem continues, I'd recommend reaching out to our Customer Care Team so they can check out your transactions and help you verify on what's causing the issue. You can reach them through the contact information given above. 

 

Please know that the Community has your back should you have any other questions. Have a great weekend!

Established Community Backer ***

Re: 1099 Detail Report threshold issue

Did you go to the Final step in the wizard, where you then see the value Not Being included? It's 5 or 6 steps, before you Preview the 1099, and the step before this shows what is Omitted.

 

If that still is wrong, did you Update the thresholds? They seem to get reset with updates through the year, so always hit that Update.

Frequent Explorer *

Re: 1099 Detail Report threshold issue

No I don’t think I went all the way to the final step. I was just printing my report and thought it was odd that vendors with zero balances were showing up since that would be be below that threshold. Just seems odd to not be able to print an accurate report without changing things from year to year 

QuickBooks Team

Re: 1099 Detail Report threshold issue

Hello, ljkentucky. 

 

There’s a possibility that your thresholds was set to zero that’s why vendors with $0.00 are appearing on the report. Please refer to the steps below to check the threshold setup.

  1. Go to Edit at the top
  2. Choose Preferences from the drop down option.
  3. Select Tax:1099 from the left panel and go to Company Preferences.
  4. Select the click here link under If you want to map your accounts to boxes on form 1099-MISC.
  5. Click the Show IRS 1099-MISC filing thresholds link on the Map vendor payment accounts window.

Review the 1099 boxes and their appropriate threshold. You can override it by double clicking the threshold columns.

 

Get in touch with us again if you have other questions with QuickBooks.

Experienced Member

Re: 1099 Detail Report threshold issue

I still have vendors with zero balances showing on my 1099 Detail Report.  I have gone through the Threshold instructions.  My thresholds were already set correctly but I reset to IRS guidelines just to be sure.

I do not want to unmark all 1099 Vendors that have less than the thresholds for 2018.  Then I would have to go through every vendor setting again next year.

The report needs to use the thresholds when it's marked to.

QuickBooks Team

Re: 1099 Detail Report threshold issue

 

Hello there, @bgcdet.

 

The last thing I want is for you to miss the tax filling because of the zero vendor balance on your 1099 Detail Report. Allow me to share additional information on how you can generate a 1099 detail report with accurate details.

 

For starters, the 1099 Detail report helps you verify the information that QuickBooks prints on the 1099-MISC tax form. It provides a more detailed information than the 1099 report. For each vendor, the report lists the individual transactions that contribute to the vendor’s 1099 total. The totals themselves appear in the Balance column. The report shows only the vendors specified as 1099 vendors.

  • Vendor transactions are recorded under the 1099 Accounts
  • It should reach the threshold of $600, a specific IRS-mandated threshold.
  • Lastly, electronic, debit and credit card payments are NOT included in the 1099-MISC reports. Instead, they are reported under 1099-K Form. 

To list all vendors in the report, regardless of their 1099 status, click the 1099 Options drop-down list at the top of the report >> choose All Vendors. Likewise, the report shows only transactions assigned to 1099 accounts.

 

To list transactions that may have been assigned erroneously to non-1099 accounts, click the 1099 Options drop-down list at the top of the report>> choose All Allowed Accounts.

 

If the issue persists, I’d recommend reaching out to our Technical Support Team. A specialist will be able to further check on your 1099 Detail report on secured environment.

 

Here’s how you can reach them:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose the QuickBooks Product.
  3. Select your QuickBooks Desktop version.
  4. On the Contact Us page, select a topic.
  5. Click on Get Phone Number button to see the support number.

You may also consult your accountant so you will be guided properly on the best route to take in whether to include all of your vendors in the 1099 Detail report.

 

Fill me in if you have other questions about generating your 1099 Detail report. I’m always here to help.

 

Active Member

Re: 1099 Detail Report threshold issue

Didn't exactly solve the problem, but helped in a different way. Thanks!

QuickBooks Team

Re: 1099 Detail Report threshold issue

Thanks for getting back to us, Thidwick.

 

I appreciate you for for following the steps provided by my colleague juVielL just to resolve this issue. Please know that you're always welcome to post in QuickBooks Community if you have any other questions. We're always here to help you out.

