Learn the Process of E-filing 1099 Forms in QuickBooks Desktop

Form 1099 reports certain types of miscellaneous compensation such as rents, prizes, awards, healthcare payments, and related payments. QuickBooks creates this form using the information you already have in your account. Further, you can either e-file form 1099 or print it to submit to the IRS. E-filing 1099 forms in QuickBooks Desktop involves multiple steps discussed below. 

Below, we have mentioned a complete guide that involves steps to create and import the required data to e-file form 1099 within QuickBooks. So, let’s get started and move further with these steps…

Form 1099 is filed with the IRS, so it’s crucial to e-file it without any issues. If you find it to do just by following this guide or require some professional help, dial +1(855)-738-0359 and consult the issues with the team of QB experts

A Stepwise Guide to Create and File Form 1099 in QuickBooks 

Follow the below steps carefully to learn how to create and file form 1099 in QuickBooks Desktop. 

Step 1: Keep Your QuickBooks Updated 

Using an outdated version of QuickBooks when filling out Form 1099 might interrupt this process and cause issues. So keep your QuickBooks updated for smooth functioning. 

• Open QuickBooks and press the ‘F2’ key to open the ‘Product Information’ window. 
• Check the current version you are using. 
• You’re good to go if you are using a new QB version. However, if your QuickBooks version is outdated, you must update QuickBooks for best use. 

Step 2: Create Form 1099 in QuickBooks 

Here’s how to create Form 1099 in QuickBooks Desktop: 

• Go to ‘Vendors’ and then select ‘1099 Froms.’ Further, select ‘Print/E-file 1099 forms’ from the dropdown. 
• Before moving further, create a backup for your company file. 
• Click ‘Get Started’ to create form 1099. If you want to create both 1099-NEC and 1099-MISC, you can follow the same steps for the other one. 

• Choose one of your vendors who need Form 1099 and click ‘Continue.’
• Make sure the vendor information in QuickBooks is correct. Double-tap this section if any changes are required and click ‘Continue.’ 
• Map your vendor’s account, move to the ‘Account’ dropdown, and choose the account you want to link. Once done, click ‘Next.’ 
• To see the detailed reports, select ‘View Included Payments’ or ‘View Excluded Payments’ and click ‘Next.’
• Review the vendors and amounts you are reporting and click ‘Next.’
• Select the option to print or e-file Form 1099. If you are e-filling this form, move to the below steps. 

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Step 3: Import Your Data into Tax1099 Account 

After creating Form 1099, select the e-filling option and follow the instructions on your screen to import your data into the Tax1099 account. 

Step 4: E-file Form 1099 in Tax1099 Account 

Once you import tha data, the Tax1099 dashboard will start displaying the list of vendors, amounts, and boxes. To file your From 1099, follow the below steps: 

• Choose your vendor name from the list and click ‘Edit’ to edit the vendor or box information, then click ‘Update’ to update these changes. 
• If you are filling out form 1099 with your state, move to the appropriate state box and enter the required information. 
• Select the checkbox next to the vendor to upload the e-file and click ‘Next.’ If you face any issues or errors on your screen, get help from experts to fix it. Once done, again select your vendors to upload the e-file, then select ‘Next.’
• Select the vendors from the list by marking the checkbox next to the ‘Date’ column. Now, select how you want to send the copies of Form 1099 by checking the boxes under USPS Mail or Email Recipient. 
• If you want to file with your state, you’ll see some suitable options to select and then click ‘Next’ or ‘Calculate Tax1099.com Fee’ to see the total filing fee you must pay. 
• You’ll be redirected to the ‘Payment’ page. Enter your payment information and select ‘Pay & Submit’ to e-file. 
• If you want to create 1099-NEC and 1099-MISC forms, follow the same steps. 

We know e-filing 1099 forms in QuickBooks Desktop is a difficult process, and it’s required to be extremely careful. If you cannot create or e-file this form, we suggest you connect with experts on +1(855)-738-0359 and let them handle this task. Our team of QB experts is also available to troubleshoot the errors you experience when filling out form 1099. 

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