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1099 Detail Report threshold issue

Forum|Forum|7 years ago
January 4, 2019
31 replies
77 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.

C

clarinesrivera

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?

Kayla H

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:

Open QuickBooks Desktop.
Click Reports and Vendors.
Select 1099 Summary.
In the 1099 Options drop-down menu, select Ignore thresholds.
If you see the Vendor, they have not met the threshold.
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:

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

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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