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netdweeb
January 9, 2021
Question

Quickbooks Desktop 1099 NEC Wizard

  • January 9, 2021
  • 8 replies
  • 0 views

Hi I am trying to go through the wizard to set this up.

On the Map vendor payments account, I managed to map the incorrect box to one of the accounts. It now shows as MISC Box 15: State tax withheld. There is no dropdown to change the selection! What I want to do for this particular account is change it back to the default - Omit these payments from 1099. How can I change it back?

    8 replies

    R
    RCV
    January 9, 2021

    I appreciate your time getting back here, rtconsulting.

     

    QuickBooks Desktop does not fill in the Boxes 15a -  15b and 18. To troubleshoot boxes on form 1099 for QuickBooks Desktop, see the QuickBooks Desktop behavior: 1099 article. If you are trying to omit payments, we can go back to your QuickBooks 1099 wizard and follow the steps below:

    1. Go to the Vendors menu and then select Print/E-file 1099s.
    2. Select the 1099 Wizard, then select Get Started.
    3. On Map vendor payment accounts page, look for the expense and select Omit these payments from 1099 from the Apply payments to this 1099 box drop-down. 
    4. Click on Continue to review payments for exclusions and to confirm your 1099 entries. 
    5. Press Save & Close once you're done. 

    For more information on what can be excluded see What payments are excluded from a 1099-NEC and 1099-MISC?. Once done, attempt to view 1099s again to check if there are any changes. You can check out the 1099 E-File: QuickBooks Desktop setup, troubleshooting, & FAQs article for your future reference. 

     

    On the other hand, to map the accounts for vendor payments, just follow Step 4 in the Create and file 1099s with QuickBooks Desktop article. If you're getting the same result after mapping the fields, please contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

     

    Visit our Tax forms page to learn more about adding and managing your tax forms in QuickBooks. 

     

    The Community will always have your back if you need anything else in QuickBooks. Assistance is just one click away. You have a good one. 

    N
    netdweebAuthor
    January 9, 2021

    Thanks for your prompt reply.

    However, I'm saying that step 4  of the 1099 NEC wizard is not working properly. I can't use the drop-down you are referring to in 3 of your reply to remap that account. The drop-down works for all the other accounts but not that one. For that particular account it now is greyed out.

    I would like to get the drop-down re-enabled somehow.

      Rose-A
      Rose-A
      January 9, 2021

      I'm here to help keep the process of re-mapping your 1099-NEC account easy and simple, netdweeb.

       

      Downloading the latest tax table is a good start when it comes to fixing 1099-related issues in QuickBooks.

       

      After that, let's update your QuickBooks Desktop to its latest release to synchronize the changes. Here's how:

       

      1. Click Help at the top menu bar and choose Update QuickBooks Desktop.
      2. Go to the Update Now tab.
      3. Select the Reset Update and click Get Updates to start the download.
      4. Once done. Hit OK and restart QuickBooks.
      5. When prompted, accept the option to install the new release.

      Once done, go back to your 1099-NEC wizard and remap the accounts. However, if the account is still grayed out, you can verify and rebuild your data to better isolate the issue. 

       

      You can read through this article to know more about the new 1099-NEC form as well as a link on how to file them: Understanding payment categories for the 1099-MISC and 1099-NEC.

       

      If you still need help with mapping your 1099-NEC accounts or need further assistance with QuickBooks, please let me know. I'll be here to keep helping. Have a great rest of your day!

      R
      RMarquezMBACPA
      January 10, 2022

      The answer for me wasn't in this thread, but these are the steps I took to resolve this "frozen" drop-down box in the 1099-NEC Wizard:

      1. Go to Vendors>Print 1099 Forms>Wizard.
      2. When the wizard pops up... click on 1099-MISC (not NEC!!)
      3. Click continue until you get to step ...3? (I think it is 3, it's the one with the list of expenses & the mapping drop-down windows to the right of them)
      4. Change relevant expense accounts' drop-down items to say "OMIT FROM 1099"
      4a. Changing it to "Omit" is because right now, QBDt is associating the expense acct w/ 1099_MISC, but we want it to be associated with 1099_NEC).
      5. Close out of the 1099-Wizard (save & close button, don't continue)
      6. Close out of QBDt (just the program, not the computer)
      7. Restart QBDt and log back into your company file.
      8.       Go back into Vendors>1099 Print> Wizard> 1099-NEC (!!)
      9. NOW, when you get to step 3 the mapping, QBDt will allow you to change that expense account to Non-Employee Compensation, Box 1 for NECs.
      10. Save and continue to print your 1099-NECs

      Hope this helps!

        R
        rkarp acctg unlimited
        January 22, 2022

        THANK YOU!!! I've been working on this forever.  Why doesn't QB know this?

