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bobransom
January 26, 2021
Question

1099 emails to contractors

  • January 26, 2021
  • 3 replies
  • 0 views

Can anyone, especially from Intuit, explain why when I file my 1099s through Quickbooks Online, I'm told that our contractors will all have their forms mailed to them. However, the email that each receives makes no mention of forms being mailed, instead leading them to believe they must sign up for an Intuit account to receive their tax forms.

 

I thought they weren't reading their emails carefully. Nope. That's exactly how the emails read. I view this as ... well, kind of slimy plus it's a pain in the butt to respond to all the contractor emails. I paid Intuit for the service of sending out these forms, not for them to use it as a data collection method.

    3 replies

    BettyJaneB
    BettyJaneB
    January 27, 2021

    Hi there, @bobransom.

     

    I'd like to provide clarifications regarding the email that was received by your contractors regarding their forms.

     

    When inviting a contractor to enter their W9 information, they can create a QuickBooks Self-Employed account for free. This way, they can securely share their tax info with you and view the 1099 form after you've filed them.

     

    To learn more about this process, please see this link: Learn how your contractors can add their own 1099 tax info.

     

    On the other hand, 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.

     

    After you submit the 1099-MISC to the IRS, your contractors will get an email when it's ready for download. Let them select the link in the email to sign in to QuickBooks Self-Employed.

     

    They can sign in to QuickBooks Self-Employed to view or print your 1099-MISC.

     

    To do that:

    1. Sign in to QuickBooks Self-Employed.
    2. Go to the Clients menu.
    3. Select the Forms tab.

    For more details about how they can view the 1099 forms, feel free to read through this reference: Learn how to sign in to QuickBooks Self-Employed to get your 1099-MISC.

     

    Keep me updated here on how things turn out by clicking the Reply button below. I'll be here to help get you back to business. Take care!

    B
    bobransomAuthor
    January 27, 2021

    BettyJane,

     

    I think you missed my point. On my end, Intuit tells me:

     

    "What happens next

    1. We'll send an email to [email address removed] when the IRS accepts your forms.
      We'll print and mail 1099s to all of your contractors.
      If you provided email addresses for your contractors, we'll invite them to view their 1099s online.
      Download and print copies for your records. The IRS requires that you keep a copy of 1099s for 4 years."

     

    Note item #2, "We'll print and mail 1099s..." Yet the email sent to the contractors makes no mention of this, instead leading them to think they HAVE to sign up to get their tax forms. And many don't want to sign up ... so instead they email me asking me to send their form because they don't want to sign up. Which ends up taking more time than if I'd just printed these out and had someone stuff envelopes. It would have been less hassle.

     

      R
      RCV
      January 27, 2021

      Thanks for coming back, bobransom.

       

      Your contractors can download a QuickBooks Self-Employed (QBSE) trial version so they can submit and view the 1099's. After you submit the form to IRS, your contractors will be invited to your 1099s online. They can click on the link in the email they receive and they'll be redirected to log in to your account.

       

      They can also access the QuickBooks Self-Employed Test Drive to view the 1099-Misc forms. Here's how:

      1. Tick the link in the email to sign in to QuickBooks Self-Employed.
      2. Go to the Clients menu.
      3. Select the Forms tab.

       

      For more details about this one, see the Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed article. Feel free to visit our Tax forms page for more insights about adding and managing your tax forms.

       

      I'd like to know how things going after your contractors perform the steps provided, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

      M
      melon 9649
      January 8, 2022

      Not sure the question Bob asked was ever answered, and the answer given leads to the same confusion I have when it comes to the email and the printed mailed copies.  I would like to have it confirmed that BOTH an email will be sent AND a paper copy printed and mailed to the contractors by Qbooks.  

        LieraMarie_A
        LieraMarie_A
        January 8, 2022

        Hi there, @melon 9649. I'm here to share additional information to clear up the confusion.

         

        When you invite your contractors using QuickBooks Online (QBO), QuickBooks will send them an email inviting them to fill out and submit their W-9 info. They can either log in with an existing QuickBooks Self-Employed (QBSE) account or create a free account. If they update their info at any time in their account, the info automatically updates in QBO.

         

        After you submit your contractors' 1099 forms to the IRS, they'll get an email when it's ready for download. Your contractors will have access to it in their accounts. For more info, direct them to this article: Fill out a W-9 and view your 1099-MISC.

         

        Otherwise, if they don't want to create a QBSE account, the employer or client will be the one to give them their 1099-MISC. We also have a video tutorial for preparing 1099s: How to file your 1099-MISC and 1099-NEC.

         

        The Community is always here if you need further clarifications with sending out 1099 forms. We're always here to answer them for you.

        B
        bobransomAuthor
        January 12, 2022

        Hello, LieraMarie_A,

         

        The point I was making in my original post was that the Intuit 1099 site said that all of my contractors would receive their documents by mail and that they could also log in to retrieve them electronically. Unfortunately, that wasn't how it worked at all.

         

        As you have pointed out, in actuality they must either log in to an existing Intuit account or create a new one. Based on last year, at least half of our contractors do not have an account nor do they want one. From my point of view, I was told that copies would be mailed but they weren't — which made the investment in the 1099 program a waste of time and money.

         

        I've gone back to sending everyone paper copies. In the end, it's easier and cheaper, and we don't have to take part in Intuit's "sign up for free" data gathering.

         

          D
          dirt_mangurt
          February 4, 2023

          I want to throw in another angle that's related to this thread.  I have a QBSE account and received the notification that I have a 1099 ready from a client that uses QBO.  However, I recently started using another email address (I currently use both depending on who I'm emailing with) and the aforementioned client used my newer email address in my QBO vendor profile so the notification went to that email.  When I click the link to view my 1099 it asks me to sign in and if I switch email addresses to the one associasted with my Intuit account before doing so, it tells me there's a problem with my login.  If I simply go to the Intuit site and login it works, but that particular client/1099 is not in my clients list because they used my other email address.  Is there a way to get this 1099 through my current account or do I have to create a free account with my new email address just to view this one 1099? 

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