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J
JR-71
January 9, 2023
Question

Were 1099s emailed and what about 1096?

  • January 9, 2023
  • 1 reply
  • 0 views

I tried to email 1099s to my contractors but couldn't get the 1096 form to line up so I used Word to print the information onto both the 1099 and 1096 forms (the 1096 requires copies of the 1099s). Of my three contractors, one said she got her 1099, one said she didn't get it, and the third said the link expired. Then I got an email saying the IRS has accepted one (or more) of my contractor's 1099s.

 

Does this mean that I shouldn't send in the 1096? I didn't double-check anything resembling the 1096 or did that happen when I approved the 1099s? I have the forms printed and ready to mail but don't want to double-submit if it's already been submitted.

 

Also, are my contractors going to get the 1099 emailed (or emailed again since it's been accepted)? (At this point, I don't care because now I have the forms printed and ready to mail so I'm just wanting to advise them if it will be.)

 

As a small business owner, this is much more complicated than it needs to be. 

    1 reply

    Rubielyn_J
    Rubielyn_J
    January 10, 2023

    Let me share some information about your 1099 and 1096 forms in QuickBooks, @JR-71.

     

    If you e-filed their 1099 form, your customers will receive a confirmation email approximately a week after the IRS accepts and confirms submissions. You may not receive this confirmation until the middle of January or later. 

     

    However, you can always go back to the Vendors page to print your 1096 forms in QBO. Let me guide you how.

     

    1. Go to the Expenses menu and select Vendors.
    2. Click Prepare 1099s.
    3. Enter all information correctly for the tax year.
    4. Select Print and mail.

    5. Choose the 1096 Form. If everything looks good, select Yes, looks good!
    6. Click Print on a 1096 Form.

     

    In case the form needs to be aligned, select No, it doesn't line up, and then select Next. Then re-select the 1096 Form, and select Print on a 1096 Form.

     

    Additionally, I've attached an article to learn more about 1099s: Common 1099 questions. It answers the most frequently asked questions like creating and filing the said form.

     

    Let me know if you have other 1099 and 1096 forms concerns in QuickBooks. I'm just around to help. Take care always.

    J
    JR-71Author
    January 11, 2023

    Rubielyn_J,

     

    Thanks for your response.

     

    1) I'm not understanding why one of my contractors said she didn't get the 1099 emailed at all - she's the only one with direct deposit through QB so I thought she would be the easiest. (At this point, I feel that I need to snail mail everyone their 1099 to make sure they all get them.)

     

    2) Since I selected to email the 1099s, then got an email saying that at least one was accepted, does that mean that it was e-filed? I thought that would be a separate box to check or something. Since I don't have a way to confirm that all of the 1099s were submitted (or accepted), and I don't want a fine for late filing, I want to make sure they are all submitted. What happens if I also send it in by snail mail to make sure it was received -- even though it might be a duplicate? 

     

    Finally, the tool to line up the information onto the form needs work. I tried using the tool to line everything up on the forms and after a lot of attempts I gave up and that is why I used Word to print everything onto the forms.

     

     

    K
    Kurt_M
    January 11, 2023

    Hi there, @JR-71. I'll share some details to help you get through this situation and ensure all your 1099s gets filed.

     

    Before anything else, know that if you've submitted the 1099s via e-filing, QuickBooks takes care of everything, and you'll only need to wait for updates about the status of your filings. That said, you won't have to file for 1096 since it's QuickBooks that'll do the work for you. If you've added e-filing to your subscription, here's how you can check the status:

     

    1. Go to Taxes then 1099 filings.
    2. View the status of the e-filing under Filing status. Below is the list of statuses and what they mean:
    • Not Submitted: You haven't e-filed Form 1099-NEC or 1099-MISC with the IRS. You can continue revising it.
    • Submitted: You have e-filed the form to the IRS. Note: If you need to revise it, you may need to file a manual amendment. Use these IRS instructions and form to do so.
    • Received by IRS: The IRS has received your form and is either processing it or has already processed and approved it. Customers who have submitted their 1099 E-File forms will receive a confirmation email approximately a week after the IRS accepts and confirms submissions. You may not receive this confirmation until the middle of January or later.

          3. Select View 1099 to view a PDF copy.

     

     

    For more details, please see this article: Create and file 1099s with QuickBooks Online.

     

    Also, if you've filed the documents and resend them via snail mail, It could mess up the documents you've already filed. I'd also suggest reaching out to our Customer Care Team. This way, they can assign someone to check on your account and provide information about the status.

     

    In addition, I've got you this article in case you'd like to modify your 1099s: Correct or change 1099s in QuickBooks.

     

    You can also check this page in case you have incorrect amounts on your filings: Fix missing contractors or wrong amounts on 1099s.

     

    Please let me know how it goes. I'll be more than happy to assist you again if you have any additional QuickBooks-related concerns. Stay safe, and have a nice day!

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