QuickBooks 1099 Form, 1099-NEC, and 1099-MISC Create, file, and Print

The 1099 form in QuickBooks is used to report payments made to contractors. Depending upon the types of payments, the users may have to file one or both of 1099-NEC and 1099-MISC. Luckily, users can fill and file the tax form directly from QuickBooks, which will then record and save the data to their books.

AccountsPro going to complete details and instruction to fill and file the QuickBooks 1099 form. Also know all QuickBooks IRS TAX Form types and purpose to e-file .

What is the 1099 Tax Form IRS and Who Needs to File It?

Users who’ve paid their contractors via check, cash, or direct deposit need to file the 1099 form to report such payments to the IRS. Digital payments don’t need to be reported, as they’re reported by the financial institution used to make the payment.  You may also need to check with your state about filing state 1099s.

How to Create a 1099 Account in QuickBooks?

Non-employee compensation is the payment provided to people whom you’ve not hired permanently as an employee. It is better to categorize all payments made to contractors and freelancers as non-employee compensation. However, you can select multiple categories if you also need to file the 1099-MISC form.

Follow the steps below to create your 1099s in QuickBooks Desktop. After you prepare your forms, you’ll choose to file them online or print and mail them to the IRS. Likewise, you’ll also choose if you want to email copies to your contractors or mail them printed 1099 copies. Let’s get started.

Step 1: Update QuickBooks Desktop

Update your QuickBooks to process your 1099-NEC and 1099-MISC forms.

Note: You must be on the latest release for your 1099s to print correctly.

Update QuickBooks Desktop

1. Open QuickBooks Desktop and log in using your credentials.
2. From the Help menu, navigate to Update QuickBooks Desktop
3. From the Overview tab, you should see a button that says Update Now
4. This will take you to the Update Now tab. Here you can select the updates that you are available. Make your selections and click the Get Updates button.
5. When all of the updates have been completed, the Status Message will say “Update Complete“

Update QuickBooks for Mac

• From the QuickBooks▼ dropdown, select Check for QuickBooks Updates.
• If a newer version is available, select Install Update.
• When prompted, select Install and Relaunch.
• When the update is complete, QuickBooks for Mac automatically opens.

Step 2: Create your 1099s in QuickBooks Desktop

Follow the below steps to create your 1099s.

For QuickBooks Desktop

• Navigate to Vendors, then 1099 Forms, and select Print/E-file 1099 Forms.
• Create a backup of your data for safekeeping.
• Choose Get Started for the specific 1099 form you need (NEC or MISC). If you require both, repeat the process for the other form.
  • For New Jersey & Wisconsin: Filing rules for boxes 16 and 17 differ in these states. Refer to the “File your state 1099 forms” section for details.

Note: Different 1099 forms have different boxes. Select the appropriate form carefully. Typically, businesses choose “Nonemployee Compensation, Box 1” on the 1099-NEC. However, consult your accountant if you’re unsure about the type of payments made.

• Choose the vendors requiring a 1099 form and click “Continue.”
• Double-check vendor information for accuracy. Edit any errors by double-clicking the specific section. Click “Continue” once done.
• Select the account you want to link the payment to from the “Apply payments to this 1099 box” dropdown. Note: Grayed-out boxes are already mapped to the other 1099 form. An account can only be linked to one form. Click “Continue” after mapping all accounts. If a red message appears regarding settings not matching IRS thresholds, choose “Show IRS 1099-MISC filing thresholds” and then “Reset to IRS Thresholds.”
• Check your payment information for any exclusions. View detailed reports on included or excluded payments by selecting “View Included Payments” or “View Excluded Payments.”
• Click “Continue” once finished.
• Review the vendors and reported amounts. Click “Continue” to proceed.
• To see vendors who don’t meet the IRS threshold, select “View Summary Report” (optional).
• Select whether to print or e-file the 1099s. If you choose to continue e-filing your 1099s, follow the steps below.
  • Starting in tax year 2023, In case you have 10 or more combined 1099s, W-2s, or other federal forms to file, you must file them electronically.

