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Level 1

1099-MISC CA state filing

I have gotten conflicting answers from Quickbooks as to whether or not the IRS forwards the 1099-MISC forms to the state of California after we file using Quickbooks Online.  The answer in the link below indicates yes, but others responded saying Quickbooks does not use the combined filing system.  I want to know if the IRS forwards the forms to the state of California anyway because in prior years this company filed using Quickbooks, but did not file with CA, and there was never any issue which makes me suspect that California somehow received the forms anyway.  The other question I have is, if the company does indeed still need to file the 1099-MISC forms with CA after filing electronically to the IRS using Quickbooks, what format does the CA Franchise Tax Board require?  The company once sent in paper copies to the FTB, and never heard back from them.   I have been told that one must file electronically with the FTB if the IRS forms were filed electronically.  All this is totally confusing and there is not enough information on the IRS web sites, the CA FTB web sites, or Quickbooks, so I need someone at Quickbooks to do some thorough research here to come up with a comprehensive answer.  

 

https://quickbooks.intuit.com/community/Employees-and-payroll/Is-QB-using-the-IRS-Combined-Federal-S...

21 Comments
QuickBooks Team

Re: 1099-MISC CA state filing

Hi there, CA_CPA.

 

Calfornia is one of the states that support the Combined Federal and State Filing (CF/SF) Program. Let me route you to this Help article for reference: What states support the Combined Federal and State Filing Program (1099)?

 

With regards to your second question, it's best to contact the CA Franchise Tax Board to check what format is required. 

 

In addition, you can also contact our QuickBooks Online 1099 Support for more details about the e-fling service. Check out this link to get their contact information: QuickBooks Online 1099 Support.

 

The Community is always here if you have other questions. 

Level 1

Re: 1099-MISC CA state filing

i FOUND YOUR ANSWER SINCE THEY DID NOT ANSWER YOUR FILING QUESTION.

 

Best answer Monday
 
AldrinS
QuickBooks Team
 
 

I have great news to share with you, renee8!

 

QuickBooks is using the Combined Federal and State Filing Program (CF/SF) for the 1099-MISC form. Also, I'm happy you've mentioned you're filing to the State of California.

 

With this, I'm able to confirm you're able to utilize QuickBooks to file your form, since it's one of the states that support the program. Additionally, I recommend the following link as it's a hub of articles to assist with the preparation of the 1099-MISC form: What states support the Combined Federal and State Filing Program (1099)?

 

I'm confident these resources will have you on the right path and filing the form in no time. However, before you go, can I ask for the QuickBooks link for California that you saw earlier? I want to report it to our Knowledge Management Team, so we can update it and ensure it'll help you and others in the future.

 

Please don't hesitate to touch base with me here in the Community if there's anything else I can do for you Thanks for reaching out, I look forward to hearing from you.

Level 1

Re: 1099-MISC CA state filing

So in english, if we filed our 1099s with Intuit it was sent to CA, is that correct? 

Anonymous
Not applicable

Re: 1099-MISC CA state filing

Hello, JAguilar.
 

Yes, IRS will forward the 1099-MISC forms to the state of California. The IRS Combined Federal/State Filing Program will only have to file once. IRS will forward the California returns to your state.

 

Please get back to us if you need anything else. 

Level 1

Re: 1099-MISC CA state filing -- QuickBooks Online

Hi- I had the same question re 1099 CA State filing. I have used QuickBooks (Online)service  to file our 1099 federal return, can you please confirm that the answer provided previously is still correct and that this happens automatically [without me having to do anything else]?  

Yes, IRS will forward the 1099-MISC forms to the state of California. The IRS Combined Federal/State Filing Program will only have to file once. IRS will forward the California returns to your state.

Level 1

Re: 1099-MISC CA state filing

Hi- can you please confirm that this is still true for this year as well?  I have used QuickBook (online) 1099 filing service to submit our Federal return... so based on the below, I believe I dont' have to do anything else to submit CA State return. Can you please confirm? Thanks!

QuickBooks Team

Re: 1099-MISC CA state filing

Yes, the State of California supports the Combined Federal and State Filing Program (1099) is applicable this year, JMP-PC. 

 

Once you've submitted your form 1099 to the IRS, they'll be the one to submit it to your state. I'm attaching the article about the combined program again for your reference. I also suggest to reach to your state and confirm if it has the same filing due with the IRS. 

 

Let me know if there's anything else that you need help with managing your 1099s

Level 1

Re: 1099-MISC CA state filing

I too am finding conflicting answers. Even the link you provided is confusing.

I say this because in section 1 it says CA does participate in the shared filing but then in the next section, which does not include California, it would seem I do have to file something.

 

My question is does my company have to apply to be part of this program? Or
Since my company uses QB to file electronically and QB does participate in the combined/share filing program, then my company is automatically enrolled/eligible?

 

 
 
Moderator

Re: 1099-MISC CA state filing

Hello dear, deniseisgrumpy. It's my pleasure to have you here in this thread.

 

The first lists are those states that support the combined filing. That said, you still have to send 1099 to your state. However, combined state and federal filing is not supported by our software. 
 

