User Support Forum

Hello. I am looking to print my 1099 reports for 2021. I have a contractor that I know we paid $2,750 to in October 2021. I have 1099 yes checked on their vendor profile. However, when I go to print 1099s, this is not included for some reason. This contractor is also not included when I run the 1099 vendor listing report. Any idea what could be going on?

On the History tab of the Maintain Vendor Records screen, click the 1099 button/dropdown and choose Include all of this vendor's payments on the 1099 form. It may be that the transactions weren't flagged to be included on the 1099, so it isn't meeting the $600 minimum.

That corrected it! Thank you!!

Is there a way for the invoices to automatically be flagged as 1099 eligible? I am afraid now I could have missed some vendors, and I am not quite sure how to ensure the records are all accurate.

Starting with Version 12, when you flag a vendor with the Print 1099 option, it will ask if you want all of their transaction history to be set with the 1099 flag. That helps to avoid this problem when changing an existing vendor's 1099 status mid-year. Once a vendor is flagged to receive a 1099, any new transactions you enter for them are automatically flagged to be included on the 1099.

You can review the history on each of your vendors to make sure that the 1099 option is flagged on their transaction history on the Maintain Vendor Records screen. Otherwise, moving through each of those 1099 vendors and clicking the 1099 button/dropdown on the History tab will ensure that all transactions are flagged.