1-833-742-9500 How do I view previous 1099s in QuickBooks online?

 

Q1: Where can I find 1099s in QuickBooks Online?

A1:

To view 1099s in QuickBooks Online:

1. Log in to your QuickBooks Online account.

2. Navigate to the Expenses tab from the left-hand menu.

3. Select Vendors.

4. Click the Prepare 1099s button in the top right corner.

5. If you've already prepared 1099s before, you’ll see a summary and a link that says something like “View past forms” or “View 1099 filings”.

6. Choose the year you want to review from the list.

This area allows you to access both current and previously filed 1099s.

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Q2: Can I download or print older 1099s from QuickBooks Online?

A2:
Yes! Once you access the 1099 for the year you want:

• Click View or Print next to the form you need.

• You can then either download it as a PDF or print it directly.

This is helpful for sending to contractors again, saving for your own records, or submitting amended forms if necessary.

Q3: What if I don’t see the “Prepare 1099s” option?

A3:
If you don’t see the “Prepare 1099s” option in the Vendor section:

• Make sure you’re using QuickBooks Online Plus, Advanced, or Essentials. The 1099 feature isn’t available in the Simple Start plan.

• If you're in the correct plan, try these steps:

  • Click the Settings (Gear Icon) in the top right.

  • Under Tools, select Payroll Settings or Tax Settings.

  • You may also try searching “1099” in the QuickBooks help bar to jump directly to the form center.

Q4: I used a third-party e-file service through QuickBooks. Can I still see the old 1099s?

A4:
If you used QuickBooks' partnership with a third-party e-filing provider like Tax1099.com or Intuit's 1099 E-File Service, your 1099s may be stored outside of QBO.

To retrieve these:

• Go to the website of the service (e.g., efile4biz.com if you used Intuit’s service).

• Log in using the credentials you created at the time of filing.

• Navigate to the dashboard or “Filed Forms” section to view, download, or reprint previous years’ 1099s.

Q5: How many years of 1099s does QuickBooks keep?

A5:
QuickBooks Online generally keeps 7 years of tax documents, including 1099s, if they were filed through QBO or the integrated 1099 e-file system. If you filed through a third-party but not through QBO, you’ll need to check retention policies with that provider.

Q6: Can contractors access their 1099s directly?

A6:
Yes. If you sent 1099s electronically via QuickBooks Online and included the contractor’s email:

• The contractor should receive an email with a secure link to download their 1099.

• They will be directed to QuickBooks Workforce, where they can create an account or log in to view and download their 1099.

This can save you from having to re-send the document.

Q7: I made a mistake on last year’s 1099. How do I amend it in QuickBooks Online?

A7:
QuickBooks Online currently doesn’t support amended 1099 filings within the platform. If you need to fix a mistake:

1. You’ll need to manually fill out a corrected 1099 form.

2. Submit the corrected copy to the IRS and provide a new copy to the contractor.

3. You can get the necessary forms from the IRS website or your local office supply store.

Always make sure to consult a tax professional before submitting amended forms to avoid penalties.

Q8: How do I export a list of all 1099 contractors and amounts paid in previous years?

A8:
You can export a 1099 report by following these steps:

1. Go to Reports on the left-hand menu.

2. Search for and open the 1099 Transaction Detail Report.

3. Set the date range to the desired year (e.g., January 1 to December 31, 2023).

4. Filter by 1099 vendors if needed.

5. Click Export in the top right to download the report as Excel or PDF.

This is especially useful for year-end reviews or audits.

Q9: I filed paper 1099s outside of QuickBooks. Can I still record them in QBO for tracking?

A9:
Yes, QuickBooks lets you track 1099 payments even if you don’t file them through QBO. To do this:

1. Go to Expenses > Vendors.

2. Click the contractor’s name.

3. Edit the contractor and make sure the “Track payments for 1099” box is checked.

4. Payments made to that vendor (via check, ACH, etc.) will now be included in 1099 reports.

However, you’ll still need to manually file the forms with the IRS.

Q10: What if my 1099 report looks wrong or shows $0 paid?

A10:
Common reasons your 1099 report might appear incorrect:

• Payments were made using PayPal or credit card (these are reported by the payment processors, not you).

• The vendor wasn’t marked as eligible for 1099s.

• You used incorrect expense accounts (only payments in certain accounts count).

• Payments were recorded as bills, not expenses or checks.

To fix this:

1. Reclassify transactions to the correct expense categories.

2. Ensure 1099 eligibility is turned on for the vendor.

3. Update your 1099 mapping in the Prepare 1099s workflow.

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Final Tips

• Always double-check your vendor details, especially Tax ID Numbers (TIN) and addresses.

• Use the Preview 1099s option before finalizing them each year.

• Keep a habit of downloading and archiving PDFs annually.

Summary Checklist: Viewing Old 1099s in QuickBooks Online

✅ Go to Expenses > Vendors > Prepare 1099s
✅ Click View past forms
✅ Select the tax year
✅ Download/Print as needed
✅ Use third-party logins if you filed outside QBO
✅ Export reports under Reports > 1099 Transaction Detail.