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fish6
Level 1

1099 NEC mapping

Hello,

I made payments to a vendor using two separate accounts, both Type "Expense" and Detail Type "Other Miscellaneous Service Cost".  The payments from one account show in the 1099-NEC column and the payments in the other account do not.  All of these payments should show up in the 1099-NEC column.  How do I edit the COA so that these two accounts are treated the same when it comes to the NEC column?

Solved
Best answer January 12, 2023

Best Answers
DivinaMercy_N
Moderator

1099 NEC mapping

Thanks for getting back here, @fish6. I want to ensure this will be taken care of. 

 

I can see that you did everything you could. To further help you with this, let's verify that all of the accounts used for 1099 are assigned to the box on the form. You'll see this on the Prepare 1099s page. To include amounts on 1099, the account must be assigned to a 1099 box. Check this screenshot for a visual guide:

 

 

 

If you noticed that a vendor was not included in Step 4 of Prepare 1099s, simply select the funnel icon located at the upper left part of the page. Then, in the 1099 contractors that meet the threshold section change Type of contractors to 1099 contractors below the threshold and click Apply. This will display the vendors with insufficient payment amounts to require 1099.

 

You can also select the amounts to generate a report showing each transaction. From there, check the Account column to see which account is used for each transaction.

 

For more details about the process, please proceed to the Accounts are not mapped to 1099 boxes section of this article: Common Causes for Incorrect Amounts on 1099s.

 

However, if verified that all accounts are assigned to the 1099 box and you still can't see the payments, I highly recommend reaching out to our Payroll support team. They use specific tools to pull up your account and investigate the root cause of the issue. You can also request a screen-share session so they can review your set up. 

 

I've also added this helpful resource that you can access to have a guide in case you need to make corrections to 1099-NEC or 1099-MISC forms after you e-filed them: Correct or change 1099s in QuickBooks.

 

I'm always around the Community if you have any other concerns about managing your Form 1099-NEC. Don't hesitate to post again here. Have a good one and keep safe. 

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10 Comments 10
JamesAndrewM
QuickBooks Team

1099 NEC mapping

Thanks for posting here in the Community, fish6.

 

I'll share some information with you. You can either create a journal entry to move amounts to show into your 1099-NEC or, you can edit existing payments to the new accounts.

 

In this case, you'll have to create a new account to track the separate payments. Before you do so, keep in mind that changing the type or detail type of account may cause changes in your accounting and reporting. With that, I'd recommend seeking advice from an accountant to ensure that your account remains accurate.

 

Here's how to add a new account:

 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Select New. Depending on your account view, you’ll either see a panel labeled New account or New category. Select the option you see below for the next steps.

 

These are the steps for the New account panel:

 

  1. Select the Save account under ▼ the dropdown to choose the type of account, Expense, Other Expense, or Cost of goods sold. To narrow the scope of account types, you can select one of the account type buttons above the dropdown.
  2. In the Tax form section ▼ dropdown, select the detail type that best fits the transactions you want to track.
  3. Enter a name in the Account name field. (ex. 1099-NEC Federal Income Tax Withheld)
  4. Optionally, enter a description in the Description field.
  5. When you're done, click Save.
  6. Repeat this process for each new account to be reported on the 1099-NEC.

 

For the detailed steps, please refer to this article: Modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

 

You can visit this article to learn how to prepare and file your Federal 1099s with QuickBooks Online: Create and file 1099s with QuickBooks Online

 

Please don't hesitate to reach out to us if you need help. Have a nice day!

fish6
Level 1

1099 NEC mapping

Why can't I fix the account so that it maps properly and puts related payments into the NEC column?  From what I can tell these two accounts are set up with identical settings.  Why would one put associated payments in the NEC box and the other doesn't?

Kurt_M
QuickBooks Team

1099 NEC mapping

Thanks for getting back here in the thread, @fish6. Let's work this out to ensure the other 1099 NEC account gets set to reflect those associated payments in the NEC box in QuickBooks Online (QBO).

 

Although both accounts are identical, please be aware that some payments will not reflect because they've been excluded from the list. The following are payments that would reflect in your 1099 NEC account, payments for 1099 vendors made via credit cards, debit cards, or third-party systems, such as PayPal, and many more. The reason for this is that your financial institution does it for you.

 

For more information, please see this page: Understand which payments are excluded from a 1099-NEC and 1099-MISC.

 

If everything checks out, and the issue still persists, I'd recommend reaching out to our QuickBooks Online Customer Care Team. This way, they can assign someone from our team to check with your account and determine the root cause of the problem. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Visit this article to know more about the office hours of the support team: QuickBooks Online Support.

 

In addition, I've got you this article in case you'd like to make changes to your 1099s: Correct or change 1099s in QuickBooks.

 

You can also check this page in case you have contractors that you'd like to track the 1099s in QBO: Set up contractors and track them for 1099s.

