Learn How to Create and File QuickBooks 1099 Forms 

Stay compliant with the IRS by filing your 1099 forms on time with QuickBooks!

Whether you use QuickBooks Desktop or Online, preparing and filing your taxes is simple — and QuickBooks Online can even file for you. All you need to do is create the forms with the required information and choose to file them manually or let QuickBooks Online handle the submission.

Below, we’ll help you identify which QuickBooks 1099 forms you need and when to file them, with step-by-step guidance to prepare your forms, avoid penalties, and stay fully compliant. 

What is a 1099 Form? 

Form 1099 refers to a group of IRS forms used to report various types of income received outside of traditional employment, such as payments to independent contractors, freelancers, and gig workers, as well as income like interest, dividends, retirement distributions, and royalties.

Businesses and payers must send the appropriate 1099 form to both the recipient and the IRS when payments meet the reporting thresholds—commonly $600 or more for services, or $10 or more for interest, dividends, or royalties. Recipients then use the income reported on these forms when filing their own tax returns.

Why is It Necessary to File QuickBooks 1099 Forms?

Businesses or individuals must file Intuit 1099 forms when they make certain payments to non-employees for business purposes, such as independent contractors, freelancers, or vendors. If you receive different types of income, like royalties or payments as a vendor, you may also need to file the specific 1099 in QuickBooks that matches that income.

• IRS Compliance: Filing the correct Form 1099 keeps you compliant with federal tax rules and helps you avoid fines or penalties for filing late or incorrectly.
• Income Verification: These forms give the IRS a record of the payments you made, so they can match them with what the recipient reports on their tax return.
• Documentation: It helps keep your financial records organized and ensures all payments are clearly documented.

In general, you must issue a QuickBooks 1099 form if you pay an unincorporated person or business (like an individual, partnership, or estate) $600 or more in a year for services or certain other types of payments.

Create and file 1099s with QuickBooks Online

Learn how you can process Forms 1099 in QuickBooks Online and file them accurately:

Consider the steps below before starting: 

• 1099-NEC Threshold: You are required to file a Form 1099-NEC by the IRS for any non-employee that you paid $600 or more in cash during the previous year, or any federal income tax if you withheld under the backup withholding rules. 
• Electronic Payment Exclusions: There are certain limitations on the IRS’s acceptance of electronic payments reported on Form 1099-MISC or 1099-NEC. These include multiple payments made by credit, debit, or gift card, or via PayPal. QuickBooks Online will automatically exclude these for you because the payment companies will be reporting those payments.
• E-file Requirement: If you have 10 or more combined 1099s, W-2s, or other federal forms to file, you must proceed to file them electronically. To learn more, check out Intuit.

1. Create your 1099s

You have two choices for creating your QuickBooks 1099 forms: you can let QuickBooks do it for you, or you can get help from ProAdvisors.

Option 1: Let QuickBooks prep for you

Here’s how you can create 1099s to e-file or print:

• Follow this link to complete the steps in the product. 
• Choose to Prepare 1099s.
• Select the option to Let QuickBooks do it and then click Get started.

Review your company info

Check that your company name, email, address, and tax ID are correct and match what the IRS has on file. If anything needs to be updated, click “Edit” to make changes.

Review your forms

• Click on View results.
• Review the Form 1099s. Now, QuickBooks will create a list of recipients who may meet the 1099 form criteria.

About the recipient list
To prepare for 1099 filings, QuickBooks creates a list of recipients who may need a 1099 form. Here’s how we do it:

First, the IRS requires 1099s for services, not products. To find service payments, QuickBooks looks at your chart of accounts and checks for accounts related to contractors or services. Then, we list the vendors you paid during the year from those accounts.

QuickBooks automatically removes some vendors from the list for the following reasons:
Payments made via credit card, debit card, or third-party systems (like PayPal or Venmo) are excluded because these payments are reported by the financial institution on a 1099-K.Payments below $600 are not reportable, so they’re excluded.Payments made to corporations (like Home Depot or Intuit) don’t require a 1099.Reimbursements are typically excluded based on account names, but check with your accountant if you’re unsure.Vendors and contractors outside the US usually don’t need a 1099.

