1099 E-File: Common issues and their troubleshooting

In this specific article, we are going to discuss some major 1099 E-File difficulties with their solution. Follow the steps carefully so that you can resolve the issue. In case you need help, you can always speak to our QuickBooks Proadvisor.

Vendor Missing through the 1099 E-File Summary Report
When you run a 1099 summary report, a vendor does not emerge when you look at the report. If the seller doesn’t emerge within the 1099 summary report, you’re not in a position to print and e-file 1099s for this seller. This short article describes how exactly to solve this dilemma.

? The Vendor had not been put up as eligible for 1099

On QuickBooks Desktop, head to Reports> Vendors and Payables> 1099 Summary.1099 Common issues and their troubleshooting
From the 1099 form, First of all, click the first drop-down button and select Only 1099 vendors. Review the report and check. If amounts are lost.
Within the 1099 Options, click the initial drop-down button again and select All vendors. If the report displays the missing amounts already. Then the vendors when QuickBooks Support Phone Number it comes to lost amounts are not marked as entitled to 1099.
How to proceed:

Head to Vendor > Vendor Center menu. Right-click the vendor’s name and click Edit. Go to Tax Settings tab, choose the Vendor eligible for 1099 checkbox, and then click OK; OR
On step one associated with 1099 Wizard, choose the vendors missing into the 1099 Summary report as qualified to receive 1099.
? The Vendor was paid from a free account that isn’t marked as a 1099 E-File account
On QuickBooks Desktop, go to Reports> Vendors and Payables> 1099 Summary.
In 1099, Choice the second drop-down button and select Only 1099 accounts. Review the report and view if the amounts are missing.
In the 1099 choice, find the second dropdown button again and select All allowed accounts. In the event that missing amounts have already shown within the report beneath the Uncategorized column, you haven’t mapped most of the important accounts to 1099 boxes.
How to handle it:

Through the report, double-click a quantity beneath the Uncategorized
Verify that the transaction is on the correct account.
In the event that account is right, have the 1099 Wizard plus in the Map Accounts step, verify if the account has been mapped correctly.
If the account has been renamed, modify the account of this transaction towards the new account name.
Perform some same for many missing amounts under the Uncategorized
? The vendor hasn’t met the threshold needed to generate 1099 E-File.
On QuickBooks Desktop, First of all, click on Reports> Vendors and Payables> 1099 Summary.
Within the 1099 forms, First of all, click the third dropdown option again and then choose use thresholds. Verify the report and find out if most are missing.
In the 1099 forms, to start with, go through the third dropdown option again and then choose Ignore thresholds. If the lost amounts already display into the report, then the total payments for the specific seller don’t match the filing thresholds for 1099s.
How to proceed: Go through the 1099 Wizard. Into the Map, Accounts step, review and when necessary change the threshold amounts.

? The Vendor is set up as an Other name type rather than the Vendor
Sometimes vendors are mistakenly included with the Other Names list instead of Vendor list. QuickBooks Desktop unable to create 1099 forms from the Other Names List.

How to proceed:

Make a backup for the company file.
Note: After a name when you look at the Other Name list is modified to a vendor name (or other type of name), it may not be modified back. It’s advocated that you back up your organization file before generally making this change.

Go to Lists> Other Names Lists.
Right-click the seller (or select Activities) and select Change Other Name Types.
Find the Vendor column next to the chosen vendor, and then click OK.
Application Certificate Window does not display when launching QuickBooks Desktop after installing the Tax1099 plugin.
This dilemma may be as a result of following reasons:

Reason 1: The QuickBooks Desktop preferences will not permit other applications to access the organization file.

To resolve this problem:

To begin with, go the QuickBooks Edit menu, click Preferences.
From then on, in the left pane, choose Integrated Applications then go right to the Company Preferences
After that, uncheck the box Don’t allow any applications to gain access to the corporation file then click OK.
Close and re-open QuickBooks.
If the Application Certificate window still doesn’t display after performing the above mentioned steps, then check out the steps under Reason 2.

Reason 2: it could be possible during installation the antivirus or network firewall may have been enabled

To begin with, close QuickBooks Desktop.
From then on, disable your antivirus/network firewall.
Open QuickBooks and wait for Application Certificate prompt to look.
In the event that steps above do not work, proceed to the steps under Reason 3.

Reason 3: The Tax1099 plugin installation was not successful due to steps missed or otherwise not followed

To solve this dilemma, you have to uninstall and then install the plugin again:

Close QuickBooks Desktop. After closing QuickBooks Desktop, verify the Windows Task Manager for any QuickBooks Desktop instances.
To start with, press and hold Ctrl + Shift + Esc on your own keyboard.
From then on, go directly to the Processes tab.
In the listing of processes, search for exe, highlight it, then click End Process.
Close the Task Manager.
Uninstall the Tax1099 plugin.
Restart your pc.
Reinstall the Tax1099 plugin.
Tax 1099 option is still not showing under vendors after successfully installing the plugin
Reason 1: this may occur in the event that you pick the wrong option once the application certificate window pops up the first time you open QuickBooks Desktop after installing the plugin.

From the QuickBooks Edit menu, click Preferences.
Regarding the left pane, select Integrated Applications then go right to the Company Preferences
Make sure the Don’t allow any applications to get into this provider file box is NOT checked.
When you look at the a number of application names, look for Tax1099, highlight it and click Reauthorize.
The QuickBooks Application Certificate window appears.
Choose the third option Yes, whenever this QuickBooks company is open.
Check the box enable this application to gain access to personal data such as for instance SSN and customer charge card data.
Click Continue.
Into the Access confirmation window, click
Check if the Tax1099 option happens to be available on the Vendors menu.
Reason 2: The Tax1099 is not marked as checked under Integrated Applications.

Through the QuickBooks Edit menu, click Preferences.
Regarding the left pane, select Integrated Applications then go directly to the Company Preferences
Into the set of applications, put a check mark regarding the Allow Access column for Tax1099.
Click OK.
Check if the Tax1099 option happens to be available on the vendor’s menu.
Not able to import vendors to tax 1099
Irrespective of plugin issues, possible data damage might also stop you from importing vendors to Tax1099.

To repair this:

Try the steps outlined in this Tax1099 support article.
If the issue persists, go to the next steps.
To begin with, Through the Reports menu, select Vendors & Payables then click 1099 Summary.
After that, regarding the 1099 Summary report, look for a vendor with reduced transactions.
Then, open one transaction that fits the threshold, then, verify the account useful for it.
After that, create a new expense account and use it as opposed to the account originally utilized for the transaction.
Then, run the 1099 wizard and map the newest account.
After that, upload the info to Tax1099.com
Then, after the import is complete, return to QuickBooks.
After that, merge the old and new expense accounts. Keep in mind that you need to un-map both accounts in 1099 before you decide to can change the name or merge them.
After that, run the 1099 wizard and then map the merged account.
Then, upload the data to Tax1099.com.
After that, complete the process for all expense accounts utilized for 1099 vendors.
QuickBooks and Tax 1099 show different number of vendors and transaction sums
Tax1099 recognizes sellers and adds up amount according to EIN. As a result, the amount of sellers may decrease. Therefore the transaction amount could be dissimilar once the data are uploaded to Tax1099.

To your workplace around this:

Export Tax1099 and QuickBooks 1099 Summary reports to Excel.
Compare the 2 reports by vendor name and amount.
If there are 2 vendors in QuickBooks acquiesced by Tax1099 as one. You can merge them before you get the same wide range of vendors and the threshold amount for both reports.