Using the 1099 Wizard in QuickBooks Desktop Pro (2019), is there a way to print a partial (truncated) Tax ID number on Copy B of Form 1099-MISC, mailed to the recipient, in order to protect the recipient's identity? For example, the Social Security No. would appear this way: XXX-XX-1234.
The IRS allows it, but I don't see where the 1099 Wizard makes it possible.
Solved! Go to Solution.
Hi there, itsalivin.
Currently, the feature to hide the tax numbers in the form is unavailable. If we are going to replace the numbers to any characters, it will give you an error. I can see that this is a good feedback to be submitted to our developers for product modification. I'll let them know about this.
As of now, you'll have to manually file the form.
Also, you can check this article to give you more details about 1099 Wizard in QuickBooks Desktop: Prepare and file 1099s with QuickBooks Desktop.
For future reference, you can check this out: Batch print forms in QuickBooks Desktop.
Please comment below if you need further assistance about 1099s. I'd be glad to help. Have a good one.
Thank you for your quick reply! By "manually file" I assume you mean it's okay to type up Copy B for each recipient rather than printing it through the 1099 Wizard; is that right? So long as the information is in the correct box, precise alignment should not be an issue for the recipient/taxpayer?
Thank you for getting back to us here on the Community page, @itsalivin.
Yes, you can prepare a pre-printed 1099 form and manually type in the information into it with the truncated Tax Identification Number (TIN). Just be sure the details are correct in each box.
For additional details about truncating recipient's TIN, you can read these articles:
- Instructions for Forms 1099-MISC and 1099-NEC (2020)
- Internal Revenue Bulletin: 2014-31
- General Instructions for Certain Information Returns
Also, feel free to read through these articles for additional reference about filing and preparing 1099 in QuickBooks Desktop (QBDT):
- How to set up contractors and track them for 1099s in QuickBooks
- Prepare and file 1099s with QuickBooks Desktop
Let me know if you have any other questions. I'm more than happy to help. Have a good day!