• Click the dollar amount next to each contractor to see a list of all payments made. You can check which accounts were used and see which QuickBooks 1099-NEC or QuickBooks 1099 misc boxes are filled. You can also view amounts that are excluded.
• Click Update account mapping to 1099 boxes to change which 1099 boxes show the types of payments made to your contractors this year.
• When you’re ready, click “I’ve reviewed and am ready to file.”

Option 2: Prep with QuickBooks help

Here’s how to get your QuickBooks 1099 forms ready for e-filing or printing. Follow these steps to organize your contractors and payments, ensuring accurate filings.

Note: QuickBooks has a new design! If the video doesn’t match what you see, use the in-app Search feature to find the right page.

Easily prepare 1099s and streamline team management with QuickBooks Payroll.

If you need to file 10 or more 1099s, W-2s, or other federal forms combined, e-filing is required. For more details, refer to the IRS and Treasury’s final rules on e-filing for businesses.

• Go to Payroll at the top. 
• Choose Contractors > Prepare 1099s.
• Select the I’ll do it myself option, then get started.

Review your company info

• Now verify the company name, email address, address, and tax ID. Make sure this info is correct, and it must match what’s found on the tax notices you received or letters from the IRS.
• Click Edit to make the required changes. 
• Choose Confirm info and get started. 

Select accounts and map boxes

• Now, select accounts or confirm the accounts that you used to create the QuickBooks Online 1099 report expenses or payments, then click Add. 
• Select the 1099-NEC or 1099-MISC boxes next to each account added. These boxes represent the types of payments made to your contractors this year.

    –  Important: Select the boxes carefully. Many businesses choose Nonemployee compensation, Box 1 1099-NEC, but make sure to check with your accountant if you have mistakenly made other types of payments. 

• Click Next.

Review contractors and totals

• Go to the Tracked for 1099 tab, mark the checkbox next to each contractor who should get a 1099. Now, verify the contractors’ personal info and email addresses.
• Click Edit to make the required changes. 
• If any of the contractors are missing, move to the Not tracked for 1099 tab.
• To add the contractor, choose Add to tracked list from the Tracked for 1099 tab, then click Back.
• Now, review the Reportable total amount of each of the contractors you selected and click Next.  

Note: You won’t see some electronic payments to contractors, including those processed by credit card or PayPal. These are already reported on your behalf by those companies. If any payments seem missing, change the Reportable payments onlydropdown to show Non-reportable payments onlyto view all items you expect today.

• Go to Preview to view each 1099 and review the amount in each box. 
• Select Continue to 1099-MISCs to check your 1099-MISC forms, then click Next.

Choose a filing method

• Click Continue to E-File to e-file your 1099s.
• Or choose, I’ll print and mail to get a printed copy or mail the forms yourself.

Note: There’s a limit to how many paper forms you can file. For more details, see IRS and Treasury’s final regulations on e-filing for businesses.

2. E-file your 1099s

Now that you have finally prepared the 1099s and verified the information, let’s proceed to 1099 e-file them using the Intuit 1099 e-file service: 

• Choose the e-file option and mark the check box for your form. 
• Follow the on-screen steps to complete the federal form or e-file the state 1099, if required. To get further details on state filing, recommend Intuit. You can also review each contractor’s 1099.
• Once prompted, choose the delivery option for your contractor’s copy. An extra may apply when mailing 1099 forms.
  • If you don’t see this option, your contractors already have online access to their 1099s because they were added to QuickBooks.
  • To fix an incorrect email, update it in QuickBooks and then complete the 1099 e-file process again.
• Finally, enter your billing information. 

3. Check your filing status

After submitting your 1099s to the IRS using the steps above, Intuit will email you your filing status. You can also view your filing status anytime in QuickBooks Online.

• Go to Taxes and select 1099 Filings. 
• Under Filing status, review the status of the e-filing.
• Choose View 1099 to view a PDF copy.

