Question

E-filing 1099 forms in quickbooks desktop

Forum|Forum|2 years ago
October 26, 2023
7 replies
0 views

Hello, community. What are other QBD users doing about the new e-filing requirement for 1099 Forms starting January 2024. Since most businesses will be required to e-file the information returns, and quickbooks desktop is already able to e-file (for free) all the W-2 and 940/941 forms, seems like there should be a free option in QBD...or at least a somewhat painless (free) work around. I know there is the paid version within QBD, but I am really not interested in that if I can help it. I'm starting to gather information now, in hopes that there will be options by January. Thanks in advance.

QuickBooks Accountant Desktop

MJoy_D

I can provide you with more information about e-filing 1099s in QuickBooks Desktop, .

It is possible to create your 1099s within QuickBooks Desktop (QBDT). If you decide to e-file your forms, they will be imported to Tax1099 where you can e-file and monitor the filing status. Please note that there will be an additional fee if you choose to e-file your forms from QuickBooks Desktop (QBDT). However, setting free e-filings for several forms would be advantageous for other users, so I'll take note of it. I also encourage you to leave feedback from your account.

Here are the steps:

Select Send Feedback Online from the Help menu.
Click the Product Suggestion from the drop-down menu.
Fill out the on-screen instructions in the QuickBooks Feedback window.
After that, click Send Feedback.

Check out this article for more information about preparing and filing your federal 1099s with QuickBooks Desktop: Create and file 1099s with QuickBooks Desktop.

In case you need to make any corrections with your 1099, refer to this Tax1099 article, What kinds of corrections can I make to 1099 forms after they have been submitted?.

Also, you can file 1099s directly with the IRS using their new Information Returns Intake System (IRIS). To learn more about the requirements, and how to register with IRIS, ‌see E-file Forms 1099 with IRIS.

Let me know if you need more information about 1099s. I'm always here to answer them for you. Keep safe, and have a wonderful day!

G

GingerTexasAuthor

Thanks for your reply...I have posted a product suggestion, but I am not holding my breath. Really just needing a plan so that January is not atrocious.

J

JeanG

I agree that QB Desktop should have the option to file the 1099s for free.

J

J220284

Check out the IRS eFiling Services at:

https://www.irs.gov/government-entities/indian-tribal-governments/irs-electronic-filing-and-e-services

Here you can register for an eServices PIN and access to the IRIS - Information Returns Intake System and file 1099 forms for free and download a copy to send to the 1099 Recipient.

Then review this tech note to export the data in the correct format to file with IRIS:

https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/how-can-i-export-1099-information-to-excel-for-my-cpa/01/783287#M60129

Best,

Jason Palmer.

L

lesuja

How do you export csv file to import into IRIS system for 1099s? I am in Desktop not Online?

J

J220284

You will export to Excel format from Quickbooks Desktop.

G

Glitterisgood

Intuit is such a mess, they have become so greedy. I don't see that there is a solution to efile 1099's through QB Desktop. You have to sign up for a monthly service plan with Intuit that starts at $7.50 month and includes them paying your contractors. Does this make any sense at all for a REAL business with in house accounting? I think not. I'm so pissed at Intuit and the continuing pressure to pay an annual fee to keep our desktop product and/or switch to that lousy product called QB Online.

I didn't know about the new efile rule so I'm scurrying.to find a solution.

G

GingerTexasAuthor

We are trying Avalara...hesitant to give Intuit any more money and I'm sure they are getting a kickback from Tax1099. Avalara is a pay per 1099 price structure, but they do have a bulk rate if you send more than 100 forms. Still a little bit of a process, but I think it will do the job. The IRIS system is painful, although free. This time of year we choose to pay for less pain...

J

J220284

You can easily export and/or integrate using https://www.tax1099.com/

They have a plug in to grab the data from Quickbooks Desktop.

R

Roksan

Tax 1099 charges per 1099 filed!! Has anyone used them for filing in 2023 or 2022? How was your experience? I used them in 2020 and it was a nightmare. All that QuickBooks needed was a report in the CSV format that could be uploaded into the IRIS system for IRS. Intuit should have sent a message to all QB users instructing them how to register for IRIS at least 60 days before the end of the year (this registration can take up to 45 days). Once we registered and ran the CSV report, we could all been set to comply with the new IRS ruling. Thanks, Intuit, for not responding to numerous questions about the CSV report and the IRIS system for months by phone and chats - you have left your customers scrambling to comply with the IRS.

R

rrqbpro

Extremely unprofessional on Intuit's part. I used to work for SAP and specialized in the HR/Payroll module. We worked every year with the IRS to ensure the software would meet the requirements of the IRS for the slightest change on any form or e-filing requirements. QuickBooks couldn't even be bothered to make sure the 1099s they printed had the year formatted correctly to match the IRS form. Very sloppy for the money they are gouging their customer base.

R

rrqbpro

This is a major fail on the behalf of the accounting software giant. I do not think the IRS will blame any Intuit customer for assuming that since QuickBooks e-files W-2s, Form 940, 941, and even state unemployment tax returns for free, that they would comply with the IRS e-filing requirements on the 1099s. So we have to wait 45 days for our application to efile through the IRS for free and our 1099s are late. That is not on us, that is on the software giant we paid to provide accounting solutions to keep us in compliance with IRS regulations. Without the 1099s, the IRS remains unaware of earnings by contractors. I have never heard of anyone penalized for filing 1099s late. Better late than never.

R

rrqbpro

In addition, Intuit failed to notify their customers that they chose to be non-compliant with IRS regulations and that their customers would be required to pay a third party to efile their 1099-NEC forms. So any claims the company makes about tax compliance and adherence to tax regulations are utter BS since they made the choice that their software would be non-compliant for the 1099 e-filing requirement and pawned it off on some third party. Since they chose to be non-compliant on this requirement, on what others will they be?

T

topjob

Still a little confused. I use QB Pro desktop. Can I file a single 1099-Misc at no charge?

G

GingerTexasAuthor

The new rule this year is that if you have a combined total of W-2 and 1099 (NEC, MISC, INT, etc) of 10 or more, you are required to e-file all W-2 and 1099. W-2 e-file is a breeze in desktop...has been for years. It is the 1099 forms that are the problem.

If you have only the (1) 1099 form and no W-2 forms, you can paper file...you will need to purchase the red copy forms to send in to the government and the black forms to send to the vendors, though (QBD also prints this just fine).

If you want to e-file, Avalara has worked well for us, but it is not free. The free IRS system (IRIS) has been problematic for us, and if you don't already have the log in info, you would want to apply now (maybe you will get your special codes in a few weeks).

1099-MISC is not due to the government until 2/28 if paper file and 3/31 if e-filing; however, the recipient copy is supposed to be mailed by January 31.. The 1099-NEC are due January 31 to both recipients and IRS. Hope that helps.

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