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rjepsen@agileacc
January 26, 2024
Question

I have 1099's that are on the non-reportable list but do not see anywhere on that list where I can move them to reportable.

  • January 26, 2024
  • 2 replies
  • 0 views
How do I move non-reportable payments to reportable payments for 1099's?

2 replies

S
ShyMae
January 26, 2024

Warm greetings, rjepsen. I understand that you want to move the non-reportable list to reportable.

 

Please know there's no direct feature to move the list to reportable. To ensure accurate reporting of 1099 transactions, make sure that the payments are posted to the expense accounts that have been mapped. 

 

Additionally, ensure that the payment method used in the transactions is not set via credit card, debit card, or third-party system, such as PayPal. For more information, see what payments are excluded from a 1099. 

 

If the check number field contains any of the following terms, the payments will be excluded: Debit, Debit card, DBT, DBT card, DCard, Debit cd, Visa, Masterc, MC, MCard, Chase, Discover, Diners, Paypal. That said, make sure to remove them. 

Furthermore, it's important to remember that only those contractors you paid above the annual $600 cash threshold will get 1099.

On the other hand, you can read the year-end checklist for essential tasks such as distributing employee bonuses, preparing W-2 and 1099 forms, and reviewing year-to-date totals for each employee. 

You can always come back here for assistance in managing your 1099 reportable lists. Just tap the reply button below, and I'll help you. 

A
amoon2001
January 30, 2024

I have the same problem. QBO is saying that my payments to certain vendors are nonreportable, but it doesn't know that those payments were for legal services and therefore are reportable. I need a way to move them from the nonreportable list to the reportable list in order to print their 1099s.

Adrian_A
Adrian_A
January 30, 2024

Hello amoon2001,

 

Ensuring the transactions are recorded correctly is one of the crucial tasks in QuickBooks. I'm here to help how you can fix the issue you encountered with the 1099 entries.

 

As my peer shared above, a direct way to move the non-reportable transactions to reportable is unavailable. We'll have to make sure that the payment terms are not set to Debit, Debitcard, DBT, DBT card, Debit cd, Visa, MCard, MC, Chase, Diners, Paypal, or Chase.

 

Keep in mind as well that only those contractors you paid above  $600 or more during the previous year can generate 1099.

 

Moreover, you can check this article on how you can file the 1099 forms: Create and file 1099s.

 

You can always post in the forum if you have concerns about 1099.

C
chaya143
January 31, 2024

I have the same issue - some contractors are listed as reportable and others as not even though they are all paid and categorized the exact same way.  Nothing on the provided "checklist" seems to be at fault here

C
chaya143
January 31, 2024

this is a screenshot of the transaction report when I click on a contractor listed as non-reportable, it even says that the 1099 box is direct sales.  On the payments there is nothing listed in the reference for any of my vendors.  I paid most of these through quickbooks (using melio ACH), but some of them show as reportable and others do not.

D
DebSheenD
January 31, 2024

I understand the importance of moving 1099's non-reportable to reportable in QuickBooks Online (QBO)m @chaya143.

 

Allow me to chime in and share some information about this.

 

Payments that came from a 3rd party app will automatically go through the non-reportable list and moving them to non-reportable is not an option in QBO. However, you can manually enter those payments in QuickBooks.

 

Additionally, I've included these articles that'll help you in preparing and filing your 1099s. This ensures you're able to file them on time:

 

 

I'm only a post away if you need more help managing your 1099. It's always my pleasure to help you out again.

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