Create and File 1099s with QuickBooks Desktop

Creating QuickBooks Desktop 1099 and filing involves a setup process that uses the built-in 1099 Wizard to prepare the forms and more. Let’s explore these steps in detail: 

1. Update QuickBooks Desktop

Update QuickBooks Desktop to the latest release to process the 1099-NEC and 1099-MISC forms.

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

a. QuickBooks Desktop

• To ensure you use the latest version of QuickBooks, select the Reset Update checkbox. 

b. QuickBooks Desktop for Mac

• Select Check for QuickBooks Updates from the QuickBooks drop-down.
• If the newer version is available, click on Install Update.
• Once prompted, select Install and Relaunch.
• When the update finishes, QuickBooks for Mac will automatically open. 

2. Create your 1099s in QuickBooks Desktop 

Follow the steps below to create 1099s in both Windows & Mac: 

a. QuickBooks Desktop 

• Go to Vendors at the top and choose 1099 Forms > Print/E-file 1099 Forms.
• Create a company file backup. 
• Click on Get Started for the 1099 form you wish to create. If you wish to create both 1099-NEC and 1099-MISC, you must repeat the process for the other form as well.

Important: Be mindful of the changes to the 1099 forms and boxes when selecting your forms. Most businesses will opt for “Nonemployee compensation, Box 1 on the 1099-NEC,” but consult your accountant if you believe other types of payments were made.

   –  If you are filling out the form for New Jersey or Wisconsin, there are special rules for 1099 forms for boxes 16 and 17. For this, you will need to check how to file Form 1099 in each state.

• Choose the vendors for whom you are creating a 1099 form, then click Continue.
• Verify the vendor information; it should be correct. If there’s any incorrect information, double-click the section that needs updating. Then, click Continue. 
• Now, map the vendor payment accounts. Locate the drop-down in the Apply payments to this 1099 box section. Choose the account you are linking your payment to. If the boxes are gray, it means they are mapped to a different account. You can only map accounts to one 1099 form. When done, click Continue. 

Note: If you see a red message indicating your settings don’t align with the current IRS thresholds, click Show IRS 1099-MISC filing thresholds and select Reset to IRS Thresholds.

• Review the payment information that is required for exclusions. For more information or to learn what can be excluded, check Intuit’s official page. Click on View Included Payments or View Excluded Payments to check the detailed QuickBooks 1099 report, then select Continue. 
• Review the vendors and amounts to report, then select Continue. 

Note: To view vendors below the IRS threshold, click View Summary Report.

• Choose whether to print 1099 from QuickBooks or e-file. If opting to e-file, follow the steps outlined below.

If you’re filing 10 or more combined 1099s, W-2s, or other federal forms, electronic filing is required. For details, check the IRS and Treasury’s final regulations on e-filing for businesses on Intuit.

b. QuickBooks Online 

• Create a company file backup. 
• Go to Vendors and choose 1099 Forms > Print or E-file 1099/1096…
• Click on Get started on 1099-NECs or Get Started on 1099-MISCs for the 1099 form you are creating. If you need to create both the 1099-NEC and 1099-MISC forms, make sure to repeat the steps for the other form. 

Important: The 1099 forms and boxes have been updated, so select the correct forms carefully. Most businesses will use “Nonemployee compensation, Box 1 on the 1099-NEC,” but consult your accountant if you made other types of payments.

   –  If you’re filing in New Jersey or Wisconsin, 1099 forms in these states have specific rules for boxes 16 and 17. Refer to Intuit to file your state 1099 forms.

• Choose your recipients for whom you are filing a 1099 form, and make sure their information is correct. If there’s incorrect information, edit by double-clicking on the section that needs updating. Then, click Next. 
• Map the vendor payment accounts by selecting the appropriate account from the drop-down under Account. If any options are gray, they are already mapped to a different 1099 form. Each account can only be mapped to one form. Once done, click Next.
• Review the payments included and excluded from the form. For details on exclusions, see What payments are excluded from a 1099-NEC and 1099-MISC?
• Click View Included Payments or View Excluded Payments for detailed reports. Then, click Next.
• Review the vendors and amounts that will be reported. Click Next.
• Decide whether to print 1099s or e-file them. If you opt to e-file, follow the steps below.