        T
        THHCCH
        January 11, 2022

        I had the exact same problem. After I ran the critical update to enable printing three 1099NECs on the same form, all of a sudden almost all of my accounts were being mapped to the MISC box 15 incorrectly and the dropdown box to change it was disabled.

        To fix it I went to the Form 1099 MISC get started page and changed all the accounts to "Omit these payments from 1099" saved it and then went back to the Form 1099NEC get started page and then I was able to go in and correctly map the accounts myself.  

        Yes, ridiculous that Intuit tries to make you pay for technical errors on their part.  I hope this solution works for you too!

        B
        Brilliant Elegance
        January 25, 2024

        This solution worked for me.  Thanks, and good luck to others encountering the same problem.

        I
        IslandGirl57
        January 13, 2022

        This is the WORST program ever, and I have been a QB customer since 1996!  The mapping does not work! It ignores the accounts I have omitted and pulls them in.   I had to change the account from an expense to a random account (Bank) to remove it from my report.  Ridiculous considering the 460.00+ annual fee to use QB.  I should not have to do a work around like this!  It also ignored my date filter Jan-Dec 2021 and pulled in a transaction from 015.  I had to filter multiple vendor names and un-check them.  It should not require that I un-checks a vendor, since they can be re-occuring. 

        R
        Rick-KFA
        January 14, 2022

        netdweeb

        If you have not found a solution "Misc box 15", I had the same problem myself today. I had Quickbooks on the phone but she could not solve the problem. I've worked on this all day to find this solution and hope it works for you.

        First make a list of all the expenses that show "Misc box 15".

        Second, open your chart of accounts. Right click on the account and make it inactive. It will say it is associated with 1099. But say yes to make it inactive. This will release it from 1099 mapping.

        Third, now reactive the account. Go to 1099 NEC mapping and you will be able to select NEC box 1.

        Good Luck, Rick

        F
        fmarnold
        January 17, 2022

        I tried all of these things and nothing would work.   I finally uninstalled the entire program and then reinstalled it.  

         

        Problem fixed!!

         

        QB seems to having some issues this year!!

         

        J
        JinetteEC
        January 27, 2022

        Yes, I have had the same problem happen to me. I accidentally clicked the Box 15 instead of Box 1 in the 1099-NEC mapping wizzard and it will not let me change it back now. 

        AlexV
        AlexV
        January 27, 2022

        Hi JinetteEC!

         

        I can help you in mapping the accounts for the 1099-NEC.

         

        Please note that one account in QuickBooks Desktop can only be used for one type of 1099. The most possible reason why you're unable to change it is that account selected has been used to the 1099-MISC already. You'll want to un-map it first by following these steps:

        1. Go to Vendors, select 1099 Forms, then Print/E-file 1099 Forms.
        2. From the 1099-MISC section, select Get started.
        3. Follow the on-screen steps until you're in the third section where you can map the accounts.
        4. Locate the account you want to use in the 1099-NEC and select Omit these payments from 1099 under the Apply payments to this 1099 box column.
        5. Then save it.

         

        Once done, go back to the 1099-NEC account mapping and you should now be able to map them correctly. 

         

        Leave a comment again here if you have other concerns. Take care!

        N
        netdweebAuthor
        January 27, 2022

        I've been seeing comments on this thread that I started last year. I do think it is very limiting that you can only map an account to EITHER 1099-MISC or 1099-NEC, but not both.

        I am only doing the 1099-NEC form right now, but it appears that wanting to use both would be a monumental hassle.

        A
        AmyMac1980
        January 31, 2022

        Have you found a fix to this issue? I’m having the same problem. Thanks 

        KlentB
        KlentB
        January 31, 2022

        I appreciate the details you've shared about your concern, AmyMac1980.

         

        It's important we're able to resolve this issue as soon as possible so you can continue working with your 1099 NEC.

         

        Since you've tried all the possible steps to fix your issue with 1099, the best thing to do here is to contact our Customer Care Team. This requires a thorough investigation from our technical support so they can work on this in a secure environment as well.

         

        Please take note that our support hours for QuickBooks Desktop Pro, Premier, and Plus start from M-F 6 AM to 6 PM. For QuickBooks Desktop Enterprise, we're available any time, any day.

        1. In your QuickBooks Desktop program, go to Help > QuickBooks Desktop Help.
        2. In the Have a Question window, click the Contact Us link at the bottom.
        3. From the Contact Us page, select any topics.
        4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

        You can also get our direct phone number on this link: Contact QuickBooks Desktop support.

         

        In addition, feel free to check out these articles to learn more about handling 1099 forms in QuickBooks Desktop:

        Leave a reply on this thread if you have any other questions or concerns while printing 1099's. I'm always here to help. Take care and stay safe.

        N
        netdweebAuthor
        January 31, 2022

        I have been told that Customer Care will not talk to you unless you have an Enterprise subscription or pay a lot of $ for a support call. Have you changed your policy?

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