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. 

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: 

• How to create 1099 summary or detail reports
• QuickBooks 1099 Wizard

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.

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 ?

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!

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.

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 

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.

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

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. 

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

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!

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!

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!

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?

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.

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.

HI, what do you mean by Expense> Vendors.  because there is no such a thing as an expense tab in the QB.

Hi, ahmadrashid39.

The steps above are for QuickBooks Online users. If you're trying to change the account used for a threshold amount in QuickBooks Desktop, you can follow the steps below to complete the process.

1. Click Vendors at the top menu bar.
2. Select Print/E-file 1099s... and choose 1099 Wizard.
3. Go to Step 3 for Mapping the Accounts.
4. Select Box 7: Non-Employee Compensation.

You can get more details in the following articles below:

• Prepare and file 1099s with QuickBooks Desktop.
• Form 1099-MISC.
• What states support the Combined Federal and State Filing Program (1099)?

If you have additional vendor concerns or anything with QuickBooks, please let me know. I'd be happy to help. Have a good one!

I have 3 vendors marked for 1099 with all the information required and I Have issued check for more than $600.00 on 2019 and they DON'T appear on my 1099 List. What shoul I do? 

Awesome to have you back in the Community @clarinesrivera.

Let's take a look at these vendors to make sure that a step isn't missing. Vendors paid 600 dollars, or more with cash or checks will show on the report. If a credit card, PayPal, or debit is the payment method, it will ignore these types of payments. Check out this report to find the thresholds to set:

1. Open QuickBooks Desktop.
2. Click Reports and Vendors.
3. Select 1099 Summary.
4. In the 1099 Options drop-down menu, select Ignore thresholds.
5. If you see the Vendor, they have not met the threshold.
6. If this is a 1099 Vendor using 1099 Accounts, you need to enter more transactions or change the thresholds.

To change the thresholds, follow the instructions listed below:

1. Go to Edit, select Preferences.
2. On the Preferences window, select Tax:1099 from the left pane, then select the Company Preferences tab.
3. Pick the link that says click here next to the option if you want to map your accounts to boxes on the 1099 form.
4. QuickBooks 1099 wizard page will come up. In the Map, Accounts step, select Show IRS 1099-MISC filing thresholds link.
5. In the 1099-MISC IRS Thresholds window, double-click the Thresholds column for the appropriate 1099 Box.
6. Save and Close.

NOTE: The screen will display; Your settings do not match the current IRS thresholds message in red. Select Reset to IRS Thresholds if you want to follow the IRS-mandated threshold and add more transactions instead.

For further information, check out Vendor missing from the 1099 Summary Report or 1099 Efile Service. The article has different scenarios for missing vendors.

If you have any further questions or concerns, reach back out I'm here to assist any time.

I am having the same issue, but it's not vendors with a 0 balance. It's vendors that fall under the $600 threshold still show up on my 1099 Detail Report. I'm using QB desktop Pro 2019. I run my 1099 summary, and it is correct in showing the vendors I'm issuing the 1099s to and the amounts. For vendors that do not meet the threshold, there name is still on the list, but there is a 0 figure in the amount column (which I'm fine with - it tells me that vendor did have transactions but did not meet the threshold). However, when I run the 1099 detail report, it lists out the amounts for the vendors that do no meet the threshold. My goal is to be able to balance each report, is this not possible? Is there no way to run the 1099 detail report using the thresholds like you can the 1099 summary?