Fill out a W-9 and view your 1099 in QuickBooks Money

Learn how to sign in to QuickBooks Money to get your 1099.

Your employer or client can use their QuickBooks Online account to send you an invite to fill out your Form W-9. You can sign in from QuickBooks Money to complete the form and send it back directly. You'll also sign in to download your 1099 when it's ready.

This gives you a quick and secure way to share essential tax info with your employer.

Step 1: Get the invite from your employer

Ask your employer or client to invite you to fill out your W-9. If you already have a QuickBooks Money account, ask them to send the invite to the email address you use to sign in. If you don't have an account, you can create a limited QuickBooks Money account just for your forms.

Important: It's your employer or client's responsibility to give you your 1099. If you don't want to create a QuickBooks Money account, reach out to them to get a copy.

Step 2: Fill out your W-9

1. Open the invite email and select the link.
2. If you already have a QuickBooks Money account, select Sign in. Or, follow the steps to create a limited QuickBooks Money account. This account has limited features: you can fill out your W-9, submit it, and view your 1099.
3. Go to the Incoming forms tab.
4. Select Create W-9 (if starting a new one) or Manage W-9 if you already have a previous W-9.
5. Follow the steps to fill out and submit your W-9, or resend your updated W-9.

Now your employer has the info they need to complete your 1099.

Step 3: Update your W-9

You only need to fill out your W-9 once. You can sign in and send your existing W-9 if you get another invite from someone else. If you need to edit your W-9, change it before your employer or client submits your 1099 to the IRS:

1. Sign in to QuickBooks Money. Use the same account you used to fill out your W-9.
2. Go to the Incoming forms tab.
3. Select Create W-9 (if starting a new one) or Manage W-9 if you already have a previous W-9.
4. Follow the steps to fill out and submit your W-9, or resend your updated W-9.

Tip: The info automatically updates for your employer or client in QuickBooks Online. We also recommend you tell them directly if you make any changes.

View your 1099 forms

After your employer or client submits your 1099 to the IRS, you'll get an email when it's ready for download. Select the link in the email to sign in to QuickBooks Money.

You can sign in to QuickBooks Money to view or print your 1099.

1. Sign in to QuickBooks Money.
2. Go to the Incoming forms menu.