To make it short, even the state has a combined filing, it is not available in QuickBooks Online. 

 

Please get back here if you other questions as you go along with your book. I'm right here and the Community people to provide you more information you need about your concern. I hope you're good. Take care! 

Level 1

Re: 1099-MISC CA state filing

So even though I e-filed with the IRS via your service, I will still need to mail my 1099-MISC to the State of California.

QuickBooks Team

Re: 1099-MISC CA state filing

Hi there, Denise.

 

Yes, you'll have to mail your 1099-MISC to your state agency because the Combined Federal and State Filing Program (1099) is not yet applicable in QuickBooks Online.

 

For now, I encourage you to visit our QuickBooks Online Blog Site, to stay current with our latest news and updates about the product including filing the forms. 

 

I got your back if you have any other concerns. I want to make sure you're all set. Cheering you to a productive week!

 

Level 1

Re: 1099-MISC CA state filing

I think the article says a few different things. I'm keeping this conversation going because the last response by QB support is directly in conflict from an answer farther up the chain.

 

Section 1: California participates in combined filing (which means the IRS sends any 1099s it receives to California.)

 

Section 2: Certain states don't require a 1099-MISC at all (irrelevant because California isn't on the list and we know we have to get our 1099s to CA somehow.)

 

Section 3: QBO doesn't support a filing directly to the IRS and any state simultaneously, but because of the confirmation in Section 1, CA will end up with our 1099s. It's not a QBO functionality, it's an agreement that the IRS will send all 1099s it receives to CA.

 

Right??

Moderator

Re: 1099-MISC CA state filing

Thanks for your input from every angle, brinicole42.

 

Yes, you're right. California is not on the list of states which doesn't require to file Form 1099-MISC.

 

As of this moment, since QuickBooks doesn't file 1099s with the states, you'll need to check with your state agency for filing requirements. 

 

On the other hand, if you print and mail Form 1099-MISC to the IRS, you can add the information by hand in boxes 16 and 17 after you have printed the form. Just be sure to write legibly using a black ink pen.

 

To learn more about preparing 1099, you can visit these articles:

I'm always here to answer any questions you may have, just leave a comment below. Have a great day!

Level 1

Re: 1099-MISC CA state filing

Hi all,

 

I just finished a chat with the CA FTB in which I asked this question, and he confirmed:

"We obtain the 1099-MISC from Federal. The income will be included in your federal adjusted gross income, which you report to CA on your tax return."

 

So, no need to send in 1099-MISC to the state of CA! It was so hard trying to get an answer from QBO that I just went to the source. Hope that helps.

Level 1

Re: 1099-MISC CA state filing

ladytraute1010 - I believe you asked or got answered by FTB from the Payee perspective and answer was that income reported by the payer as payed to you will be included into your income.

 

I believe many here including me are still interested if we need to file 1099-MISC as Payers with CA after we used QBO service to file with IRS. At this point I feel that although CA may receive 1099-MISC from IRS as part of combined program that does not relieve the Payer to send our state copies to CA FTB.

 

Payees actually never have to file any 1099-MISC, they just include info rom 1099-MICS they receive into their gross income on their return.

 

UPDATE: I figured you still need to file 1099s with California because QBO specifically does not support Combined filing program.

Level 1

Re: 1099-MISC CA state filing

Wrong - if you eFiled to IRS using Quick Books Online then California will not get your 1099 because Quick Books Online does not support CF/SF functionality at all.

 

Only if you filed with Quick Books Desktop (for Mac only starting 2020 version) then it will be filed combined because that software supports CF/SF

Level 1

Re: 1099-MISC CA state filing

So I've e-filed to IRS using QB Online.  What format do I use to print and send to CA?  Do I need to buy special forms to print on?

Level 1

Re: 1099-MISC CA state filing

So I've e-filed 1099s with IRS using QB Online.  What format do I use to submit 1099s to California?  Do I need to buy special forms to print on?

QuickBooks Team

Re: 1099-MISC CA state filing

Hey there, @kimkarlsberg. Thanks for reaching out!

 

I'm happy to help you with our CA 1099 question. I want to let you know that QuickBooks is now using the Combined Federal and State Filing Program (CF/SF) for the 1099 form. Since California is one of the states that support the program, The IRS electronically forwards information returns to the state for you.

 

For more information about Combined Federal/State Filing Program (CF/SF), I'm adding the link that'll route you to the IRS publication (scroll down to page 23):

 

https://www.irs.gov/pub/irs-pdf/p1220.pdf

 

Please reach out to me here should you need any further assistance, I'm always available to talk QuickBooks.

Level 1

Re: 1099-MISC CA state filing

is your statement also true for QuickBooks Online?

Level 1

Re: 1099-MISC CA state filing

No, you do not need to buy official 1099-MISC forms to file with California FTB. You can print "Copy 1" of your filed 1099-MISC (these are downloadable on the page where you filed with QBO). Just print it - put into envelope and send to FTB with certified mail.

 

Only if you file on paper to IRS then you need to buy official form for IRS (again not for CA) because red ink on "Copy A" is special protected ink. 

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