Quickbooks Desktop 1099 NEC Wizard

I appreciate your time getting back here, rtconsulting.

QuickBooks Desktop does not fill in the Boxes 15a -  15b and 18. To troubleshoot boxes on form 1099 for QuickBooks Desktop, see the QuickBooks Desktop behavior: 1099 article. If you are trying to omit payments, we can go back to your QuickBooks 1099 wizard and follow the steps below:

1. Go to the Vendors menu and then select Print/E-file 1099s.
2. Select the 1099 Wizard, then select Get Started.
3. On Map vendor payment accounts page, look for the expense and select Omit these payments from 1099 from the Apply payments to this 1099 box drop-down. 
4. Click on Continue to review payments for exclusions and to confirm your 1099 entries. 
5. Press Save & Close once you're done. 

For more information on what can be excluded see What payments are excluded from a 1099-NEC and 1099-MISC?. Once done, attempt to view 1099s again to check if there are any changes. You can check out the 1099 E-File: QuickBooks Desktop setup, troubleshooting, & FAQs article for your future reference. 

On the other hand, to map the accounts for vendor payments, just follow Step 4 in the Create and file 1099s with QuickBooks Desktop article. If you're getting the same result after mapping the fields, please contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

Visit our Tax forms page to learn more about adding and managing your tax forms in QuickBooks. 

The Community will always have your back if you need anything else in QuickBooks. Assistance is just one click away. You have a good one. 

Thanks for your prompt reply.

However, I'm saying that step 4  of the 1099 NEC wizard is not working properly. I can't use the drop-down you are referring to in 3 of your reply to remap that account. The drop-down works for all the other accounts but not that one. For that particular account it now is greyed out.

I would like to get the drop-down re-enabled somehow.

I'm here to help keep the process of re-mapping your 1099-NEC account easy and simple, netdweeb.

Downloading the latest tax table is a good start when it comes to fixing 1099-related issues in QuickBooks.

After that, let's update your QuickBooks Desktop to its latest release to synchronize the changes. Here's how:

1. Click Help at the top menu bar and choose Update QuickBooks Desktop.
   
2. Go to the Update Now tab.
3. Select the Reset Update and click Get Updates to start the download.
4. Once done. Hit OK and restart QuickBooks.
   
5. When prompted, accept the option to install the new release.

Once done, go back to your 1099-NEC wizard and remap the accounts. However, if the account is still grayed out, you can verify and rebuild your data to better isolate the issue. 

You can read through this article to know more about the new 1099-NEC form as well as a link on how to file them: Understanding payment categories for the 1099-MISC and 1099-NEC.

If you still need help with mapping your 1099-NEC accounts or need further assistance with QuickBooks, please let me know. I'll be here to keep helping. Have a great rest of your day!

Hi,

Thanks for your response!

We are not using QuickBooks payroll so we do not have a service key ... so I'm having challenges downloading the latest tax table.

We have QuickBooks 2020 Desktop Premier non-profit.

Automatic Update is ON.

The last update check was Jan 10 but nothing was downloaded. Automatic updates are selected for:

Maintenance Releases

Help

Nonprofit

Data Protect

App Setup

Protocol Handler

Service Messages

That is all that is turned on.

Payroll is not turned on for automatic updates because we aren't using it ...

Hope you can help!

Hello,

Thank you for all of the instructions and tips!

Automatic Updates are turned on.

But we don't have payroll installed so I'm at a loss at getting updates of tax tables, as we don't have a service key.

The last update check was Jan 10 but no updates were found.

We are using QBDT 2020 Premier non-profit edition.

Any help would be appreciated!

Hello, netdweeb.

Thanks for getting back to us with the updates and I appreciate the time doing all you can to resolve this. 

At this point, I recommend contacting our QuickBooks Support so they can investigate what's preventing you from getting the 1099-NEC update.

After finding out the root cause of the issue, they'll use their tools to force QuickBooks to get the 1099-NEC option in the wizard. 

Here's how to contact them:

1. Click the Help menu, then choose QuickBooks Desktop Help. 
2. On the new pop-up window, click the Contact us link.
3. This will open a new web page. Select a topic or type "Missing 1099-NEC option in the Wizard" in the box.
4. Click Search. 
5. Select Start a message or Get a callback (whichever is available). 

After getting the update, please check this article if you need help filing the 1099 form: Create and file 1099s with QuickBooks Desktop.

You can also read other articles if you need help doing other tasks such as managing your lists or transactions. Check them out from the QuickBooks Desktop general help page (choose a topic then an article). 

Post here again if you need help with the processes in QuickBooks Desktop. Here to offer guides, articles and important pointers to complete your tasks. 

