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1099 Detail Report threshold issue

Forum|Forum|7 years ago
January 4, 2019
31 replies
71 views

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.

QuickBooks Desktop

Best answer by

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

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.

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

M

MaryGraceS

Moderator

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:

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

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

From the Vendors menu, select Print/E-file 1099s.
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:

Go to https://help.quickbooks.intuit.com/en_US/contact.
At the top right, select your QuickBooks version.
Select a topic.
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.

L

ljkentuckyAuthor

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 ?

R

RhoiceW

QuickBooks Team

Hi Rasa-LilaM,

Looking back at your posting of January 28, 2019 where you wrote "I want to ensure the 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"

We greatly appreciate your evident interest to make sure this is fully resolved.

I'd like to draw your attention to issues in this area which do still exist:

1. When producing a 1099-NEC Detail Report, it still includes Vendors who do not meet the $600 threshold, and I don't see any way provided by QuickBooks to exclude these Vendors. Filtering for Amounts less than $600 is not appropriate, as that removes transactions that should not be excluded. We need to be able to filter for "Totals" less than $600.

2. With the IRS's new initiative with IRIS we need to be able to report all 1099-NEC Vendors including their full addresses, to be compatible with the IRIS 1099-NEC template. Currently QuickBooks doesn't allow the addition of the Vendor's address to the 1099 Summary Report.

3. It seems the only way to get the 1099 data for the report required for IRIS, is to export the Detail Report from QuickBooks, including addresses, to Excel and then manually delete all the transaction lines !! This would seem a bit ridiculous, don't you think..

Can we get some assurance from QuickBooks that these issues are being addressed?

A huge thank you to you for your assistance,

(removed)

I completely understand how frustrating it must be to navigate these challenges, especially with the recent IRS changes and the need for accurate reporting, Piper. Let's ensure your threshold is not set to zero that's why vendors with $0.00 are appearing on the report.

Here's how:

Go to Edit at the menu bar.
Choose Preferences from the drop-down button.
Select Tax:1099 from the left panel and to to Company Preferences.
Select the link under If you want to map your accounts to boxes on form 1099-NEC.
Click Yes. Then, click the Show IRS 1099-NEC filling thresholds link on the Map vendor payment accounts window.

Also, there's another possible reason why your vendor shows up even though they aren't eligible for the threshold.

Here's how to check it:

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

Regarding the other two questions, I suggest sending a feedback request to our Product developer team. Our product development team will review it and may consider adding this functionality in future updates.

Go to the Help menu.
Choose the Send Feedback Online option
Select Product Suggestion from the list. A pop-up window will appear.
Enter your feedback suggestion into the provided field.
Click the Send Feedback button to submit your suggestion.

Refer to this article to learn how to modify your chart of account for your 1099-MISC and 1099-NEC filling in QBO.

Please know that your concerns are heard, and we genuinely appreciate your commitment to ensuring that QuickBooks meets the necessary reporting requirements. Your insights are invaluable as we work towards improving the software to better serve our users. If you have any further comments or need assistance, I’m here to help.

K

KhimG

Level 7

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!

M

MegDiPas

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!

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