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ljkentucky
January 4, 2019
Solved

1099 Detail Report threshold issue

  • January 4, 2019
  • 31 replies
  • 70 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.

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.

  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.

31 replies

M
MaryGraceSModerator
Moderator
January 5, 2019

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. 

 

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.

    L
    ljkentuckyAuthor
    January 5, 2019

    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 ?

      IamjuViel
      IamjuViel
      Level 8
      January 17, 2019

      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.


       

      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.

       

      K
      KhimG
      Level 7
      January 22, 2019

      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
      January 25, 2019

      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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