For QuickBooks Desktop for Mac

• Create a backup of your QuickBooks file for safety.
• Go to Vendors then select 1099 Forms and Print/E-File 1099/1096.
• Select Start on 1099-NEC or Start on 1099-MISC depending on the form you need. Repeat for both forms if necessary.
• Different 1099 forms have different reporting requirements. Choose the appropriate form based on your payment. Typically, businesses use “Non-Employee Compensation, Box 1” on the 1099-NEC. However, consult your accountant for specific payment types.
• New Jersey and Wisconsin: These states have specific filing rules for boxes 16 and 17 on the 1099 form. See “File your state 1099 form” for details.
• Select vendors that require 1099 forms. Double-check seller information for accuracy. Edit any errors by double-clicking on the specific section. Click “Next” to proceed.
• From the “Account” dropdown, select the account to which you want to link payments for each vendor.
• Note: The grayed-out boxes are already mapped to other 1099 forms. An account can be linked to only one form.
• Click “Next” once all accounts are mapped.
• View a detailed report on included or excluded payments by selecting “View included payments” or “View excluded payments” (optional).
• Click “Next” to proceed.
• Review vendors and reported amounts. Click “Next” to confirm.
• Select whether to print or e-file the 1099s. If you choose to continue e-filing your 1099s, follow the steps below.
  • Starting in tax year 2023, In case you have 10 or more combined 1099s, W-2s, or other federal forms to file, you must file them electronically.

Step 3: Import your data into Tax1099

Once your 1099s are ready in QuickBooks, select “E-File” to start the process. Follow the on-screen instructions to import your data into your Tax1099 account.

Step 4: E-file your 1099s in Tax1099

After importing, you will see the Tax1099 dashboard displaying a list of vendors, amounts, and boxes. from here:

• To edit vendor details or box amount, click the vendor name or the “Edit” button, then “Update.” Remember, these changes to Tax1099 will not affect your QuickBooks company data.
• File 1099 information into your state or related state filing boxes if necessary.
• Select the sellers you want to e-file by checking the boxes next to their names.
• Click “Next” to proceed. If errors exist, a message will appear. Correct the errors and repeat the selection process.
• Select vendors to receive copies by checking the boxes next to their names.
• Choose your preferred delivery method: USPS Mail or Email.
• Note: Additional charges apply for USPS mail.
• Download multiple PDFs as an alternative to providing copies to sellers.
• If necessary, select the state to file.
• Then click “Next” to view the total filing fee or calculate the Tax1099.com fee.
• After finalizing your selections on the form selection page, you will be directed to the payment section.
• Enter your payment details and click “Pay & Submit” to e-file your forms.
• If you need to file both a 1099-NEC and a 1099-MISC, repeat the process for the other form.

Step 5: Check your filing status

After submitting your 1099s to the IRS, return to your account to check their status.

How To Print QuickBooks 1099 Form

Now you can print out the forms or file them online. QuickBooks will inform you about the recent changes to the 1099 forms.

To create a Tax1099 account, follow the steps provided below:

1. Once you’ve created the 1099 forms in QuickBooks, you’ll find the Go to 1099 E-File Service Click on It.
2. Sign up for a Tax1099 Account. If you already have an account, then Sign In.
3. Follow the Guide to import tax data from QuickBooks.

AccountsPro Step by step instruction and guide for QuickBooks E-file Setup which might helps you to pay tax via online mode .

How To E-file 1099 And 1099-NEC Via QuickBooks

To E-File the 1099 forms, follow the steps provided below:

1. Select the Vendors for whom you want to file the 1099s.
2. Select the method via which the copy of the 1099 will be sent to vendors.
3. Click on Calculate com Fee or click on Next.
4. On the payment page, click on Pay & Submit.
5. Repeat the steps to file 1099-MISC.

Do you know by doing QuickBooks EFTPS Setup , user can pay 940,941,,945 and other payroll taxes easily .

The Tax1099 account can also be used for tracking the status of the 1099s filed by you. You’ll get 9 9-digit reference number which you can use to get more details about the status. To know more, you can get in touch with our experts at QuickBooks Support Phone Number.

Frequently Asked Questions