 

Please don't hesitate to post here again if you need further assistance with this. I'm more than willing to help you get through this. Take care, and have a nice day!

fish6
Level 1

1099 NEC mapping

Are you referring to the "payment method" listed on the expense record?  It is identical for both entries.  So is the checking account.  The type and detail type of the Account is also the same.  Yet one goes in the NEC box and the other does not.  How is this possible?

Rasa-LilaM
QuickBooks Team

1099 NEC mapping

Let me assist and guide you in resolving your 1099 issue, fish6.

 

We'll need to go to the Check that the payments add up window to see if your vendor meets the threshold. Please know that contractors you paid above the annual $600 cash threshold get a 1099 form. I'm here to show you the steps to get there:

 

  1. Go to Payroll on the left panel and choose Contractors.
  2. Select Prepare 1099s and click Continue until you get to the window called Check that the payments add up.
  3. Tap the arrow next to the filter icon at the top of the table and change the type of contractors to 1099 Contractors below threshold.

 

If the vendor's name is not included on the list, I recommend contacting our QuickBooks Online (QBO) Care Team for further assistance. They can review the account setup and transactions in a secure space. Once the solution is available, our specialists will assist you through the real-time implementation process.

 

I've included an article that will walk you through how to troubleshoot when one of your contractors is missing or not showing up when you create your 1099s: Fix missing contractors or wrong amounts on 1099s.

 

You can utilize the following resources to stay on top of year-end tasks and your accounting activities:

 


Keep in touch if you still have additional questions about 1099s and other product-related concerns. I'll get back to help you the best that I can, fish6.

fish6
Level 1

1099 NEC mapping

yes, the vendor is over the threshold.

fish6
Level 1

1099 NEC mapping

To summarize, I have multiple payments to a vendor that put that vendor well over the 1099 reporting threshold.  Payments associated with "Account A" appear in the 1099 NEC column.  Payments associated with "Account B" do not.  Both accounts are expense accounts with the same type and detail type.  All payments were made from the same checking account and with the same "payment method".  How is it possible that these payments are being treated differently when it comes to the 1099 NEC column?  How do I fix it?  It seems like there should be a way to fix these accounts so that they function the same way.

DivinaMercy_N
Moderator

1099 NEC mapping

Thanks for getting back here, @fish6. I want to ensure this will be taken care of. 

 

I can see that you did everything you could. To further help you with this, let's verify that all of the accounts used for 1099 are assigned to the box on the form. You'll see this on the Prepare 1099s page. To include amounts on 1099, the account must be assigned to a 1099 box. Check this screenshot for a visual guide:

 

 

 

If you noticed that a vendor was not included in Step 4 of Prepare 1099s, simply select the funnel icon located at the upper left part of the page. Then, in the 1099 contractors that meet the threshold section change Type of contractors to 1099 contractors below the threshold and click Apply. This will display the vendors with insufficient payment amounts to require 1099.

 

You can also select the amounts to generate a report showing each transaction. From there, check the Account column to see which account is used for each transaction.

 

For more details about the process, please proceed to the Accounts are not mapped to 1099 boxes section of this article: Common Causes for Incorrect Amounts on 1099s.

 

However, if verified that all accounts are assigned to the 1099 box and you still can't see the payments, I highly recommend reaching out to our Payroll support team. They use specific tools to pull up your account and investigate the root cause of the issue. You can also request a screen-share session so they can review your set up. 

 

I've also added this helpful resource that you can access to have a guide in case you need to make corrections to 1099-NEC or 1099-MISC forms after you e-filed them: Correct or change 1099s in QuickBooks.

 

I'm always around the Community if you have any other concerns about managing your Form 1099-NEC. Don't hesitate to post again here. Have a good one and keep safe. 

fish6
Level 1

1099 NEC mapping

Thank you Divina_n.  When I open my "1099 Filings" link and then click "Continue your 1099s" it goes straight to Step 4.  I didn't realize I could go back two times to get to the Accounts section, which is where you map the accounts.

 

I am a little surprised that based on my question about "mapping" accounts that nobody got me to that page sooner.

RCV
QuickBooks Team
QuickBooks Team

1099 NEC mapping

Thanks for coming back. It's great to know you were able to map your accounts, fish6.

 

Also, when preparing your 1099s you have the option to choose the box for the types of payments you made and the expense accounts you use for these payments. QuickBooks will depend on how you set up the details on the 1099. With that said, let's make sure the accounts and boxes are properly mapped for both the 1099-MISC and 1099-NEC forms. This helps QuickBooks to automatically determine the entries that should go to the 1099-NEC.

 

You can check out this article to view details on which payments are not included in the 1099 forms: Understand which payments are excluded from a 1099-NEC and 1099-MISC. I'm also adding this article so you'll be able to see other related information about 1099 and be updated with this form: Get answers to your 1099 questions.

 

Please don't hesitate to post here again if you need further assistance with filling 1099 forms. I'm more than willing to help you get through this. Take care, and have a nice day!

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