We paid a vendor with both CC and CK pmts during 2023. Do we issue a 1099 for the sum of all the pmts or do we need to exclude the CC pmts? If so, how can we do this?

Hey there, almaagu1229. Let me share some information regarding what transactions can be tracked to the 1099s. 

Since you've mentioned that you paid your vendor via Credit Card and Check, you can record this by creating an expense and/or bill transaction. Rest assured that this transaction will not be included in your 1099 calculations since the financial institution will handle these payments. In addition, you can create a Check transaction. Know that this will be included in your 1099 filings. 

As you create these transactions, ensure that the year is accurate, matched with your bank statement, and within the year 2023 for it to be included as you tracked your 1099. After creating these transactions, you can now prepare your 1099. Please ensure that you choose the right boxes for your transactions. To make sure that you choose the right box or option as you file your 1099, I suggest reaching out to your tax accountant. 

Follow these steps: 

Step 1: Create a transaction, either a Bill, Expense, or a Check according to the transaction in your account. Ensure that the Date is within the year 2023, the Payment Account and the Payment Method is a Credit Card. If it's a Bill, you'll need to pay it by: 

1. Go to the +New located at the top left and click Pay Bill. 
2. Under the Payment account, choose the Credit Card account. 
3. Fill out the necessary field.
4. Once done, click Save or Save and close. 

Step 2: Prepare 1099s

1. Go to the Expenses menu and click the Vendors tab. 
2. Press the Prepare 1099s. 
3. Hit the Confirm info and start filing. 
4. Select the accounts that you want to include in your 1099. You can also click the Select Account option to search for other accounts.
5. In the 1099 box column, select a box according to your accountant or your preference. Then click Next once done. 
6. Under the Tracked for 1099 tab, you'll be able to see certain entries such as the created check transaction. You won't be able to see the Expense or Bill transaction since this is not included in your 1099 filings. 
7. You can click Preview. Once done, click Next. 
8. Click Continue to e-file or No, I'll print and mail. 

You can also learn which payments should be excluded from the 1099-MISC and 1099-NEC form: Understand which payments are excluded from a 1099-NEC and 1099-MISC. 

Furthermore, you may want to get answers to your 1099 questions.

If you have further information or questions, just enter them in the comment section and we'll be right there to assist you.