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Angelyn_T
Moderator

1099 Detail Report threshold issue

Hi there, @courtenayheather.

 

 

Thank you for joining the thread. I can share with you some information about running the 1099 reports in QuickBooks Desktop.

 

The 1099 Summary report gives you a summary of your 1099 information. You can either filter it to Use thresholds or Ignore thresholds. On the other hand, the 1099 Detail report gives each detail of your contractors' transactions. For now, you can manually exclude the names that fall under the $600 threshold. 

 

Here's how:

 

  1. Go to the Customize Report tab, then click on Filter.
  2. Search for Preferred Vendor, then click on Multiple vendors.
  3. Choose the vendor you want to display, then exclude the names that do not meet the threshold.
  4. Hit OK.

For more tips about running and customizing reports, I recommend checking out the details from this link: Understand reports.

 

Moreover, here are some of our help articles you can open for additional guides when preparing and filing Federal 1099s:

 

If you have any other questions about 1099 and other reports in QuickBooks Desktop, please let me know by adding a comment below. I'm always here to help. Have a great day!

courtenayheather
Level 1

1099 Detail Report threshold issue

Thank you for the information Angelyn! Although this work around kinda defeats what I'm trying to accomplish - it would be a wonderful feature if in the future they could include the same threshold feature they have in the summary report in the detailed report as well. Thanks again for your time in responding to me, it's greatly appreciated!

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