If filing 10 or more combined 1099s, W-2s, or other federal forms, electronic filing is required. Visit Intuit for more details.

3. Import and e-file your 1099s in Tax1099

Once done with the preparation of filling 1099s in QuickBooks, you will be able to select the E-file option to perform the on-screen steps for importing your data into the Tax1099 account.

After importing the data, you will see the Tax1099 Dashboard that displays the list of vendors, amounts, and boxes. From here, proceed with the steps below:

• Choose your vendor name or click on Edit to edit the vendor or box information, then click on Update.  

Note: Any changes you make in Txa1099 won’t be reflected in your QuickBooks company file. 

• If you are filing 1099 with QuickBooks with the state, enter all the required information under the appropriate state boxes.
• Choose the vendors you are uploading e-file for by checking the box and clicking Next. If you see any errors, a pop-up message will appear on your screen. Once you’ve corrected this, select the vendors again and click Next.
• Mark the box next to the Date column to choose your vendors. Select how you wish to send copies to the recipient/vendors by checking the box under USPS Mail or Email Recipient. You can also click Download Multiple PDFs to send vendors their copies yourself. 

Note: If you choose USPS Mail, you will incur additional fees.

• If you’re filing with your state, choose them first and click Next or Calculate Tax1099.com Fee to see the total filing fee.
• After completing the options on the Select Forms page, proceed to the Payment page. Enter your payment details, then click Pay & Submit to e-File.
• To create both the 1099-NEC and 1099-MISC forms, repeat the process for the second form.
• Once your 1099s are submitted to the IRS, return to your account to check their status.

Conclusion 

With the QuickBooks 1099 forms, you can report various types of payments that you made to non-employees, like your vendors, independent contractors, or freelancers, who are typically responsible for paying their own self-employment taxes. You will learn how to file or report Form 1099 in both QuickBooks Desktop and QuickBooks Online with this detailed guide.

Need guidance from a tax expert? Contact QuickBookSupportNet at  +1(866)500-0076 and enjoy the free tax consultation.

Frequently Asked Questions 

What is a 1099 form used for?

The 1099 Form is used to report the payments that you made to your vendors, independent contractors, or freelancers. You are required to file Form 1099-NEC with the IRS if you paid someone $600 or more in a calendar year for services.

How to create a 1099 in QuickBooks Online? 

To create a 1099 form in QuickBooks, you will need to prepare and file the forms using your QuickBooks account. This is mostly done in the Contractor or Vendor section. For more details, check out this guide to get in touch with our experts at TFN.

Can QuickBooks do 1099 Forms automatically? 

Yes, QuickBooks can automatically generate and e-file 1099 forms to the IRS and send digital copies to your contractors, provided you are subscribed to an eligible plan such as QuickBooks Contractor Payments or QuickBooks Online Payroll.  

What is the difference between 1099-NEC and 1099-MISC?

The primary difference is that Form 1099-NEC is used exclusively to report non-employee compensation (payments for services to independent contractors), while Form 1099-MISC is used to report various other types of miscellaneous income, such as rent, prizes, and royalties.  

How to print 1099 in QuickBooks Online? 

In QuickBooks Online, go to Expenses > Vendors, then select Prepare 1099s. Follow the on-screen steps to confirm your company and vendor information, choose the appropriate accounts, and review the forms. Once you reach the File page, select Print and mail to print your 1099s using IRS-approved preprinted forms.

How to print 1099 in QuickBooks Desktop?

In QuickBooks Desktop, open Vendors > Print/E-file 1099s, then choose 1099 Wizard. Review your company details, map vendor payment accounts, and confirm vendor information. When ready, select Print 1099s, load your preprinted 1099 forms into the printer, and print your copies directly from the wizard.