Hi,

Apologies for the delay in the reply. I contacted QuickBooks support per the recommendation, and had a chat conversation. Since we have a "standalone version" of QuickBooks (we are a small 501c3 nonprofit and obtained our license at a greatly reduced price), we apparently have to pay $74.99 for a single support incident. With COVID we don't have a lot of excess funds, and this wasn't in our budget. I also was concerned that this could be a software bug fix and didn't see the logic in paying to help debug Intuit's software (sorry!).

The support person sent me an article about fixing common problems and errors with the QuickBooks Desktop Tool Hub. I got some access time to our system today and downloaded the tool. However,  I have no idea which type of error/issue I should be having it address. It has options for the following:

• 6123
• H202
• Company file issues
• Install issues or errors
• Networking errors
• PDF and printing errors
• QuickBooks crashing

I'm guessing its an installation issue or a company file issue, but I don't really know. I'm not getting a specific error message, and QuickBooks isn't crashing. I did install the newest version of the tool, but have not run it yet.

Just wanted to report back and see if anyone had any ideas.

Thanks again for your insights!

I appreciate you for getting in touch with our support, netdweeb.

Since you're not getting any error, let's try running the new version of the tool. It may help us fix the issue you're getting.

If the same thing happens, I'd recommend reaching out to our Phone Support. This way, we can open an investigation about this one. You can follow the steps shared by my colleague to contact them.

I'm just around if you need help. Keep safe!
 

Hello,

I guess I'm slightly confused. Don't you have to choose one of the options in the Tool for it to do anything?

Thanks.

Hello,

I guess I'm a bit confused here - don't you have to select one of the options specified in the Tool for it to do something?

Thanks.

Hi there, @netdweeb.

I appreciate you for getting back to us here in the Community. Allow me to step in and help you fix the 1099 issue in QuickBooks Desktop.

Yes, you'll need to select one of the options in the tool. Since this is something to do with the data, I recommend choosing the Company file issues option.

Also, if you need to file both a 1099-NEC and a 1099-MISC, I recommend reviewing your chart of accounts to map them correctly. Please check out this page for more information: How to modify your chart of accounts for your 1099-MISC and 1099-NEC filing.

Additionally, I recommend visiting the following article to run the Verify Data and Rebuild utility in QuickBooks: Verify and Rebuild Data in QuickBooks Desktop.

Please let me know if you need anything else regarding the 1099 NEC Wizard. The Community and I will be here to help you.

Hi AlcaeusF,

I ran the tool and selected the Company files issue option. Tool said there was nothing to fix.

I then opened QuickBooks and the drop down for that one mapping is still grayed out - I can't changed it from Box 15 (which isn't even on the 1099-NEC form) to anything else. If I am having this issue, I would think some other organization will experience it as well.

We are not filing any 1099-MISCs, so I don't need to make any changes to the Chart of Accounts.

I have not verified/rebuilt data in QuickBooks itself at this point.

I appreciate you for the update, @netdweeb.

When the QuickBooks Desktop (QBDT) Tool Hub didn't fix your company file issue regarding 1099-NEC, let's go ahead and run the Rebuild Data tool. Since it's built-in or attached to the program itself, it can automatically fix minor data issues. Let me guide you how.

1. Go to the File menu, choose Utilities, and then select Rebuild Data.
2. On the QuickBooks Information window, select OK.
3. Follow the onscreen steps to save a backup.
4. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
5. Once done, select OK.
6. Go to the File menu, choose Utilities, and then select Verify Data.
7. Let the tool check your file for data issues.

Once QuickBooks finds an issue with your company file, select Rebuild Now. Then, in case the data issue continues after rebuilding your company file, try again. 

However, if you still have data issues, I'd recommend performing the suggested fix in this article starting Solution 2: Fix data damage on your QuickBooks Desktop company file.

After everything is all set, you can prepare and file your federal 1099s. For the step-by-step guide, you can refer to this article: Create and file 1099s with QuickBooks Desktop. It also includes answers to the most frequently asked questions about 1099s.

Let me know if you have other concerns about 1099-NEC and fixing any data issues in QuickBooks. I'm just around to help. Take care always.

I am seeing these posts all over support.  I too was offered a chance to pay for support today when it appears to be a software issue.  We are a small company that has very little to report.  We have used this tool for several years and have never had this issue. 

For those with little to report, you can use their Excel Template and filled in the info myself which allowed me to submit the correct info.  It is a link just under the upload window in Import>>Excel.  This does require that you continue through the screens to file/print even though the info is not correct.  You have to upload to Tax1099 anyways - either through an import option or installing the QB plug in.

If you have a lot of info, perhaps you could exclude the incorrect account(s) and then upload those accounts through the Excel option after uploading the correct accounts with the QB plugin.  Very disappointing to see this when a lot of businesses are struggling.  That Intuit would ask people to pay for support on an issue that appears to be on their end or that of Tax1099.

Hi Rea_M,

Thanks for your reply. I appreciate it!

I rebuilt data, then verified data. The first time I ran rebuild, It found one error.

