Question

efile 1099

Forum|Forum|2 years ago
October 27, 2023
5 replies
0 views

We have always paper filed our client1099s due to the cost of efiling through QB. It is my understanding that depending on the number of 1099s it starts at 2.90 per 1099. However, as you are probably aware, IRS is requiring efiling if there is an aggregate of forms for one taxpayer in excess of 10. Does anyone have any suggestions about efiling outside of QB? Software that perhaps plugs in to QB? I have looked at the new IRS portal system (IRIS) and the upload of csv files. I called Intuit to see if there would be a way to export 1099 (NEC and MISC) to a csv file so we can upload. The rep had no idea what the IRS portal system is. Is there a way to export 1099 data? Any suggestions would be greatly appreciated.

Thanks,

Lisa

QuickBooks Desktop

F

FateCandylaneT

We understand how filing federal 1099s is relevant to ensure contractor's data are timely handled, Lisa. Let me provide insights on how you can submit 1099 data to the IRS.

Since you don't want to use the Tax 1099 e-filing service to export your 1099 data, you'll have to print your 1099s and submit them to the IRS manually. You must file 1099s with the IRS and, in your state, for some cases.

You can print copies to mail to the federal and state governments, then print and send a copy to each of your contractors. You can purchase your 1099 Kit to print your 1099s. Once ready, follow these steps to print them from the QBDT program:

Update your QBDT file to the latest release. You must be on the newest release for your 1099s to print correctly.
Go to Vendors, then select 1099 Forms, then Print 1099 Forms.
In the Choose a filing method window, select Print 1099-NEC or Print 1099-MISC.
Specify the date range for the forms, then choose OK.
Select all vendors you wish to print 1099s for.
Tap Print 1099 or choose Print 1096s instead if printing Form 1096.
Review your printer settings, then select Print.

Additionally, you may want to consider reaching out to the IRS for the supported third-party systems to allow the filing of 1099 forms outside of QuickBooks. They may provide information on what possible systems are applicable for taxpayers to file these 1099s. Lastly, you can gather and run specific reports to help you review your 1099 information, check out this reference for more insights: Understand which contractors need 1099s.

Furthermore, I've included a couple of helpful resources that can guide you more about 1099s and other year-end payroll preparations:

We'll always be available in this thread if you have additional queries when managing 1099 forms. Just keep in touch in the comments below so we can provide further assistance. Keep safe!

L

Lisa galvinAuthor

I don't need instruction on how to file a paper 1099 - if you actually read my entire question it is regarding whether QB will be able to export the csv file into the template for upload to the IRS portal IRIS. The customer service rep I spoke to had no idea that a portal even existed for doing this (IRS implemented this in Feb 2023). My question to the community was does anyone have any alternative efiling methods for 1099s that may be more cost effective than using Intuit..

R

Rea_M

Thank you for clarifying your question, Lisa. I understand that you are seeking more information about exporting and e-filing 1099s.

Currently, it isn't possible to directly transfer 1099 CSV files into the template for uploading to the IRS portal, IRIS. However, as an alternative, you can print the 1099s after creating them and use them as a reference when e-filing directly to IRIS for accurate and efficient submission.

To learn more about electronically filing form 1099s with the IRS, please refer to this IRS page: E-file Forms 1099 with IRIS.

Also, you may want to check out this article to learn more about what 1099 forms there are and how you can prepare for the upcoming tax season: Get answers to your 1099 questions.

Should you need additional help with your 1099s, please don't hesitate to leave a reply below. I'll be here ready to lend a hand.

4

4Gal

@Lisa galvin

Explore this one

https://blue.mbsy.co/6tJhcz

S

sw20191

I use Track1099 and it imports the information from QBO. Hope this helps.

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eandrcpa

We're using Efile1099now.com this year. I've used it in the past for one or two filings here and there so I manually entered everything. This will be my first year trying to do a data upload so I don't have personal experience yet. I was able to follow the instructions to convert the data to their template but I have some editing to do before I can upload it.

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LoreeReed

This YouTube video might help you learn how to export your 1099 list : https://www.youtube.com/watch?v=BbK-B1TK5dE