 

Wishing you and your business continued success. 

Active Member

Re: 1099 Detail Report threshold issue

"Go to edit from the top" on what page exactly? I don't see this on the 1099 summary report or anywhere else.

QuickBooks Team

Re: 1099 Detail Report threshold issue

Hi there, bcollin.

 

If you don’t want to show zero amounts in your 1099 summary report, you can follow the steps below to exclude this information.

  1. Open the report and click the Customize Report tab at the top.
  2. Go to Display tab and click the Advanced tab at the bottom.
  3. Select Non-zero under DISPLAY ROWS and DISPLAYS COLUMNS.
  4. Click Ok.

You can save the customization you’ve created by clicking the Memorize tab at the top. Once saved, you can access it again anytime through Reports>Memorized Reports.

 

Don't hesitate to update us if you have other questions with QuickBooks.

Frequent Explorer *

Re: 1099 Detail Report threshold issue

This answer is closest to what I'm looking for and makes the most sense.  It just didn't seem reasonable to have to edit the vendor back to "not eligible for 1099" and then have to remember to make them eligible again next year.  Thanks!

QuickBooks Team

Re: 1099 Detail Report threshold issue

Thanks for the feedback, @ljkentucky.


Let your voice be heard and send a suggestion to our Developers by following the steps below:
1.    Go to the Help menu and select Send Feedback Online.
2.    Select Product Suggestion.
3.    On the QuickBooks Feedback window, fill out onscreen instructions.
4.    Click Send Feedback.


Also, you may share your suggestion by going to the following link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp. I’ll make sure to do the same on my end.


That’s it. We look forward to hearing from you soon. Post again in the Community if you need anything else. I’ll be here to help. Take care!

 

Active Member

Re: 1099 Detail Report threshold issue

I think what everyone is missing on this thread is that just because they are on the summary report with $0, doesn't mean it will print a $0 1099. To take them off the report, click customize report, then Advance on the Display tab and select Non-Zero for display rows. To un-check 1099 eligible is silly and a great way to forget them next year!

Experienced Member

Re: 1099 Detail Report threshold issue

Is this an online quickbooks or desktop quickbooks issue?  I have a similar issue in the online version and cannot locate where to change the threshold amount.  Is there are option to change the threshold online?

QuickBooks Team

Re: 1099 Detail Report threshold issue

Hello, jcaug.

 

The threshold set by the IRS is what QuickBooks Online follows. There isn’t an option to change this information in QuickBooks.

You can check your vendors under and above threshold through the steps below:

  1. Go to Expense> Vendors.
  2. Click the Prepare 1099s tab.
  3. Click Continue your 1099s.
  4. Go to the fourth step which is Review.
  5. Click the drop down arrow next to 1099 contractors that meet threshold.
  6. Select either 1099 contractors that meet threshold or 1099 contractors below threshold under Type of Contractors.  

Thanks for dropping by.

Experienced Member

Re: 1099 Detail Report threshold issue

Thank you for your response.  However, we did select meets threshold and the contractors below $600 threshold still showed up on the 1099s.  We went through and removed those under the threshold for printing and successfully printed the correct 1099s.  However, when we tried to print the 1096 it still showed the full number of contractors including the ones under the threshold.  We considered processing electronically for next year, but will print again if we are not able to get this figured out.

QuickBooks Team

Re: 1099 Detail Report threshold issue

It’s nice to see you in the Community space, jcaug.


Thanks for sharing to us the steps you’ve taken to resolve the issue. I want to ensure the printed 1099s will only show vendors who meet the threshold.


I’ve looked into this further and there isn't currently any open investigations about 1099 reports showing vendors who didn’t reach the limit. Let’s perform some basic troubleshooting steps to resolve this.


The first thing is to access your company using the incognito mode or private browsing mode. When using these sessions, none of your of your information is saved or tracked along the way.


Here are the keyboard shortcut keys for each browser:

 

  • For Chrome press Ctrl+Shift+N.
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.


If the report will show the correct information, you’ll have to go back to the main browser and clear the cache. This will help your browser to function more efficiently.


Let me know how things go. I'm here to look for other ways to make sure this is taken care of.