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If you are looking for the process to prepare and file 1099s with QuickBooks desktop, then you have landed at the right place. For many QuickBooks users, this might be tiring and troublesome task. Considering that, QuickBooks accounting software offers a great feature, which is the QuickBooks 1099 wizard. This eases the process to file the 1099 forms. QuickBooks 1099 wizard saves a lot of time and also eases the process of preparing, reviewing, and filing all the 1099 MISC forms to the internal revenue service. It can also help the users to prepare form 1096 by mail, if required.

QuickBooks 1099 wizard - Image

Considering this fact that many users look for the guide to prepare and file 1099 forms with QuickBooks desktop, we have come up with this comprehensive guide. This article will help you to make best use of QuickBooks wizard. Thus, make sure to read the blog post till the end. Also, make sure that the vendor payments are recorded accurately. Moreover, you can also get in touch with our experts and certified professionals who will help you in making the best use of 1099 wizard, as well as repairing and filing 1099s with QuickBooks desktop.

Find out what you need to report

In case you pay the vendor more than $600 in a year, then you would have to fill out a 1099 MISC form.

It should be noted that that the IRS does not permit electronic payments to be reported on 1099 MISC forms. We can take an example to understand the situation in a better way, in case you have paid via credit card, debit card, PayPal payments, gift card etc., then you would not require to report those on a 1099 MISC. The reason behind this can be that the QuickBooks desktop software automatically excludes the above-mentioned modes of payment. And the payment companies will report those payments, so you need not to worry.

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Steps to Prepare Form in QuickBooks 1099 wizard

In order to open the wizard, you are supposed to opt vendor option and then click on print/e file 1099s, followed by clicking the 1099 wizard. After that, you need to click the Get Started tab and carry out the steps below:

Step 1: Choosing the vendors requiring 1099 MISC forms

Choosing the vendors requiring 1099 MISC forms - Image

In this step the QuickBooks 1099 wizard will show a list of vendors, from where you are supposed to select those vendors that require 1099 MISC forms. After doing with the selections, you should now click on Continue tab.

Step 2: Verifying the information of the vendors

Verifying the information of the vendors - Image

Now in this step a table will appear on the screen, which permits the users to Edit, as well as Verify each of the vendor’s information. The information that you will verify in this step will further be used in the forms. Now to Edit the values, you will have to double click the Cells in the table and along with that move to the Next step by clicking the Continue tab.

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Step 3: Mapping vendor payment account

Mapping vendor payment account - Image

Now moving to this step, you will have to tell QuickBooks where the amount paid from each account will appear in the form. In order to map accounts or omit payment from 1099 MISC forms, you will have to select from the Apply payments to the 1099 box drop down list. Or you can also select the Report all payments in box 7 checkbox, only if applicable.

Mapping vendor payment account - Image 1

In case a red coloured message box appears on the QuickBooks wizard screen, stating that the settings do not tell me the current IRS threshold, then you would have to follow the steps mentioned below:

  • Will have to click the Hyperlink showing IRS 1099 MISC filing thresholds.
  • And then, hit a click on the Reset to IRS threshold.

Step 4: Reviewing the payments for exclusions

Reviewing the payments for exclusions - Image

As per the rules of IRS it is supposed to exclude from form 1099, the payments just like credit card, debit card, PayPal payments or gift card etc.

If a user has made any kind of payments via the debit cards, gift card, or papers, you will have to click View included payment button , also Edit the cheque number field, in order to include the proper notation for ensuring that the QuickBooks can exclude the payments from form 1099 misc. For verifying the payments that have been excluded clicking the View excluded payment button will be helpful.

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Step 5: Confirming the 1099 entries

Confirming the 1099 entries - Image

Now comes the fifth step in the process, you will see a table on the screen that will permit reviewing the summary of vendors, for whom the 1099 MISC forms are created and also the amount being reported for the provided calendar year. After that you can easily Review transaction details by simply double clicking the Amount.

Step 6: Selecting a filing method

Selecting a filing method - Image

Now this brings us to the end of this process and final step, where you will have to select the preferred Filing method. There will be two available choices seen on the screen, from which you will have to select any particular one. The choices will be: Print and E-file.

By selecting the Print option, you can easily Print 1099 MISC and also 1096 on pre-printed forms and mail to IRS. However, in order to file electronically, another option of E-filing can be opted.


Carrying out the above-mentioned process in a proper manner will help you in creating and filing 1099 MISC forms in QuickBooks Desktop with much ease, and that too without any technical error. The process of preparing and filing 1099 MISC using 1099 wizard is uncomplicated and trouble-free task, but only if carried out properly.

However, in case any of the reasons hinder the process or you are facing any sort of issue, you can easily contact our QuickBooks desktop support team via our toll-free number i.e., 1-800-761-1787. We are a hub of certified professionals who work round the clock to provide the best possible assistance.


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