Why are items marked as omit from 1099's being included in my 1099's

Let's perform some troubleshooting steps to come up with the correct data in your 1099 form, Aly20.

We can run the Excluded Payments by Vendor report to verify excluded payments.

1. Click Expenditures on the left side menu.
2. Choose Vendors.
3. Select Prepare 1099s.
4. Go to the Preview 1099 and 1096 Information section and note the column titled Total 1099 Payments Excluded. You can select the total in this column to see an Excluded Payments by Vendor report, which shows transaction details. This will help you verify if payments should indeed be excluded.

Then, try creating and filing your 1099 again. If the same thing happens, let's try signing in to QuickBooks Online (QBO) using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. Web-based platforms like QBO collect cache files (cookies) to save you time, but this can impact processes and cause them to not work. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

I've got some resources that you might need for additional information about managing 1099s on your account: 

• Common questions about 1099s
• Prepare and file 1099s
• Create a 1099 report for vendors and vendor payments
• 1099 Troubleshooting

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.

I am on QB desktop and am having the same issue.   The resolution is for online, so that doesn't work for desktop.  The omitted from 1099 paymenys are listed under unmapped payments, but they are still printing in box 1 of the 1099NEC

I appreciate you for joining the thread, @LynneBJG.

I'm here to share with you some insights about preparing 1099-NEC in QuickBooks Desktop.

Usually, omitted payments are listed under the unmapped section since you choose to omit these payments from 1099. However, they will be reported on the 1099-NEC box 1 if you've previously reported them on Box 7 in the 1099-MISC (total amount of non-employee compensation).

For more details about how the amounts are posted, I recommend checking out this link and review the details under Step 1: See what and when you need to report: Create and file 1099s with QuickBooks Desktop.

If you want to correct your 1099s, see the instructions from this link: 1099/Tax/1099 corrections-Different types of 1099 corrections after forms have been submitted.

If there's anything else you need help with your Federal 1099s, please notify me by adding a comment below. I'm always here to help. Have a good one!

I am omitting these accounts, so they should not show up on the 1099.  That is the point of Omitting from 1099.  I should not have to file corrections when I should be able to do this in one step as I have in prior years. 

resolved.....was looking at this wrong.  My error!   Thanks for trying to help!  Support got me squared away!

I have Quickbooks Pro 2020 desktop version and I am trying to omit accounts on my 1099-NEC's.  I have updated my software, rebuilt the data.   I see someone else had this same issue and mentioned customer support helped her.   I have been on the phone with customer support and the person I spoke to has not been able to get it fixed. Please help.  

Hello there, Lewhudga.

We can try resetting the update so we can refresh the latest release fixes and features that can help resolve your 1099 issues. Let me show you how:

1. Open your QuickBooks Desktop company file. 
2. While on the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop. 
3. Go to the Options tab.
4. Select Mark All and then select Save.
5. Go to the Update Now tab and select the Reset Update checkbox. 
6. When you're ready, select Get Updates.
7. Restart QuickBooks.

Try mapping the account and creating your 1099 again and check if the omitted accounts are still showing. 

If the same thing happens, I suggest reaching out to our Phone Support Team again. They have the right tools to look into your settings and account mapping. 

You might want to check out these articles to learn which payments should be excluded from the 1099-MISC and 1099-NEC form: 

• What payments are excluded from a 1099-NEC and 1099-MISC?
• Understanding payment categories for the 1099-MISC and 1099-NEC.

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community.

Thank you for your reply.  I have tried the steps you suggested including contacting customer support without success.  I found an answer online from 2 years ago that suggested running the Quickbooks File Doctor several times until the omitted items are fixed and it worked!!  I had several vendors that needed amounts omitted and it took 6 times running File Doctor but they are now all omitted.

Lynne,

Can you share what Support told you that fixed the problem? I am having the identical problem.

Thanks!

Customer support had me go to utilities and verify data and run rebuild.  Then I had to go to updates and check the reset updates box prior to checking for updates.  She said to keep running updates until it was fixed.  I would run the update then check my 1099 report. The first time I ran the update it fixed 2 of my 1099's. I had to run updates 4 times before all of them were fixed.

Good luck!

Lewhudga, 

Thank you for your reply.  I'm following your instructions but need help please.  I verified and rebuilt the file.  I've looked but can't find where to check the "reset updates box".  I actually can't find where Updates is located at all.  I have desktop QB.  

Never mind!  I found it!

Catherine,

I'm trying to run a 1099 NEC for a consultant to whom we paid $600.  He is set up as a 1099 vendor.  When running the 1099 summary he does not come up as needing a 1099, but the summary shows we paid him $600.  When attempting to run the 1099 the $600 shows in the Total Unmapped Payments column rather than reported on the 1099.  Shouldn't that $600 be in the first column, Total Included on 1099?

Thank you for your assistance.

SC 

Let me help you report the vendor as eligible for 1099 when processing the tax form, Tusc205.

When creating 1099s, QuickBooks uses the expense accounts you mapped to report 1099 transactions. If your amounts are off, you may want to review the contractor payment transactions and accounts associated with them.

1. Go to Reports on the top menu, then select Vendors & Payables.
2. Choose 1099 Summary.
3. In the 1099 options dropdown menu, select All allowed accounts.
4. If you find the missing vendor, find the Account and make it a 1099 Account. Just double-click the amount in the Total column for your Vendor.
5. In the 1099 Detail report make note of the Accounts in the Account column.

Then, to show these transactions on 1099 reports and forms, just follow the steps below:

1. Go to Edit on the top menu, select Preferences
2. In the Preferences window, choose Tax:1099 from the left pane.
3. Select the Company Preferences tab.
4. Choose the link next If you want to map your accounts to boxes on form 1099-NEC or 1099-MISC.
5. QuickBooks 1099 wizard page will come up. You'll be directed to Map Accounts. This window displays all accounts used for payments to 1099 vendors. From the Apply payments to this 1099 box drop-down, choose one of the 1099 boxes.
6. Once done, close the 1099 Detail report.
7. Click the second 1099 Options drop-down, then select Only 1099 accounts. 

Once done, proceed to Step 2 and Step 3 in this article to finish the process: Fix missing contractors or wrong amounts on 1099s. I've got some resources that you might need for additional information about managing 1099s on your account: 

• Common questions about 1099s
• Create a 1099 report for vendors and vendor payments

I've got your back if you have more questions about processing your payroll tax forms. I'd love to hear from you in the comment section. Take care and enjoy the rest of the day.