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Deadwood Al
October 20, 2023
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1099 Accounts

  • October 20, 2023
  • 1 reply
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QBDT Pro 2023

I must have slept too many times since using this:  It seems to me that there was a way to identify which general ledger accounts would be included in the accumulation of the total reported on a 1099 form, but I cannot find where the accounts are identified for that purpose. I suppose it is possible I'm thinking of another software I've used over the years, but I really thought it was in QB. 

 

Can someone point me in the direction of how I would identify the accounts to be included OR tell me that QB doesn't provide this as a function? Thanks in advance.

Best answer by ReymondO

Hello, @Deadwood Al! I'm here to assist you in identifying the accounts reported on your 1099 tax form in your General Ledger.

 

To determine the amounts paid and the accounts they are posted to on the 1099-MISC and 1099-NEC forms, you can run either the 1099 Summary or 1099 Detail reports. Here's how:

 

  1. Go to Reports, then select Vendors & Payables.
  2. Choose either 1099 Summary or 1099 Detail.
  3. Use the 1099 Summary to identify the vendors and the 1099 Detail to identify the transactions.

 

Please note that the reports will default to the Last Calendar Year. Therefore, ensure that the report is set up for the correct date range by adjusting the Dates option at the top of the report.

 

For additional reference, you can check out these resources: 

 

 

If you have any other concerns or inquiries about 1099 tax forms, feel free to post them here in the QuickBooks Community. I'm always available to ensure that everything is taken care of.

1 reply

R
ReymondOAnswer
October 21, 2023

Hello, @Deadwood Al! I'm here to assist you in identifying the accounts reported on your 1099 tax form in your General Ledger.

 

To determine the amounts paid and the accounts they are posted to on the 1099-MISC and 1099-NEC forms, you can run either the 1099 Summary or 1099 Detail reports. Here's how:

 

  1. Go to Reports, then select Vendors & Payables.
  2. Choose either 1099 Summary or 1099 Detail.
  3. Use the 1099 Summary to identify the vendors and the 1099 Detail to identify the transactions.

 

Please note that the reports will default to the Last Calendar Year. Therefore, ensure that the report is set up for the correct date range by adjusting the Dates option at the top of the report.

 

For additional reference, you can check out these resources: 

 

 

If you have any other concerns or inquiries about 1099 tax forms, feel free to post them here in the QuickBooks Community. I'm always available to ensure that everything is taken care of.

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