Error 179 Warning: Verify Master: totTrans wrong. Is 25291 Should be 25525

Did a Rebuild Now. No errors with the utility.

QuickBooks still shows MISC Box 15: State tax withheld in the 1099-NEC mapping utility, and the drop down is grayed out to change that.

I then went to the article you indicated and followed the steps in Solution 2 to fix data damage. The utility found no damage.

The 1099-NEC mapping utility is unchanged.

I guess I should be glad there is no Box 15 on the 1099-NEC form to print erroneously - because I'm not having any luck with any of this.

Thanks DumanInc.

I do appreciate all the support I'm getting through this forum. I agree with you that being told to pay for phone support for what does seems to be a software issue is frustrating. We have been using QuickBooks since 2012 and I've never needed to post a question to the forums before.

Thank you for following the troubleshooting steps, netdweeb.

Since the error persists even after the steps, I recommend reaching out to our QuickBooks Desktop support. They will be able to assist you further. They can work on your account remotely to resolve the error. 

Here's how: 

1. Click Help at the top menu and select QuickBooks Desktop Help.
2. In the Have a Question? window, enter a topic.
3. Click Contact us.
4. Hit the Start Messaging button.

Please know that you can always go back on this thread if you need anything else. 

Thank you, MaryLurleenM.

However, I tried reaching out to QuickBooks Desktop support on Jan 9. The individual I spoke with said I would have to pay for a support call. I believe the cost for a single call was $74.99. We are very small and with COVID we have no discretionary income. This was not in the budget and I'm not able to pay for the call. I also have an issue with being asked to pay for what appears to be a software problem.

As I can generate the 1099-NEC forms correctly (as there is no box 15 on that form), I'm even less inclined to pay for a support call.

I do appreciate all the assistance I've received through this forum. But I now have spent hours running various utilities and the problem has not gone away. Fortunately it does not stop me from doing what I need to do for the IRS!

I'd like to thank you and everyone else who has tried to help me with this issue.

I am having the same EXACT issue and this is where about 90% of my 1099-NEC reporting data comes from.  I do not know how this account decided to choose Box 15, but I too cannot change it to anything else!!!

Looks like I may have to manually upload about 200 records manually.  We too are a small company trying to get by with everything going on, I would think the support team would make an exception to help small our businesses out.

I had a similar issue and went to Edit/Preferences/Tax: 1099/ and chose the 1099-Misc option rather than 1099-NEC to change the account to "Omit these payments from 1099".  Then I was able to go back to the 1099-NEC mapping and change it to NEC Box 1.

Hello there, tbright.

I’m happy to know you’re able to find a way to resolve the issue. The troubleshooting steps shared will help other customers who are experiencing the same problem. Also, the Community is a platform where customers can exchange experiences, provide feedback and share their best practices using QuickBooks.

I don’t want to leave you empty-handed, so I’m adding a link where you can view our self-help articles. It also contains resources to help your business thrive.

Stay in touch if you have any other concerns or questions about QuickBooks. I’ll be around to answer them for you. Wishing you and your business continued success.

I'm having a problem mapping for the 1099 NEC. The 1099 wizard is not running correctly.  I have one vendor who we have sent out 1099 Misc for several years.  When I go to Map vendor payment accounts -Next to the vendor name it says "MISC Box 15: State tax withheld" it is grayed out and won't let me change it.  I have run updates, verified the data, rebuilt the data, shut down, and restarted and it still is not fixed. How do I correct his

Thanks for providing us in-depth details of your concern. This is not the impression we want you to experience when using QuickBooks, MRS JOHNSON.

I appreciate you for performing some troubleshooting steps to get this sorted out. I've checked here on our records and there's no reported case about this one. To better isolate this one, let's try opening another company file to check if you're having a problem with only one file and not the program itself. Let me show you how:

1. In your QuickBooks, go to the File menu at the top left.
2. Choose Close Company.
3. In the No Company Open window, click the drop-down arrow in the Open a sample file icon.
4. Choose a sample file and click on it.

Then, try mapping your 1099-NEC form again. If it works, there may be a damaged component on the company file you've been working with. We can repair QuickBooks to resolve the issues with the software.

If the problem persists, I'd suggest contacting our Technical Support Team. They'll pull up your account in a secure environment and help you with this one. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

1. Click the Help icon on the top menu. 
2. Choose QuickBooks Desktop Help. 
3. Tap Contact us.
4. Select Search for something else and enter your concern in the Tell us more about your question: field. 
5. Tap Search. 
6. Choose Start a Message or Get Phone Number to connect with our support. 

Visit our Tax forms page for more insight s about adding and managing your tax forms.

I'd like to know how things going after contacting our support agent, 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.

the drop down in mapping will not let me change it.  I want it to be a 1099 nec box 1 NOT 1099 misc box 7 how do I reset or change the mapping.  I won't have any 1099 misc box 7 people